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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, Q1 2022

Institutional positions in Essex Property Trust, Inc. as of Mar 31, 2022. 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
561
+7 vs. Q4 2021
Shares held
62.9M
+396.8K (+0.6%) vs. Q4 2021
Total value
$21.7B
−$171.7M (−0.8%) vs. Q4 2021
New holders
65
214 more added
Sold out
58
196 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 561 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 heldQ1 2022: $21.7B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2021.

Institutions holding ESS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Carolinas Wealth Consulting LLC1$00.00%00.0%Unchanged
Addison Advisors LLC1$00.00%00.0%Unchanged
USA Financial Portformulas Corp4$1.00K0.00%−3,888−99.9%Reduced
Tarbox Family Office, Inc.3$1.00K0.00%−11−78.6%Reduced
TCI Wealth Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Surevest, LLC3$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.3$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.00K0.00%00.0%Unchanged
Core Alternative Capital4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%+3+300.0%Added
Money Concepts Capital Corp2$1.00K0.00%+2New
Blue Bell Private Wealth Management, LLC2$1.00K0.00%+2New
PEAK6 Investments LLC3$1.00K0.00%+3New
CFS Investment Advisory Services, LLC210,743$1.00K0.00%+210,743New
Loring Wolcott & Coolidge Fiduciary Advisors LLP6$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc5$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC6$2.00K0.00%+6New
Prospera Financial Services Inc5$2.00K0.00%+5New
Raffa Wealth Management, LLC8$2.76K0.00%−1−11.1%Reduced
West Paces Advisors Inc.8$2.76K0.00%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
EverSource Wealth Advisors, LLC9$3.00K0.00%+5+125.0%Added
FNY Investment Advisers, LLC11$3.00K0.00%+6+120.0%Added
Global Retirement Partners, LLC10$3.00K0.00%+10New
Exane Derivatives9$3.11K0.00%00.0%Unchanged
First Horizon Advisors, Inc.13$4.00K0.00%+1+8.3%Added
Howe & Rusling Inc13$4.00K0.00%+4+44.4%Added
Financial Management Professionals, Inc.13$4.00K0.00%+8+160.0%Added
TCWP LLC14$4.00K0.00%+14New
AdvisorNet Financial, Inc15$5.00K0.00%+5+50.0%Added
Cullen/Frost Bankers, Inc.21$7.00K0.00%00.0%Unchanged
MV Capital Management, Inc.20$7.00K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC20$7.00K0.00%00.0%Unchanged
American National Bank21$7.00K0.00%+21New
PSI Advisors, LLC23$8.00K0.00%00.0%Unchanged
Investors Research Corp22$8.00K0.00%+22New
Mechanics Financial Corp25$9.00K0.00%00.0%Unchanged
Clear Street Markets LLC26$9.00K0.00%+26New
Stonebridge Capital Advisors LLC30$10.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC29$10.0K0.00%00.0%Unchanged
Power Corp of Canada30$10.0K0.00%+30New
TD Waterhouse Canada Inc.30$10.6K0.00%00.0%Unchanged
TFC Financial Management32$11.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC32$11.0K0.00%+32New
Institutional & Family Asset Management, LLC34$12.0K0.00%00.0%Unchanged
Proequities, Inc.36$13.0K0.00%+6+20.0%Added
Anchor Investment Management, LLC40$13.8K0.00%+29+263.6%Added
Stephens Consulting, LLC42$14.5K0.01%−11−20.8%Reduced
Parkside Financial Bank & Trust53$19.0K0.01%+9+20.5%Added
Montag A & Associates Inc59$20.0K0.00%00.0%Unchanged
First Personal Financial Services59$20.0K0.00%00.0%Unchanged
Covestor Ltd59$21.0K0.01%+27+84.4%Added
Zions Bancorporation, N.A.64$22.0K0.00%+26+68.4%Added
Private Capital Group, LLC72$25.0K0.01%+1+1.4%Added
Spire Wealth Management84$29.0K0.00%−291−77.6%Reduced
Front Row Advisors LLC84$29.0K0.01%−2−2.3%Reduced
Riverview Trust Co89$31.0K0.02%+89New
Brown Brothers Harriman & Co97$34.0K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund107$37.0K0.00%−54,146−99.8%Reduced
Washington Trust Advisors, Inc.108$37.0K0.00%00.0%Unchanged
Bessemer Group Inc112$40.0K0.00%+6+5.7%Added
Capital Analysts, LLC135$47.0K0.00%00.0%Unchanged
Pacific Center for Financial Services140$48.0K0.02%+1+0.7%Added
Huntington National Bank143$49.0K0.00%+11+8.3%Added
Umb Bank N A148$51.0K0.00%−70−32.1%Reduced
Harel Insurance Investments & Financial Services Ltd.150$52.0K0.00%+150New
Aaron Wealth Advisors17,964$52.0K0.00%+17,964New
Muzinich & Co., Inc.159$55.0K0.04%00.0%Unchanged
CVA Family Office, LLC175$60.0K0.01%+140+400.0%Added
Deseret Mutual Benefit Administrators176$61.0K0.01%−31−15.0%Reduced
HM Payson & Co180$62.0K0.00%−30−14.3%Reduced
Central Trust Co195$67.0K0.00%+195New
GPS Wealth Strategies Group, LLC205$71.0K0.02%+1+0.5%Added
Private Ocean, LLC207$72.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec211$72.9K0.00%+62+41.6%Added
Anson Funds Management LP210$73.0K0.01%−5,250−96.2%Reduced
US Asset Management LLC213$74.0K0.07%+213New
American Portfolios Advisors220$76.0K0.00%+2+0.9%Added
TD Private Client Wealth LLC238$82.2K0.00%+83+53.5%Added
SOA Wealth Advisors, LLC.240$83.0K0.02%00.0%Unchanged
Desjardins Global Asset Management Inc.243$83.0K0.01%+8+3.4%Added
Lazard Asset Management LLC243$83.0K0.00%+49+25.3%Added
Smithfield Trust Co243$84.0K0.01%+160+192.8%Added
High Net Worth Advisory Group LLC251$87.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co270$93.0K0.00%+242+864.3%Added
Signaturefd, LLC278$96.0K0.00%+61+28.1%Added
Farmers & Merchants Investments Inc284$98.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC297$103.0K0.01%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich303$105.0K0.00%−78−20.5%Reduced
Glassman Wealth Services313$108.0K0.02%+3+1.0%Added
NuWave Investment Management, LLC332$115.0K0.15%−67−16.8%Reduced
Meeder Asset Management Inc357$123.0K0.01%−3,541−90.8%Reduced
CWM, LLC367$127.0K0.00%+189+106.2%Added
Lindbrook Capital, LLC371$128.0K0.02%+8+2.2%Added
Tobam370$128.0K0.01%+147+65.9%Added
Convergence Investment Partners, LLC396$137.0K0.07%+396New
Ellevest, Inc.420$145.0K0.01%+160+61.5%Added