ESSEX PPTY TR INC

Ticker: ESS CUSIP: 297178105 Class: REIT

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 2,559 Value ($000) $670 Avg Close $256.27 Range $240.86 - $267.83

Q3 2025

Shares 2,189 Value ($000) $586 Avg Close $265.10 Range $245.95 - $288.39

Q2 2025

Shares 976 Value ($000) $277 Avg Close $273.00 Range $236.97 - $299.82

Q1 2025

Shares 958 Value ($000) $294 Avg Close $281.60 Range $258.21 - $304.79

Q4 2024

Shares 819 Value ($000) $234 Avg Close $282.24 Range $263.30 - $300.60

Q3 2024

Shares 1,731 Value ($000) $511 Avg Close $274.87 Range $254.29 - $301.02

Q2 2024

Shares 1,620 Value ($000) $441 Avg Close $241.02 Range $216.80 - $267.38

Q1 2024

Shares 1,661 Value ($000) $407 Avg Close $221.27 Range $207.28 - $233.96

Q4 2023

Shares 2,091 Value ($000) $519 Avg Close $203.15 Range $187.70 - $232.81

Q3 2023

Shares 2,658 Value ($000) $564 Avg Close $213.56 Range $191.37 - $226.57

Q2 2023

Shares 3,146 Value ($000) $737 Avg Close $197.14 Range $184.42 - $216.32

Q1 2023

Shares 3,367 Value ($000) $704 Avg Close $196.66 Range $173.84 - $214.78

Q4 2022

Shares 3,555 Value ($000) $753 Avg Close $192.85 Range $181.06 - $220.25

Q3 2022

Shares 4,154 Value ($000) $1,006 Avg Close $236.60 Range $207.97 - $262.56

Q2 2022

Shares 4,182 Value ($000) $1,094 Avg Close $262.47 Range $217.28 - $315.02

Q1 2022

Shares 4,331 Value ($000) $1,496 Avg Close $287.86 Range $264.50 - $309.74

Q4 2021

Shares 4,167 Value ($000) $1,468 Avg Close $291.56 Range $272.18 - $306.55

Q3 2021

Shares 3,748 Value ($000) $1,199 Avg Close $275.34 Range $255.43 - $287.12

Q2 2021

Shares 3,467 Value ($000) $1,040 Avg Close $249.30 Range $229.45 - $267.58

Q1 2021

Shares 3,115 Value ($000) $847 Avg Close $217.54 Range $190.22 - $247.26

Q4 2020

Shares 2,846 Value ($000) $676 Avg Close $191.84 Range $154.90 - $229.60

Q3 2020

Shares 4,190 Value ($000) $841 Avg Close $179.34 Range $163.04 - $200.46

Q2 2020

Shares 4,837 Value ($000) $1,108 Avg Close $195.53 Range $153.75 - $225.44

Q1 2020

Shares 5,379 Value ($000) $1,185 Avg Close $232.26 Range $142.07 - $266.46

Q4 2019

Shares 5,667 Value ($000) $1,705 Avg Close $253.65 Range $236.44 - $268.29

Q3 2019

Shares 5,102 Value ($000) $1,667 Avg Close $249.55 Range $229.72 - $265.41

Q2 2019

Shares 5,399 Value ($000) $1,576 Avg Close $228.52 Range $215.28 - $241.96

Q1 2019

Shares 4,921 Value ($000) $1,423 Avg Close $214.90 Range $185.44 - $231.98

Q4 2018

Shares 12,203 Value ($000) $2,992 Avg Close $197.05 Range $185.22 - $208.97

Q3 2018

Shares 13,177 Value ($000) $3,251 Avg Close $186.80 Range $176.05 - $194.58

Q2 2018

Shares 13,742 Value ($000) $3,285 Avg Close $183.28 Range $174.01 - $190.18

Q1 2018

Shares 15,151 Value ($000) $3,647 Avg Close $175.97 Range $163.32 - $186.82

Q4 2017

Shares 23,662 Value ($000) $5,711 Avg Close $191.18 Range $179.79 - $200.05

Q3 2017

Shares 23,030 Value ($000) $5,850 Avg Close $196.52 Range $188.34 - $203.15

Q2 2017

Shares 6,721 Value ($000) $1,729 Avg Close $187.90 Range $171.22 - $200.98

Q1 2017

Shares 6,106 Value ($000) $1,414 Avg Close $170.16 Range $161.98 - $176.93

Q4 2016

