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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 89 | $31.0K | 0.02% | +89 | New |
| Spire Wealth Management | 84 | $29.0K | 0.00% | −291−77.6% | Reduced |
| Front Row Advisors LLC | 84 | $29.0K | 0.01% | −2−2.3% | Reduced |
| Private Capital Group, LLC | 72 | $25.0K | 0.01% | +1+1.4% | Added |
| Zions Bancorporation, N.A. | 64 | $22.0K | 0.00% | +26+68.4% | Added |
| Covestor Ltd | 59 | $21.0K | 0.01% | +27+84.4% | Added |
| Montag A & Associates Inc | 59 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 59 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 53 | $19.0K | 0.01% | +9+20.5% | Added |
| Stephens Consulting, LLC | 42 | $14.5K | 0.01% | −11−20.8% | Reduced |
| Anchor Investment Management, LLC | 40 | $13.8K | 0.00% | +29+263.6% | Added |
| Proequities, Inc. | 36 | $13.0K | 0.00% | +6+20.0% | Added |
| Institutional & Family Asset Management, LLC | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 32 | $11.0K | 0.00% | +32 | New |
| TD Waterhouse Canada Inc. | 30 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Power Corp of Canada | 30 | $10.0K | 0.00% | +30 | New |
| Mechanics Financial Corp | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 26 | $9.00K | 0.00% | +26 | New |
| PSI Advisors, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $8.00K | 0.00% | +22 | New |
| Cullen/Frost Bankers, Inc. | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 21 | $7.00K | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 15 | $5.00K | 0.00% | +5+50.0% | Added |
| First Horizon Advisors, Inc. | 13 | $4.00K | 0.00% | +1+8.3% | Added |
| Howe & Rusling Inc | 13 | $4.00K | 0.00% | +4+44.4% | Added |
| Financial Management Professionals, Inc. | 13 | $4.00K | 0.00% | +8+160.0% | Added |
| TCWP LLC | 14 | $4.00K | 0.00% | +14 | New |
| Exane Derivatives | 9 | $3.11K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $3.00K | 0.00% | +5+125.0% | Added |
| FNY Investment Advisers, LLC | 11 | $3.00K | 0.00% | +6+120.0% | Added |
| Global Retirement Partners, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $2.76K | 0.00% | −1−11.1% | Reduced |
| West Paces Advisors Inc. | 8 | $2.76K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Prospera Financial Services Inc | 5 | $2.00K | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −3,888−99.9% | Reduced |
| Tarbox Family Office, Inc. | 3 | $1.00K | 0.00% | −11−78.6% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Money Concepts Capital Corp | 2 | $1.00K | 0.00% | +2 | New |
| Blue Bell Private Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 210,743 | $1.00K | 0.00% | +210,743 | New |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Westwood Wealth Management | 200 | – | – | +200 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −57,097−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −33,712−100.0% | Sold out |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −29,879−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −15,514−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −12,123−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −10,849−100.0% | Sold out |
| Vert Asset Management LLC | 0 | $0 | 0.00% | −10,747−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Websterrogers Financial Advisors, LLC | 0 | $0 | 0.00% | −8,810−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,748−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,458−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −537,257−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,941−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Flower City Capital | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |