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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 1,573 | $543.0K | 0.14% | +102+6.9% | Added |
| Cetera Advisor Networks LLC | 1,572 | $543.0K | 0.01% | +565+56.1% | Added |
| Gateway Investment Advisers LLC | 1,577 | $545.0K | 0.01% | +363+29.9% | Added |
| Van Hulzen Asset Management, LLC | 1,590 | $549.0K | 0.06% | 00.0% | Unchanged |
| Summitry LLC | 1,599 | $552.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,605 | $554.0K | 0.04% | +1,605 | New |
| Naviter Wealth, LLC | 1,610 | $560.0K | 0.19% | −89−5.2% | Reduced |
| Windham Capital Management, LLC | 1,634 | $565.0K | 0.12% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,668 | $576.0K | 0.02% | −871−34.3% | Reduced |
| Cresset Asset Management, LLC | 1,687 | $585.0K | 0.01% | −4,430−72.4% | Reduced |
| Concentric Wealth Management, LLC | 1,694 | $585.0K | 0.17% | +10+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,762 | $609.0K | 0.03% | +134+8.2% | Added |
| Centiva Capital, LP | 1,802 | $623.0K | 0.04% | +1,802 | New |
| Parallel Advisors, LLC | 1,801 | $628.0K | 0.02% | −233−11.5% | Reduced |
| TownSquare Capital, LLC | 1,837 | $635.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,861 | $643.0K | 0.10% | −689−27.0% | Reduced |
| Eagle Global Advisors LLC | 1,862 | $643.0K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 1,860 | $643.0K | 0.00% | +1,290+226.3% | Added |
| Altium Wealth Management LLC | 1,912 | $661.0K | 0.04% | +353+22.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,915 | $662.0K | 0.00% | −220−10.3% | Reduced |
| Verition Fund Management LLC | 1,923 | $664.0K | 0.01% | −528−21.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,926 | $665.0K | 0.06% | +157+8.9% | Added |
| Washington Trust Bank | 1,939 | $670.0K | 0.08% | 00.0% | Unchanged |
| Ossiam | 1,979 | $684.0K | 0.02% | −26,790−93.1% | Reduced |
| Golden State Equity Partners | 1,982 | $685.0K | 0.34% | +1,982 | New |
| Commonwealth Equity Services, LLC | 2,200 | $760.0K | 0.00% | +68+3.2% | Added |
| FORA Capital, LLC | 2,181 | $761.0K | 0.14% | +1,433+191.6% | Added |
| Worth Venture Partners, LLC | 12,737 | $761.0K | 0.36% | +12,737 | New |
| Alyeska Investment Group, L.P. | 2,213 | $765.0K | 0.01% | +2,213 | New |
| Ieq Capital, LLC | 2,236 | $773.0K | 0.02% | −1,096−32.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,261 | $781.0K | 0.00% | +450+24.8% | Added |
| Marshall Wace, LLP | 2,260 | $781.0K | 0.00% | +2,260 | New |
| Connectus Wealth, LLC | 2,301 | $810.0K | 0.03% | +2,301 | New |
| Assetmark, Inc | 2,350 | $812.0K | 0.00% | +287+13.9% | Added |
| RB Capital Management, LLC | 2,424 | $837.0K | 0.27% | +44+1.8% | Added |
| Allworth Financial LP | 2,423 | $837.0K | 0.01% | +221+10.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,424 | $845.0K | 0.01% | −214−8.1% | Reduced |
| Evoke Wealth, LLC | 2,456 | $854.0K | 0.03% | +5+0.2% | Added |
| Phocas Financial Corp. | 2,536 | $876.0K | 0.11% | +71+2.9% | Added |
| Claro Advisors LLC | 2,506 | $883.0K | 0.32% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,551 | $887.0K | 0.01% | −55−2.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,595 | $897.0K | 0.02% | −332−11.3% | Reduced |
| E. Ohman J:or Asset Management AB | 2,600 | $898.2K | 0.03% | −900−25.7% | Reduced |
| AlphaCrest Capital Management LLC | 2,641 | $912.0K | 0.05% | −3,847−59.3% | Reduced |
| Cornercap Investment Counsel Inc | 2,672 | $923.0K | 0.10% | +2,672 | New |
| Stephens Inc | 2,754 | $951.0K | 0.02% | −171−5.8% | Reduced |
| Eudaimonia Partners, LLC | 2,771 | $957.0K | 0.16% | +2,771 | New |
| Ethic Inc. | 2,782 | $961.0K | 0.07% | +390+16.3% | Added |
| WESCAP Management Group, Inc. | 2,870 | $991.0K | 0.28% | −312−9.8% | Reduced |
