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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 540 | $190.5K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 556 | $196.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 568 | $200.0K | 0.02% | +568 | New |
| Metis Global Partners, LLC | 568 | $200.0K | 0.06% | +568 | New |
| Man Group plc | 570 | $201.0K | 0.00% | −230−28.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 573 | $202.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 577 | $203.0K | 0.00% | +577 | New |
| Corient Capital Partners, LLC | 583 | $205.0K | 0.01% | +583 | New |
| Sutton Wealth Advisors Inc. | 589 | $207.5K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 590 | $208.0K | 0.01% | +590 | New |
| Minot Wealth Management LLC | 590 | $208.0K | 0.04% | +590 | New |
| C2C Wealth Management, LLC | 594 | $209.0K | 0.03% | +594 | New |
| MBB Public Markets I LLC | 594 | $209.0K | 0.00% | +594 | New |
| Frank, Rimerman Advisors LLC | 594 | $209.2K | 0.07% | +594 | New |
| Rockefeller Capital Management L.P. | 606 | $213.0K | 0.00% | −454−42.8% | Reduced |
| Keybank National Association | 616 | $217.0K | 0.00% | +616 | New |
| Peregrine Asset Advisers, Inc. | 617 | $217.0K | 0.09% | +617 | New |
| Beaton Management Co. Inc. | 616 | $217.0K | 0.13% | +616 | New |
| Legacy Wealth Asset Management, LLC | 637 | $224.0K | 0.08% | +637 | New |
| Siemens Fonds Invest GmbH | 662 | $233.0K | 0.02% | −2−0.3% | Reduced |
| Blueprint Investment Partners LLC | 664 | $233.9K | 0.06% | +161+32.0% | Added |
| Girard Partners Ltd. | 680 | $239.0K | 0.03% | −417−38.0% | Reduced |
| Liberty Wealth Management LLC | 681 | $239.0K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 678 | $239.0K | 0.01% | +3+0.4% | Added |
| Quadrant Capital Group LLC | 681 | $240.0K | 0.03% | +29+4.4% | Added |
| Arkadios Wealth Advisors | 686 | $242.0K | 0.03% | +395+135.7% | Added |
| HighTower Trust Services, LTA | 701 | $247.0K | 0.02% | +701 | New |
| Greenleaf Trust | 708 | $249.0K | 0.00% | +32+4.7% | Added |
| Schnieders Capital Management LLC | 719 | $253.0K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 719 | $253.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 730 | $257.0K | 0.00% | +28+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 732 | $258.0K | 0.09% | −100−12.0% | Reduced |
| First Midwest Bank Trust Division | 738 | $260.0K | 0.03% | +14+1.9% | Added |
| FORA Capital, LLC | 748 | $263.0K | 0.10% | +748 | New |
| Dynamic Technology Lab Private Ltd | 750 | $264.0K | 0.03% | +750 | New |
| Mirabella Financial Services LLP | 753 | $265.0K | 0.03% | +60+8.7% | Added |
| Covenant Partners, LLC | 756 | $266.0K | 0.10% | 00.0% | Unchanged |
| American Investment Services, Inc. | 775 | $273.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 780 | $275.0K | 0.01% | +140+21.9% | Added |
| Flower City Capital | 776 | $275.0K | 0.27% | +776 | New |
| Vestcor Inc | 802 | $282.0K | 0.01% | −159−16.5% | Reduced |
| Park Avenue Securities LLC | 802 | $282.0K | 0.00% | +74+10.2% | Added |
| TRUE Private Wealth Advisors | 818 | $288.0K | 0.04% | +6+0.7% | Added |
| Covington Capital Management | 824 | $290.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 823 | $290.0K | 0.01% | −183−18.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 830 | $292.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 843 | $296.9K | 0.21% | 00.0% | Unchanged |
| First Affirmative Financial Network | 858 | $302.0K | 0.28% | +35+4.3% | Added |
| Highland Private Wealth Management | 865 | $305.0K | 0.04% | −8−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 875 | $308.0K | 0.07% | −50−5.4% | Reduced |
| Independent Advisor Alliance | 876 | $309.0K | 0.02% | +876 | New |
