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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
Front Row Advisors LLC86$30.0K0.01%−1−1.1%Reduced
Smithfield Trust Co83$29.0K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC80$28.0K0.02%+80New
Private Capital Group, LLC71$25.0K0.01%+4+6.0%Added
Montag A & Associates Inc59$21.0K0.00%00.0%Unchanged
First Personal Financial Services59$21.0K0.00%00.0%Unchanged
Stephens Consulting, LLC53$18.7K0.02%+53New
TD Capital Management LLC50$18.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.47$16.0K0.00%−6−11.3%Reduced
Parkside Financial Bank & Trust44$15.0K0.00%+3+7.3%Added
Zions Bancorporation, N.A.38$13.0K0.00%+12+46.2%Added
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
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
TD Waterhouse Canada Inc.30$10.7K0.00%+30New
Northwestern Mutual Wealth Management Co28$10.0K0.00%−95−77.2%Reduced
Steward Partners Investment Advisory, LLC29$10.0K0.00%00.0%Unchanged
Mechanics Financial Corp25$9.00K0.00%+25New
Tucker Asset Management LLC23$8.11K0.00%+23New
PSI Advisors, LLC23$8.00K0.00%00.0%Unchanged
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
Harbour Investments, Inc.16$6.00K0.00%−36−69.2%Reduced
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
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
Anchor Investment Management, LLC11$3.88K0.00%+11New
Atlas Capital Advisors LLC11$3.87K0.00%00.0%Unchanged
Raffa Wealth Management, LLC9$3.17K0.00%+1+12.5%Added
Exane Derivatives9$3.17K0.00%+6+200.0%Added
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
West Paces Advisors Inc.8$2.82K0.00%00.0%Unchanged
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
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
Carolinas Wealth Consulting LLC1$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1$00.00%+1New
Addison Advisors LLC1$00.00%+1New
Waterfront Capital Partners, LLC0$00.00%−155,778−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−66,537−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−61,093−100.0%Sold out
Gillson Capital LP0$00.00%−57,542−100.0%Sold out
Citadel Advisors LLC0$00.00%−46,741−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−28,059−100.0%Sold out
M&G Investment Management Ltd0$00.00%−20,930−100.0%Sold out
Capital Growth Management LP0$00.00%−20,000−100.0%Sold out
Carlson Capital L P0$00.00%−16,706−100.0%Sold out
HGI Capital Management, LLC0$00.00%−11,059−100.0%Sold out
Fred Alger Management, LLC0$00.00%−10,738−100.0%Sold out
Eii Capital Management, Inc.0$00.00%−10,054−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,081−100.0%Sold out
Blackhawk Capital Partners LLC.0$00.00%−3,360−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−3,300−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,879−100.0%Sold out
NewSquare Capital LLC0$00.00%−1,837−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,730−100.0%Sold out
Boston Private Wealth LLC0$00.00%−1,713−100.0%Sold out
Capula Management Ltd0$00.00%−1,570−100.0%Sold out
Sepio Capital, LP0$00.00%−1,340−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,389−100.0%Sold out
Leisure Capital Management0$00.00%−1,278−100.0%Sold out
Golden State Equity Partners0$00.00%−1,232−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,185−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−1,131−100.0%Sold out
Vanderbilt University0$00.00%−1,116−100.0%Sold out
Diametric Capital, LP0$00.00%−990−100.0%Sold out
Maven Securities LTD0$00.00%−837−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−766−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−687−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−216−100.0%Sold out
CX Institutional0$00.00%−212−100.0%Sold out
US Asset Management LLC0$00.00%−213−100.0%Sold out
Group One Trading, L.P.0$00.00%−200−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−125−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−110−100.0%Sold out
Ironwood Financial, llc0$00.00%−103−100.0%Sold out