Essex Property Trust shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Essex Property Trust
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Quarterly reported holdings in Essex Property Trust by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 10k | 267.66 |
| 2025-06-30 | $3.0M | 11k | 283.39 |
| 2025-03-31 | $3.4M | 11k | 306.55 |
| 2024-12-31 | $3.6M | 13k | 285.45 |
| 2024-09-30 | $3.6M | 12k | 295.41 |
| 2024-06-30 | $3.4M | 13k | 272.21 |
| 2024-03-31 | $2.6M | 11k | 244.82 |
| 2023-12-31 | $3.3M | 13k | 247.94 |