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Essex Property Trust, Inc.

ESS
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000920522

No open-market purchases or sales by Essex Property Trust, Inc. insiders were filed in the last 90 days; 633 institutions reported holding it in 13F filings for Q2 2026, worth $19.0B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Essex Property Trust, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
519
No complete 13F data for Q4 2020
Shares held
62.2M
No complete 13F data for Q4 2020
Total value
$16.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ESS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 519 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ1 2021: $16.9B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ESS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$00.00%––
Carolinas Wealth Consulting LLC1$00.00%––
Alpha DNA Investment Management LLC3$00.00%––
Exane Derivatives3$8150.00%––
Glen Eagle Advisors, LLC3$8160.00%––
TCI Wealth Advisors, Inc.2$1.00K0.00%––
JJJ Advisors Inc.3$1.00K0.00%––
USA Financial Portformulas Corp2$1.00K0.00%––
Fieldpoint Private Securities, LLC5$1.00K0.00%––
MPS Loria Financial Planners, LLC5$1.00K0.00%––
Versant Capital Management, Inc4$1.00K0.00%––
Prestige Wealth Management Group LLC3$1.00K0.00%––
TFC Financial Management3$1.00K0.00%––
First Horizon Corp11$2.00K0.00%––
Howe & Rusling Inc9$2.00K0.00%––
Enterprise Financial Services Corp8$2.00K0.00%––
AdvisorNet Financial, Inc9$2.00K0.00%––
Transamerica Financial Advisors, Inc.6$2.00K0.05%––
Cranbrook Wealth Management, LLC9$2.00K0.00%––
BerganKDV Wealth Management, LLC8$2.00K0.00%––
Standard Family Office LLC6$2.00K0.00%––
Valley Brook Capital Group10$2.00K0.00%––
Raffa Wealth Management, LLC8$2.17K0.00%––
West Paces Advisors Inc.8$2.17K0.00%––
Sonora Investment Management, LLC12$3.00K0.00%––
TD Ameritrade Investment Management, LLC14$3.00K0.00%––
Meridian Wealth Partners, LLC12$3.00K0.00%––
Harbour Investments, Inc.16$4.00K0.00%––
San Francisco Sentry Investment Group (Ca)16$4.00K0.00%––
Tarbox Family Office, Inc.14$4.00K0.00%––
Gemmer Asset Management LLC15$4.00K0.00%––
Creative Financial Designs Inc19$5.00K0.00%––
Sandy Spring Bank20$5.00K0.00%––
Evolution Wealth Advisors, LLC19$5.00K0.00%––
Systematic Alpha Investments, LLC20$5.00K0.00%––
Hexagon Capital Partners LLC20$5.00K0.00%––
Twin Lakes Capital Management, LLC19$5.00K0.00%––
Zions Bancorporation, N.A.27$7.00K0.00%––
Brand Asset Management Group, Inc.26$7.00K0.00%––
CVA Family Office, LLC25$7.00K0.00%––
Proequities, Inc.30$8.00K0.00%––
Stonebridge Capital Advisors LLC30$8.00K0.00%––
Farmers & Merchants Investments Inc35$10.0K0.00%––
Parkside Financial Bank & Trust36$10.0K0.00%––
Institutional & Family Asset Management, LLC37$10.0K0.00%––
Sun Life Financial INC39$11.0K0.00%––
Better Money Decisions, LLC41$11.0K0.01%––
Ameritas Investment Company, LLC47$12.8K0.00%––
Signaturefd, LLC46$13.0K0.00%––
TD Capital Management LLC50$14.0K0.00%––
First Horizon Advisors, Inc.54$14.0K0.00%––
Berman Capital Advisors, LLC58$15.0K0.00%––
Valeo Financial Advisors, LLC57$15.0K0.00%––
Montag A & Associates Inc59$16.0K0.00%––
CWM, LLC53$16.0K0.00%––
Private Capital Group, LLC59$16.0K0.00%––
Geneos Wealth Management Inc.57$16.0K0.00%––
Steward Partners Investment Advisory, LLC59$16.0K0.00%––
Bessemer Group Inc62$17.0K0.00%––
Huntington National Bank71$19.0K0.00%––
Ellevest, Inc.72$20.0K0.00%––
Carroll Financial Associates, Inc.83$22.0K0.00%––
Jacobi Capital Management LLC81$22.0K0.00%––
Smithfield Trust Co83$23.0K0.00%––
Heritage Wealth Management, LLC85$23.0K0.01%––
Front Row Advisors LLC89$24.0K0.01%––
Arkadios Wealth Advisors91$24.0K0.00%––
Acadian Asset Management LLC96$26.0K0.00%––
Washington Trust Co101$27.0K0.00%––
Rockefeller Capital Management L.P.100$27.0K0.00%––
Northwestern Mutual Wealth Management Co102$28.0K0.00%––
Ironwood Financial, llc103$28.0K0.01%––
Pacific Center for Financial Services102$28.0K0.01%––
Brown Brothers Harriman & Co107$29.0K0.00%––
Pinebridge Investments, L.P.108$29.0K0.00%––
SOA Wealth Advisors, LLC.110$30.0K0.01%––
IFP Advisors, Inc113$31.0K0.00%––
Lindbrook Capital, LLC113$31.0K0.01%––
Capital Analysts, LLC134$36.0K0.00%––
Prentice Wealth Management LLC135$37.0K0.02%––
First Quadrant L P140$38.0K0.00%––
Alpha Paradigm Partners, LLC146$40.0K0.02%––
TD Private Client Wealth LLC150$40.8K0.00%––
CSat Investment Advisory, L.P.152$41.0K0.03%––
Lazard Asset Management LLC166$45.0K0.00%––
CX Institutional173$47.0K0.00%––
NEXT Financial Group, Inc185$50.0K0.00%––
HM Payson & Co210$57.0K0.00%––
GPS Wealth Strategies Group, LLC215$58.0K0.02%––
CenterStar Asset Management, LLC–$59.0K0.08%––
American Portfolios Advisors221$60.1K0.00%––
Tobam223$61.0K0.00%––
Private Ocean, LLC226$61.0K0.01%––
First Personal Financial Services237$64.0K0.02%––
Federation des caisses Desjardins du Quebec258$70.2K0.00%––
Clearstead Advisors, LLC297$81.0K0.01%––
Glassman Wealth Services301$82.0K0.02%––
Shell Asset Management Co328$89.0K0.00%––
City Holding Co353$96.0K0.02%––
WealthShield Partners, LLC565$99.0K0.02%––