Summit Global Investments’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,322
| Closed | -$948K | – | 484 |
|
|
2024
Q4 | $948K | Buy |
+3,322
| New | +$948K | 0.06% | 225 |
|
|
2020
Q2 | – | Sell |
-26,479
| Closed | -$5.83M | – | 246 |
|
|
2020
Q1 | $5.83M | Sell |
26,479
-37,867
| -59% | -$8.34M | 0.85% | 46 |
|
|
2019
Q4 | $19.4M | Buy |
64,346
+60,096
| +1,414% | +$18.1M | 2.1% | 5 |
|
|
2019
Q3 | $1.39M | Buy |
+4,250
| New | +$1.39M | 0.16% | 99 |
|