Unigestion Holding’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 | $1.55M | Buy |
5,063
+2,697
| +114% | +$827K | 0.09% | 129 |
|
|
2024
Q4 | $675K | Buy |
2,366
+242
| +11% | +$69.1K | 0.04% | 127 |
|
|
2024
Q3 | $627K | Buy |
+2,124
| New | +$627K | 0.03% | 127 |
|
|
2021
Q2 | – | Sell |
-2,573
| Closed | -$699K | – | 244 |
|
|
2021
Q1 | $699K | Buy |
2,573
+319
| +14% | +$86.7K | 0.02% | 186 |
|
|
2020
Q4 | $535K | Sell |
2,254
-431
| -16% | -$102K | 0.02% | 192 |
|
|
2020
Q3 | $539K | Sell |
2,685
-415
| -13% | -$83.3K | 0.02% | 155 |
|
|
2020
Q2 | $710K | Sell |
3,100
-2,800
| -47% | -$641K | 0.02% | 140 |
|
|
2020
Q1 | $1.3M | Buy |
+5,900
| New | +$1.3M | 0.05% | 144 |
|
|
2019
Q3 | $1.63M | Buy |
5,000
+1,600
| +47% | +$523K | 0.05% | 149 |
|
|
2019
Q2 | $993K | Buy |
+3,400
| New | +$993K | 0.03% | 187 |
|