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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
American National Registered Investment Advisor, Inc.1,069$377.0K0.12%00.0%Unchanged
Interchange Capital Partners, LLC1,045$368.0K0.37%+1,045New
Cetera Advisor Networks LLC1,007$355.0K0.00%+149+17.4%Added
Livforsakringsbolaget Skandia, Omsesidigt1,000$352.0K0.02%−700−41.2%Reduced
Robertson Stephens Wealth Management, LLC966$342.0K0.03%+966New
Renaissance Group LLC966$340.0K0.01%+4+0.4%Added
Veritable, L.P.959$338.0K0.01%+21+2.2%Added
Kovack Advisors, Inc.955$336.0K0.03%+955New
Intersect Capital LLC931$328.0K0.06%−25−2.6%Reduced
Quantitative Investment Management, LLC920$324.0K0.05%+920New
Ameritas Investment Partners, Inc.899$317.0K0.01%−1,925−68.2%Reduced
Independent Advisor Alliance876$309.0K0.02%+876New
Ironwood Investment Counsel, LLC875$308.0K0.07%−50−5.4%Reduced
Highland Private Wealth Management865$305.0K0.04%−8−0.9%Reduced
First Affirmative Financial Network858$302.0K0.28%+35+4.3%Added
American State Bank (Iowa)843$296.9K0.21%00.0%Unchanged
Ferguson Wellman Capital Management, Inc830$292.0K0.01%00.0%Unchanged
Covington Capital Management824$290.0K0.01%00.0%Unchanged
Coldstream Capital Management Inc823$290.0K0.01%−183−18.2%Reduced
TRUE Private Wealth Advisors818$288.0K0.04%+6+0.7%Added
Vestcor Inc802$282.0K0.01%−159−16.5%Reduced
Park Avenue Securities LLC802$282.0K0.00%+74+10.2%Added
Toroso Investments, LLC780$275.0K0.01%+140+21.9%Added
Flower City Capital776$275.0K0.27%+776New
American Investment Services, Inc.775$273.0K0.06%00.0%Unchanged
Covenant Partners, LLC756$266.0K0.10%00.0%Unchanged
Mirabella Financial Services LLP753$265.0K0.03%+60+8.7%Added
Dynamic Technology Lab Private Ltd750$264.0K0.03%+750New
FORA Capital, LLC748$263.0K0.10%+748New
First Midwest Bank Trust Division738$260.0K0.03%+14+1.9%Added
Campbell & CO Investment Adviser LLC732$258.0K0.09%−100−12.0%Reduced
Bokf, NA730$257.0K0.00%+28+4.0%Added
Schnieders Capital Management LLC719$253.0K0.06%00.0%Unchanged
Mutual Advisors, LLC719$253.0K0.01%00.0%Unchanged
Greenleaf Trust708$249.0K0.00%+32+4.7%Added
HighTower Trust Services, LTA701$247.0K0.02%+701New
Arkadios Wealth Advisors686$242.0K0.03%+395+135.7%Added
Quadrant Capital Group LLC681$240.0K0.03%+29+4.4%Added
Girard Partners Ltd.680$239.0K0.03%−417−38.0%Reduced
Liberty Wealth Management LLC681$239.0K0.09%00.0%Unchanged
Moors & Cabot, Inc.678$239.0K0.01%+3+0.4%Added
Blueprint Investment Partners LLC664$233.9K0.06%+161+32.0%Added
Siemens Fonds Invest GmbH662$233.0K0.02%−2−0.3%Reduced
Legacy Wealth Asset Management, LLC637$224.0K0.08%+637New
Keybank National Association616$217.0K0.00%+616New
Peregrine Asset Advisers, Inc.617$217.0K0.09%+617New
Beaton Management Co. Inc.616$217.0K0.13%+616New
Rockefeller Capital Management L.P.606$213.0K0.00%−454−42.8%Reduced
Frank, Rimerman Advisors LLC594$209.2K0.07%+594New
C2C Wealth Management, LLC594$209.0K0.03%+594New
MBB Public Markets I LLC594$209.0K0.00%+594New
Wetherby Asset Management Inc590$208.0K0.01%+590New
Minot Wealth Management LLC590$208.0K0.04%+590New
Sutton Wealth Advisors Inc.589$207.5K0.07%00.0%Unchanged
Corient Capital Partners, LLC583$205.0K0.01%+583New
Cetera Investment Advisers577$203.0K0.00%+577New
Whittier Trust Co of Nevada Inc573$202.0K0.01%00.0%Unchanged
Man Group plc570$201.0K0.00%−230−28.7%Reduced
Tokio Marine Asset Management Co Ltd568$200.0K0.02%+568New
Metis Global Partners, LLC568$200.0K0.06%+568New
Sentry Investment Management LLC556$196.0K0.05%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main540$190.5K0.00%00.0%Unchanged
Cambridge Trust Co434$153.0K0.00%+434New
NuWave Investment Management, LLC399$141.0K0.16%+399New
Credit Agricole S A397$140.0K0.00%+397New
Bank Julius Baer & Co. Ltd, Zurich381$134.0K0.00%−1,096−74.2%Reduced
Spire Wealth Management375$132.0K0.00%+341+1,002.9%Added
Lindbrook Capital, LLC363$128.0K0.02%+250+221.2%Added
IFP Advisors, Inc325$116.0K0.00%−99−23.3%Reduced
Glassman Wealth Services310$109.0K0.02%+3+1.0%Added
Clearstead Advisors, LLC297$105.0K0.01%−8−2.6%Reduced
Farmers & Merchants Investments Inc284$100.0K0.00%00.0%Unchanged
Ellevest, Inc.260$92.0K0.01%+61+30.7%Added
High Net Worth Advisory Group LLC251$88.0K0.03%+251New
NEXT Financial Group, Inc244$86.0K0.01%+48+24.5%Added
SOA Wealth Advisors, LLC.240$84.0K0.02%00.0%Unchanged
Desjardins Global Asset Management Inc.235$82.0K0.01%+235New
Tobam223$79.0K0.00%00.0%Unchanged
American Portfolios Advisors218$76.8K0.00%00.0%Unchanged
Signaturefd, LLC217$76.0K0.00%+13+6.4%Added
Umb Bank N A218$76.0K0.00%+218New
HM Payson & Co210$74.0K0.00%00.0%Unchanged
Private Ocean, LLC207$73.0K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators207$73.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC204$72.0K0.02%+10+5.2%Added
Lazard Asset Management LLC194$68.0K0.00%+12+6.6%Added
CWM, LLC178$63.0K0.00%+178New
Muzinich & Co., Inc.159$56.0K0.04%00.0%Unchanged
TD Private Client Wealth LLC155$54.6K0.00%+2+1.3%Added
Federation des caisses Desjardins du Quebec149$52.5K0.00%00.0%Unchanged
First Quadrant L P140$49.0K0.01%00.0%Unchanged
Pacific Center for Financial Services139$49.0K0.02%00.0%Unchanged
Capital Analysts, LLC135$47.0K0.00%+1+0.7%Added
CoreCap Advisors, LLC134$47.0K0.00%+134New
Huntington National Bank132$46.0K0.00%+46+53.5%Added
Total Clarity Wealth Management, Inc.128$45.0K0.02%+128New
Danda Trouve Investment Management, Inc.113$40.0K0.05%+113New
Washington Trust Advisors, Inc.108$38.0K0.00%+108New
Bessemer Group Inc106$37.0K0.00%−9−7.8%Reduced
Brown Brothers Harriman & Co97$34.0K0.00%00.0%Unchanged