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, Q3 2022
Institutional positions in Essex Property Trust, Inc. as of Sep 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
- 525
- −14 vs. Q2 2022
- Shares held
- 61.8M
- +497.0K (+0.8%) vs. Q2 2022
- Total value
- $15.0B
- −$1.07B (−6.7%) vs. Q2 2022
- New holders
- 42
- 191 more added
- Sold out
- 56
- 196 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | −17−89.5% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| 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 |
| Cullen/Frost Bankers, Inc. | 1 | $0 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 4 | $1.00K | 0.00% | −65−94.2% | Reduced |
| Eagle Bay Advisors LLC | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Private Trust Co NA | 4 | $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 |
| Pinnacle Financial Partners Inc | 5 | $1.00K | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Simplex Trading, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Standard Family Office LLC | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $2.00K | 0.00% | −1−11.1% | Reduced |
| EverSource Wealth Advisors, LLC | 12 | $3.00K | 0.00% | −16−57.1% | Reduced |
| Howe & Rusling Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $3.00K | 0.00% | +7+175.0% | Added |
| Clearstead Advisors, LLC | 15 | $4.00K | 0.00% | −282−94.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 16 | $4.00K | 0.00% | −30−65.2% | Reduced |
| Harbour Investments, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Mechanics Financial Corp | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $6.00K | 0.00% | +4+20.0% | Added |
| Stonebridge Capital Advisors LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 28 | $7.00K | 0.00% | +7+33.3% | Added |
| TD Waterhouse Canada Inc. | 30 | $7.40K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 33 | $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 |
| Ronald Blue Trust, Inc. | 31 | $8.00K | 0.00% | +23+287.5% | Added |
| FNY Investment Advisers, LLC | 40 | $9.00K | 0.01% | +6+17.6% | Added |
| Bangor Savings Bank | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $10.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $12.0K | 0.00% | −8−14.0% | Reduced |
| Riverview Trust Co | 48 | $12.0K | 0.01% | +48 | New |
| State of Wyoming | 52 | $13.0K | 0.01% | +3+6.1% | Added |
| Zions Bancorporation, N.A. | 53 | $13.0K | 0.00% | +25+89.3% | Added |
| Montag A & Associates Inc | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 56 | $14.0K | 0.01% | −2−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 60 | $15.0K | 0.00% | +16+36.4% | Added |
| Geneos Wealth Management Inc. | 69 | $16.0K | 0.00% | +69 | New |
| Anchor Investment Management, LLC | 73 | $17.7K | 0.00% | +16+28.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 80 | $19.0K | 0.00% | −70−46.7% | Reduced |
| Smithfield Trust Co | 83 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 82 | $20.0K | 0.00% | +74+925.0% | Added |
| Abound Wealth Management | 85 | $20.6K | 0.01% | +85 | New |
| Proequities, Inc. | 96 | $23.0K | 0.00% | +60+166.7% | Added |
| Brown Brothers Harriman & Co | 100 | $24.0K | 0.00% | +3+3.1% | Added |
| Front Row Advisors LLC | 101 | $25.0K | 0.01% | −2−1.9% | Reduced |
| Washington Trust Advisors, Inc. | 109 | $26.0K | 0.00% | +1+0.9% | Added |
| Umb Bank N A | 120 | $29.0K | 0.00% | −28−18.9% | Reduced |
| Pacer Advisors, Inc. | 133 | $32.0K | 0.00% | −25,221−99.5% | Reduced |
| Capital Analysts, LLC | 136 | $33.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 141 | $34.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 145 | $35.0K | 0.01% | −31−17.6% | Reduced |
| Muzinich & Co., Inc. | 159 | $39.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 167 | $40.5K | 0.00% | +11+7.1% | Added |
| First Manhattan Co | 185 | $44.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 180 | $44.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 193 | $47.0K | 0.00% | +40+26.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $48.0K | 0.01% | −600−75.0% | Reduced |
| Private Ocean, LLC | 207 | $50.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 213 | $52.0K | 0.01% | +4+1.9% | Added |
| American Portfolios Advisors | 218 | $52.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 231 | $56.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 251 | $61.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 255 | $61.0K | 0.00% | +147+136.1% | Added |
| Farmers & Merchants Investments Inc | 293 | $71.0K | 0.00% | +9+3.2% | Added |
| Central Trust Co | 295 | $71.0K | 0.00% | +100+51.3% | Added |
| Pinebridge Investments, L.P. | 296 | $72.0K | 0.00% | −20,396−98.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 298 | $72.0K | 0.00% | −5−1.7% | Reduced |
| DT Investment Partners, LLC | 297 | $72.0K | 0.01% | +297 | New |
| Atlantic Trust, LLC | 297 | $72.0K | 0.03% | +297 | New |
| Alta Advisers Ltd | 300 | $73.0K | 0.05% | +300 | New |
| Lindbrook Capital, LLC | 309 | $75.0K | 0.01% | +50+19.3% | Added |
| Harbor Capital Advisors, Inc. | 312 | $76.0K | 0.07% | −212−40.5% | Reduced |
| Ellevest, Inc. | 313 | $76.0K | 0.01% | −138−30.6% | Reduced |
| Glassman Wealth Services | 321 | $78.0K | 0.02% | +2+0.6% | Added |
| Lazard Asset Management LLC | 343 | $83.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $85.0K | 0.02% | +350 | New |
| Tobam | 370 | $90.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 392 | $95.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 396 | $96.0K | 0.00% | +239+152.2% | Added |
| Wipfli Financial Advisors LLC, | 412 | $100.0K | 0.01% | +412 | New |