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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, 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.

Institutional holdersQ1 2023: 531 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 heldQ1 2023: $12.9B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2022.

Institutions holding ESS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cambridge Trust Co434$90.8K0.00%00.0%Unchanged
North Star Investment Management Corp.502$105.0K0.01%+400+392.2%Added
Ci Investments Inc.569$119.0K0.00%+28+5.2%Added
Allworth Financial LP688$143.8K0.00%−35−4.8%Reduced
Power Corp of Canada750$150.6K0.02%00.0%Unchanged
Signaturefd, LLC787$164.6K0.00%+132+20.2%Added
BI Asset Management Fondsmaeglerselskab A/S794$166.0K0.00%+149+23.1%Added
Ameritas Investment Partners, Inc.832$174.0K0.01%00.0%Unchanged
American State Bank (Iowa)843$176.3K0.13%00.0%Unchanged
Lumature Wealth Partners, LLC870$182.0K0.10%+94+12.1%Added
CWM, LLC879$184.0K0.00%+326+59.0%Added
Quadrant Capital Group LLC944$197.4K0.02%+459+94.6%Added
Renaissance Group LLC966$202.0K0.01%+966New
Wetherby Asset Management Inc972$203.3K0.01%−23−2.3%Reduced
Veriti Management LLC979$204.8K0.02%−21−2.1%Reduced
Cypress Capital Group994$207.9K0.03%+11+1.1%Added
Profund Advisors LLC994$207.9K0.01%−310−23.8%Reduced
Coldstream Capital Management Inc995$208.0K0.01%+995New
Sovereign Financial Group, Inc.1,013$211.9K0.08%−28−2.7%Reduced
Bleakley Financial Group, LLC1,014$212.1K0.01%+1,014New
Credit Agricole S A1,016$212.5K0.01%−316−23.7%Reduced
Sawtooth Solutions, LLC1,018$212.9K0.01%+1,018New
Hennion & Walsh Asset Management, Inc.1,020$213.0K0.01%−585−36.4%Reduced
Lazard Asset Management LLC1,035$216.0K0.00%−334−24.4%Reduced
NewEdge Wealth, LLC1,047$219.0K0.01%+43+4.3%Added
Revisor Wealth Management LLC1,058$221.3K0.20%+1,058New
Brinker Capital Investments, LLC1,083$226.4K0.00%−52−4.6%Reduced
Orion Portfolio Solutions, LLC1,083$226.4K0.00%+1,083New
Greenleaf Trust1,094$228.8K0.00%+1,094New
Rockefeller Capital Management L.P.1,101$230.0K0.00%+180+19.5%Added
Cipher Capital LP1,116$233.4K0.04%+1,116New
Veritable, L.P.1,142$238.8K0.00%−80−6.5%Reduced
Harbor Capital Advisors, Inc.1,142$238.8K0.07%+762+200.5%Added
Trust Co of Vermont1,147$239.9K0.02%00.0%Unchanged
Truadvice, LLC1,099$241.5K0.10%+1,099New
Captrust Financial Advisors1,156$241.8K0.00%−157−12.0%Reduced
Johnson Investment Counsel Inc1,163$243.2K0.00%−197−14.5%Reduced
Stratos Wealth Partners, LTD.1,183$247.4K0.01%+6+0.5%Added
Klingenstein Fields & Co LP1,200$251.0K0.01%−1,991−62.4%Reduced
Azimuth Capital Investment Management LLC1,200$251.0K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.1,229$256.9K0.00%+1,229New
Old National Bancorp1,257$262.9K0.01%+29+2.4%Added
CI Private Wealth, LLC1,260$263.5K0.00%+1,260New
Wealthfront Advisers LLC1,265$264.6K0.00%+1,265New
Evoke Wealth, LLC1,259$266.2K0.01%−1−0.1%Reduced
Balentine LLC1,314$274.8K0.01%−260−16.5%Reduced
Everence Capital Management Inc1,340$280.0K0.02%00.0%Unchanged
Parcion Private Wealth LLC1,343$280.9K0.03%00.0%Unchanged
