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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 3,070 | $642.1K | 0.11% | +123+4.2% | Added |
| SG Americas Securities, LLC | 3,014 | $630.0K | 0.01% | −10,067−77.0% | Reduced |
| RB Capital Management, LLC | 3,003 | $628.1K | 0.21% | +50+1.7% | Added |
| Grey Street Capital, LLC | 3,000 | $627.4K | 0.44% | +3,000 | New |
| New Mexico Educational Retirement Board | 3,000 | $627.0K | 0.03% | −100−3.2% | Reduced |
| Ieq Capital, LLC | 2,995 | $626.4K | 0.01% | +764+34.2% | Added |
| BBJS Financial Advisors, LLC | 2,948 | $616.6K | 0.25% | +1,067+56.7% | Added |
| Valeo Financial Advisors, LLC | 2,947 | $616.3K | 0.03% | −1,336−31.2% | Reduced |
| Independent Advisor Alliance | 2,920 | $610.7K | 0.03% | +2,920 | New |
| Raymond James Financial Services Advisors, Inc. | 2,881 | $602.6K | 0.00% | +258+9.8% | Added |
| Naviter Wealth, LLC | 2,849 | $602.4K | 0.21% | +475+20.0% | Added |
| Wellington Management Group LLP | 2,847 | $595.4K | 0.00% | +2,847 | New |
| WESCAP Management Group, Inc. | 2,840 | $594.0K | 0.21% | 00.0% | Unchanged |
| Whittier Trust Co | 2,821 | $590.0K | 0.01% | +130+4.8% | Added |
| Sigma Planning Corp | 2,800 | $585.7K | 0.02% | +1,684+150.9% | Added |
| Penserra Capital Management LLC | 2,748 | $574.0K | 0.01% | +24+0.9% | Added |
| Crossmark Global Holdings, Inc. | 2,682 | $561.0K | 0.01% | +22+0.8% | Added |
| Fifth Third Bancorp | 2,670 | $558.4K | 0.00% | +175+7.0% | Added |
| Gateway Investment Advisers LLC | 2,668 | $558.0K | 0.01% | −227−7.8% | Reduced |
| Delta Investment Management, LLC | 2,652 | $554.7K | 0.16% | +7+0.3% | Added |
| Claro Advisors LLC | 2,600 | $543.8K | 0.16% | +20+0.8% | Added |
| Engineers Gate Manager LP | 2,547 | $532.7K | 0.02% | +845+49.6% | Added |
| Cetera Advisors LLC | 2,544 | $532.1K | 0.01% | −125−4.7% | Reduced |
| Toroso Investments, LLC | 2,545 | $532.0K | 0.02% | −9,295−78.5% | Reduced |
| Advisor Partners II, LLC | 2,514 | $525.8K | 0.03% | +3+0.1% | Added |
| Tower Research Capital LLC (TRC) | 2,468 | $516.0K | 0.02% | −3,377−57.8% | Reduced |
| Man Group plc | – | $514.5K | 0.00% | – | – |
| Oak Thistle LLC | 2,408 | $503.6K | 0.30% | +2,408 | New |
| APG Asset Management N.V. | 2,615 | $503.4K | 0.00% | −4,223−61.8% | Reduced |
| Centiva Capital, LP | 2,383 | $498.4K | 0.03% | +2,383 | New |
| Golden State Equity Partners | 2,355 | $492.5K | 0.27% | +2,355 | New |
| AXA S.A. | 2,347 | $490.9K | 0.00% | −12,668−84.4% | Reduced |
| Pearl River Capital, LLC | 2,341 | $489.6K | 0.08% | +2,341 | New |
| Alberta Investment Management Corp | 2,300 | $481.0K | 0.00% | +2,300 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,299 | $481.0K | 0.04% | −35−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,292 | $479.3K | 0.01% | +88+4.0% | Added |
| Wolverine Asset Management LLC | 2,204 | $460.9K | 0.01% | −2,491−53.1% | Reduced |
| Quantamental Technologies LLC | 2,163 | $452.4K | 0.24% | +1,100+103.5% | Added |
| Commerzbank Aktiengesellschaft | 2,160 | $452.0K | 0.02% | −944−30.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,163 | $452.0K | 0.01% | +2,152+19,563.6% | Added |
| Federated Hermes, Inc. | 2,070 | $432.9K | 0.00% | +268+14.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,030 | $424.6K | 0.01% | +10.0% | Added |
| Duality Advisers, LP | 2,011 | $420.6K | 0.05% | +2,011 | New |
| CWM Advisors, LLC | 2,007 | $419.8K | 0.05% | +220+12.3% | Added |
| Desjardins Global Asset Management Inc. | 2,001 | $418.0K | 0.05% | +54+2.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,995 | $417.2K | 0.00% | −7,863−79.8% | Reduced |
| Fox Run Management, L.L.C. | 1,983 | $414.7K | 0.14% | +1,983 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,971 | $412.2K | 0.01% | −9,192−82.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,957 | $409.0K | 0.00% | +49+2.6% | Added |
