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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 30 | $8.00K | 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 |
| Zions Bancorporation, N.A. | 28 | $7.00K | 0.00% | −36−56.3% | Reduced |
| Mechanics Financial Corp | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 5 | $1.31K | 0.00% | +5 | New |
| 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 |
| 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 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −181,401−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −63,460−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −34,195−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −34,100−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,057−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −26,337−100.0% | Sold out |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −14,306−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −9,812−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −9,395−100.0% | Sold out |
| Kinloch Capital, LLC | 0 | $0 | 0.00% | −8,331−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,201−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −2,952−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,687−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| American Investment Services, Inc. | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |