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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 1,000 | $211.9K | 0.03% | +1,000 | New |
| Wetherby Asset Management Inc | 995 | $210.9K | 0.01% | +995 | New |
| Cypress Capital Group | 983 | $208.3K | 0.03% | −23−2.3% | Reduced |
| Bokf, NA | 958 | $203.0K | 0.00% | +958 | New |
| Rockefeller Capital Management L.P. | 921 | $195.0K | 0.00% | −142−13.4% | Reduced |
| Ameritas Investment Partners, Inc. | 832 | $180.4K | 0.01% | −2,300−73.4% | Reduced |
| American State Bank (Iowa) | 843 | $178.6K | 0.14% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 776 | $164.4K | 0.09% | −22−2.8% | Reduced |
| Power Corp of Canada | 750 | $158.9K | 0.03% | −750−50.0% | Reduced |
| Allworth Financial LP | 723 | $153.2K | 0.00% | −2,410−76.9% | Reduced |
| Signaturefd, LLC | 655 | $138.8K | 0.00% | +259+65.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 645 | $137.0K | 0.00% | +645 | New |
| Worth Venture Partners, LLC | 635 | $134.6K | 0.08% | +635 | New |
| Sutton Wealth Advisors Inc. | 590 | $125.0K | 0.05% | −6−1.0% | Reduced |
| CWM, LLC | 553 | $117.0K | 0.00% | −398−41.9% | Reduced |
| Ci Investments Inc. | 541 | $115.0K | 0.00% | +459+559.8% | Added |
| Tobam | 535 | $113.0K | 0.01% | +165+44.6% | Added |
| Quadrant Capital Group LLC | 485 | $102.8K | 0.01% | −104−17.7% | Reduced |
| Sentry Investment Management LLC | 451 | $96.0K | 0.04% | +13+3.0% | Added |
| Capstone Investment Advisors, LLC | 448 | $94.9K | 0.00% | +448 | New |
| Cambridge Trust Co | 434 | $92.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 430 | $91.1K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 408 | $86.0K | 0.06% | +408 | New |
| Harbor Capital Advisors, Inc. | 380 | $80.5K | 0.08% | +68+21.8% | Added |
| Center for Financial Planning, Inc. | 350 | $74.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 325 | $68.9K | 0.01% | +4+1.2% | Added |
| Farther Finance Advisors, LLC | 306 | $64.8K | 0.03% | +306 | New |
| Alta Advisers Ltd | 300 | $64.0K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $64.0K | 0.00% | +5+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 300 | $63.6K | 0.00% | −273−47.6% | Reduced |
| Atlantic Trust, LLC | 297 | $63.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $62.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 295 | $62.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 293 | $62.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 293 | $62.1K | 0.00% | +293 | New |
| Lindbrook Capital, LLC | 292 | $61.9K | 0.01% | −17−5.5% | Reduced |
| High Net Worth Advisory Group LLC | 251 | $53.2K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 213 | $45.0K | 0.05% | +213 | New |
| Private Ocean, LLC | 207 | $43.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 205 | $43.4K | 0.00% | +25+13.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.8K | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 200 | $42.4K | 0.01% | −4,286−95.5% | Reduced |
| First Manhattan Co | 185 | $39.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 205 | $37.0K | 0.00% | −848−80.5% | Reduced |
| Huntington National Bank | 171 | $36.2K | 0.00% | −22−11.4% | Reduced |
| Bessemer Group Inc | 149 | $32.0K | 0.00% | −106−41.6% | Reduced |
| Pacer Advisors, Inc. | 149 | $31.6K | 0.00% | +16+12.0% | Added |
| Capital Analysts, LLC | 137 | $29.0K | 0.00% | +1+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 120 | $25.4K | 0.00% | +60+100.0% | Added |