Signet Financial Management, LLC1,355$283.3K0.05%+22+1.7%Added
Vinva Investment Management Ltd1,398$285.4K0.02%+1,398New
Banque Cantonale Vaudoise1,391$291.0K0.01%00.0%Unchanged
Virtus ETF Advisers LLC1,407$294.3K0.16%−310−18.1%Reduced
Two Sigma Securities, LLC1,416$296.1K0.02%−104−6.8%Reduced
Alpha Cubed Investments, LLC1,417$296.3K0.02%+2+0.1%Added
Twinbeech Capital LP1,446$302.4K0.01%+1,446New
Tokio Marine Asset Management Co Ltd1,452$303.7K0.02%+191+15.1%Added
First American Trust, FSB1,470$307.0K0.05%−21,384−93.6%Reduced
Mirova1,468$307.0K0.04%−994−40.4%Reduced
Mutual Advisors, LLC1,475$308.5K0.01%+1,475New
Advisors Asset Management, Inc.1,517$317.3K0.01%−176−10.4%Reduced
Vestcor Inc1,534$321.0K0.01%−11−0.7%Reduced
Vanderbilt University1,548$323.7K0.08%+1,548New
Wulff, Hansen & Co.1,564$327.1K0.37%00.0%Unchanged
Parallel Advisors, LLC1,568$328.1K0.01%+23+1.5%Added
Mirabella Financial Services LLP1,571$328.6K0.07%−7,441−82.6%Reduced
Van Hulzen Asset Management, LLC1,590$332.0K0.03%00.0%Unchanged
Summitry LLC1,599$334.4K0.02%−473−22.8%Reduced
Impax Asset Management Group plc1,636$342.2K0.00%−63−3.7%Reduced
Boothbay Fund Management, LLC1,673$349.9K0.01%+1,673New
Moody National Bank Trust Division1,679$351.1K0.03%00.0%Unchanged
Windham Capital Management, LLC1,688$353.0K0.14%+54+3.3%Added
Ritholtz Wealth Management1,718$359.3K0.02%+1,718New
Concentric Wealth Management, LLC1,746$365.2K0.12%+15+0.9%Added
Cetera Advisor Networks LLC1,749$365.8K0.00%+66+3.9%Added
Bridgefront Capital, LLC1,756$367.3K0.22%+1,756New
MML Investors Services, LLC1,791$374.0K0.00%+399+28.7%Added
Jefferies Financial Group Inc.1,806$377.7K0.01%−3,577−66.4%Reduced
XTX Topco Ltd1,916$400.7K0.08%+1,916New
Washington Trust Bank1,939$405.5K0.04%00.0%Unchanged
Jump Financial, LLC1,950$407.8K0.02%−910−31.8%Reduced
Cambridge Investment Research Advisors, Inc.1,957$409.0K0.00%+49+2.6%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,971$412.2K0.01%−9,192−82.3%Reduced
Fox Run Management, L.L.C.1,983$414.7K0.14%+1,983New
Jacobs Levy Equity Management, Inc1,995$417.2K0.00%−7,863−79.8%Reduced
Desjardins Global Asset Management Inc.2,001$418.0K0.05%+54+2.8%Added
CWM Advisors, LLC2,007$419.8K0.05%+220+12.3%Added
Duality Advisers, LP2,011$420.6K0.05%+2,011New
Northwestern Mutual Investment Management Company, LLC2,030$424.6K0.01%+10.0%Added
Federated Hermes, Inc.2,070$432.9K0.00%+268+14.9%Added
Commerzbank Aktiengesellschaft2,160$452.0K0.02%−944−30.4%Reduced
Industrial Alliance Investment Management Inc.2,163$452.0K0.01%+2,152+19,563.6%Added
Quantamental Technologies LLC2,163$452.4K0.24%+1,100+103.5%Added
Wolverine Asset Management LLC2,204$460.9K0.01%−2,491−53.1%Reduced
Oppenheimer Asset Management Inc.2,292$479.3K0.01%+88+4.0%Added
Kentucky Retirement Systems Insurance Trust Fund2,299$481.0K0.04%−35−1.5%Reduced
Alberta Investment Management Corp2,300$481.0K0.00%+2,300New
Pearl River Capital, LLC2,341$489.6K0.08%+2,341New
AXA S.A.2,347$490.9K0.00%−12,668−84.4%Reduced
Golden State Equity Partners2,355$492.5K0.27%+2,355New
Centiva Capital, LP2,383$498.4K0.03%+2,383New