ESSEX PPTY TR INC

Ticker: ESS CUSIP: 297178105 Class: REIT

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 13,905 Value ($000) $3,639 Avg Close $256.27 Range $240.86 - $267.83

Q3 2025

Shares 7,657 Value ($000) $2,050 Avg Close $265.10 Range $245.95 - $288.39

Q2 2025

Shares 6,681 Value ($000) $1,893 Avg Close $273.00 Range $236.97 - $299.82

Q1 2025

Shares 6,777 Value ($000) $2,078 Avg Close $281.60 Range $258.21 - $304.79

Q4 2024

Shares 6,838 Value ($000) $1,952 Avg Close $282.24 Range $263.30 - $300.60

Q3 2024

Shares 6,166 Value ($000) $1,822 Avg Close $274.87 Range $254.29 - $301.02

Q2 2024

Shares 6,046 Value ($000) $1,646 Avg Close $241.02 Range $216.80 - $267.38

Q1 2024

Shares 6,030 Value ($000) $1,476 Avg Close $221.27 Range $207.28 - $233.96

Q4 2023

Shares 5,253 Value ($000) $1,302 Avg Close $203.15 Range $187.70 - $232.81

Q3 2023

Shares 6,046 Value ($000) $1,282 Avg Close $213.56 Range $191.37 - $226.57

Q2 2023

Shares 6,783 Value ($000) $1,589 Avg Close $197.14 Range $184.42 - $216.32

Q1 2023

Shares 5,595 Value ($000) $1,170 Avg Close $196.66 Range $173.84 - $214.78

Q4 2022

Shares 5,387 Value ($000) $1,142 Avg Close $192.85 Range $181.06 - $220.25

Q3 2022

Shares 4,585 Value ($000) $1,111 Avg Close $236.60 Range $207.97 - $262.56

Q2 2022

Shares 3,747 Value ($000) $980 Avg Close $262.47 Range $217.28 - $315.02

Q1 2022

Shares 3,564 Value ($000) $1,231 Avg Close $287.86 Range $264.50 - $309.74

Q4 2021

Shares 3,556 Value ($000) $1,252 Avg Close $291.56 Range $272.18 - $306.55

Q3 2021

Shares 3,468 Value ($000) $1,109 Avg Close $275.34 Range $255.43 - $287.12

Q2 2021

Shares 3,386 Value ($000) $1,016 Avg Close $249.30 Range $229.45 - $267.58

Q1 2021

Shares 4,198 Value ($000) $1,141 Avg Close $217.54 Range $190.22 - $247.26

Q4 2020

Shares 3,104 Value ($000) $737 Avg Close $191.84 Range $154.90 - $229.60

Q3 2020

Shares 3,211 Value ($000) $645 Avg Close $179.34 Range $163.04 - $200.46

Q2 2020

Shares 3,101 Value ($000) $711 Avg Close $195.53 Range $153.75 - $225.44

Q1 2020

Shares 3,221 Value ($000) $709 Avg Close $232.26 Range $142.07 - $266.46

Q4 2019

Shares 3,341 Value ($000) $1,005 Avg Close $253.65 Range $236.44 - $268.29

Q3 2019

Shares 3,667 Value ($000) $1,198 Avg Close $249.55 Range $229.72 - $265.41

Q2 2019

Shares 3,642 Value ($000) $1,063 Avg Close $228.52 Range $215.28 - $241.96

Q1 2019

Shares 4,184 Value ($000) $1,210 Avg Close $214.90 Range $185.44 - $231.98

Q4 2018

Shares 3,799 Value ($000) $932 Avg Close $197.05 Range $185.22 - $208.97

Q3 2018

Shares 3,408 Value ($000) $841 Avg Close $186.80 Range $176.05 - $194.58

Q2 2018

Shares 3,436 Value ($000) $822 Avg Close $183.28 Range $174.01 - $190.18

Q1 2018

Shares 3,599 Value ($000) $866 Avg Close $175.97 Range $163.32 - $186.82

Q4 2017

Shares 4,118 Value ($000) $994 Avg Close $191.18 Range $179.79 - $200.05

Q3 2017

Shares 4,350 Value ($000) $1,105 Avg Close $196.52 Range $188.34 - $203.15

Q2 2017

Shares 4,310 Value ($000) $1,109 Avg Close $187.90 Range $171.22 - $200.98

Q1 2017

Shares 4,507 Value ($000) $1,044 Avg Close $170.16 Range $161.98 - $176.93

Q4 2016

Shares 4,413 Value ($000) $1,026 Avg Close $159.26 Range $147.30 - $173.59

Q3 2016

Shares 4,417 Value ($000) $984 Avg Close $166.40 Range $158.80 - $172.99

Q2 2016

