Summit Trail Advisors’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 Q2	$1.52M	Buy	+5,309	New	+$1.52M	0.03%	337
2018 Q1	–	Sell	-188	Closed	-$44K	–	813
2017 Q4	$44K	Buy	+188	New	+$44K	0.01%	847