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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 915 | $222.0K | 0.05% | −85−8.5% | Reduced |
| Element Capital Management LLC | 915 | $222.0K | 0.11% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 898 | $218.0K | 0.04% | −2,819−75.8% | Reduced |
| Mutual Advisors, LLC | 901 | $218.0K | 0.01% | +901 | New |
| Robertson Stephens Wealth Management, LLC | 887 | $216.0K | 0.02% | −9−1.0% | Reduced |
| Corient Capital Partners, LLC | 815 | $213.0K | 0.02% | 00.0% | Unchanged |
| Highland Private Wealth Management | 868 | $211.0K | 0.03% | +12+1.4% | Added |
| Wealthfront Advisers LLC | 862 | $209.0K | 0.00% | −375−30.3% | Reduced |
| IFP Advisors, Inc | 1,053 | $208.0K | 0.01% | +71+7.2% | Added |
| Credit Agricole S A | 853 | $207.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 850 | $205.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 848 | $205.0K | 0.01% | +371+77.8% | Added |
| American State Bank (Iowa) | 843 | $204.2K | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 831 | $202.0K | 0.01% | −372−30.9% | Reduced |
| Cresset Asset Management, LLC | 829 | $202.0K | 0.00% | +829 | New |
| Covington Capital Management | 831 | $201.0K | 0.01% | +7+0.8% | Added |
| Lumature Wealth Partners, LLC | 798 | $193.0K | 0.10% | +52+7.0% | Added |
| Ossiam | 722 | $175.0K | 0.01% | −1,350−65.2% | Reduced |
| PEAK6 Investments LLC | 672 | $163.0K | 0.01% | −2,668−79.9% | Reduced |
| Sutton Wealth Advisors Inc. | 596 | $144.4K | 0.06% | +1+0.2% | Added |
| Quadrant Capital Group LLC | 589 | $143.0K | 0.02% | +45+8.3% | Added |
| Whittier Trust Co of Nevada Inc | 573 | $139.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 438 | $106.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 434 | $105.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 430 | $104.2K | 0.00% | −271−38.7% | Reduced |
| Wipfli Financial Advisors LLC, | 412 | $100.0K | 0.01% | +412 | New |
| Signaturefd, LLC | 396 | $96.0K | 0.00% | +239+152.2% | Added |
| Manchester Capital Management LLC | 392 | $95.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 370 | $90.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $85.0K | 0.02% | +350 | New |
| Lazard Asset Management LLC | 343 | $83.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 321 | $78.0K | 0.02% | +2+0.6% | 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 |
| Lindbrook Capital, LLC | 309 | $75.0K | 0.01% | +50+19.3% | Added |
| Alta Advisers Ltd | 300 | $73.0K | 0.05% | +300 | New |
| 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 |
| 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 |
| 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 |
| National Bank of Canada | 231 | $56.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 218 | $52.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 213 | $52.0K | 0.01% | +4+1.9% | Added |
| Private Ocean, LLC | 207 | $50.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $48.0K | 0.01% | −600−75.0% | Reduced |
| Huntington National Bank | 193 | $47.0K | 0.00% | +40+26.1% | Added |
| First Manhattan Co | 185 | $44.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 180 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 167 | $40.5K | 0.00% | +11+7.1% | Added |
| Muzinich & Co., Inc. | 159 | $39.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 145 | $35.0K | 0.01% | −31−17.6% | Reduced |
| Pacific Center for Financial Services | 141 | $34.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 136 | $33.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 133 | $32.0K | 0.00% | −25,221−99.5% | Reduced |
| Umb Bank N A | 120 | $29.0K | 0.00% | −28−18.9% | Reduced |
| Washington Trust Advisors, Inc. | 109 | $26.0K | 0.00% | +1+0.9% | Added |
| Front Row Advisors LLC | 101 | $25.0K | 0.01% | −2−1.9% | Reduced |
| Brown Brothers Harriman & Co | 100 | $24.0K | 0.00% | +3+3.1% | Added |
| Proequities, Inc. | 96 | $23.0K | 0.00% | +60+166.7% | Added |
| Abound Wealth Management | 85 | $20.6K | 0.01% | +85 | New |
| Smithfield Trust Co | 83 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 82 | $20.0K | 0.00% | +74+925.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 80 | $19.0K | 0.00% | −70−46.7% | Reduced |
| Anchor Investment Management, LLC | 73 | $17.7K | 0.00% | +16+28.1% | Added |
| Geneos Wealth Management Inc. | 69 | $16.0K | 0.00% | +69 | New |
| Steward Partners Investment Advisory, LLC | 60 | $15.0K | 0.00% | +16+36.4% | 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 |
| 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 |
| Parkside Financial Bank & Trust | 49 | $12.0K | 0.00% | −8−14.0% | Reduced |
| Riverview Trust Co | 48 | $12.0K | 0.01% | +48 | New |
| SOA Wealth Advisors, LLC. | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 40 | $9.00K | 0.01% | +6+17.6% | Added |
| 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 |
| TD Waterhouse Canada Inc. | 30 | $7.40K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 28 | $7.00K | 0.00% | +7+33.3% | Added |
| Mechanics Financial Corp | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $6.00K | 0.00% | +4+20.0% | Added |
| 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 12 | $3.00K | 0.00% | −16−57.1% | Reduced |