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, Q3 2021
Institutional positions in Essex Property Trust, Inc. as of Sep 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
- 526
- +17 vs. Q2 2021
- Shares held
- 62.4M
- +455.2K (+0.7%) vs. Q2 2021
- Total value
- $20.0B
- +$1.37B (+7.4%) vs. Q2 2021
- New holders
- 56
- 199 more added
- Sold out
- 39
- 173 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 573 | $183.0K | 0.01% | +85+17.4% | Added |
| Sutton Wealth Advisors Inc. | 589 | $188.3K | 0.07% | −2−0.3% | Reduced |
| Coldstream Capital Management Inc | 1,006 | $202.0K | 0.01% | +1,006 | New |
| Ergoteles LLC | 640 | $205.0K | 0.01% | −341−34.8% | Reduced |
| Toroso Investments, LLC | 640 | $205.0K | 0.01% | +640 | New |
| BBVA USA | 644 | $206.0K | 0.01% | −10−1.5% | Reduced |
| Quadrant Capital Group LLC | 652 | $208.0K | 0.03% | +13+2.0% | Added |
| Siemens Fonds Invest GmbH | 664 | $212.0K | 0.01% | +664 | New |
| Moors & Cabot, Inc. | 675 | $216.0K | 0.01% | −1,025−60.3% | Reduced |
| Greenleaf Trust | 676 | $216.0K | 0.00% | +676 | New |
| Liberty Wealth Management LLC | 681 | $218.0K | 0.08% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 687 | $220.0K | 0.10% | −42−5.8% | Reduced |
| Mirabella Financial Services LLP | 693 | $222.0K | 0.03% | +693 | New |
| Bokf, NA | 702 | $225.0K | 0.00% | +702 | New |
| Mutual Advisors, LLC | 719 | $230.0K | 0.01% | −70−8.9% | Reduced |
| Schnieders Capital Management LLC | 719 | $230.0K | 0.06% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 724 | $231.0K | 0.03% | −25−3.3% | Reduced |
| Park Avenue Securities LLC | 728 | $233.0K | 0.00% | +24+3.4% | Added |
| Gotham Asset Management, LLC | 745 | $238.0K | 0.01% | +745 | New |
| Covenant Partners, LLC | 756 | $242.0K | 0.10% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 766 | $245.0K | 0.00% | −337−30.6% | Reduced |
| American Investment Services, Inc. | 775 | $248.0K | 0.06% | 00.0% | Unchanged |
| Man Group plc | 800 | $256.0K | 0.00% | +800 | New |
| TRUE Private Wealth Advisors | 812 | $261.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 821 | $262.5K | 0.01% | +35+4.5% | Added |
| Covington Capital Management | 824 | $263.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 823 | $263.0K | 0.27% | +823 | New |
| Ferguson Wellman Capital Management, Inc | 830 | $265.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 832 | $266.0K | 0.09% | +832 | New |
| Maven Securities LTD | 837 | $268.0K | 0.03% | +837 | New |
| American State Bank (Iowa) | 843 | $269.5K | 0.21% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 847 | $271.0K | 0.02% | +847 | New |
| Cetera Advisor Networks LLC | 858 | $274.0K | 0.00% | +28+3.4% | Added |
| Highland Private Wealth Management | 873 | $279.0K | 0.04% | +6+0.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 896 | $286.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 925 | $295.0K | 0.08% | −25−2.6% | Reduced |
| Versor Investments LP | 937 | $300.0K | 0.01% | +6+0.6% | Added |
| Veritable, L.P. | 938 | $300.0K | 0.00% | +25+2.7% | Added |
| Intersect Capital LLC | 956 | $306.0K | 0.05% | +44+4.8% | Added |
| Vestcor Inc | 961 | $307.0K | 0.01% | −1,880−66.2% | Reduced |
| Renaissance Group LLC | 962 | $308.0K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 990 | $317.0K | 0.25% | +990 | New |
| Rockefeller Capital Management L.P. | 1,060 | $338.0K | 0.00% | +449+73.5% | Added |
| Advisor Partners LLC | 1,061 | $339.0K | 0.02% | +113+11.9% | Added |
| Sovereign Financial Group, Inc. | 1,063 | $340.0K | 0.20% | +5+0.5% | Added |
| American National Registered Investment Advisor, Inc. | 1,069 | $342.0K | 0.12% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,097 | $350.0K | 0.04% | −739−40.3% | Reduced |
| Savant Capital, LLC | 1,114 | $356.0K | 0.01% | +31+2.9% | Added |
