Ownership history in Activest Wealth Management · 4 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in ESSEX PPTY TR INC (ESS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3 | — | 0% | 0.00% | $803 | $265.03 |
| 2025 Q2 | REDUCED | 3 | -3 | -50.0% | 0.00% | $850 | $277.91 |
| 2025 Q1 | ADDED | 6 | +5 | +500.0% | 0.00% | $2K | $297.92 |
| 2024 Q4 | INITIATED | 1 | — | — | 0.00% | $285 | $272.70 |
As of 2025 Q4 — sorted by position size