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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 2,109 | $674.0K | 0.00% | −1,588−43.0% | Reduced |
| World Asset Management Inc | 2,129 | $681.0K | 0.07% | −151−6.6% | Reduced |
| J.W. Cole Advisors, Inc. | 2,221 | $710.0K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 2,267 | $725.0K | 0.07% | +408+21.9% | Added |
| RB Capital Management, LLC | 2,324 | $743.0K | 0.28% | +21+0.9% | Added |
| Phocas Financial Corp. | 2,395 | $766.0K | 0.10% | +22+0.9% | Added |
| USA Financial Portformulas Corp | 2,427 | $776.0K | 0.69% | +2,425+121,250.0% | Added |
| Agf Investments Inc. | 2,431 | $777.0K | 0.01% | +188+8.4% | Added |
| Evoke Wealth, LLC | 2,450 | $788.0K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,469 | $789.0K | 0.00% | −66−2.6% | Reduced |
| Claro Advisors LLC | 2,490 | $796.0K | 0.33% | +16+0.6% | Added |
| Miracle Mile Advisors, LLC | 2,503 | $800.0K | 0.04% | +2,503 | New |
| Panagora Asset Management Inc | 2,681 | $857.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,689 | $859.0K | 0.11% | −192−6.7% | Reduced |
| Eudaimonia Partners, LLC | 2,747 | $878.0K | 0.16% | +26+1.0% | Added |
| Pitcairn Co | 2,778 | $888.0K | 0.06% | −1,258−31.2% | Reduced |
| Johnson Investment Counsel Inc | 2,759 | $888.0K | 0.01% | −171−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,824 | $902.0K | 0.03% | −300−9.6% | Reduced |
| Azzad Asset Management Inc | 2,854 | $912.7K | 0.13% | +251+9.6% | Added |
| Landscape Capital Management, L.L.C. | 2,879 | $921.0K | 0.13% | +2,879 | New |
| US Bancorp | 2,941 | $941.0K | 0.00% | +40+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,954 | $945.0K | 0.02% | +3+0.1% | Added |
| Achmea Investment Management B.V. | 2,975 | $951.0K | 0.03% | +2,975 | New |
| E. Ohman J:or Asset Management AB | 3,000 | $959.2K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,160 | $1.01M | 0.06% | +3,160 | New |
| Pinebridge Investments, L.P. | 3,166 | $1.01M | 0.01% | +3,058+2,831.5% | Added |
| Crossmark Global Holdings, Inc. | 3,176 | $1.01M | 0.02% | +17+0.5% | Added |
| WESCAP Management Group, Inc. | 3,182 | $1.02M | 0.30% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,191 | $1.02M | 0.04% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 3,200 | $1.02M | 0.28% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,240 | $1.04M | 0.04% | −37−1.1% | Reduced |
| Seeyond | 3,258 | $1.04M | 0.10% | −34−1.0% | Reduced |
| Xponance, Inc. | 3,301 | $1.05M | 0.02% | −321−8.9% | Reduced |
| Worldquant Millennium Advisors LLC | 3,300 | $1.05M | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,346 | $1.07M | 0.18% | +3,346 | New |
| Blackhawk Capital Partners LLC. | 3,360 | $1.07M | 0.68% | −1,031−23.5% | Reduced |
| American National Insurance Co | 3,386 | $1.08M | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 3,403 | $1.09M | 0.04% | +3,403 | New |
| Creative Planning | 3,468 | $1.11M | 0.00% | +82+2.4% | Added |
| Nordea Investment Management AB | 3,434 | $1.12M | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,508 | $1.12M | 0.02% | +538+18.1% | Added |
| Stableford Capital II LLC | 3,373 | $1.13M | 0.57% | −80−2.3% | Reduced |
| Whittier Trust Co | 3,536 | $1.13M | 0.02% | +430+13.8% | Added |
| MainStreet Investment Advisors LLC | 3,547 | $1.13M | 0.11% | −30−0.8% | Reduced |
| Kentucky Retirement Systems | 3,728 | $1.19M | 0.06% | −57−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,748 | $1.20M | 0.01% | +281+8.1% | Added |
| Stephens Inc | 3,831 | $1.23M | 0.02% | −293−7.1% | Reduced |
| Verdence Capital Advisors LLC | 3,842 | $1.23M | 0.16% | +222+6.1% | Added |
| KCM Investment Advisors LLC | 3,859 | $1.23M | 0.05% | −60−1.5% | Reduced |
| Ieq Capital, LLC | 3,935 | $1.26M | 0.03% | +526+15.4% | Added |
| Penserra Capital Management LLC | 3,946 | $1.26M | 0.03% | −29−0.7% | Reduced |
