Summitry LLC’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $450K | Buy |
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|
2025
Q2 | $458K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $472K | Hold |
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|
2024
Q2 | $435K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $366K | Hold |
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|
2020
Q1 | $352K | Hold |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $522K | Hold |
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|
2019
Q2 | $467K | Sell |
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|
2019
Q1 | $588K | Buy |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $394K | Hold |
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|
2018
Q2 | $382K | Hold |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $386K | Hold |
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|
2017
Q3 | $406K | Hold |
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|
2017
Q2 | $411K | Hold |
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|
2017
Q1 | $370K | Hold |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $390K | Buy |
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|
2016
Q2 | $365K | Hold |
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|
2016
Q1 | $374K | Sell |
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|
2015
Q4 | $754K | Hold |
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|
2015
Q3 | $704K | Hold |
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|
2015
Q2 | $669K | Hold |
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|
2015
Q1 | $724K | Hold |
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|
2014
Q4 | $651K | Sell |
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|
2014
Q3 | $584K | Buy |
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|
2014
Q2 | $582K | Buy |
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|
2014
Q1 | $468K | Sell |
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|
2013
Q4 | $431K | Hold |
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|
2013
Q3 | $443K | Hold |
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|
2013
Q2 | $477K | Buy |
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