Essex Property Trust shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Essex Property Trust
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Quarterly reported holdings in Essex Property Trust by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $475k | 1.6k | 295.47 |
| 2024-06-30 | $434k | 1.6k | 272.15 |
| 2024-03-31 | $387k | 1.6k | 244.86 |
| 2023-12-31 | $445k | 1.8k | 247.99 |
| 2023-09-30 | $377k | 1.8k | 212.15 |
| 2023-06-30 | $413k | 1.8k | 234.25 |
| 2023-03-31 | $365k | 1.7k | 209.16 |
| 2022-12-31 | $367k | 1.7k | 211.89 |
| 2022-09-30 | $416k | 1.7k | 242.42 |
| 2022-06-30 | $445k | 1.7k | 261.30 |
| 2022-03-31 | $585k | 1.7k | 345.34 |
| 2021-12-31 | $593k | 1.7k | 352.14 |
More positions owned by Concentric Wealth Management
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