Essex Property Trust, Inc.

ESS

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000920522

SEC filings (opens in a new tab)

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

Value heldQ4 2022: $12.8B

Institutions holding ESS and their total value by quarter
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.

Institutions holding ESS in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
BerganKDV Wealth Management, LLC	8	$1.76K	0.00%	00.0%	Unchanged
Fiduciary Alliance LLC	8	$1.73K	0.00%	+8	New
GWM Advisors LLC	41	$1.70K	0.00%	+41	New
Raffa Wealth Management, LLC	8	$1.70K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	8	$1.70K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	8	$1.70K	0.00%	+5+166.7%	Added
EWG Elevate Inc.	7	$1.48K	0.00%	+7	New
Bell Investment Advisors, Inc	6	$1.27K	0.00%	−2−25.0%	Reduced
MCF Advisors LLC	5	$1.07K	0.00%	+5	New
American National Bank	7	$1.00K	0.00%	−21−75.0%	Reduced
Private Trust Co NA	4	$1.00K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	140	$1.00K	0.00%	+140	New
Grove Bank & Trust	4	$1.00K	0.00%	+4	New
KB Financial Partners, LLC	7	$1.00K	0.00%	+7	New
Johnson Financial Group, Inc.	4	$856	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	4	$848	0.00%	−7−63.6%	Reduced
First Horizon Advisors, Inc.	4	$848	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	4	$848	0.00%	+4	New
JJJ Advisors Inc.	3	$662	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	3	$642	0.00%	00.0%	Unchanged
Assetmark, Inc	3	$636	0.00%	−1,639−99.8%	Reduced
Ellevest, Inc.	3	$636	0.00%	−310−99.0%	Reduced
Dark Forest Capital Management LP	3	$636	0.00%	+3	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3	$635	0.00%	00.0%	Unchanged
Accurate Wealth Management, LLC	2	$428	0.00%	+2	New
TCI Wealth Advisors, Inc.	2	$424	0.00%	00.0%	Unchanged
Addison Advisors LLC	1	$212	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	212	$34	0.00%	+212	New
APG Asset Management US Inc.	0	$0	0.00%	−309,515−100.0%	Sold out
Brookfield Asset Management Inc.	0	$0	0.00%	−260,975−100.0%	Sold out
Hazelview Securities Inc.	0	$0	0.00%	−128,087−100.0%	Sold out
Echo Street Capital Management LLC	0	$0	0.00%	−118,553−100.0%	Sold out
Marshall Wace, LLP	0	$0	0.00%	−59,833−100.0%	Sold out
Chilton Capital Management LLC	0	$0	0.00%	−34,078−100.0%	Sold out
UBS Oconnor LLC	0	$0	0.00%	−31,729−100.0%	Sold out
Putnam Investments LLC	0	$0	0.00%	−12,394−100.0%	Sold out
Peregrine Asset Advisers, Inc.	0	$0	0.00%	−9,961−100.0%	Sold out
Kinloch Capital, LLC	0	$0	0.00%	−9,428−100.0%	Sold out
Wakefield Asset Management LLLP	0	$0	0.00%	−8,794−100.0%	Sold out
Acadian Asset Management LLC	0	$0	0.00%	−7,673−100.0%	Sold out
Oppenheimer & Co Inc	0	$0	0.00%	−7,225−100.0%	Sold out
Nicola Wealth Management Ltd.	0	$0	0.00%	−5,900−100.0%	Sold out
OPSEU Pension Plan Trust Fund	0	$0	0.00%	−5,427−100.0%	Sold out
AlphaCrest Capital Management LLC	0	$0	0.00%	−4,731−100.0%	Sold out
Diversified Trust Co	0	$0	0.00%	−3,464−100.0%	Sold out
Atria Wealth Solutions, Inc.	0	$0	0.00%	−2,453−100.0%	Sold out
Stephens Inc	0	$0	0.00%	−2,235−100.0%	Sold out
