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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 2,419 | $586.0K | 0.01% | −192−7.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,441 | $591.0K | 0.00% | +205+9.2% | Added |
| Atria Wealth Solutions, Inc. | 2,453 | $596.8K | 0.01% | +2,453 | New |
| Evoke Wealth, LLC | 2,447 | $598.0K | 0.02% | −13−0.5% | Reduced |
| SG Americas Securities, LLC | 2,611 | $632.0K | 0.01% | −1,209−31.6% | Reduced |
| JustInvest LLC | 2,631 | $637.0K | 0.03% | +169+6.9% | Added |
| Claro Advisors LLC | 2,530 | $662.0K | 0.26% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,765 | $670.0K | 0.26% | +216+8.5% | Added |
| Crossmark Global Holdings, Inc. | 2,804 | $679.0K | 0.02% | −202−6.7% | Reduced |
| WESCAP Management Group, Inc. | 2,840 | $687.0K | 0.26% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,908 | $704.0K | 0.01% | +1,286+79.3% | Added |
| Seeyond | 2,945 | $713.0K | 0.09% | −157−5.1% | Reduced |
| Cetera Advisors LLC | 2,970 | $719.0K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 2,915 | $721.0K | 0.00% | +400+15.9% | Added |
| Wolverine Trading, LLC | 3,027 | $722.0K | 0.03% | +3,027 | New |
| Cornercap Investment Counsel Inc | 3,050 | $739.0K | 0.14% | −135−4.2% | Reduced |
| Massmutual Trust Co FSB | 3,056 | $740.0K | 0.03% | −72−2.3% | Reduced |
| Fifth Third Bancorp | 3,069 | $743.0K | 0.00% | −427−12.2% | Reduced |
| Aurora Investment Managers, LLC. | 3,082 | $747.0K | 0.74% | +50+1.6% | Added |
| Valeo Financial Advisors, LLC | 3,111 | $754.0K | 0.05% | −55−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,132 | $758.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,133 | $759.0K | 0.01% | −44−1.4% | Reduced |
| Klingenstein Fields & Co LP | 3,191 | $773.0K | 0.04% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 3,220 | $780.0K | 0.22% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,266 | $791.1K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,300 | $799.0K | 0.04% | −300−8.3% | Reduced |
| MainStreet Investment Advisors LLC | 3,416 | $828.0K | 0.10% | +10.0% | Added |
| KCM Investment Advisors LLC | 3,462 | $839.0K | 0.04% | −483−12.2% | Reduced |
| Diversified Trust Co | 3,464 | $839.0K | 0.04% | +3,464 | New |
| Signet Financial Management, LLC | 3,527 | $854.0K | 0.17% | +121+3.6% | Added |
| Mariner, LLC | 3,545 | $859.0K | 0.00% | +3,545 | New |
| MML Investors Services, LLC | 3,600 | $872.0K | 0.01% | +2,173+152.3% | Added |
| Oppenheimer Asset Management Inc. | 3,661 | $887.0K | 0.02% | −991−21.3% | Reduced |
| HighTower Advisors, LLC | 3,736 | $891.0K | 0.00% | −306−7.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,724 | $902.0K | 0.02% | +2,500+204.2% | Added |
| Rafferty Asset Management, LLC | 3,857 | $934.0K | 0.01% | +824+27.2% | Added |
| Commerce Bank | 3,864 | $936.0K | 0.01% | +64+1.7% | Added |
| Nordea Investment Management AB | 3,928 | $944.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,951 | $957.0K | 0.05% | +1,629+70.2% | Added |
| Whittier Trust Co | 3,989 | $966.0K | 0.02% | +335+9.2% | Added |
| Advisors Asset Management, Inc. | 4,039 | $978.0K | 0.02% | −1,739−30.1% | Reduced |
| Tiemann Investment Advisors, LLC | 4,044 | $980.0K | 0.64% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,055 | $982.0K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 4,112 | $996.0K | 0.00% | −316−7.1% | Reduced |
| Founders Financial Securities LLC | 4,130 | $1.00M | 0.18% | +4,130 | New |
| Nomura Holdings Inc | 4,136 | $1.00M | 0.01% | +2,752+198.8% | Added |
| United Capital Financial Advisers, LLC | 4,154 | $1.01M | 0.01% | −28−0.7% | Reduced |
| Louisiana State Employees Retirement System | 4,200 | $1.02M | 0.03% | +100+2.4% | Added |
| Toews Corp | 4,300 | $1.04M | 0.77% | −200−4.4% | Reduced |
| Lockheed Martin Investment Management Co | 4,311 | $1.04M | 0.08% | −800−15.7% | Reduced |