Shares 7,517 Value ($000) $1,715 Avg Close $162.14 Range $150.41 - $172.41

Q1 2016

Shares 4,606 Value ($000) $1,077 Avg Close $158.17 Range $137.86 - $173.40

Q4 2015

Shares 4,606 Value ($000) $1,103 Avg Close $164.61 Range $153.56 - $176.14

Q3 2015

Shares 4,606 Value ($000) $1,029 Avg Close $157.07 Range $146.44 - $165.29

Q1 2015

Shares 2,819 Value ($000) $648 Avg Close $159.18 Range $145.64 - $170.87

Q4 2014

Shares 2,825 Value ($000) $584 Avg Close $138.38 Range $123.40 - $149.75

Q3 2014

Shares 2,925 Value ($000) $523 Avg Close $130.80 Range $124.09 - $135.95

Q2 2014

Shares 2,925 Value ($000) $541 Avg Close $121.84 Range $113.43 - $128.72

Q1 2014

Shares 230 Value ($000) $39 Avg Close $110.41 Range $96.91 - $118.25

Q4 2013

Shares 225 Value ($000) $32 Avg Close $104.19 Range $94.00 - $112.13

Q3 2013

Shares 225 Value ($000) $33 Avg Close $104.31 Range $93.88 - $115.74

Q2 2013

Shares 225 Value ($000) $36 Avg Close $105.05 Range $98.44 - $114.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,905	$3,639	$256.27	$240.86 - $267.83
Q3 2025	7,657	$2,050	$265.10	$245.95 - $288.39
Q2 2025	6,681	$1,893	$273.00	$236.97 - $299.82
Q1 2025	6,777	$2,078	$281.60	$258.21 - $304.79
Q4 2024	6,838	$1,952	$282.24	$263.30 - $300.60
Q3 2024	6,166	$1,822	$274.87	$254.29 - $301.02
Q2 2024	6,046	$1,646	$241.02	$216.80 - $267.38
Q1 2024	6,030	$1,476	$221.27	$207.28 - $233.96
Q4 2023	5,253	$1,302	$203.15	$187.70 - $232.81
Q3 2023	6,046	$1,282	$213.56	$191.37 - $226.57
Q2 2023	6,783	$1,589	$197.14	$184.42 - $216.32
Q1 2023	5,595	$1,170	$196.66	$173.84 - $214.78
Q4 2022	5,387	$1,142	$192.85	$181.06 - $220.25
Q3 2022	4,585	$1,111	$236.60	$207.97 - $262.56
Q2 2022	3,747	$980	$262.47	$217.28 - $315.02
Q1 2022	3,564	$1,231	$287.86	$264.50 - $309.74
Q4 2021	3,556	$1,252	$291.56	$272.18 - $306.55
Q3 2021	3,468	$1,109	$275.34	$255.43 - $287.12
Q2 2021	3,386	$1,016	$249.30	$229.45 - $267.58
Q1 2021	4,198	$1,141	$217.54	$190.22 - $247.26
Q4 2020	3,104	$737	$191.84	$154.90 - $229.60
Q3 2020	3,211	$645	$179.34	$163.04 - $200.46
Q2 2020	3,101	$711	$195.53	$153.75 - $225.44
Q1 2020	3,221	$709	$232.26	$142.07 - $266.46
Q4 2019	3,341	$1,005	$253.65	$236.44 - $268.29
Q3 2019	3,667	$1,198	$249.55	$229.72 - $265.41
Q2 2019	3,642	$1,063	$228.52	$215.28 - $241.96
Q1 2019	4,184	$1,210	$214.90	$185.44 - $231.98
Q4 2018	3,799	$932	$197.05	$185.22 - $208.97
Q3 2018	3,408	$841	$186.80	$176.05 - $194.58
Q2 2018	3,436	$822	$183.28	$174.01 - $190.18
Q1 2018	3,599	$866	$175.97	$163.32 - $186.82
Q4 2017	4,118	$994	$191.18	$179.79 - $200.05
Q3 2017	4,350	$1,105	$196.52	$188.34 - $203.15
Q2 2017	4,310	$1,109	$187.90	$171.22 - $200.98
Q1 2017	4,507	$1,044	$170.16	$161.98 - $176.93
Q4 2016	4,413	$1,026	$159.26	$147.30 - $173.59
Q3 2016	4,417	$984	$166.40	$158.80 - $172.99
Q2 2016	7,517	$1,715	$162.14	$150.41 - $172.41
Q1 2016	4,606	$1,077	$158.17	$137.86 - $173.40
Q4 2015	4,606	$1,103	$164.61	$153.56 - $176.14
Q3 2015	4,606	$1,029	$157.07	$146.44 - $165.29
Q1 2015	2,819	$648	$159.18	$145.64 - $170.87
Q4 2014	2,825	$584	$138.38	$123.40 - $149.75
Q3 2014	2,925	$523	$130.80	$124.09 - $135.95
Q2 2014	2,925	$541	$121.84	$113.43 - $128.72
Q1 2014	230	$39	$110.41	$96.91 - $118.25
Q4 2013	225	$32	$104.19	$94.00 - $112.13
Q3 2013	225	$33	$104.31	$93.88 - $115.74
Q2 2013	225	$36	$105.05	$98.44 - $114.15