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, Q2 2022
Institutional positions in Essex Property Trust, Inc. as of Jun 30, 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
- 544
- −4 vs. Q1 2022
- Shares held
- 61.3M
- −1.14M (−1.8%) vs. Q1 2022
- Total value
- $16.0B
- −$5.45B (−25.4%) vs. Q1 2022
- New holders
- 73
- 211 more added
- Sold out
- 77
- 178 more reduced
13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 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 |
| USA Financial Portformulas Corp | 4 | $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 |
| Private Trust Co NA | 4 | $1.00K | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 5 | $1.31K | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 7 | $2.00K | 0.00% | −8−53.3% | Reduced |
| Ci Investments Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7 | $2.00K | 0.00% | +5+250.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| Total Clarity Wealth Management, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 9 | $2.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 12 | $3.00K | 0.00% | −1−7.7% | Reduced |
| Jones Financial Companies LLLP | 13 | $3.00K | 0.00% | +13 | New |
| Horan Securities, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Spire Wealth Management | 14 | $4.00K | 0.00% | −70−83.3% | Reduced |
| GW&K Investment Management, LLC | 15 | $4.00K | 0.00% | +9+150.0% | Added |
| Harbour Investments, Inc. | 16 | $4.00K | 0.00% | +16 | New |
| CVA Family Office, LLC | 20 | $5.00K | 0.00% | −155−88.6% | Reduced |
| American National Bank | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $5.00K | 0.00% | +9+90.0% | Added |
| GHP Investment Advisors, Inc. | 21 | $5.00K | 0.00% | +21 | New |
| Investors Research Corp | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 24 | $6.00K | 0.01% | +24 | New |
| Zions Bancorporation, N.A. | 28 | $7.00K | 0.00% | −36−56.3% | Reduced |
| Mechanics Financial Corp | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $8.00K | 0.00% | +19+211.1% | Added |
| FNY Investment Advisers, LLC | 34 | $8.00K | 0.01% | +23+209.1% | Added |
| TD Waterhouse Canada Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 33 | $9.00K | 0.00% | +33 | New |
| Grayhawk Investment Strategies Inc. | 30 | $10.0K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 46 | $11.0K | 0.00% | −224−83.0% | Reduced |
| Bangor Savings Bank | 42 | $11.0K | 0.00% | +42 | New |
| SOA Wealth Advisors, LLC. | 47 | $12.0K | 0.00% | −193−80.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 44 | $12.0K | 0.00% | +15+51.7% | Added |
| State of Wyoming | 49 | $13.0K | 0.01% | +49 | New |
| Anchor Investment Management, LLC | 57 | $14.9K | 0.00% | +17+42.5% | Added |
| Covestor Ltd | 58 | $15.0K | 0.01% | −1−1.7% | Reduced |
| First Personal Financial Services | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $15.0K | 0.00% | +4+7.5% | Added |
| Montag A & Associates Inc | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 64 | $17.0K | 0.01% | −8−11.1% | Reduced |
| First Horizon Advisors, Inc. | 69 | $18.0K | 0.00% | +56+430.8% | Added |
| Smithfield Trust Co | 83 | $21.0K | 0.00% | −160−65.8% | Reduced |
| Brown Brothers Harriman & Co | 97 | $25.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 103 | $27.0K | 0.01% | +19+22.6% | Added |
| CoreCap Advisors, LLC | 105 | $27.0K | 0.00% | +105 | New |
| Washington Trust Advisors, Inc. | 108 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 108 | $29.0K | 0.00% | −4−3.6% | Reduced |
| Capital Analysts, LLC | 136 | $35.0K | 0.00% | +1+0.7% | Added |
| Clear Street Markets LLC | 139 | $36.0K | 0.01% | +113+434.6% | Added |
| Pacific Center for Financial Services | 141 | $37.0K | 0.02% | +1+0.7% | Added |
| Umb Bank N A | 148 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $39.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 153 | $40.0K | 0.00% | +10+7.0% | Added |
| TD Private Client Wealth LLC | 156 | $40.8K | 0.00% | −82−34.5% | Reduced |
| Signaturefd, LLC | 157 | $41.0K | 0.00% | −121−43.5% | Reduced |
| Muzinich & Co., Inc. | 159 | $42.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 176 | $46.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 180 | $47.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 178 | $47.0K | 0.01% | +178 | New |
| First Manhattan Co | 185 | $48.0K | 0.00% | +185 | New |
| CX Institutional | 188 | $49.0K | 0.00% | +188 | New |
| Central Trust Co | 195 | $51.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 207 | $54.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 209 | $55.0K | 0.01% | +4+2.0% | Added |
| US Asset Management LLC | 213 | $56.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 218 | $57.0K | 0.00% | −2−0.9% | Reduced |
| National Bank of Canada | 231 | $60.0K | 0.00% | −34,995−99.3% | Reduced |
| High Net Worth Advisory Group LLC | 251 | $66.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 259 | $68.0K | 0.01% | −112−30.2% | Reduced |
| Anson Funds Management LP | 280 | $73.0K | 0.01% | +70+33.3% | Added |
| Farmers & Merchants Investments Inc | 284 | $74.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 297 | $78.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $79.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 319 | $83.0K | 0.02% | +6+1.9% | Added |
| Lazard Asset Management LLC | 343 | $89.0K | 0.00% | +100+41.2% | Added |
| Tobam | 370 | $97.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 392 | $103.0K | 0.02% | +392 | New |
| Cambridge Trust Co | 434 | $113.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 438 | $115.0K | 0.05% | −85−16.3% | Reduced |
| Ellevest, Inc. | 451 | $118.0K | 0.01% | +31+7.4% | Added |