Essex Property Trust shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Essex Property Trust
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Quarterly reported holdings in Essex Property Trust by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $299k | 974 | 306.63 |
| 2024-12-31 | $245k | 857 | 285.58 |
| 2024-09-30 | $252k | 852 | 295.34 |
| 2024-06-30 | $232k | 851 | 272.22 |
| 2024-03-31 | $207k | 847 | 244.69 |
| 2023-12-31 | $209k | 842 | 248.06 |
| 2023-03-31 | $212k | 1.0k | 209.14 |
| 2022-12-31 | $221k | 1.0k | 211.92 |
| 2022-09-30 | $249k | 1.0k | 241.98 |
| 2022-06-30 | $273k | 1.0k | 261.75 |
| 2022-03-31 | $373k | 1.1k | 345.05 |
| 2021-12-31 | $380k | 1.1k | 352.18 |
| 2021-09-30 | $340k | 1.1k | 319.85 |
| 2021-06-30 | $288k | 1.1k | 272.21 |
| 2021-03-31 | $288k | 1.1k | 272.21 |
| 2020-12-31 | $251k | 1.1k | 237.24 |