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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mariner, LLC | 3,523 | $747.0K | 0.00% | −22−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,327 | $705.1K | 0.00% | +61+1.9% | Added |
| KCM Investment Advisors LLC | 3,321 | $704.0K | 0.03% | −141−4.1% | Reduced |
| MainStreet Investment Advisors LLC | 3,320 | $703.6K | 0.08% | −96−2.8% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $682.0K | 0.18% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,191 | $676.2K | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 3,104 | $658.0K | 0.04% | +2,000+181.2% | Added |
| New Mexico Educational Retirement Board | 3,100 | $657.0K | 0.04% | −200−6.1% | Reduced |
| Massmutual Trust Co FSB | 3,013 | $639.0K | 0.03% | −43−1.4% | Reduced |
| JustInvest LLC | 2,970 | $629.4K | 0.03% | +339+12.9% | Added |
| RB Capital Management, LLC | 2,953 | $625.9K | 0.23% | +188+6.8% | Added |
| Cornercap Investment Counsel Inc | 2,947 | $624.5K | 0.11% | −103−3.4% | Reduced |
| Tudor Investment Corp Et Al | 2,942 | $623.0K | 0.02% | −9,360−76.1% | Reduced |
| Gateway Investment Advisers LLC | 2,895 | $613.5K | 0.01% | −13−0.4% | Reduced |
| DoubleLine ETF Adviser LP | 2,874 | $609.1K | 0.31% | +2,874 | New |
| Jump Financial, LLC | 2,860 | $606.1K | 0.03% | +860+43.0% | Added |
| WESCAP Management Group, Inc. | 2,840 | $601.9K | 0.21% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,724 | $575.0K | 0.01% | +335+14.0% | Added |
| Whittier Trust Co | 2,691 | $570.3K | 0.01% | −1,298−32.5% | Reduced |
| Cetera Advisors LLC | 2,669 | $565.6K | 0.01% | −301−10.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,660 | $564.0K | 0.01% | −144−5.1% | Reduced |
| Delta Investment Management, LLC | 2,645 | $560.5K | 0.18% | +2,645 | New |
| Raymond James Financial Services Advisors, Inc. | 2,623 | $556.0K | 0.00% | +182+7.5% | Added |
| Claro Advisors LLC | 2,580 | $546.8K | 0.18% | +50+2.0% | Added |
| Advisor Partners II, LLC | 2,511 | $532.1K | 0.03% | +1,481+143.8% | Added |
| Fifth Third Bancorp | 2,495 | $528.7K | 0.00% | −574−18.7% | Reduced |
| Mirova | 2,462 | $521.7K | 0.08% | −2,744−52.7% | Reduced |
| Ethic Inc. | 2,455 | $520.3K | 0.03% | +255+11.6% | Added |
| Naviter Wealth, LLC | 2,374 | $518.9K | 0.14% | +481+25.4% | Added |
| Susquehanna Fundamental Investments, LLC | 2,417 | $512.2K | 0.01% | −54,707−95.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,334 | $495.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,330 | $493.8K | 0.01% | +2,330 | New |
| Panagora Asset Management Inc | 2,318 | $491.2K | 0.00% | +752+48.0% | Added |
| Tiaa, FSB | 2,267 | $480.4K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 2,260 | $478.9K | 0.00% | −16−0.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,245 | $475.8K | 0.17% | +453+25.3% | Added |
| Ieq Capital, LLC | 2,231 | $472.8K | 0.01% | −6−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 2,204 | $467.1K | 0.01% | −1,457−39.8% | Reduced |
| Summitry LLC | 2,072 | $439.1K | 0.03% | +473+29.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,029 | $430.0K | 0.01% | −390−16.1% | Reduced |
| Walleye Trading LLC | 1,989 | $421.5K | 0.01% | −8,834−81.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,947 | $412.0K | 0.06% | +110+6.0% | Added |
| TownSquare Capital, LLC | 1,941 | $411.3K | 0.01% | +107+5.8% | Added |
| Washington Trust Bank | 1,939 | $411.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,908 | $404.0K | 0.00% | +229+13.6% | Added |
| National Bank of Canada | 1,895 | $401.6K | 0.00% | +1,664+720.3% | Added |
| BBJS Financial Advisors, LLC | 1,881 | $398.6K | 0.18% | +1,881 | New |
| Federated Hermes, Inc. | 1,802 | $381.9K | 0.00% | +276+18.1% | Added |
| CWM Advisors, LLC | 1,787 | $378.6K | 0.05% | +462+34.9% | Added |