| TD Private Client Wealth LLC | 116 | $24.6K | 0.00% | −51−30.5% | Reduced |
| Muzinich & Co., Inc. | 116 | $24.6K | 0.02% | −43−27.0% | Reduced |
| Washington Trust Advisors, Inc. | 109 | $23.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 108 | $23.0K | 0.01% | +108 | New |
| CoreCap Advisors, LLC | 105 | $22.3K | 0.00% | +105 | New |
| North Star Investment Management Corp. | 102 | $21.6K | 0.00% | +102 | New |
| Brown Brothers Harriman & Co | 100 | $21.2K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 96 | $20.3K | 0.00% | +96 | New |
| Anchor Investment Management, LLC | 93 | $19.8K | 0.00% | +20+27.4% | Added |
| Clearstead Advisors, LLC | 89 | $18.9K | 0.00% | +74+493.3% | Added |
| Smithfield Trust Co | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 78 | $16.5K | 0.01% | −67−46.2% | Reduced |
| Belpointe Asset Management LLC | 76 | $16.1K | 0.00% | +76 | New |
| EverSource Wealth Advisors, LLC | 71 | $15.0K | 0.00% | +59+491.7% | Added |
| Front Row Advisors LLC | 69 | $15.0K | 0.01% | −32−31.7% | Reduced |
| Geneos Wealth Management Inc. | 69 | $14.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 70 | $14.0K | 0.02% | +30+75.0% | Added |
| Ronald Blue Trust, Inc. | 58 | $14.0K | 0.00% | +27+87.1% | Added |
| Clear Street Markets LLC | 66 | $14.0K | 0.00% | +66 | New |
| Comerica Securities,inc. | 63 | $13.5K | 0.00% | +63 | New |
| Harel Insurance Investments & Financial Services Ltd. | 60 | $13.0K | 0.00% | −20−25.0% | Reduced |
| Montag A & Associates Inc | 59 | $12.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 58 | $12.3K | 0.00% | +58 | New |
| Covestor Ltd | 55 | $12.0K | 0.01% | −1−1.8% | Reduced |
| State of Wyoming | 51 | $10.8K | 0.00% | −1−1.9% | Reduced |
| First Personal Financial Services | 49 | $10.4K | 0.00% | −10−16.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 48 | $10.2K | 0.00% | +32+200.0% | Added |
| SOA Wealth Advisors, LLC. | 45 | $9.44K | 0.00% | −2−4.3% | Reduced |
| Global Retirement Partners, LLC | 44 | $9.32K | 0.00% | +42+2,100.0% | Added |
| Bangor Savings Bank | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $8.90K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 42 | $8.90K | 0.00% | +10+31.3% | Added |
| Parkside Financial Bank & Trust | 41 | $8.69K | 0.00% | −8−16.3% | Reduced |
| MB, Levis & Associates, LLC | 37 | $7.84K | 0.01% | +37 | New |
| TFC Financial Management | 32 | $6.78K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 350 | $6.36K | 0.00% | +320+1,066.7% | Added |
| Stonebridge Capital Advisors LLC | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 25 | $5.35K | 0.00% | −71−74.0% | Reduced |
| Umb Bank N A | 25 | $5.00K | 0.00% | −95−79.2% | Reduced |
| Mechanics Financial Corp | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $4.87K | 0.00% | −30−56.6% | Reduced |
| PSI Advisors, LLC | 23 | $4.78K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $4.66K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 22 | $4.66K | 0.00% | +22 | New |
| Twin Lakes Capital Management, LLC | 20 | $4.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $3.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $3.18K | 0.00% | −70−82.4% | Reduced |
| MV Capital Management, Inc. | 15 | $3.18K | 0.00% | −9−37.5% | Reduced |
| Red Tortoise LLC | 13 | $2.75K | 0.00% | +13 | New |
| Money Concepts Capital Corp | 10 | $2.12K | 0.00% | +10 | New |
| Industrial Alliance Investment Management Inc. | 11 | $2.00K | 0.00% | +11 | New |