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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, Q4 2022

Institutional positions in Essex Property Trust, Inc. as of Dec 31, 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
528
+16 vs. Q3 2022
Shares held
60.3M
−1.46M (−2.4%) vs. Q3 2022
Total value
$12.8B
−$2.18B (−14.5%) vs. Q3 2022
New holders
78
200 more added
Sold out
62
178 more reduced

13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 528 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ4 2022: $12.8B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2022.

Institutions holding ESS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.212$340.00%+212New
Addison Advisors LLC1$2120.00%00.0%Unchanged
TCI Wealth Advisors, Inc.2$4240.00%00.0%Unchanged
Accurate Wealth Management, LLC2$4280.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$6350.00%00.0%Unchanged
Assetmark, Inc3$6360.00%−1,639−99.8%Reduced
Ellevest, Inc.3$6360.00%−310−99.0%Reduced
Dark Forest Capital Management LP3$6360.00%+3New
Prestige Wealth Management Group LLC3$6420.00%00.0%Unchanged
JJJ Advisors Inc.3$6620.00%00.0%Unchanged
Versant Capital Management, Inc4$8480.00%−7−63.6%Reduced
First Horizon Advisors, Inc.4$8480.00%00.0%Unchanged
Baker Avenue Asset Management, LP4$8480.00%+4New
Johnson Financial Group, Inc.4$8560.00%00.0%Unchanged
American National Bank7$1.00K0.00%−21−75.0%Reduced
Private Trust Co NA4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC140$1.00K0.00%+140New
Grove Bank & Trust4$1.00K0.00%+4New
KB Financial Partners, LLC7$1.00K0.00%+7New
MCF Advisors LLC5$1.07K0.00%+5New
Bell Investment Advisors, Inc6$1.27K0.00%−2−25.0%Reduced
EWG Elevate Inc.7$1.48K0.00%+7New
Raffa Wealth Management, LLC8$1.70K0.00%00.0%Unchanged
West Paces Advisors Inc.8$1.70K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.70K0.00%+5+166.7%Added
GWM Advisors LLC41$1.70K0.00%+41New
Fiduciary Alliance LLC8$1.73K0.00%+8New
BerganKDV Wealth Management, LLC8$1.76K0.00%00.0%Unchanged
Industrial Alliance Investment Management Inc.11$2.00K0.00%+11New
Money Concepts Capital Corp10$2.12K0.00%+10New
Red Tortoise LLC13$2.75K0.00%+13New
MV Capital Management, Inc.15$3.18K0.00%−9−37.5%Reduced
Abound Wealth Management15$3.18K0.00%−70−82.4%Reduced
Harbour Investments, Inc.16$3.39K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC20$4.31K0.00%00.0%Unchanged
Investors Research Corp22$4.66K0.00%00.0%Unchanged
M&R Capital Management Inc22$4.66K0.00%+22New
PSI Advisors, LLC23$4.78K0.00%00.0%Unchanged
Zions Bancorporation, N.A.23$4.87K0.00%−30−56.6%Reduced
Umb Bank N A25$5.00K0.00%−95−79.2%Reduced
Mechanics Financial Corp25$5.00K0.00%00.0%Unchanged
Proequities, Inc.25$5.35K0.00%−71−74.0%Reduced
Grayhawk Investment Strategies Inc.350$6.36K0.00%+320+1,066.7%Added
Stonebridge Capital Advisors LLC30$6.36K0.00%00.0%Unchanged
TFC Financial Management32$6.78K0.00%00.0%Unchanged
MB, Levis & Associates, LLC37$7.84K0.01%+37New
Parkside Financial Bank & Trust41$8.69K0.00%−8−16.3%Reduced
Stephens Consulting, LLC42$8.90K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC42$8.90K0.00%+10+31.3%Added
Bangor Savings Bank42$9.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC44$9.32K0.00%+42+2,100.0%Added
SOA Wealth Advisors, LLC.45$9.44K0.00%−2−4.3%Reduced
Northwestern Mutual Wealth Management Co48$10.2K0.00%+32+200.0%Added
First Personal Financial Services49$10.4K0.00%−10−16.9%Reduced
State of Wyoming51$10.8K0.00%−1−1.9%Reduced
Covestor Ltd55$12.0K0.01%−1−1.8%Reduced
Quent Capital, LLC58$12.3K0.00%+58New
Montag A & Associates Inc59$12.6K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.60$13.0K0.00%−20−25.0%Reduced
Comerica Securities,inc.63$13.5K0.00%+63New
FNY Investment Advisers, LLC70$14.0K0.02%+30+75.0%Added
Ronald Blue Trust, Inc.58$14.0K0.00%+27+87.1%Added
Clear Street Markets LLC66$14.0K0.00%+66New
Geneos Wealth Management Inc.69$14.6K0.00%00.0%Unchanged
Front Row Advisors LLC69$15.0K0.01%−32−31.7%Reduced
EverSource Wealth Advisors, LLC71$15.0K0.00%+59+491.7%Added
Belpointe Asset Management LLC76$16.1K0.00%+76New
Deseret Mutual Benefit Administrators78$16.5K0.01%−67−46.2%Reduced
Smithfield Trust Co83$18.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC89$18.9K0.00%+74+493.3%Added
Anchor Investment Management, LLC93$19.8K0.00%+20+27.4%Added
One Wealth Advisors, LLC96$20.3K0.00%+96New
Brown Brothers Harriman & Co100$21.2K0.00%00.0%Unchanged
North Star Investment Management Corp.102$21.6K0.00%+102New
CoreCap Advisors, LLC105$22.3K0.00%+105New
Park Place Capital Corp108$23.0K0.01%+108New
Washington Trust Advisors, Inc.109$23.1K0.00%00.0%Unchanged
TD Private Client Wealth LLC116$24.6K0.00%−51−30.5%Reduced
Muzinich & Co., Inc.116$24.6K0.02%−43−27.0%Reduced
Steward Partners Investment Advisory, LLC120$25.4K0.00%+60+100.0%Added
Capital Analysts, LLC137$29.0K0.00%+1+0.7%Added
Pacer Advisors, Inc.149$31.6K0.00%+16+12.0%Added
Bessemer Group Inc149$32.0K0.00%−106−41.6%Reduced
Huntington National Bank171$36.2K0.00%−22−11.4%Reduced
IFP Advisors, Inc205$37.0K0.00%−848−80.5%Reduced
First Manhattan Co185$39.2K0.00%00.0%Unchanged
Phocas Financial Corp.200$42.4K0.01%−4,286−95.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt200$42.8K0.00%00.0%Unchanged
HM Payson & Co205$43.4K0.00%+25+13.9%Added
Private Ocean, LLC207$43.9K0.01%00.0%Unchanged
US Asset Management LLC213$45.0K0.05%+213New
High Net Worth Advisory Group LLC251$53.2K0.02%00.0%Unchanged
Lindbrook Capital, LLC292$61.9K0.01%−17−5.5%Reduced
Farmers & Merchants Investments Inc293$62.1K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC293$62.1K0.00%+293New
Central Trust Co295$62.5K0.00%00.0%Unchanged
DT Investment Partners, LLC297$62.9K0.01%00.0%Unchanged
Atlantic Trust, LLC297$63.0K0.02%00.0%Unchanged
Whittier Trust Co of Nevada Inc300$63.6K0.00%−273−47.6%Reduced
Alta Advisers Ltd300$64.0K0.04%00.0%Unchanged