| Founders Financial Securities LLC | 3,972 | $1.27M | 0.26% | +232+6.2% | Added |
| Louisiana State Employees Retirement System | 4,000 | $1.28M | 0.03% | −100−2.4% | Reduced |
| Fort Washington Investment Advisors Inc | 4,000 | $1.28M | 0.01% | +900+29.0% | Added |
| Tower Research Capital LLC (TRC) | 4,006 | $1.28M | 0.03% | −2,192−35.4% | Reduced |
| Commerce Bank | 4,024 | $1.29M | 0.01% | +948+30.8% | Added |
| Tiemann Investment Advisors, LLC | 4,044 | $1.29M | 0.61% | −30−0.7% | Reduced |
| Cresset Asset Management, LLC | 4,027 | $1.29M | 0.02% | +1,225+43.7% | Added |
| Osterweis Capital Management Inc | 4,055 | $1.30M | 0.07% | +55+1.4% | Added |
| Boothbay Fund Management, LLC | 4,081 | $1.30M | 0.05% | +3,147+336.9% | Added |
| Pacer Advisors, Inc. | 4,139 | $1.32M | 0.02% | +726+21.3% | Added |
| Rafferty Asset Management, LLC | 4,200 | $1.34M | 0.01% | −998−19.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,225 | $1.35M | 0.00% | +230+5.8% | Added |
| Martingale Asset Management L P | 4,223 | $1.35M | 0.02% | +4,223 | New |
| OPSEU Pension Plan Trust Fund | 4,285 | $1.37M | 0.35% | −187−4.2% | Reduced |
| New Mexico Educational Retirement Board | 4,300 | $1.38M | 0.05% | 00.0% | Unchanged |
| APG Asset Management N.V. | 5,015 | $1.38M | 0.00% | −1,200−19.3% | Reduced |
| Horizon Investments, LLC | 4,424 | $1.42M | 0.04% | −3,575−44.7% | Reduced |
| Moody National Bank Trust Division | 4,455 | $1.43M | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 4,484 | $1.43M | 0.15% | +7+0.2% | Added |
| Candriam Luxembourg S.C.A. | 4,842 | $1.55M | 0.01% | −360−6.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,950 | $1.58M | 0.01% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 4,966 | $1.59M | 0.86% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,997 | $1.60M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,062 | $1.62M | 0.01% | +483+10.5% | Added |
| Maryland State Retirement & Pension System | 4,987 | $1.62M | 0.05% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.63M | 0.81% | – | – |
| South Dakota Investment Council | 5,160 | $1.65M | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,169 | $1.65M | 0.73% | −95−1.8% | Reduced |
| Eaton Vance Management | 6,128 | $1.65M | 0.00% | −318−4.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,226 | $1.67M | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 5,402 | $1.73M | 0.01% | +213+4.1% | Added |
| Oregon Public Employees Retirement Fund | 5,442 | $1.74M | 0.02% | +71+1.3% | Added |
| ING Groep NV | 5,460 | $1.75M | 0.02% | +122+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,460 | $1.75M | 0.00% | +218+4.2% | Added |
| Wolverine Trading, LLC | 5,435 | $1.76M | 0.04% | +5,435 | New |
| SG Americas Securities, LLC | 5,542 | $1.77M | 0.01% | −3,349−37.7% | Reduced |
| Nomura Holdings Inc | 5,686 | $1.85M | 0.01% | +171+3.1% | Added |
| Mackenzie Financial Corp | 5,806 | $1.86M | 0.00% | +593+11.4% | Added |
| CIBC Asset Management Inc | 5,888 | $1.88M | 0.01% | +155+2.7% | Added |
| Hartford Investment Management Co | 6,092 | $1.95M | 0.05% | −751−11.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,094 | $1.95M | 0.17% | −399−6.1% | Reduced |
| Bennicas & Associates, Inc. | 6,440 | $2.06M | 1.16% | −10.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,559 | $2.10M | 0.01% | +1,375+26.5% | Added |
| Point72 Hong Kong Ltd | 6,738 | $2.15M | 0.17% | −240−3.4% | Reduced |
| Jane Street Group, LLC | 6,751 | $2.16M | 0.01% | −6,761−50.0% | Reduced |
| Pensionfund Sabic | 6,800 | $2.17M | 0.46% | −300−4.2% | Reduced |
| Profund Advisors LLC | 6,834 | $2.19M | 0.07% | +4,096+149.6% | Added |
| Oppenheimer Asset Management Inc. | 6,975 | $2.23M | 0.03% | +241+3.6% | Added |
| Norinchukin Bank, The | 7,048 | $2.25M | 0.03% | +509+7.8% | Added |