Whittier Trust’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 | $340K | Sell |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $966K | Buy |
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|
2022
Q2 | $955K | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $932K | Buy |
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|
2021
Q1 | $830K | Buy |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $632K | Buy |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $589K | Sell |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $931K | Hold |
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|
2018
Q3 | $937K | Hold |
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|
2018
Q2 | $907K | Hold |
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|
2018
Q1 | $914K | Hold |
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|
2017
Q4 | $916K | Hold |
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|
2017
Q3 | $965K | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $963K | Buy |
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|
2016
Q4 | $938K | Buy |
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|
2016
Q3 | $894K | Buy |
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|
2016
Q2 | $912K | Buy |
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|
2016
Q1 | $423K | Hold |
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|
2015
Q4 | $433K | Sell |
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|
2015
Q3 | $410K | Sell |
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|
2015
Q2 | $390K | Hold |
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|
2015
Q1 | $422K | Buy |
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|
2014
Q4 | $312K | Sell |
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|
2014
Q3 | $307K | Sell |
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|
2014
Q2 | $345K | Buy |
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