| Atria Investments LLC | 2,952 | $1.02M | 0.02% | +2,952 | New |
| Cetera Advisors LLC | 2,970 | $1.03M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,986 | $1.03M | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,042 | $1.05M | 0.04% | +5+0.2% | Added |
| Mirabella Financial Services LLP | 3,089 | $1.07M | 0.12% | +2,336+310.2% | Added |
| Aurora Investment Managers, LLC. | 3,105 | $1.07M | 0.80% | +3,105 | New |
| Gotham Asset Management, LLC | 3,146 | $1.09M | 0.03% | +1,287+69.2% | Added |
| FourThought Financial, LLC | 3,155 | $1.09M | 0.14% | −339−9.7% | Reduced |
| Seeyond | 3,164 | $1.09M | 0.11% | −94−2.9% | Reduced |
| Signet Financial Management, LLC | 3,163 | $1.09M | 0.18% | −34−1.1% | Reduced |
| Klingenstein Fields & Co LP | 3,191 | $1.10M | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,202 | $1.11M | 0.00% | +9+0.3% | Added |
| Horst & Graben Wealth Management LLC | 3,220 | $1.11M | 0.27% | 00.0% | Unchanged |
| US Bancorp | 3,223 | $1.11M | 0.00% | −19−0.6% | Reduced |
| Azzad Asset Management Inc | 3,316 | $1.15M | 0.17% | +428+14.8% | Added |
| Valeo Financial Advisors, LLC | 3,321 | $1.15M | 0.06% | +153+4.8% | Added |
| Pacer Advisors, Inc. | 3,333 | $1.15M | 0.01% | −78−2.3% | Reduced |
| MainStreet Investment Advisors LLC | 3,348 | $1.16M | 0.11% | +4+0.1% | Added |
| JustInvest LLC | 3,384 | $1.17M | 0.06% | +1,144+51.1% | Added |
| American National Insurance Co | 3,386 | $1.17M | 0.32% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,490 | $1.20M | 0.03% | −434−11.1% | Reduced |
| Whittier Trust Co | 3,563 | $1.23M | 0.02% | +30+0.8% | Added |
| Creative Planning | 3,564 | $1.23M | 0.00% | +8+0.2% | Added |
| Rafferty Asset Management, LLC | 3,567 | $1.23M | 0.01% | +76+2.2% | Added |
| Tredje AP-fonden | 3,624 | $1.25M | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 3,628 | $1.28M | 0.00% | −92−2.5% | Reduced |
| Kore Private Wealth LLC | 3,717 | $1.28M | 0.16% | −729−16.4% | Reduced |
| New Mexico Educational Retirement Board | 3,800 | $1.31M | 0.05% | −200−5.0% | Reduced |
| Commerce Bank | 3,867 | $1.34M | 0.01% | −281−6.8% | Reduced |
| SG Americas Securities, LLC | 3,961 | $1.37M | 0.01% | −6,175−60.9% | Reduced |
| KCM Investment Advisors LLC | 3,966 | $1.37M | 0.05% | +15+0.4% | Added |
| APG Asset Management N.V. | 4,415 | $1.37M | 0.00% | −1,600−26.6% | Reduced |
| HighTower Advisors, LLC | 4,007 | $1.38M | 0.00% | −3,498−46.6% | Reduced |
| Founders Financial Securities LLC | 3,997 | $1.38M | 0.24% | −183−4.4% | Reduced |
| Tiemann Investment Advisors, LLC | 4,044 | $1.40M | 0.65% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,055 | $1.40M | 0.08% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.42M | 0.41% | – | – |
| Kentucky Retirement Systems | 4,159 | $1.44M | 0.06% | +120+3.0% | Added |
| Adage Capital Partners GP, L.L.C. | 4,192 | $1.45M | 0.00% | −36,411−89.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 4,192 | $1.46M | 0.35% | −149−3.4% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $1.46M | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,201 | $1.47M | 0.04% | −408−8.9% | Reduced |
| Xponance, Inc. | 4,246 | $1.47M | 0.02% | +143+3.5% | Added |
| Nomura Holdings Inc | 4,199 | $1.48M | 0.01% | −535−11.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,331 | $1.50M | 0.01% | +164+3.9% | Added |
| Moody National Bank Trust Division | 4,476 | $1.55M | 0.05% | +21+0.5% | Added |
| Horizon Investments, LLC | 4,585 | $1.58M | 0.05% | −818−15.1% | Reduced |
| Sound Financial Strategies Group, LLC | 4,637 | $1.60M | 0.88% | +4,637 | New |
| Virtus ETF Advisers LLC | 4,703 | $1.63M | 0.73% | −1,258−21.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,744 | $1.64M | 0.02% | −206−4.2% | Reduced |
| LMCG Investments, LLC | 4,800 | $1.66M | 0.10% | +4,800 | New |