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 |
|---|---|---|---|---|---|
| Concentric Wealth Management, LLC | 1,684 | $593.0K | 0.17% | +1,684 | New |
| Schonfeld Strategic Advisors LLC | 1,700 | $599.0K | 0.01% | −67,223−97.5% | Reduced |
| Naviter Wealth, LLC | 1,699 | $602.0K | 0.18% | +1,699 | New |
| Alpine Global Management, LLC | 1,766 | $622.0K | 0.09% | +1,766 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,769 | $623.0K | 0.06% | +103+6.2% | Added |
| Blair William & Co | 1,792 | $631.0K | 0.00% | +496+38.3% | Added |
| Astrantus Ltd | 1,800 | $634.0K | 0.47% | +1,800 | New |
| Cambridge Investment Research Advisors, Inc. | 1,811 | $638.0K | 0.00% | +8+0.4% | Added |
| Wealthfront Advisers LLC | 1,816 | $640.0K | 0.00% | +663+57.5% | Added |
| TownSquare Capital, LLC | 1,837 | $647.0K | 0.02% | −47−2.5% | Reduced |
| Gotham Asset Management, LLC | 1,859 | $655.0K | 0.02% | +1,114+149.5% | Added |
| Eagle Global Advisors LLC | 1,862 | $656.0K | 0.04% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,897 | $668.0K | 0.74% | 00.0% | Unchanged |
| Washington Trust Bank | 1,939 | $683.0K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 1,941 | $684.0K | 0.09% | +1,941 | New |
| Engineers Gate Manager LP | 1,962 | $691.0K | 0.03% | +1,962 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,971 | $695.0K | 0.01% | +377+23.7% | Added |
| Pitcairn Co | 1,980 | $697.0K | 0.04% | −798−28.7% | Reduced |
| Parallel Advisors, LLC | 2,034 | $717.0K | 0.03% | +79+4.0% | Added |
| Paloma Partners Management Co | 2,060 | $726.0K | 0.02% | +2,060 | New |
| Assetmark, Inc | 2,063 | $727.0K | 0.00% | +272+15.2% | Added |
| Point72 Hong Kong Ltd | 2,124 | $748.0K | 0.06% | −4,614−68.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,132 | $751.0K | 0.00% | +70+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,135 | $752.0K | 0.00% | −3,325−60.9% | Reduced |
| Allworth Financial LP | 2,202 | $776.0K | 0.01% | +1,658+304.8% | Added |
| Quantbot Technologies LP | 2,209 | $778.0K | 0.06% | +2,209 | New |
| J.W. Cole Advisors, Inc. | 2,221 | $782.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 2,240 | $789.0K | 0.05% | +455+25.5% | Added |
| Verdence Capital Advisors LLC | 2,309 | $813.0K | 0.10% | −1,533−39.9% | Reduced |
| RB Capital Management, LLC | 2,380 | $838.0K | 0.26% | +56+2.4% | Added |
| Ethic Inc. | 2,392 | $843.0K | 0.06% | +125+5.5% | Added |
| Verition Fund Management LLC | 2,451 | $863.0K | 0.01% | +354+16.9% | Added |
| Evoke Wealth, LLC | 2,451 | $868.0K | 0.03% | +10.0% | Added |
| Phocas Financial Corp. | 2,465 | $868.0K | 0.11% | +70+2.9% | Added |
| Claro Advisors LLC | 2,506 | $883.0K | 0.32% | +16+0.6% | Added |
| Profund Advisors LLC | 2,539 | $894.0K | 0.03% | −4,295−62.8% | Reduced |
| Quantinno Capital Management LP | 2,550 | $898.0K | 0.16% | +2,550 | New |
| Johnson Investment Counsel Inc | 2,606 | $923.0K | 0.01% | −153−5.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,638 | $930.0K | 0.01% | +2,638 | New |
| Quantamental Technologies LLC | 2,650 | $933.0K | 0.47% | +2,650 | New |
| Agf Investments Inc. | 2,656 | $936.0K | 0.01% | +225+9.3% | Added |
| Miracle Mile Advisors, LLC | 2,703 | $952.0K | 0.04% | +200+8.0% | Added |
| Azzad Asset Management Inc | 2,888 | $1.02M | 0.14% | +34+1.2% | Added |
| Stephens Inc | 2,925 | $1.03M | 0.02% | −906−23.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,927 | $1.03M | 0.02% | −27−0.9% | Reduced |
| Cetera Advisors LLC | 2,970 | $1.05M | 0.02% | −538−15.3% | Reduced |
| Ergoteles LLC | 2,978 | $1.05M | 0.04% | +2,338+365.3% | Added |
| Crossmark Global Holdings, Inc. | 2,986 | $1.05M | 0.02% | −190−6.0% | Reduced |
| Massmutual Trust Co FSB | 3,037 | $1.07M | 0.04% | −203−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,168 | $1.12M | 0.06% | +8+0.3% | Added |
