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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 970 | $337.0K | 0.03% | +4+0.4% | Added |
| Renaissance Group LLC | 966 | $334.0K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 902 | $311.0K | 0.30% | +44+5.1% | Added |
| Intersect Capital LLC | 890 | $307.0K | 0.06% | −41−4.4% | Reduced |
| Alpine Global Management, LLC | 883 | $305.0K | 0.08% | −883−50.0% | Reduced |
| Ironwood Investment Counsel, LLC | 875 | $302.0K | 0.07% | 00.0% | Unchanged |
| Highland Private Wealth Management | 871 | $301.0K | 0.04% | +6+0.7% | Added |
| Wexford Capital LP | 852 | $294.0K | 0.06% | −564−39.8% | Reduced |
| American State Bank (Iowa) | 843 | $291.2K | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 832 | $287.0K | 0.01% | −67−7.5% | Reduced |
| Covington Capital Management | 824 | $285.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 825 | $285.0K | 0.01% | +23+2.9% | Added |
| Rockefeller Capital Management L.P. | 821 | $283.0K | 0.00% | +215+35.5% | Added |
| Atria Wealth Solutions, Inc. | 793 | $276.0K | 0.00% | +793 | New |
| Coldstream Capital Management Inc | 792 | $273.0K | 0.01% | −31−3.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 785 | $271.0K | 0.01% | −45−5.4% | Reduced |
| Snowden Capital Advisors LLC | 786 | $271.0K | 0.01% | +776+7,760.0% | Added |
| IFP Advisors, Inc | 1,368 | $265.0K | 0.00% | +1,043+320.9% | Added |
| TRUE Private Wealth Advisors | 818 | $264.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 747 | $259.0K | 0.01% | +747 | New |
| HighTower Trust Services, LTA | 741 | $256.0K | 0.02% | +40+5.7% | Added |
| Fox Run Management, L.L.C. | 738 | $255.0K | 0.14% | +738 | New |
| Bokf, NA | 727 | $251.0K | 0.00% | −3−0.4% | Reduced |
| American Investment Services, Inc. | 718 | $248.0K | 0.05% | −57−7.4% | Reduced |
| Schnieders Capital Management LLC | 719 | $248.0K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 719 | $248.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 718 | $248.0K | 0.01% | +718 | New |
| Greenleaf Trust | 714 | $247.0K | 0.00% | +6+0.8% | Added |
| Lumature Wealth Partners, LLC | 695 | $240.0K | 0.10% | +695 | New |
| Liberty Wealth Management LLC | 681 | $235.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 675 | $233.0K | 0.01% | −3−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 675 | $233.0K | 0.08% | +38+6.0% | Added |
| Quadrant Capital Group LLC | 669 | $231.0K | 0.03% | −12−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 662 | $229.0K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 661 | $228.0K | 0.09% | −95−12.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 654 | $226.0K | 0.02% | +86+15.1% | Added |
| Keybank National Association | 641 | $221.0K | 0.00% | +25+4.1% | Added |
| Wetherby Asset Management Inc | 635 | $219.0K | 0.01% | +45+7.6% | Added |
| Corient Capital Partners, LLC | 634 | $219.0K | 0.01% | +51+8.7% | Added |
| Quantbot Technologies LP | 618 | $213.0K | 0.02% | −1,591−72.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 617 | $213.0K | 0.11% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 616 | $213.0K | 0.13% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 610 | $211.0K | 0.00% | −4,427−87.9% | Reduced |
| Element Capital Management LLC | 610 | $211.0K | 0.11% | +610 | New |
| C2C Wealth Management, LLC | 594 | $208.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 600 | $207.0K | 0.00% | +23+4.0% | Added |
| Veriti Management LLC | 595 | $206.0K | 0.03% | +595 | New |
| Frank, Rimerman Advisors LLC | 594 | $205.2K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 594 | $205.0K | 0.03% | +594 | New |
