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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 2,615 | $503.4K | 0.00% | −4,223−61.8% | Reduced |
| Oak Thistle LLC | 2,408 | $503.6K | 0.30% | +2,408 | New |
| Man Group plc | – | $514.5K | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 2,468 | $516.0K | 0.02% | −3,377−57.8% | Reduced |
| Advisor Partners II, LLC | 2,514 | $525.8K | 0.03% | +3+0.1% | Added |
| Toroso Investments, LLC | 2,545 | $532.0K | 0.02% | −9,295−78.5% | Reduced |
| Cetera Advisors LLC | 2,544 | $532.1K | 0.01% | −125−4.7% | Reduced |
| Engineers Gate Manager LP | 2,547 | $532.7K | 0.02% | +845+49.6% | Added |
| Claro Advisors LLC | 2,600 | $543.8K | 0.16% | +20+0.8% | Added |
| Delta Investment Management, LLC | 2,652 | $554.7K | 0.16% | +7+0.3% | Added |
| Gateway Investment Advisers LLC | 2,668 | $558.0K | 0.01% | −227−7.8% | Reduced |
| Fifth Third Bancorp | 2,670 | $558.4K | 0.00% | +175+7.0% | Added |
| Crossmark Global Holdings, Inc. | 2,682 | $561.0K | 0.01% | +22+0.8% | Added |
| Penserra Capital Management LLC | 2,748 | $574.0K | 0.01% | +24+0.9% | Added |
| Sigma Planning Corp | 2,800 | $585.7K | 0.02% | +1,684+150.9% | Added |
| Whittier Trust Co | 2,821 | $590.0K | 0.01% | +130+4.8% | Added |
| WESCAP Management Group, Inc. | 2,840 | $594.0K | 0.21% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,847 | $595.4K | 0.00% | +2,847 | New |
| Naviter Wealth, LLC | 2,849 | $602.4K | 0.21% | +475+20.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,881 | $602.6K | 0.00% | +258+9.8% | Added |
| Independent Advisor Alliance | 2,920 | $610.7K | 0.03% | +2,920 | New |
| Valeo Financial Advisors, LLC | 2,947 | $616.3K | 0.03% | −1,336−31.2% | Reduced |
| BBJS Financial Advisors, LLC | 2,948 | $616.6K | 0.25% | +1,067+56.7% | Added |
| Ieq Capital, LLC | 2,995 | $626.4K | 0.01% | +764+34.2% | Added |
| New Mexico Educational Retirement Board | 3,000 | $627.0K | 0.03% | −100−3.2% | Reduced |
| Grey Street Capital, LLC | 3,000 | $627.4K | 0.44% | +3,000 | New |
| RB Capital Management, LLC | 3,003 | $628.1K | 0.21% | +50+1.7% | Added |
| SG Americas Securities, LLC | 3,014 | $630.0K | 0.01% | −10,067−77.0% | Reduced |
| KCM Investment Advisors LLC | 3,070 | $642.1K | 0.03% | −251−7.6% | Reduced |
| Cornercap Investment Counsel Inc | 3,070 | $642.1K | 0.11% | +123+4.2% | Added |
| Massmutual Trust Co FSB | 3,072 | $642.5K | 0.02% | +59+2.0% | Added |
| Mission Creek Capital Partners, Inc. | 3,082 | $644.6K | 0.22% | +837+37.3% | Added |
| DuPont Capital Management Corp | 3,210 | $671.3K | 0.03% | −3,640−53.1% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $673.0K | 0.17% | 00.0% | Unchanged |
| MQS Management LLC | 3,231 | $675.7K | 0.43% | +3,231 | New |
| DoubleLine ETF Adviser LP | 3,262 | $682.2K | 0.29% | +388+13.5% | Added |
| Versor Investments LP | 3,300 | $690.2K | 0.09% | −6,961−67.8% | Reduced |
| Intech Investment Management LLC | 3,304 | $691.0K | 0.01% | −3,284−49.8% | Reduced |
| CM Wealth Advisors LLC | 3,365 | $693.0K | 0.13% | +3,365 | New |
| MainStreet Investment Advisors LLC | 3,348 | $700.2K | 0.08% | +28+0.8% | Added |
| United Capital Financial Advisers, LLC | 3,367 | $704.3K | 0.00% | −188−5.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,455 | $722.6K | 0.42% | +3,455 | New |
| Allspring Global Investments Holdings, LLC | 3,587 | $750.2K | 0.00% | −9,030−71.6% | Reduced |
| Swedbank AB | 3,587 | $750.2K | 0.00% | −10,432−74.4% | Reduced |
| Mariner, LLC | 3,616 | $755.0K | 0.00% | +93+2.6% | Added |
| Prudential PLC | 3,693 | $772.4K | 0.01% | +6+0.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $782.4K | 0.00% | +414+12.4% | Added |
| Ostrum Asset Management | 3,783 | $791.2K | 0.07% | +3,783 | New |
| Panagora Asset Management Inc | 3,816 | $798.1K | 0.01% | +1,498+64.6% | Added |
