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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
Bank Julius Baer & Co. Ltd, Zurich303$64.0K0.00%+5+1.7%Added
Farther Finance Advisors, LLC306$64.8K0.03%+306New
Glassman Wealth Services325$68.9K0.01%+4+1.2%Added
Center for Financial Planning, Inc.350$74.2K0.02%00.0%Unchanged
Harbor Capital Advisors, Inc.380$80.5K0.08%+68+21.8%Added
Neo Ivy Capital Management408$86.0K0.06%+408New
Federation des caisses Desjardins du Quebec430$91.1K0.00%00.0%Unchanged
Cambridge Trust Co434$92.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC448$94.9K0.00%+448New
Sentry Investment Management LLC451$96.0K0.04%+13+3.0%Added
Quadrant Capital Group LLC485$102.8K0.01%−104−17.7%Reduced
Tobam535$113.0K0.01%+165+44.6%Added
Ci Investments Inc.541$115.0K0.00%+459+559.8%Added
CWM, LLC553$117.0K0.00%−398−41.9%Reduced
Sutton Wealth Advisors Inc.590$125.0K0.05%−6−1.0%Reduced
Worth Venture Partners, LLC635$134.6K0.08%+635New
BI Asset Management Fondsmaeglerselskab A/S645$137.0K0.00%+645New
Signaturefd, LLC655$138.8K0.00%+259+65.4%Added
Allworth Financial LP723$153.2K0.00%−2,410−76.9%Reduced
Power Corp of Canada750$158.9K0.03%−750−50.0%Reduced
Lumature Wealth Partners, LLC776$164.4K0.09%−22−2.8%Reduced
American State Bank (Iowa)843$178.6K0.14%00.0%Unchanged
Ameritas Investment Partners, Inc.832$180.4K0.01%−2,300−73.4%Reduced
Rockefeller Capital Management L.P.921$195.0K0.00%−142−13.4%Reduced
Bokf, NA958$203.0K0.00%+958New
Cypress Capital Group983$208.3K0.03%−23−2.3%Reduced
Wetherby Asset Management Inc995$210.9K0.01%+995New
Veriti Management LLC1,000$211.9K0.03%+1,000New
NewEdge Wealth, LLC1,004$212.8K0.01%+3+0.3%Added
Pathstone Family Office, LLC2,541$218.4K0.00%+1,461+135.3%Added
Agate Pass Investment Management, LLC4,278$218.8K0.15%+4,278New
Sovereign Financial Group, Inc.1,041$220.6K0.09%+12+1.2%Added
Quantamental Technologies LLC1,063$225.3K0.10%−3,322−75.8%Reduced
Sigma Planning Corp1,116$236.6K0.01%+1,116New
Brinker Capital Investments, LLC1,135$240.6K0.00%−60−5.0%Reduced
Trust Co of Vermont1,147$243.1K0.02%00.0%Unchanged
Alpha Paradigm Partners, LLC1,177$249.0K0.10%+1,177New
Stratos Wealth Partners, LTD.1,177$249.4K0.01%−11−0.9%Reduced
Elequin Capital LP1,191$252.4K0.07%+1,191New
O'Shaughnessy Asset Management, LLC1,198$253.9K0.00%−3,555−74.8%Reduced
Azimuth Capital Investment Management LLC1,200$254.3K0.01%00.0%Unchanged
Veritable, L.P.1,222$259.0K0.00%+191+18.5%Added
Old National Bancorp1,228$260.0K0.01%−24−1.9%Reduced
Tokio Marine Asset Management Co Ltd1,261$267.2K0.02%+256+25.5%Added
Evoke Wealth, LLC1,260$269.8K0.01%−1,187−48.5%Reduced
Profund Advisors LLC1,304$276.3K0.02%+29+2.3%Added
Cullinan Associates Inc1,313$278.0K0.02%+1,313New
Captrust Financial Advisors1,313$278.3K0.00%−49−3.6%Reduced
Credit Agricole S A1,332$282.3K0.01%+479+56.2%Added
Signet Financial Management, LLC1,333$282.4K0.05%−2,194−62.2%Reduced