| Point72 Middle East FZE | 1,774 | $375.9K | 0.03% | +1,774 | New |
| DFPG Investments, LLC | 1,650 | $367.1K | 0.06% | +1,650 | New |
| Concentric Wealth Management, LLC | 1,731 | $366.8K | 0.13% | +15+0.9% | Added |
| PEAK6 Investments LLC | 1,719 | $364.2K | 0.02% | +1,047+155.8% | Added |
| Virtus ETF Advisers LLC | 1,717 | $363.9K | 0.19% | −4,261−71.3% | Reduced |
| Engineers Gate Manager LP | 1,702 | $360.7K | 0.02% | +1,702 | New |
| Impax Asset Management Group plc | 1,699 | $360.1K | 0.00% | +1,699 | New |
| Advisors Asset Management, Inc. | 1,693 | $358.8K | 0.01% | −2,346−58.1% | Reduced |
| Cetera Advisor Networks LLC | 1,683 | $356.6K | 0.00% | +179+11.9% | Added |
| Moody National Bank Trust Division | 1,679 | $356.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,679 | $355.8K | 0.00% | +1,679 | New |
| Wolverine Trading, LLC | 1,674 | $355.0K | 0.01% | −1,353−44.7% | Reduced |
| Inceptionr LLC | 1,648 | $349.2K | 0.18% | +1,648 | New |
| Windham Capital Management, LLC | 1,634 | $346.3K | 0.13% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,605 | $340.0K | 0.02% | −445−21.7% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $337.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 1,574 | $333.6K | 0.01% | +1,574 | New |
| Wulff, Hansen & Co. | 1,564 | $331.4K | 0.40% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,545 | $327.6K | 0.01% | −279−15.3% | Reduced |
| Vestcor Inc | 1,545 | $327.0K | 0.01% | −2,980−65.9% | Reduced |
| Two Sigma Securities, LLC | 1,520 | $322.1K | 0.05% | −3,680−70.8% | Reduced |
| EP Wealth Advisors, LLC | 1,446 | $306.4K | 0.01% | +1,446 | New |
| Alpha Cubed Investments, LLC | 1,415 | $299.8K | 0.02% | +2+0.1% | Added |
| MML Investors Services, LLC | 1,392 | $295.0K | 0.00% | −2,208−61.3% | Reduced |
| Banque Cantonale Vaudoise | 1,391 | $295.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,369 | $290.0K | 0.00% | +1,026+299.1% | Added |
| Johnson Investment Counsel Inc | 1,360 | $288.2K | 0.00% | −491−26.5% | Reduced |
| Parcion Private Wealth LLC | 1,343 | $284.6K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,340 | $284.0K | 0.02% | +1,340 | New |
| Signet Financial Management, LLC | 1,333 | $282.4K | 0.05% | −2,194−62.2% | Reduced |
| Credit Agricole S A | 1,332 | $282.3K | 0.01% | +479+56.2% | Added |
| Captrust Financial Advisors | 1,313 | $278.3K | 0.00% | −49−3.6% | Reduced |
| Cullinan Associates Inc | 1,313 | $278.0K | 0.02% | +1,313 | New |
| Profund Advisors LLC | 1,304 | $276.3K | 0.02% | +29+2.3% | Added |
| Evoke Wealth, LLC | 1,260 | $269.8K | 0.01% | −1,187−48.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,261 | $267.2K | 0.02% | +256+25.5% | Added |
| Old National Bancorp | 1,228 | $260.0K | 0.01% | −24−1.9% | Reduced |
| Veritable, L.P. | 1,222 | $259.0K | 0.00% | +191+18.5% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $254.3K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,198 | $253.9K | 0.00% | −3,555−74.8% | Reduced |
| Elequin Capital LP | 1,191 | $252.4K | 0.07% | +1,191 | New |
| Stratos Wealth Partners, LTD. | 1,177 | $249.4K | 0.01% | −11−0.9% | Reduced |
| Alpha Paradigm Partners, LLC | 1,177 | $249.0K | 0.10% | +1,177 | New |
| Trust Co of Vermont | 1,147 | $243.1K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,135 | $240.6K | 0.00% | −60−5.0% | Reduced |
| Sigma Planning Corp | 1,116 | $236.6K | 0.01% | +1,116 | New |
| Quantamental Technologies LLC | 1,063 | $225.3K | 0.10% | −3,322−75.8% | Reduced |
| Sovereign Financial Group, Inc. | 1,041 | $220.6K | 0.09% | +12+1.2% | Added |
| Agate Pass Investment Management, LLC | 4,278 | $218.8K | 0.15% | +4,278 | New |
| Pathstone Family Office, LLC | 2,541 | $218.4K | 0.00% | +1,461+135.3% | Added |
| NewEdge Wealth, LLC | 1,004 | $212.8K | 0.01% | +3+0.3% | Added |