| Heron Financial Group, LLC | 594 | $205.0K | 0.11% | +594 | New |
| Sutton Wealth Advisors Inc. | 591 | $204.2K | 0.07% | +2+0.3% | Added |
| Minot Wealth Management LLC | 589 | $203.0K | 0.04% | −1−0.2% | Reduced |
| Machina Capital S.A.S. | 589 | $203.0K | 0.45% | +589 | New |
| Whittier Trust Co of Nevada Inc | 573 | $198.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 536 | $185.0K | 0.09% | +536 | New |
| Sentry Investment Management LLC | 523 | $181.0K | 0.06% | −33−5.9% | Reduced |
| Credit Agricole S A | 457 | $158.0K | 0.00% | +60+15.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 453 | $157.0K | 0.01% | +453 | New |
| Blueprint Investment Partners LLC | 438 | $151.0K | 0.04% | −226−34.0% | Reduced |
| Cambridge Trust Co | 434 | $150.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 420 | $145.0K | 0.01% | +160+61.5% | Added |
| Convergence Investment Partners, LLC | 396 | $137.0K | 0.07% | +396 | New |
| Lindbrook Capital, LLC | 371 | $128.0K | 0.02% | +8+2.2% | Added |
| Tobam | 370 | $128.0K | 0.01% | +147+65.9% | Added |
| CWM, LLC | 367 | $127.0K | 0.00% | +189+106.2% | Added |
| Meeder Asset Management Inc | 357 | $123.0K | 0.01% | −3,541−90.8% | Reduced |
| NuWave Investment Management, LLC | 332 | $115.0K | 0.15% | −67−16.8% | Reduced |
| Glassman Wealth Services | 313 | $108.0K | 0.02% | +3+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $105.0K | 0.00% | −78−20.5% | Reduced |
| Clearstead Advisors, LLC | 297 | $103.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 284 | $98.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 278 | $96.0K | 0.00% | +61+28.1% | Added |
| Northwestern Mutual Wealth Management Co | 270 | $93.0K | 0.00% | +242+864.3% | Added |
| High Net Worth Advisory Group LLC | 251 | $87.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 243 | $84.0K | 0.01% | +160+192.8% | Added |
| SOA Wealth Advisors, LLC. | 240 | $83.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 243 | $83.0K | 0.01% | +8+3.4% | Added |
| Lazard Asset Management LLC | 243 | $83.0K | 0.00% | +49+25.3% | Added |
| TD Private Client Wealth LLC | 238 | $82.2K | 0.00% | +83+53.5% | Added |
| American Portfolios Advisors | 220 | $76.0K | 0.00% | +2+0.9% | Added |
| US Asset Management LLC | 213 | $74.0K | 0.07% | +213 | New |
| Anson Funds Management LP | 210 | $73.0K | 0.01% | −5,250−96.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 211 | $72.9K | 0.00% | +62+41.6% | Added |
| Private Ocean, LLC | 207 | $72.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 205 | $71.0K | 0.02% | +1+0.5% | Added |
| Central Trust Co | 195 | $67.0K | 0.00% | +195 | New |
| HM Payson & Co | 180 | $62.0K | 0.00% | −30−14.3% | Reduced |
| Deseret Mutual Benefit Administrators | 176 | $61.0K | 0.01% | −31−15.0% | Reduced |
| CVA Family Office, LLC | 175 | $60.0K | 0.01% | +140+400.0% | Added |
| Muzinich & Co., Inc. | 159 | $55.0K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $52.0K | 0.00% | +150 | New |
| Aaron Wealth Advisors | 17,964 | $52.0K | 0.00% | +17,964 | New |
| Umb Bank N A | 148 | $51.0K | 0.00% | −70−32.1% | Reduced |
| Huntington National Bank | 143 | $49.0K | 0.00% | +11+8.3% | Added |
| Pacific Center for Financial Services | 140 | $48.0K | 0.02% | +1+0.7% | Added |
| Capital Analysts, LLC | 135 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 112 | $40.0K | 0.00% | +6+5.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107 | $37.0K | 0.00% | −54,146−99.8% | Reduced |
| Washington Trust Advisors, Inc. | 108 | $37.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $34.0K | 0.00% | 00.0% | Unchanged |