Everence Capital Management Inc1,340$284.0K0.02%+1,340New
Parcion Private Wealth LLC1,343$284.6K0.03%00.0%Unchanged
Johnson Investment Counsel Inc1,360$288.2K0.00%−491−26.5%Reduced
Lazard Asset Management LLC1,369$290.0K0.00%+1,026+299.1%Added
MML Investors Services, LLC1,392$295.0K0.00%−2,208−61.3%Reduced
Banque Cantonale Vaudoise1,391$295.0K0.02%00.0%Unchanged
Alpha Cubed Investments, LLC1,415$299.8K0.02%+2+0.1%Added
EP Wealth Advisors, LLC1,446$306.4K0.01%+1,446New
Two Sigma Securities, LLC1,520$322.1K0.05%−3,680−70.8%Reduced
Vestcor Inc1,545$327.0K0.01%−2,980−65.9%Reduced
Parallel Advisors, LLC1,545$327.6K0.01%−279−15.3%Reduced
Wulff, Hansen & Co.1,564$331.4K0.40%00.0%Unchanged
Balentine LLC1,574$333.6K0.01%+1,574New
Van Hulzen Asset Management, LLC1,590$337.0K0.04%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.1,605$340.0K0.02%−445−21.7%Reduced
Windham Capital Management, LLC1,634$346.3K0.13%00.0%Unchanged
Inceptionr LLC1,648$349.2K0.18%+1,648New
Wolverine Trading, LLC1,674$355.0K0.01%−1,353−44.7%Reduced
Cerity Partners LLC1,679$355.8K0.00%+1,679New
Moody National Bank Trust Division1,679$356.0K0.03%00.0%Unchanged
Cetera Advisor Networks LLC1,683$356.6K0.00%+179+11.9%Added
Advisors Asset Management, Inc.1,693$358.8K0.01%−2,346−58.1%Reduced
Impax Asset Management Group plc1,699$360.1K0.00%+1,699New
Engineers Gate Manager LP1,702$360.7K0.02%+1,702New
Virtus ETF Advisers LLC1,717$363.9K0.19%−4,261−71.3%Reduced
PEAK6 Investments LLC1,719$364.2K0.02%+1,047+155.8%Added
Concentric Wealth Management, LLC1,731$366.8K0.13%+15+0.9%Added
DFPG Investments, LLC1,650$367.1K0.06%+1,650New
Point72 Middle East FZE1,774$375.9K0.03%+1,774New
CWM Advisors, LLC1,787$378.6K0.05%+462+34.9%Added
Federated Hermes, Inc.1,802$381.9K0.00%+276+18.1%Added
BBJS Financial Advisors, LLC1,881$398.6K0.18%+1,881New
National Bank of Canada1,895$401.6K0.00%+1,664+720.3%Added
Cambridge Investment Research Advisors, Inc.1,908$404.0K0.00%+229+13.6%Added
Washington Trust Bank1,939$411.0K0.05%00.0%Unchanged
TownSquare Capital, LLC1,941$411.3K0.01%+107+5.8%Added
Desjardins Global Asset Management Inc.1,947$412.0K0.06%+110+6.0%Added
Walleye Trading LLC1,989$421.5K0.01%−8,834−81.6%Reduced
Northwestern Mutual Investment Management Company, LLC2,029$430.0K0.01%−390−16.1%Reduced
Summitry LLC2,072$439.1K0.03%+473+29.6%Added
Oppenheimer Asset Management Inc.2,204$467.1K0.01%−1,457−39.8%Reduced
Ieq Capital, LLC2,231$472.8K0.01%−6−0.3%Reduced
Mission Creek Capital Partners, Inc.2,245$475.8K0.17%+453+25.3%Added
Man Group plc2,260$478.9K0.00%−16−0.7%Reduced
Tiaa, FSB2,267$480.4K0.00%00.0%Unchanged
Panagora Asset Management Inc2,318$491.2K0.00%+752+48.0%Added
Crawford Investment Counsel Inc2,330$493.8K0.01%+2,330New
Kentucky Retirement Systems Insurance Trust Fund2,334$495.0K0.04%00.0%Unchanged
Susquehanna Fundamental Investments, LLC2,417$512.2K0.01%−54,707−95.8%Reduced
Naviter Wealth, LLC2,374$518.9K0.14%+481+25.4%Added