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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, Q4 2021

Institutional positions in Essex Property Trust, Inc. as of Dec 31, 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
562
+42 vs. Q3 2021
Shares held
62.5M
+102.2K (+0.2%) vs. Q3 2021
Total value
$21.8B
+$1.86B (+9.3%) vs. Q3 2021
New holders
92
207 more added
Sold out
50
172 more reduced

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 562 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ4 2021: $21.8B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2021.

Institutions holding ESS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carolinas Wealth Consulting LLC1$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1$00.00%+1New
Addison Advisors LLC1$00.00%+1New
TCI Wealth Advisors, Inc.2$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.3$1.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.5$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
Surevest, LLC3$1.00K0.00%+3New
EverSource Wealth Advisors, LLC4$1.00K0.00%+4New
FNY Investment Advisers, LLC5$1.00K0.00%+5New
Core Alternative Capital4$1.00K0.00%+4New
Amplius Wealth Advisors, LLC3$1.00K0.00%+3New
Eagle Bay Advisors LLC5$2.00K0.00%−105−95.5%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP6$2.00K0.00%00.0%Unchanged
Edge Wealth Management LLC7$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.5$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc5$2.00K0.00%00.0%Unchanged
West Paces Advisors Inc.8$2.82K0.00%00.0%Unchanged
Snowden Capital Advisors LLC10$3.00K0.00%−811−98.8%Reduced
Howe & Rusling Inc9$3.00K0.00%00.0%Unchanged
Ci Investments Inc.8$3.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC9$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC8$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC9$3.17K0.00%+1+12.5%Added
Exane Derivatives9$3.17K0.00%+6+200.0%Added
Atlas Capital Advisors LLC11$3.87K0.00%00.0%Unchanged
Anchor Investment Management, LLC11$3.88K0.00%+11New
First Horizon Advisors, Inc.12$4.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$4.00K0.00%+1+11.1%Added
Gradient Investments LLC11$4.00K0.00%+11New
Gemmer Asset Management LLC15$5.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.14$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc15$5.00K0.00%+1+7.1%Added
Harbour Investments, Inc.16$6.00K0.00%−36−69.2%Reduced
Cullen/Frost Bankers, Inc.21$7.00K0.00%−71−77.2%Reduced
Twin Lakes Capital Management, LLC20$7.00K0.00%00.0%Unchanged
MV Capital Management, Inc.20$7.00K0.00%+6+42.9%Added
PSI Advisors, LLC23$8.00K0.00%00.0%Unchanged
Tucker Asset Management LLC23$8.11K0.00%+23New
Mechanics Financial Corp25$9.00K0.00%+25New
Northwestern Mutual Wealth Management Co28$10.0K0.00%−95−77.2%Reduced
Steward Partners Investment Advisory, LLC29$10.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.30$10.7K0.00%+30New
Proequities, Inc.30$11.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC30$11.0K0.00%00.0%Unchanged
TFC Financial Management32$11.0K0.00%+29+966.7%Added
Covestor Ltd32$11.0K0.02%+32New
CVA Family Office, LLC35$12.0K0.00%−60−63.2%Reduced
Institutional & Family Asset Management, LLC34$12.0K0.00%−3−8.1%Reduced
Lee Financial Co33$12.0K0.00%+33New
Zions Bancorporation, N.A.38$13.0K0.00%+12+46.2%Added
Parkside Financial Bank & Trust44$15.0K0.00%+3+7.3%Added
Carroll Financial Associates, Inc.47$16.0K0.00%−6−11.3%Reduced
TD Capital Management LLC50$18.0K0.00%00.0%Unchanged
Stephens Consulting, LLC53$18.7K0.02%+53New
Montag A & Associates Inc59$21.0K0.00%00.0%Unchanged
First Personal Financial Services59$21.0K0.00%00.0%Unchanged
Private Capital Group, LLC71$25.0K0.01%+4+6.0%Added
Cassady Schiller Wealth Management, LLC80$28.0K0.02%+80New
Smithfield Trust Co83$29.0K0.00%00.0%Unchanged
Front Row Advisors LLC86$30.0K0.01%−1−1.1%Reduced
Brown Brothers Harriman & Co97$34.0K0.00%00.0%Unchanged
Bessemer Group Inc106$37.0K0.00%−9−7.8%Reduced
Washington Trust Advisors, Inc.108$38.0K0.00%+108New
Danda Trouve Investment Management, Inc.113$40.0K0.05%+113New
Total Clarity Wealth Management, Inc.128$45.0K0.02%+128New
Huntington National Bank132$46.0K0.00%+46+53.5%Added
Capital Analysts, LLC135$47.0K0.00%+1+0.7%Added
CoreCap Advisors, LLC134$47.0K0.00%+134New
First Quadrant L P140$49.0K0.01%00.0%Unchanged
Pacific Center for Financial Services139$49.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec149$52.5K0.00%00.0%Unchanged
TD Private Client Wealth LLC155$54.6K0.00%+2+1.3%Added
Muzinich & Co., Inc.159$56.0K0.04%00.0%Unchanged
CWM, LLC178$63.0K0.00%+178New
Lazard Asset Management LLC194$68.0K0.00%+12+6.6%Added
GPS Wealth Strategies Group, LLC204$72.0K0.02%+10+5.2%Added
Private Ocean, LLC207$73.0K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators207$73.0K0.01%00.0%Unchanged
HM Payson & Co210$74.0K0.00%00.0%Unchanged
Signaturefd, LLC217$76.0K0.00%+13+6.4%Added
Umb Bank N A218$76.0K0.00%+218New
American Portfolios Advisors218$76.8K0.00%00.0%Unchanged
Tobam223$79.0K0.00%00.0%Unchanged
Desjardins Global Asset Management Inc.235$82.0K0.01%+235New
SOA Wealth Advisors, LLC.240$84.0K0.02%00.0%Unchanged
NEXT Financial Group, Inc244$86.0K0.01%+48+24.5%Added
High Net Worth Advisory Group LLC251$88.0K0.03%+251New
Ellevest, Inc.260$92.0K0.01%+61+30.7%Added
Farmers & Merchants Investments Inc284$100.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC297$105.0K0.01%−8−2.6%Reduced
Glassman Wealth Services310$109.0K0.02%+3+1.0%Added
IFP Advisors, Inc325$116.0K0.00%−99−23.3%Reduced
Lindbrook Capital, LLC363$128.0K0.02%+250+221.2%Added
Spire Wealth Management375$132.0K0.00%+341+1,002.9%Added
Bank Julius Baer & Co. Ltd, Zurich381$134.0K0.00%−1,096−74.2%Reduced
Credit Agricole S A397$140.0K0.00%+397New
NuWave Investment Management, LLC399$141.0K0.16%+399New
Cambridge Trust Co434$153.0K0.00%+434New