Vestmark Advisory Solutions’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
$724K Buy
2,554
+1,000
+64% +$283K 0.01% 557
2025
Q1
$476K Buy
1,554
+622
+67% +$191K 0.01% 521
2024
Q4
$266K Sell
932
-20
-2% -$5.71K 0.01% 516
2024
Q3
$281K Hold
952
0.01% 466
2024
Q2
$259K Sell
952
-28
-3% -$7.62K 0.01% 484
2024
Q1
$240K Sell
980
-34
-3% -$8.32K 0.01% 479
2023
Q4
$251K Sell
1,014
-9
-0.9% -$2.23K 0.01% 448
2023
Q3
$217K Sell
1,023
-5,198
-84% -$1.1M 0.02% 384
2023
Q2
$1.46M Buy
6,221
+397
+7% +$93K 0.06% 364
2023
Q1
$1.22M Buy
5,824
+1,616
+38% +$338K 0.05% 391
2022
Q4
$892K Buy
4,208
+257
+7% +$54.5K 0.04% 449
2022
Q3
$957K Buy
3,951
+1,629
+70% +$395K 0.05% 394
2022
Q2
$607K Buy
2,322
+996
+75% +$260K 0.03% 499
2022
Q1
$458K Buy
1,326
+254
+24% +$87.7K 0.03% 566
2021
Q4
$378K Buy
1,072
+225
+27% +$79.3K 0.02% 625
2021
Q3
$271K Buy
+847
New +$271K 0.02% 701