Shares 26,871 Value ($000) $6,247 Avg Close $159.26 Range $147.30 - $173.59

Q3 2016

Shares 26,313 Value ($000) $5,860 Avg Close $166.40 Range $158.80 - $172.99

Q2 2016

Shares 24,809 Value ($000) $5,656 Avg Close $162.14 Range $150.41 - $172.41

Q1 2016

Shares 24,245 Value ($000) $5,670 Avg Close $158.17 Range $137.86 - $173.40

Q4 2015

Shares 23,846 Value ($000) $5,709 Avg Close $164.61 Range $153.56 - $176.14

Q3 2015

Shares 22,438 Value ($000) $5,013 Avg Close $157.07 Range $146.44 - $165.29

Q2 2015

Shares 18,121 Value ($000) $3,851 Avg Close $156.58 Range $148.52 - $163.97

Q1 2015

Shares 14,758 Value ($000) $3,276 Avg Close $159.18 Range $145.64 - $170.87

Q4 2014

Shares 11,544 Value ($000) $2,385 Avg Close $138.38 Range $123.40 - $149.75

Q3 2014

Shares 11,129 Value ($000) $1,989 Avg Close $130.80 Range $124.09 - $135.95

Q1 2014

Shares 2,448 Value ($000) $416 Avg Close $110.41 Range $96.91 - $118.25

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,559	$670	$256.27	$240.86 - $267.83
Q3 2025	2,189	$586	$265.10	$245.95 - $288.39
Q2 2025	976	$277	$273.00	$236.97 - $299.82
Q1 2025	958	$294	$281.60	$258.21 - $304.79
Q4 2024	819	$234	$282.24	$263.30 - $300.60
Q3 2024	1,731	$511	$274.87	$254.29 - $301.02
Q2 2024	1,620	$441	$241.02	$216.80 - $267.38
Q1 2024	1,661	$407	$221.27	$207.28 - $233.96
Q4 2023	2,091	$519	$203.15	$187.70 - $232.81
Q3 2023	2,658	$564	$213.56	$191.37 - $226.57
Q2 2023	3,146	$737	$197.14	$184.42 - $216.32
Q1 2023	3,367	$704	$196.66	$173.84 - $214.78
Q4 2022	3,555	$753	$192.85	$181.06 - $220.25
Q3 2022	4,154	$1,006	$236.60	$207.97 - $262.56
Q2 2022	4,182	$1,094	$262.47	$217.28 - $315.02
Q1 2022	4,331	$1,496	$287.86	$264.50 - $309.74
Q4 2021	4,167	$1,468	$291.56	$272.18 - $306.55
Q3 2021	3,748	$1,199	$275.34	$255.43 - $287.12
Q2 2021	3,467	$1,040	$249.30	$229.45 - $267.58
Q1 2021	3,115	$847	$217.54	$190.22 - $247.26
Q4 2020	2,846	$676	$191.84	$154.90 - $229.60
Q3 2020	4,190	$841	$179.34	$163.04 - $200.46
Q2 2020	4,837	$1,108	$195.53	$153.75 - $225.44
Q1 2020	5,379	$1,185	$232.26	$142.07 - $266.46
Q4 2019	5,667	$1,705	$253.65	$236.44 - $268.29
Q3 2019	5,102	$1,667	$249.55	$229.72 - $265.41
Q2 2019	5,399	$1,576	$228.52	$215.28 - $241.96
Q1 2019	4,921	$1,423	$214.90	$185.44 - $231.98
Q4 2018	12,203	$2,992	$197.05	$185.22 - $208.97
Q3 2018	13,177	$3,251	$186.80	$176.05 - $194.58
Q2 2018	13,742	$3,285	$183.28	$174.01 - $190.18
Q1 2018	15,151	$3,647	$175.97	$163.32 - $186.82
Q4 2017	23,662	$5,711	$191.18	$179.79 - $200.05
Q3 2017	23,030	$5,850	$196.52	$188.34 - $203.15
Q2 2017	6,721	$1,729	$187.90	$171.22 - $200.98
Q1 2017	6,106	$1,414	$170.16	$161.98 - $176.93
Q4 2016	26,871	$6,247	$159.26	$147.30 - $173.59
Q3 2016	26,313	$5,860	$166.40	$158.80 - $172.99
Q2 2016	24,809	$5,656	$162.14	$150.41 - $172.41
Q1 2016	24,245	$5,670	$158.17	$137.86 - $173.40
Q4 2015	23,846	$5,709	$164.61	$153.56 - $176.14
Q3 2015	22,438	$5,013	$157.07	$146.44 - $165.29
Q2 2015	18,121	$3,851	$156.58	$148.52 - $163.97
Q1 2015	14,758	$3,276	$159.18	$145.64 - $170.87
Q4 2014	11,544	$2,385	$138.38	$123.40 - $149.75
Q3 2014	11,129	$1,989	$130.80	$124.09 - $135.95
Q1 2014	2,448	$416	$110.41	$96.91 - $118.25