Park Avenue Securities LLC	0	$0	0.00%	−2,171−100.0%	Sold out
Independent Advisor Alliance	0	$0	0.00%	−2,097−100.0%	Sold out
Ritholtz Wealth Management	0	$0	0.00%	−2,071−100.0%	Sold out
Powell Investment Advisors, LLC	0	$0	0.00%	−1,766−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−1,700−100.0%	Sold out
Caxton Associates LP	0	$0	0.00%	−1,599−100.0%	Sold out
Eagle Global Advisors LLC	0	$0	0.00%	−1,512−100.0%	Sold out
Checchi Capital Advisers, LLC	0	$0	0.00%	−1,464−100.0%	Sold out
MUFG Americas Holdings Corp	0	$0	0.00%	−1,424−100.0%	Sold out
Sepio Capital, LP	0	$0	0.00%	−1,377−100.0%	Sold out
Alethea Capital Management, LLC	0	$0	0.00%	−1,319−100.0%	Sold out
Contravisory Investment Management, Inc.	0	$0	0.00%	−1,294−100.0%	Sold out
Y-Intercept (Hong Kong) Ltd	0	$0	0.00%	−1,204−100.0%	Sold out
Savant Capital, LLC	0	$0	0.00%	−996−100.0%	Sold out
Machina Capital S.A.S.	0	$0	0.00%	−970−100.0%	Sold out
Qtron Investments LLC	0	$0	0.00%	−936−100.0%	Sold out
Banque Pictet & Cie SA	0	$0	0.00%	−926−100.0%	Sold out
Renaissance Group LLC	0	$0	0.00%	−921−100.0%	Sold out
Campbell & CO Investment Adviser LLC	0	$0	0.00%	−915−100.0%	Sold out
Element Capital Management LLC	0	$0	0.00%	−915−100.0%	Sold out
Mutual Advisors, LLC	0	$0	0.00%	−901−100.0%	Sold out
Robertson Stephens Wealth Management, LLC	0	$0	0.00%	−887−100.0%	Sold out
Highland Private Wealth Management	0	$0	0.00%	−868−100.0%	Sold out
Wealthfront Advisers LLC	0	$0	0.00%	−862−100.0%	Sold out
Meeder Asset Management Inc	0	$0	0.00%	−848−100.0%	Sold out
Ironwood Investment Counsel, LLC	0	$0	0.00%	−850−100.0%	Sold out
Cresset Asset Management, LLC	0	$0	0.00%	−829−100.0%	Sold out
Buckingham Strategic Partners	0	$0	0.00%	−831−100.0%	Sold out
Manchester Capital Management LLC	0	$0	0.00%	−392−100.0%	Sold out
GPS Wealth Strategies Group, LLC	0	$0	0.00%	−213−100.0%	Sold out
Riverview Trust Co	0	$0	0.00%	−48−100.0%	Sold out
Institutional & Family Asset Management, LLC	0	$0	0.00%	−34−100.0%	Sold out
Crewe Advisors LLC	0	$0	0.00%	−33−100.0%	Sold out
TD Waterhouse Canada Inc.	0	$0	0.00%	−30−100.0%	Sold out
CVA Family Office, LLC	0	$0	0.00%	−20−100.0%	Sold out
Howe & Rusling Inc	0	$0	0.00%	−12−100.0%	Sold out
AdvisorNet Financial, Inc	0	$0	0.00%	−7−100.0%	Sold out
Pinnacle Financial Partners Inc	0	$0	0.00%	−5−100.0%	Sold out
Simplex Trading, LLC	0	$0	0.00%	−6−100.0%	Sold out
Core Alternative Capital	0	$0	0.00%	−4−100.0%	Sold out
Standard Family Office LLC	0	$0	0.00%	−6−100.0%	Sold out
Cullen/Frost Bankers, Inc.	0	$0	0.00%	−1−100.0%	Sold out
Carolinas Wealth Consulting LLC	0	$0	0.00%	−1−100.0%	Sold out
Inverness Counsel LLC	–	–	–	–	Not filed
Redpoint Investment Management Pty Ltd	–	–	–	–	Not filed
Eaton Vance Management	–	–	–	–	Not filed
FourThought Financial, LLC	–	–	–	–	Not filed
Liberty Wealth Management LLC	–	–	–	–	Not filed
Kore Private Wealth LLC	–	–	–	–	Not filed
Corient Capital Partners, LLC	–	–	–	–	Not filed
Covington Capital Management	–	–	–	–	Not filed
Wipfli Financial Advisors LLC,	–	–	–	–	Not filed
American Portfolios Advisors	–	–	–	–	Not filed