| Vanderbilt University | 1,116 | $356.8K | 0.08% | +1,116 | New |
| Brinker Capital Investments, LLC | 1,203 | $361.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,129 | $361.0K | 0.04% | +378+50.3% | Added |
| One Wealth Advisors, LLC | 1,131 | $362.0K | 0.11% | −523−31.6% | Reduced |
| Wealthfront Advisers LLC | 1,153 | $369.0K | 0.00% | +374+48.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,153 | $369.0K | 0.02% | +483+72.1% | Added |
| CWM Advisors, LLC | 1,185 | $379.0K | 0.05% | −446−27.3% | Reduced |
| Two Sigma Securities, LLC | 1,185 | $379.0K | 0.08% | +1,185 | New |
| F3Logic, LLC | 1,180 | $381.0K | 0.05% | +6+0.5% | Added |
| Azimuth Capital Management LLC | 1,200 | $384.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,222 | $391.0K | 0.00% | +203+19.9% | Added |
| Golden State Equity Partners | 1,232 | $394.0K | 0.16% | +33+2.8% | Added |
| Gateway Investment Advisers LLC | 1,236 | $395.0K | 0.00% | −27−2.1% | Reduced |
| Trust Co of Vermont | 1,247 | $399.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,256 | $402.0K | 0.01% | −484−27.8% | Reduced |
| Leisure Capital Management | 1,278 | $409.0K | 0.22% | +1,278 | New |
| Blair William & Co | 1,296 | $414.0K | 0.00% | +1,296 | New |
| Simplex Trading, LLC | 1,389 | $422.0K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,340 | $428.0K | 0.04% | +1,340 | New |
| Mission Creek Capital Partners, Inc. | 1,365 | $436.0K | 0.08% | −100−6.8% | Reduced |
| Altium Wealth Management LLC | 1,363 | $436.0K | 0.03% | +263+23.9% | Added |
| Banque Cantonale Vaudoise | 1,391 | $445.0K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,428 | $457.0K | 0.03% | +51+3.7% | Added |
| Parcion Private Wealth LLC | 1,389 | $463.0K | 0.04% | +27+2.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,477 | $472.0K | 0.00% | −1,813−55.1% | Reduced |
| MUFG Americas Holdings Corp | 1,548 | $495.0K | 0.01% | +106+7.4% | Added |
| Capula Management Ltd | 1,570 | $502.0K | 0.04% | +1,570 | New |
| AlphaCrest Capital Management LLC | 1,587 | $507.0K | 0.03% | −1,606−50.3% | Reduced |
| Ritholtz Wealth Management | 1,587 | $508.0K | 0.04% | −360−18.5% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $508.0K | 0.08% | +1+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,590 | $508.0K | 0.04% | +30+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,594 | $510.0K | 0.01% | +29+1.9% | Added |
| Windham Capital Management, LLC | 1,634 | $522.0K | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,666 | $533.0K | 0.06% | −26−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,700 | $543.0K | 0.03% | −400−19.0% | Reduced |
| Boston Private Wealth LLC | 1,713 | $548.0K | 0.01% | +232+15.7% | Added |
| Blueshift Asset Management, LLC | 1,730 | $553.0K | 0.03% | +1,730 | New |
| JustInvest LLC | 1,785 | $571.0K | 0.05% | +93+5.5% | Added |
| Assetmark, Inc | 1,791 | $573.0K | 0.00% | +142+8.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,803 | $577.0K | 0.00% | −36−2.0% | Reduced |
| IBM Retirement Fund | 1,834 | $586.0K | 0.05% | +10+0.5% | Added |
| NewSquare Capital LLC | 1,837 | $587.0K | 0.07% | +1,837 | New |
| Eagle Global Advisors LLC | 1,862 | $595.0K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,884 | $603.0K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,896 | $606.0K | 0.00% | +1,896 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,897 | $607.0K | 0.70% | 00.0% | Unchanged |
| Washington Trust Bank | 1,939 | $620.0K | 0.07% | +1,939 | New |
| Parallel Advisors, LLC | 1,955 | $625.0K | 0.03% | +7+0.4% | Added |
| Cigna Investments Inc | 2,052 | $657.0K | 0.05% | −100−4.6% | Reduced |
| FDx Advisors, Inc. | 2,058 | $658.0K | 0.02% | −63−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,062 | $659.0K | 0.00% | −170−7.6% | Reduced |
| Verition Fund Management LLC | 2,097 | $670.0K | 0.01% | +723+52.6% | Added |