Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. 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 | REDUCED | 635 | -2 | -0.3% | 0.00% | $170K | $265.03 |
| 2025 Q2 | ADDED | 637 | +146 | +29.7% | 0.00% | $181K | $277.91 |
| 2025 Q1 | UNCHANGED | 491 | — | 0% | 0.00% | $140K | $297.92 |
| 2024 Q4 | ADDED | 491 | +17 | +3.6% | 0.00% | $140K | $272.70 |
| 2024 Q3 | REDUCED | 474 | -17 | -3.5% | 0.00% | $140K | $282.23 |
| 2024 Q2 | REDUCED | 491 | -81 | -14.2% | 0.00% | $134K | $257.89 |
| 2024 Q1 | ADDED | 572 | +32 | +5.9% | 0.00% | $140K | $229.86 |
| 2023 Q4 | INITIATED | 540 | — | — | 0.00% | $134K | — |
As of 2025 Q4 — sorted by position size