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, Q1 2023
Institutional positions in Essex Property Trust, Inc. as of Mar 31, 2023. 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
- 531
- +12 vs. Q4 2022
- Shares held
- 61.9M
- +1.63M (+2.7%) vs. Q4 2022
- Total value
- $12.9B
- +$153.5M (+1.2%) vs. Q4 2022
- New holders
- 59
- 216 more added
- Sold out
- 47
- 182 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 1 | $204 | 0.00% | −3−75.0% | Reduced |
| Core Alternative Capital | 2 | $418 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $419 | 0.00% | −87−97.8% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $627 | 0.00% | −587−99.5% | Reduced |
| Baker Avenue Asset Management, LP | 3 | $627 | 0.00% | −1−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $635 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $837 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4 | $837 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $837 | 0.00% | +4 | New |
| KB Financial Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.25K | 0.00% | −2−25.0% | Reduced |
| IFP Advisors, Inc | 9 | $1.52K | 0.00% | −196−95.6% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $1.88K | 0.00% | +9 | New |
| CVA Family Office, LLC | 10 | $2.09K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 10 | $2.09K | 0.00% | +4+66.7% | Added |
| Point72 Asset Management, L.P. | 13 | $2.63K | 0.00% | −4,399−99.7% | Reduced |
| Red Tortoise LLC | 13 | $2.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $3.35K | 0.00% | +1+6.7% | Added |
| Anchor Investment Management, LLC | 17 | $3.56K | 0.00% | −76−81.7% | Reduced |
| Twin Lakes Capital Management, LLC | 21 | $4.30K | 0.00% | +1+5.0% | Added |
| Global Retirement Partners, LLC | 20 | $4.33K | 0.00% | −24−54.5% | Reduced |
| Investors Research Corp | 22 | $4.60K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $5.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $5.23K | 0.00% | +9+56.3% | Added |
| Proequities, Inc. | 28 | $5.92K | 0.00% | +3+12.0% | Added |
| Stonebridge Capital Advisors LLC | 30 | $6.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $6.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $6.90K | 0.00% | −38−53.5% | Reduced |
| GWM Advisors LLC | 33 | $6.90K | 0.00% | −8−19.5% | Reduced |
| Belpointe Asset Management LLC | 33 | $6.91K | 0.00% | −43−56.6% | Reduced |
| Umb Bank N A | 34 | $7.11K | 0.00% | +9+36.0% | Added |
| MB, Levis & Associates, LLC | 37 | $7.74K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $8.00K | 0.00% | −320−91.4% | Reduced |
| Bangor Savings Bank | 42 | $8.78K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $8.78K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $9.20K | 0.00% | −249−85.0% | Reduced |
| HHM Wealth Advisors, LLC | 44 | $9.20K | 0.00% | +2+4.8% | Added |
| SOA Wealth Advisors, LLC. | 45 | $9.39K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $10.0K | 0.00% | −10−16.7% | Reduced |
| Covestor Ltd | 53 | $11.0K | 0.01% | −2−3.6% | Reduced |
| Group One Trading, L.P. | 55 | $11.5K | 0.00% | +55 | New |
| State of Wyoming | 56 | $11.7K | 0.00% | +5+9.8% | Added |
| Geneos Wealth Management Inc. | 58 | $12.1K | 0.00% | −11−15.9% | Reduced |
| Quent Capital, LLC | 58 | $12.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 59 | $12.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 61 | $12.8K | 0.00% | +38+165.2% | Added |
| Ronald Blue Trust, Inc. | 77 | $16.0K | 0.00% | +19+32.8% | Added |
| Deseret Mutual Benefit Administrators | 78 | $16.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 82 | $17.1K | 0.00% | +41+100.0% | Added |
| Smithfield Trust Co | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 90 | $18.0K | 0.02% | +20+28.6% | Added |
| Northwestern Mutual Wealth Management Co | 95 | $19.9K | 0.00% | +47+97.9% | Added |
| Bessemer Group Inc | 99 | $20.0K | 0.00% | −50−33.6% | Reduced |
| Orion Capital Management LLC | 100 | $20.9K | 0.01% | +100 | New |
| Front Row Advisors LLC | 101 | $21.0K | 0.01% | +32+46.4% | Added |
| Brown Brothers Harriman & Co | 101 | $21.1K | 0.00% | +1+1.0% | Added |
| Park Place Capital Corp | 108 | $22.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 109 | $22.8K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 116 | $24.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 121 | $25.0K | 0.00% | −16−11.7% | Reduced |
| TD Private Client Wealth LLC | 122 | $25.5K | 0.00% | +6+5.2% | Added |
| Newbridge Financial Services Group, Inc. | 122 | $25.5K | 0.01% | +122 | New |
| Clear Street Markets LLC | 125 | $26.0K | 0.01% | +59+89.4% | Added |
| Gradient Investments LLC | 130 | $27.2K | 0.00% | +130 | New |
| Pacific Center for Financial Services | 143 | $30.0K | 0.01% | +143 | New |
| Steward Partners Investment Advisory, LLC | 151 | $31.6K | 0.00% | +31+25.8% | Added |
| Advisory Services Network, LLC | 155 | $32.4K | 0.00% | +155 | New |
| HM Payson & Co | 180 | $37.6K | 0.00% | −25−12.2% | Reduced |
| Ameritas Advisory Services, LLC | 178 | $37.7K | 0.00% | +178 | New |
| First Manhattan Co | 185 | $38.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 201 | $42.0K | 0.00% | +198+6,600.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 206 | $43.1K | 0.00% | +35+20.5% | Added |
| Private Ocean, LLC | 207 | $43.3K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 213 | $45.0K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 241 | $50.4K | 0.03% | +241 | New |
| Ridgewood Investments LLC | 243 | $50.9K | 0.03% | +243 | New |
| Lindbrook Capital, LLC | 282 | $59.0K | 0.01% | −10−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 293 | $61.3K | 0.00% | −137−31.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 293 | $61.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 295 | $61.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $62.1K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $62.7K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $63.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 302 | $63.2K | 0.00% | +2+0.7% | Added |
| Farther Finance Advisors, LLC | 309 | $64.6K | 0.02% | +3+1.0% | Added |
| DT Investment Partners, LLC | 297 | $65.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 331 | $69.2K | 0.01% | +6+1.8% | Added |
| Center for Financial Planning, Inc. | 350 | $73.2K | 0.02% | 00.0% | Unchanged |
| Tobam | 378 | $79.0K | 0.01% | −157−29.3% | Reduced |
| M&R Capital Management Inc | 385 | $80.6K | 0.02% | +363+1,650.0% | Added |
| Sentry Investment Management LLC | 424 | $89.0K | 0.04% | −27−6.0% | Reduced |
| Bokf, NA | 429 | $89.7K | 0.00% | −529−55.2% | Reduced |