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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 823 | $263.0K | 0.27% | +823 | New |
| Snowden Capital Advisors LLC | 821 | $262.5K | 0.01% | +35+4.5% | Added |
| TRUE Private Wealth Advisors | 812 | $261.0K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 800 | $256.0K | 0.00% | +800 | New |
| American Investment Services, Inc. | 775 | $248.0K | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 766 | $245.0K | 0.00% | −337−30.6% | Reduced |
| Covenant Partners, LLC | 756 | $242.0K | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 745 | $238.0K | 0.01% | +745 | New |
| Park Avenue Securities LLC | 728 | $233.0K | 0.00% | +24+3.4% | Added |
| First Midwest Bank Trust Division | 724 | $231.0K | 0.03% | −25−3.3% | Reduced |
| Mutual Advisors, LLC | 719 | $230.0K | 0.01% | −70−8.9% | Reduced |
| Schnieders Capital Management LLC | 719 | $230.0K | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 702 | $225.0K | 0.00% | +702 | New |
| Mirabella Financial Services LLP | 693 | $222.0K | 0.03% | +693 | New |
| Banco BTG Pactual S.A. | 687 | $220.0K | 0.10% | −42−5.8% | Reduced |
| Liberty Wealth Management LLC | 681 | $218.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 675 | $216.0K | 0.01% | −1,025−60.3% | Reduced |
| Greenleaf Trust | 676 | $216.0K | 0.00% | +676 | New |
| Siemens Fonds Invest GmbH | 664 | $212.0K | 0.01% | +664 | New |
| Quadrant Capital Group LLC | 652 | $208.0K | 0.03% | +13+2.0% | Added |
| BBVA USA | 644 | $206.0K | 0.01% | −10−1.5% | Reduced |
| Ergoteles LLC | 640 | $205.0K | 0.01% | −341−34.8% | Reduced |
| Toroso Investments, LLC | 640 | $205.0K | 0.01% | +640 | New |
| Coldstream Capital Management Inc | 1,006 | $202.0K | 0.01% | +1,006 | New |
| Sutton Wealth Advisors Inc. | 589 | $188.3K | 0.07% | −2−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 573 | $183.0K | 0.01% | +85+17.4% | Added |
| Sentry Investment Management LLC | 556 | $178.0K | 0.05% | −81−12.7% | Reduced |
| Allworth Financial LP | 544 | $174.0K | 0.00% | +77+16.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 540 | $172.7K | 0.00% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 503 | $161.0K | 0.08% | +503 | New |
| IFP Advisors, Inc | 424 | $137.0K | 0.00% | +79+22.9% | Added |
| Clearstead Advisors, LLC | 305 | $98.0K | 0.01% | −1−0.3% | Reduced |
| Glassman Wealth Services | 307 | $98.0K | 0.02% | +3+1.0% | Added |
| Arkadios Wealth Advisors | 291 | $93.0K | 0.01% | +54+22.8% | Added |
| Farmers & Merchants Investments Inc | 284 | $91.0K | 0.00% | +249+711.4% | Added |
| Cubist Systematic Strategies, LLC | 260 | $83.0K | 0.00% | −10,386−97.6% | Reduced |
| SOA Wealth Advisors, LLC. | 240 | $76.0K | 0.02% | −1−0.4% | Reduced |
| Tobam | 223 | $71.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 218 | $69.7K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 216 | $69.0K | 0.01% | +216 | New |
| CX Institutional | 212 | $68.0K | 0.01% | +8+3.9% | Added |
| US Asset Management LLC | 213 | $68.0K | 0.07% | +213 | New |
| HM Payson & Co | 210 | $67.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 207 | $66.0K | 0.01% | −58−21.9% | Reduced |
| Private Ocean, LLC | 207 | $66.0K | 0.01% | −19−8.4% | Reduced |
| Signaturefd, LLC | 204 | $65.0K | 0.00% | +70+52.2% | Added |
| Group One Trading, L.P. | 200 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 199 | $64.0K | 0.01% | +17+9.3% | Added |
| NEXT Financial Group, Inc | 196 | $63.0K | 0.00% | +11+5.9% | Added |
| GPS Wealth Strategies Group, LLC | 194 | $62.0K | 0.02% | −10−4.9% | Reduced |
| Lazard Asset Management LLC | 182 | $58.0K | 0.00% | +16+9.6% | Added |
| Meeder Asset Management Inc | 166 | $53.0K | 0.00% | −37−18.2% | Reduced |
| Muzinich & Co., Inc. | 159 | $51.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 153 | $48.9K | 0.00% | +8+5.5% | Added |
| Federation des caisses Desjardins du Quebec | 149 | $47.6K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $46.0K | 0.04% | – | – |
| First Quadrant L P | 140 | $45.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 142 | $45.0K | 0.01% | +69+94.5% | Added |
| Pacific Center for Financial Services | 139 | $44.0K | 0.02% | +13+10.3% | Added |
| Capital Analysts, LLC | 134 | $43.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 125 | $40.0K | 0.01% | +23+22.5% | Added |
| Northwestern Mutual Wealth Management Co | 123 | $39.0K | 0.00% | +67+119.6% | Added |
| Bessemer Group Inc | 115 | $37.0K | 0.00% | +27+30.7% | Added |
| Lindbrook Capital, LLC | 113 | $36.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 110 | $36.0K | 0.02% | +103+1,471.4% | Added |
| D'Orazio & Associates, Inc. | 110 | $35.0K | 0.01% | +110 | New |
| Ironwood Financial, llc | 103 | $33.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 101 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 92 | $29.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 86 | $27.0K | 0.00% | +20+30.3% | Added |
| Smithfield Trust Co | 83 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 67 | $22.0K | 0.00% | +1+1.5% | Added |
| First Personal Financial Services | 59 | $19.0K | 0.00% | −59−50.0% | Reduced |
| Montag A & Associates Inc | 59 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 95 | $19.0K | 0.01% | +60+171.4% | Added |
| Carroll Financial Associates, Inc. | 53 | $17.0K | 0.00% | −45−45.9% | Reduced |
| Harbour Investments, Inc. | 52 | $17.0K | 0.00% | +36+225.0% | Added |
| TD Capital Management LLC | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 49 | $16.0K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 41 | $13.0K | 0.00% | +4+10.8% | Added |
| Institutional & Family Asset Management, LLC | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 36 | $12.0K | 0.01% | +1+2.9% | Added |
| Spire Wealth Management | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 53 | $11.0K | 0.00% | +53 | New |
| Proequities, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 29 | $9.00K | 0.00% | −14−32.6% | Reduced |
| Better Money Decisions, LLC | 24 | $8.00K | 0.01% | −17−41.5% | Reduced |
| Zions Bancorporation, N.A. | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 20 | $7.00K | 0.00% | −8−28.6% | Reduced |
| PSI Advisors, LLC | 23 | $7.00K | 0.00% | +23 | 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% | 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 |
| MV Capital Management, Inc. | 14 | $4.00K | 0.00% | +6+75.0% | Added |
| First Horizon Advisors, Inc. | 12 | $4.00K | 0.00% | +11+1,100.0% | Added |