HEARTLAND MID CAP VALUE FUND ESS Holdings History
HEARTLAND MID CAP VALUE FUND's Essex Property Trust Inc Holding Summary
As of 2025-03-31, HEARTLAND GROUP INC held 30,470.00 shares of Essex Property Trust Inc(ESS), totaling $9.34 Mil. This investment constitutes 1.73% of their stock portfolio, and HEARTLAND GROUP INC now holds 0.05% of the outstanding Essex Property Trust Inc(ESS) stock.
The initial trade took place in 2022Q4. And since then HEARTLAND MID CAP VALUE FUND has made 5 purchases of ESS, at an average price of $220.15, for a total of 88,704.00 shares. In addition, there have been 4 sales at an average price of $267.78 for 58,234.00 shares. Based on historical transaction data and ESS's current price of $285.06, HEARTLAND MID CAP VALUE FUND's estimated gain on his ESS holdings is $4.75 Mil, reflecting a 24.33% gain to date.
HEARTLAND MID CAP VALUE FUND ESS ($285.06) Holding Chart
HEARTLAND MID CAP VALUE FUND ESS ($285.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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