United Services Automobile Association’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 Q2	–	Sell	-1,517	Closed	-$464K	–	355
2025 Q1	$464K	Buy	+1,517	New	+$443K	0.01%	588
2019 Q4	–	Sell	-1,834	Closed	-$599K	–	345
2019 Q3	$599K	Sell	1,834 -19,453	-91%	-$6.08M	0.01%	306
2019 Q2	$6.21M	Sell	21,287 -18,991	-47%	-$5.47M	0.02%	716
2019 Q1	$11.7M	Sell	40,278 -20	-0%	-$5.46K	0.03%	481
2018 Q4	$9.88M	Buy	40,298 +148	+0.4%	+$37.3K	0.03%	499
2018 Q3	$9.9M	Buy	40,150 +14,593	+57%	+$3.51M	0.02%	568
2018 Q2	$6.11M	Buy	25,557 +419	+2%	+$99.8K	0.02%	736
2018 Q1	$6.05M	Sell	25,138 -97	-0.4%	-$22.4K	0.02%	746
2017 Q4	$6.09M	Buy	25,235 +4,772	+23%	+$1.2M	0.02%	734
2017 Q3	$5.2M	Hold	20,463	–	–	0.02%	755
2017 Q2	$5.26M	Buy	20,463 +1	+0%	+$251	0.02%	736
2017 Q1	$4.74M	Sell	20,462 -306	-1%	-$70.2K	0.02%	748
2016 Q4	$4.83M	Buy	20,768 +85	+0.4%	+$18.4K	0.02%	742
2016 Q3	$4.61M	Buy	20,683 +385	+2%	+$87.6K	0.02%	735
2016 Q2	$4.63M	Hold	20,298	–	–	0.02%	714
2016 Q1	$4.75M	Buy	20,298 +441	+2%	+$96.7K	0.02%	701
2015 Q4	$4.75M	Buy	19,857 +213	+1%	+$48.9K	0.02%	694
2015 Q3	$4.39M	Buy	19,644 +1,144	+6%	+$252K	0.02%	723
2015 Q2	$3.93M	Buy	18,500 +212	+1%	+$46.9K	0.01%	794
2015 Q1	$4.2M	Buy	18,288 +960	+6%	+$217K	0.01%	765
2014 Q4	$3.58M	Buy	17,328 +474	+3%	+$93.9K	0.01%	802
2014 Q3	$3.01M	Hold	16,854	–	–	0.01%	831
2014 Q2	$3.12M	Buy	+16,854	New	+$2.98M	0.01%	836