| Jump Financial, LLC | 1,950 | $407.8K | 0.02% | −910−31.8% | Reduced |
| Washington Trust Bank | 1,939 | $405.5K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,916 | $400.7K | 0.08% | +1,916 | New |
| Jefferies Financial Group Inc. | 1,806 | $377.7K | 0.01% | −3,577−66.4% | Reduced |
| MML Investors Services, LLC | 1,791 | $374.0K | 0.00% | +399+28.7% | Added |
| Bridgefront Capital, LLC | 1,756 | $367.3K | 0.22% | +1,756 | New |
| Cetera Advisor Networks LLC | 1,749 | $365.8K | 0.00% | +66+3.9% | Added |
| Concentric Wealth Management, LLC | 1,746 | $365.2K | 0.12% | +15+0.9% | Added |
| Ritholtz Wealth Management | 1,718 | $359.3K | 0.02% | +1,718 | New |
| Windham Capital Management, LLC | 1,688 | $353.0K | 0.14% | +54+3.3% | Added |
| Moody National Bank Trust Division | 1,679 | $351.1K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,673 | $349.9K | 0.01% | +1,673 | New |
| Impax Asset Management Group plc | 1,636 | $342.2K | 0.00% | −63−3.7% | Reduced |
| Summitry LLC | 1,599 | $334.4K | 0.02% | −473−22.8% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $332.0K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,571 | $328.6K | 0.07% | −7,441−82.6% | Reduced |
| Parallel Advisors, LLC | 1,568 | $328.1K | 0.01% | +23+1.5% | Added |
| Wulff, Hansen & Co. | 1,564 | $327.1K | 0.37% | 00.0% | Unchanged |
| Vanderbilt University | 1,548 | $323.7K | 0.08% | +1,548 | New |
| Vestcor Inc | 1,534 | $321.0K | 0.01% | −11−0.7% | Reduced |
| Advisors Asset Management, Inc. | 1,517 | $317.3K | 0.01% | −176−10.4% | Reduced |
| Mutual Advisors, LLC | 1,475 | $308.5K | 0.01% | +1,475 | New |
| Mirova | 1,468 | $307.0K | 0.04% | −994−40.4% | Reduced |
| First American Trust, FSB | 1,470 | $307.0K | 0.05% | −21,384−93.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,452 | $303.7K | 0.02% | +191+15.1% | Added |
| Twinbeech Capital LP | 1,446 | $302.4K | 0.01% | +1,446 | New |
| Alpha Cubed Investments, LLC | 1,417 | $296.3K | 0.02% | +2+0.1% | Added |
| Two Sigma Securities, LLC | 1,416 | $296.1K | 0.02% | −104−6.8% | Reduced |
| Virtus ETF Advisers LLC | 1,407 | $294.3K | 0.16% | −310−18.1% | Reduced |
| Banque Cantonale Vaudoise | 1,391 | $291.0K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 1,398 | $285.4K | 0.02% | +1,398 | New |
| Signet Financial Management, LLC | 1,355 | $283.3K | 0.05% | +22+1.7% | Added |
| Parcion Private Wealth LLC | 1,343 | $280.9K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,340 | $280.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 1,314 | $274.8K | 0.01% | −260−16.5% | Reduced |
| Evoke Wealth, LLC | 1,259 | $266.2K | 0.01% | −1−0.1% | Reduced |
| Wealthfront Advisers LLC | 1,265 | $264.6K | 0.00% | +1,265 | New |
| CI Private Wealth, LLC | 1,260 | $263.5K | 0.00% | +1,260 | New |
| Old National Bancorp | 1,257 | $262.9K | 0.01% | +29+2.4% | Added |
| Avantax Advisory Services, Inc. | 1,229 | $256.9K | 0.00% | +1,229 | New |
| Klingenstein Fields & Co LP | 1,200 | $251.0K | 0.01% | −1,991−62.4% | Reduced |
| Azimuth Capital Investment Management LLC | 1,200 | $251.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,183 | $247.4K | 0.01% | +6+0.5% | Added |
| Johnson Investment Counsel Inc | 1,163 | $243.2K | 0.00% | −197−14.5% | Reduced |
| Captrust Financial Advisors | 1,156 | $241.8K | 0.00% | −157−12.0% | Reduced |
| Truadvice, LLC | 1,099 | $241.5K | 0.10% | +1,099 | New |
| Trust Co of Vermont | 1,147 | $239.9K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 1,142 | $238.8K | 0.00% | −80−6.5% | Reduced |
| Harbor Capital Advisors, Inc. | 1,142 | $238.8K | 0.07% | +762+200.5% | Added |
| Cipher Capital LP | 1,116 | $233.4K | 0.04% | +1,116 | New |
| Rockefeller Capital Management L.P. | 1,101 | $230.0K | 0.00% | +180+19.5% | Added |