| Quantamental Technologies LLC | 4,385 | $1.06M | 0.41% | −342−7.2% | Reduced |
| Mercer Global Advisors Inc | 4,409 | $1.07M | 0.01% | −415−8.6% | Reduced |
| Cozad Asset Management Inc | 4,475 | $1.08M | 0.18% | +4,475 | New |
| Phocas Financial Corp. | 4,486 | $1.09M | 0.17% | +108+2.5% | Added |
| Vestcor Inc | 4,525 | $1.10M | 0.04% | +2,016+80.4% | Added |
| Creative Planning | 4,585 | $1.11M | 0.00% | +838+22.4% | Added |
| AlphaCrest Capital Management LLC | 4,731 | $1.15M | 0.07% | −10,469−68.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,753 | $1.15M | 0.02% | −1,200−20.2% | Reduced |
| Horizon Investments, LLC | 4,788 | $1.16M | 0.04% | +197+4.3% | Added |
| LMCG Investments, LLC | 4,794 | $1.16M | 0.08% | −6−0.1% | Reduced |
| 1832 Asset Management L.P. | 4,865 | $1.18M | 0.00% | −956−16.4% | Reduced |
| FourThought Financial, LLC | 4,871 | $1.18M | 0.17% | +2,820+137.5% | Added |
| Members Capital Advisors Inc | 4,966 | $1.20M | 0.95% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,970 | $1.20M | 0.02% | −71−1.4% | Reduced |
| Maryland State Retirement & Pension System | 4,987 | $1.21M | 0.10% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,098 | $1.24M | 0.05% | +249+5.1% | Added |
| Pensionfund Sabic | 5,200 | $1.26M | 0.44% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,200 | $1.26M | 0.18% | +4,407+555.7% | Added |
| Mirova | 5,206 | $1.26M | 0.21% | +2,612+100.7% | Added |
| Eaton Vance Management | 5,212 | $1.26M | 0.00% | +30+0.6% | Added |
| HRT Financial LP | 5,218 | $1.26M | 0.01% | +4,170+397.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,226 | $1.27M | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,384 | $1.30M | 0.00% | +11+0.2% | Added |
| Mackenzie Financial Corp | 5,390 | $1.31M | 0.00% | +88+1.7% | Added |
| Securian Asset Management, Inc | 5,527 | $1.34M | 0.04% | −73,200−93.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 5,427 | $1.34M | 0.35% | −36−0.7% | Reduced |
| Metropolitan Life Insurance Co | 5,843 | $1.42M | 0.07% | −929−13.7% | Reduced |
| FORA Capital, LLC | 5,876 | $1.42M | 0.27% | +1,178+25.1% | Added |
| Nicola Wealth Management Ltd. | 5,900 | $1.43M | 0.16% | −200−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,964 | $1.45M | 0.00% | +772+14.9% | Added |
| Virtus ETF Advisers LLC | 5,978 | $1.45M | 0.58% | +667+12.6% | Added |
| Teachers Retirement System of the State of Kentucky | 5,986 | $1.45M | 0.02% | +5,986 | New |
| Azzad Asset Management Inc | 6,227 | $1.47M | 0.15% | +54+0.9% | Added |
| Hartford Investment Management Co | 6,197 | $1.50M | 0.05% | −61−1.0% | Reduced |
| Bennicas & Associates, Inc. | 6,221 | $1.51M | 0.96% | −59−0.9% | Reduced |
| Achmea Investment Management B.V. | 6,290 | $1.52M | 0.05% | −2,845−31.1% | Reduced |
| DuPont Capital Management Corp | 6,407 | $1.55M | 0.09% | +1,306+25.6% | Added |
| British Columbia Investment Management Corp | 6,462 | $1.56M | 0.02% | −1,064−14.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,483 | $1.57M | 0.03% | −820−11.2% | Reduced |
| Xponance, Inc. | 6,769 | $1.64M | 0.03% | +962+16.6% | Added |
| Redpoint Investment Management Pty Ltd | 6,788 | $1.64M | 0.24% | +116+1.7% | Added |
| Meritage Portfolio Management | 7,050 | $1.71M | 0.14% | +7,050 | New |
| Toroso Investments, LLC | 7,176 | $1.74M | 0.07% | +5,850+441.2% | Added |
| Oppenheimer & Co Inc | 7,225 | $1.75M | 0.04% | −5,671−44.0% | Reduced |
| Dean Investment Associates, LLC | 7,361 | $1.78M | 0.36% | −445−5.7% | Reduced |
| Norinchukin Bank, The | 7,514 | $1.82M | 0.04% | +1,036+16.0% | Added |
| Czech National Bank | 7,568 | $1.83M | 0.05% | +7,568 | New |
| Allspring Global Investments Holdings, LLC | 7,594 | $1.84M | 0.00% | +38+0.5% | Added |
| Holocene Advisors, LP | 7,648 | $1.85M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,673 | $1.85M | 0.01% | +7,673 | New |