| Ameritas Investment Partners, Inc. | 899 | $317.0K | 0.01% | −1,925−68.2% | Reduced |
| Quantitative Investment Management, LLC | 920 | $324.0K | 0.05% | +920 | New |
| Intersect Capital LLC | 931 | $328.0K | 0.06% | −25−2.6% | Reduced |
| Kovack Advisors, Inc. | 955 | $336.0K | 0.03% | +955 | New |
| Veritable, L.P. | 959 | $338.0K | 0.01% | +21+2.2% | Added |
| Renaissance Group LLC | 966 | $340.0K | 0.01% | +4+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 966 | $342.0K | 0.03% | +966 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $352.0K | 0.02% | −700−41.2% | Reduced |
| Cetera Advisor Networks LLC | 1,007 | $355.0K | 0.00% | +149+17.4% | Added |
| Interchange Capital Partners, LLC | 1,045 | $368.0K | 0.37% | +1,045 | New |
| American National Registered Investment Advisor, Inc. | 1,069 | $377.0K | 0.12% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 1,074 | $378.0K | 0.01% | −182−14.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,072 | $378.0K | 0.02% | +225+26.6% | Added |
| IBM Retirement Fund | 1,077 | $379.0K | 0.05% | −757−41.3% | Reduced |
| Sovereign Financial Group, Inc. | 1,079 | $380.0K | 0.16% | +16+1.5% | Added |
| Savant Capital, LLC | 1,143 | $403.0K | 0.01% | +29+2.6% | Added |
| Checchi Capital Advisers, LLC | 1,158 | $408.0K | 0.05% | +29+2.6% | Added |
| F3Logic, LLC | 1,176 | $411.0K | 0.05% | −4−0.3% | Reduced |
| CWM Advisors, LLC | 1,187 | $418.0K | 0.05% | +2+0.2% | Added |
| Azimuth Capital Management LLC | 1,200 | $423.0K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,214 | $428.0K | 0.00% | −22−1.8% | Reduced |
| Brinker Capital Investments, LLC | 1,225 | $432.0K | 0.01% | +22+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,224 | $432.0K | 0.01% | +1,224 | New |
| Wolverine Asset Management LLC | 1,245 | $438.0K | 0.01% | +1,245 | New |
| Trust Co of Vermont | 1,247 | $439.0K | 0.03% | 00.0% | Unchanged |
| Advisor Partners LLC | 1,290 | $455.0K | 0.03% | +229+21.6% | Added |
| Laurion Capital Management LP | 1,300 | $458.0K | 0.01% | +1,300 | New |
| MQS Management LLC | 1,306 | $460.0K | 0.74% | +1,306 | New |
| FDx Advisors, Inc. | 1,321 | $465.0K | 0.01% | −737−35.8% | Reduced |
| Parcion Private Wealth LLC | 1,366 | $471.0K | 0.04% | −23−1.7% | Reduced |
| Ritholtz Wealth Management | 1,359 | $479.0K | 0.03% | −228−14.4% | Reduced |
| CenterStar Asset Management, LLC | – | $480.0K | 0.37% | – | – |
| Banque Cantonale Vaudoise | 1,391 | $489.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 1,400 | $493.0K | 0.01% | +463+49.4% | Added |
| Wexford Capital LP | 1,416 | $499.0K | 0.05% | +1,416 | New |
| Alpha Cubed Investments, LLC | 1,436 | $506.0K | 0.03% | +8+0.6% | Added |
| MML Investors Services, LLC | 1,453 | $512.0K | 0.00% | +231+18.9% | Added |
| Cigna Investments Inc | 1,472 | $518.0K | 0.04% | −580−28.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,471 | $518.0K | 0.10% | +106+7.8% | Added |
| Bridgefront Capital, LLC | 1,544 | $544.0K | 0.53% | +1,544 | New |
| Altium Wealth Management LLC | 1,559 | $549.0K | 0.04% | +196+14.4% | Added |
| Wulff, Hansen & Co. | 1,564 | $551.0K | 0.48% | +1,564 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,580 | $557.0K | 0.03% | −10−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $560.0K | 0.06% | 00.0% | Unchanged |
| Summitry LLC | 1,599 | $563.0K | 0.03% | +1,599 | New |
| Hennion & Walsh Asset Management, Inc. | 1,628 | $573.0K | 0.03% | +475+41.2% | Added |
| Windham Capital Management, LLC | 1,634 | $576.0K | 0.12% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,641 | $578.0K | 0.01% | +93+6.0% | Added |
| Panagora Asset Management Inc | 1,653 | $582.0K | 0.00% | −1,028−38.3% | Reduced |