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 |
|---|---|---|---|---|---|
| Vigilant Capital Management, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Meridian Wealth Partners, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 14 | $4.00K | 0.00% | +14 | New |
| Atlas Capital Advisors LLC | 11 | $3.52K | 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 |
| BerganKDV Wealth Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $3.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 8 | $2.56K | 0.00% | −5−38.5% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.56K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.00K | 0.00% | −18−75.0% | Reduced |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Edge Wealth Management LLC | 7 | $2.00K | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5 | $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 |
| Global Retirement Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Exane Derivatives | 3 | $959 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $959 | 0.00% | 00.0% | Unchanged |
| 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 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −62,226−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −35,040−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,050−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −6,525−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,893−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Sonora Investment Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |