ESS ESSEX PPTY TR INC

Ownership history in Savant Capital, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Savant Capital, LLC 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.

Peak position
0.05% (2019 Q1)
Avg. % of fund
0.01%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,147 -125 -9.8% 0.00% $307K $265.03
2025 Q2 ADDED 1,272 +233 +22.4% 0.00% $360K $277.91
2025 Q1 REDUCED 1,039 -10 -1.0% 0.00% $319K $297.92
2024 Q4 ADDED 1,049 +111 +11.8% 0.00% $299K $272.70
2024 Q3 REDUCED 938 -8 -0.8% 0.00% $277K $282.23
2024 Q2 ADDED 946 +13 +1.4% 0.00% $258K $257.89
2024 Q1 ADDED 933 +7 +0.8% 0.00% $228K $229.86
2023 Q4 ADDED 926 +5 +0.5% 0.00% $230K $230.40
2023 Q2 REDUCED 921 -75 -7.5% 0.00% $216K $213.37
2022 Q3 REDUCED 996 -76 -7.1% 0.01% $241K $213.69
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESS price (monthly, adj. close)
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