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, Q2 2021
Institutional positions in Essex Property Trust, Inc. as of Jun 30, 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
- 515
- −2 vs. Q1 2021
- Shares held
- 62.1M
- +93.8K (+0.2%) vs. Q1 2021
- Total value
- $18.6B
- +$1.78B (+10.6%) vs. Q1 2021
- New holders
- 51
- 185 more added
- Sold out
- 53
- 184 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 633 | $19.0B |
| Q1 2026 | 612 | $15.1B |
| Q4 2025 | 618 | $16.9B |
| Q3 2025 | 607 | $17.1B |
| Q2 2025 | 620 | $18.1B |
| Q1 2025 | 626 | $19.1B |
| Q4 2024 | 631 | $17.4B |
| Q3 2024 | 610 | $17.8B |
| Q2 2024 | 581 | $16.8B |
| Q1 2024 | 544 | $15.4B |
| Q4 2023 | 548 | $15.4B |
| Q3 2023 | 525 | $12.9B |
| Q2 2023 | 529 | $14.5B |
| Q1 2023 | 531 | $12.9B |
| Q4 2022 | 528 | $12.8B |
| Q3 2022 | 525 | $15.0B |
| Q2 2022 | 544 | $16.0B |
| Q1 2022 | 561 | $21.7B |
| Q4 2021 | 562 | $21.8B |
| Q3 2021 | 526 | $20.0B |
| Q2 2021 | 515 | $18.6B |
| Q1 2021 | 519 | $16.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1 | $0 | 0.00% | −53−98.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $900 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 3 | $962 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −4,887−100.0% | Reduced |
| Geneos Wealth Management Inc. | 5 | $1.00K | 0.00% | −52−91.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Enterprise Financial Services Corp | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| MV Capital Management, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Strategic Blueprint, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $3.00K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 11 | $3.30K | 0.00% | +11 | New |
| West Paces Advisors Inc. | 13 | $3.90K | 0.00% | +5+62.5% | Added |
| Tarbox Family Office, Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $6.00K | 0.00% | +1+5.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24 | $7.00K | 0.00% | +24 | New |
| Zions Bancorporation, N.A. | 26 | $8.00K | 0.00% | −1−3.7% | Reduced |
| Proequities, Inc. | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 28 | $9.00K | 0.00% | +8+40.0% | Added |
| Spire Wealth Management | 34 | $10.0K | 0.00% | −341−90.9% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $11.0K | 0.00% | +1+2.8% | Added |
| Institutional & Family Asset Management, LLC | 37 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $11.0K | 0.00% | +10+40.0% | Added |
| Wealth Quarterback LLC | 35 | $11.0K | 0.01% | +35 | New |
| Better Money Decisions, LLC | 41 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hexavest Inc. | 44 | $13.0K | 0.00% | −14,002−99.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 43 | $13.0K | 0.00% | −16−27.1% | Reduced |
| TD Capital Management LLC | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 53 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $17.0K | 0.00% | −46−45.1% | Reduced |
| Montag A & Associates Inc | 59 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $20.0K | 0.00% | −5−7.0% | Reduced |
| Private Capital Group, LLC | 66 | $20.0K | 0.00% | +7+11.9% | Added |
| Berman Capital Advisors, LLC | 73 | $21.0K | 0.00% | +15+25.9% | Added |
| FFT Wealth Management LLC | 70 | $21.0K | 0.00% | +70 | New |
| Smithfield Trust Co | 83 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 88 | $27.0K | 0.00% | +26+41.9% | Added |
| Front Row Advisors LLC | 87 | $28.0K | 0.01% | −2−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 92 | $28.0K | 0.00% | +92 | New |
| Brown Brothers Harriman & Co | 97 | $29.0K | 0.00% | −10−9.3% | Reduced |
| Carroll Financial Associates, Inc. | 98 | $29.0K | 0.00% | +15+18.1% | Added |
| Washington Trust Co | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 103 | $31.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 102 | $31.0K | 0.00% | +21+25.9% | Added |
| Pinebridge Investments, L.P. | 108 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 113 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 118 | $35.0K | 0.01% | −119−50.2% | Reduced |
| Pacific Center for Financial Services | 126 | $38.0K | 0.02% | +24+23.5% | Added |
| Capital Analysts, LLC | 134 | $40.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 134 | $40.0K | 0.00% | +88+191.3% | Added |
| First Quadrant L P | 140 | $42.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 145 | $43.5K | 0.00% | −5−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 149 | $44.6K | 0.00% | −109−42.2% | Reduced |
| Muzinich & Co., Inc. | 159 | $48.0K | 0.03% | −320−66.8% | Reduced |
| Lazard Asset Management LLC | 166 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 182 | $55.0K | 0.01% | +110+152.8% | Added |
| NEXT Financial Group, Inc | 185 | $56.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $60.0K | 0.00% | +200 | New |
| Meeder Asset Management Inc | 203 | $61.0K | 0.00% | −4,207−95.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 204 | $61.0K | 0.02% | −11−5.1% | Reduced |
| CX Institutional | 204 | $61.0K | 0.01% | +31+17.9% | Added |
| HM Payson & Co | 210 | $63.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 214 | $64.0K | 0.04% | +214 | New |
| American Portfolios Advisors | 218 | $65.4K | 0.00% | −3−1.4% | Reduced |
| Tobam | 223 | $67.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 227 | $68.0K | 0.00% | −101−30.8% | Reduced |
| Private Ocean, LLC | 226 | $68.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 237 | $71.0K | 0.01% | +146+160.4% | Added |
| SOA Wealth Advisors, LLC. | 241 | $72.0K | 0.02% | +131+119.1% | Added |
| Deseret Mutual Benefit Administrators | 265 | $79.0K | 0.02% | +265 | New |
| Glassman Wealth Services | 304 | $91.0K | 0.02% | +3+1.0% | Added |
| Clearstead Advisors, LLC | 306 | $92.0K | 0.01% | +9+3.0% | Added |
| IFP Advisors, Inc | 345 | $104.0K | 0.00% | +232+205.3% | Added |
| City Holding Co | 353 | $106.0K | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 445 | $134.0K | 0.00% | −239−34.9% | Reduced |
| Allworth Financial LP | 467 | $140.0K | 0.00% | −126−21.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 488 | $147.0K | 0.01% | 00.0% | Unchanged |