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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 732 | $219.0K | 0.00% | −2,287−75.8% | Reduced |
| Banco BTG Pactual S.A. | 729 | $219.0K | 0.17% | +729 | New |
| Conning Inc. | 720 | $216.0K | 0.01% | −73−9.2% | Reduced |
| Schnieders Capital Management LLC | 719 | $216.0K | 0.06% | +719 | New |
| Park Avenue Securities LLC | 704 | $211.0K | 0.00% | +704 | New |
| Acadian Asset Management LLC | 689 | $207.0K | 0.00% | +593+617.7% | Added |
| Liberty Wealth Management LLC | 681 | $204.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 670 | $201.0K | 0.01% | +670 | New |
| BBVA USA | 654 | $196.0K | 0.01% | +654 | New |
| Quadrant Capital Group LLC | 639 | $192.0K | 0.03% | +77+13.7% | Added |
| Sentry Investment Management LLC | 637 | $191.0K | 0.05% | −8−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 611 | $183.0K | 0.00% | +511+511.0% | Added |
| WealthShield Partners, LLC | 604 | $181.0K | 0.03% | +39+6.9% | Added |
| Sutton Wealth Advisors Inc. | 591 | $177.3K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 540 | $162.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 488 | $147.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 467 | $140.0K | 0.00% | −126−21.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 445 | $134.0K | 0.00% | −239−34.9% | Reduced |
| City Holding Co | 353 | $106.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 345 | $104.0K | 0.00% | +232+205.3% | Added |
| Clearstead Advisors, LLC | 306 | $92.0K | 0.01% | +9+3.0% | Added |
| Glassman Wealth Services | 304 | $91.0K | 0.02% | +3+1.0% | Added |
| Deseret Mutual Benefit Administrators | 265 | $79.0K | 0.02% | +265 | New |
| SOA Wealth Advisors, LLC. | 241 | $72.0K | 0.02% | +131+119.1% | Added |
| Arkadios Wealth Advisors | 237 | $71.0K | 0.01% | +146+160.4% | Added |
| Shell Asset Management Co | 227 | $68.0K | 0.00% | −101−30.8% | Reduced |
| Private Ocean, LLC | 226 | $68.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 223 | $67.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 218 | $65.4K | 0.00% | −3−1.4% | Reduced |
| State of Wyoming | 214 | $64.0K | 0.04% | +214 | New |
| HM Payson & Co | 210 | $63.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Group One Trading, L.P. | 200 | $60.0K | 0.00% | +200 | New |
| NEXT Financial Group, Inc | 185 | $56.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 182 | $55.0K | 0.01% | +110+152.8% | Added |
| Lazard Asset Management LLC | 166 | $49.0K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 159 | $48.0K | 0.03% | −320−66.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 149 | $44.6K | 0.00% | −109−42.2% | Reduced |
| TD Private Client Wealth LLC | 145 | $43.5K | 0.00% | −5−3.3% | Reduced |
| First Quadrant L P | 140 | $42.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 134 | $40.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 134 | $40.0K | 0.00% | +88+191.3% | Added |
| Pacific Center for Financial Services | 126 | $38.0K | 0.02% | +24+23.5% | Added |
| First Personal Financial Services | 118 | $35.0K | 0.01% | −119−50.2% | Reduced |
| Lindbrook Capital, LLC | 113 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 108 | $32.0K | 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 |
| Washington Trust Co | 101 | $30.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Front Row Advisors LLC | 87 | $28.0K | 0.01% | −2−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 92 | $28.0K | 0.00% | +92 | New |
| Bessemer Group Inc | 88 | $27.0K | 0.00% | +26+41.9% | Added |
| Smithfield Trust Co | 83 | $25.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 73 | $21.0K | 0.00% | +15+25.9% | Added |
| FFT Wealth Management LLC | 70 | $21.0K | 0.00% | +70 | New |
| 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 |
| Montag A & Associates Inc | 59 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $17.0K | 0.00% | −46−45.1% | Reduced |
| CWM, LLC | 53 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $15.0K | 0.00% | 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 |
| Better Money Decisions, LLC | 41 | $12.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 34 | $10.0K | 0.00% | −341−90.9% | 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 |
| Zions Bancorporation, N.A. | 26 | $8.00K | 0.00% | −1−3.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 24 | $7.00K | 0.00% | +24 | New |
| 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 |
| 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 |
| Tarbox Family Office, Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $3.90K | 0.00% | +5+62.5% | Added |
| Atlas Capital Advisors LLC | 11 | $3.30K | 0.00% | +11 | New |
| 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 |
| Raffa Wealth Management, LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| 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 |