| TownSquare Capital, LLC | 3,878 | $811.0K | 0.02% | +1,937+99.8% | Added |
| Integrated Wealth Concepts LLC | 3,906 | $817.0K | 0.02% | +3,906 | New |
| Commerce Bank | 3,969 | $830.1K | 0.01% | +322+8.8% | Added |
| Inceptionr LLC | 3,974 | $831.1K | 0.27% | +2,326+141.1% | Added |
| Azzad Asset Management Inc | 4,004 | $837.4K | 0.12% | +278+7.5% | Added |
| Verition Fund Management LLC | 4,035 | $843.9K | 0.01% | −814−16.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,044 | $845.9K | 0.46% | 00.0% | Unchanged |
| Nordea Investment Management AB | 4,114 | $847.6K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,055 | $848.1K | 0.06% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,136 | $865.0K | 0.02% | +1,806+77.5% | Added |
| Louisiana State Employees Retirement System | 4,200 | $878.4K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,211 | $882.0K | 0.00% | +316+8.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $883.4K | 0.01% | 00.0% | Unchanged |
| Tiaa, FSB | 4,259 | $890.7K | 0.00% | +1,992+87.9% | Added |
| DFPG Investments, LLC | 4,329 | $905.4K | 0.10% | +2,679+162.4% | Added |
| Wolverine Trading, LLC | 4,436 | $906.0K | 0.03% | +2,762+165.0% | Added |
| Commonwealth Equity Services, LLC | 4,352 | $910.0K | 0.00% | +731+20.2% | Added |
| National Bank of Canada | 4,416 | $923.6K | 0.00% | +2,521+133.0% | Added |
| Bank of Nova Scotia | 4,492 | $939.5K | 0.00% | −459−9.3% | Reduced |
| FORA Capital, LLC | 4,496 | $940.3K | 0.09% | −5,237−53.8% | Reduced |
| LMCG Investments, LLC | 4,500 | $941.1K | 0.06% | +98+2.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,521 | $945.5K | 0.11% | +4,521 | New |
| Ethic Inc. | 4,616 | $965.4K | 0.04% | +2,161+88.0% | Added |
| Metis Global Partners, LLC | 4,718 | $986.7K | 0.06% | +619+15.1% | Added |
| Kula Investments, LLC | 4,746 | $992.6K | 0.24% | +4,746 | New |
| Vontobel Holding Ltd. | 4,793 | $1.00M | 0.01% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 4,811 | $1.01M | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,881 | $1.02M | 0.05% | −869−15.1% | Reduced |
| Members Capital Advisors Inc | 4,966 | $1.04M | 0.75% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,987 | $1.04M | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,006 | $1.05M | 0.01% | +36+0.7% | Added |
| Mercer Global Advisors Inc | 5,042 | $1.05M | 0.00% | −59−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,052 | $1.06M | 0.02% | +3,854+321.7% | Added |
| Pacer Advisors, Inc. | 5,077 | $1.06M | 0.00% | +4,928+3,307.4% | Added |
| Kentucky Retirement Systems | 5,108 | $1.07M | 0.04% | −12−0.2% | Reduced |
| JustInvest LLC | 5,182 | $1.08M | 0.04% | +2,212+74.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,226 | $1.09M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,338 | $1.12M | 0.03% | +100+1.9% | Added |
| Nomura Holdings Inc | 5,344 | $1.12M | 0.01% | +501+10.3% | Added |
| Advisor Group Holdings, Inc. | 5,412 | $1.13M | 0.00% | −794−12.8% | Reduced |
| Hartford Investment Management Co | 5,435 | $1.14M | 0.04% | +745+15.9% | Added |
| Pensionfund Sabic | 5,450 | $1.14M | 0.40% | +250+4.8% | Added |
| Creative Planning | 5,595 | $1.17M | 0.00% | +208+3.9% | Added |
| Los Angeles Capital Management LLC | 5,598 | $1.17M | 0.01% | −7,279−56.5% | Reduced |
| Spirit of America Management Corp | 5,636 | $1.18M | 0.26% | −1,600−22.1% | Reduced |
| US Bancorp | 5,660 | $1.18M | 0.00% | +363+6.9% | Added |
| British Columbia Investment Management Corp | 5,752 | $1.20M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,763 | $1.21M | 0.09% | −9,693−62.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,824 | $1.22M | 0.05% | +1,616+38.4% | Added |
| Teachers Retirement System of the State of Kentucky | 5,986 | $1.25M | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6,019 | $1.26M | 0.00% | +465+8.4% | Added |