| WESCAP Management Group, Inc. | 3,182 | $1.12M | 0.31% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,191 | $1.12M | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,193 | $1.13M | 0.00% | +1,084+51.4% | Added |
| Signet Financial Management, LLC | 3,197 | $1.13M | 0.17% | −149−4.5% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $1.13M | 0.28% | +20+0.6% | Added |
| US Bancorp | 3,242 | $1.14M | 0.00% | +301+10.2% | Added |
| Seeyond | 3,258 | $1.15M | 0.11% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 3,275 | $1.15M | 0.01% | +109+3.4% | Added |
| Ieq Capital, LLC | 3,332 | $1.17M | 0.03% | −603−15.3% | Reduced |
| MainStreet Investment Advisors LLC | 3,344 | $1.18M | 0.10% | −203−5.7% | Reduced |
| American National Insurance Co | 3,386 | $1.19M | 0.26% | 00.0% | Unchanged |
| Stableford Capital II LLC | 3,606 | $1.20M | 0.51% | +233+6.9% | Added |
| Pacer Advisors, Inc. | 3,411 | $1.20M | 0.01% | −728−17.6% | Reduced |
| Rafferty Asset Management, LLC | 3,491 | $1.23M | 0.01% | −709−16.9% | Reduced |
| FourThought Financial, LLC | 3,494 | $1.23M | 0.15% | +805+29.9% | Added |
| E. Ohman J:or Asset Management AB | 3,500 | $1.23M | 0.04% | +500+16.7% | Added |
| Whittier Trust Co | 3,533 | $1.24M | 0.02% | −3−0.1% | Reduced |
| Creative Planning | 3,556 | $1.25M | 0.00% | +88+2.5% | Added |
| Tredje AP-fonden | 3,624 | $1.28M | 0.02% | +3,624 | New |
| Magnetar Financial LLC | 3,628 | $1.28M | 0.01% | +3,628 | New |
| Penserra Capital Management LLC | 3,924 | $1.29M | 0.03% | −22−0.6% | Reduced |
| Nordea Investment Management AB | 3,720 | $1.31M | 0.00% | +286+8.3% | Added |
| Point72 Asset Management, L.P. | 3,800 | $1.34M | 0.01% | +3,800 | New |
| USA Financial Portformulas Corp | 3,892 | $1.37M | 1.18% | +1,465+60.4% | Added |
| Meeder Asset Management Inc | 3,898 | $1.37M | 0.14% | +3,732+2,248.2% | Added |
| KCM Investment Advisors LLC | 3,951 | $1.39M | 0.05% | +92+2.4% | Added |
| New Mexico Educational Retirement Board | 4,000 | $1.41M | 0.05% | −300−7.0% | Reduced |
| Fort Washington Investment Advisors Inc | 4,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,039 | $1.42M | 0.06% | +311+8.3% | Added |
| Tiemann Investment Advisors, LLC | 4,044 | $1.43M | 0.60% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,055 | $1.43M | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,100 | $1.44M | 0.03% | +100+2.5% | Added |
| Xponance, Inc. | 4,103 | $1.45M | 0.02% | +802+24.3% | Added |
| GEM Realty Capital | 4,140 | $1.46M | 0.35% | −32,660−88.8% | Reduced |
| Commerce Bank | 4,148 | $1.46M | 0.01% | +124+3.1% | Added |
| Allstate Corp | 4,159 | $1.47M | 0.03% | +756+22.2% | Added |
| United Capital Financial Advisers, LLC | 4,167 | $1.47M | 0.01% | +419+11.2% | Added |
| Founders Financial Securities LLC | 4,180 | $1.47M | 0.26% | +208+5.2% | Added |
| Bridgewater Associates, LP | 4,329 | $1.52M | 0.01% | +4,329 | New |
| Castleview Partners, LLC | 537,257 | $1.52M | 0.01% | +537,257 | New |
| Polar Asset Management Partners Inc. | 4,385 | $1.54M | 0.02% | +4,385 | New |
| OPSEU Pension Plan Trust Fund | 4,341 | $1.55M | 0.35% | +56+1.3% | Added |
| Kore Private Wealth LLC | 4,446 | $1.57M | 0.19% | −38−0.8% | Reduced |
| Moody National Bank Trust Division | 4,455 | $1.57M | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,458 | $1.57M | 0.02% | +4,458 | New |
| Fifth Third Bancorp | 4,459 | $1.57M | 0.01% | −603−11.9% | Reduced |
| Wolverine Trading, LLC | 4,609 | $1.63M | 0.02% | −826−15.2% | Reduced |
| Fulcrum Asset Management LLP | – | $1.63M | 0.80% | – | – |
| Jane Street Group, LLC | 4,651 | $1.64M | 0.00% | −2,100−31.1% | Reduced |
| Nomura Holdings Inc | 4,734 | $1.67M | 0.01% | −952−16.7% | Reduced |