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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 1,094 | $228.8K | 0.00% | +1,094 | New |
| Brinker Capital Investments, LLC | 1,083 | $226.4K | 0.00% | −52−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,083 | $226.4K | 0.00% | +1,083 | New |
| Revisor Wealth Management LLC | 1,058 | $221.3K | 0.20% | +1,058 | New |
| NewEdge Wealth, LLC | 1,047 | $219.0K | 0.01% | +43+4.3% | Added |
| Lazard Asset Management LLC | 1,035 | $216.0K | 0.00% | −334−24.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,020 | $213.0K | 0.01% | −585−36.4% | Reduced |
| Sawtooth Solutions, LLC | 1,018 | $212.9K | 0.01% | +1,018 | New |
| Credit Agricole S A | 1,016 | $212.5K | 0.01% | −316−23.7% | Reduced |
| Bleakley Financial Group, LLC | 1,014 | $212.1K | 0.01% | +1,014 | New |
| Sovereign Financial Group, Inc. | 1,013 | $211.9K | 0.08% | −28−2.7% | Reduced |
| Coldstream Capital Management Inc | 995 | $208.0K | 0.01% | +995 | New |
| Profund Advisors LLC | 994 | $207.9K | 0.01% | −310−23.8% | Reduced |
| Cypress Capital Group | 994 | $207.9K | 0.03% | +11+1.1% | Added |
| Veriti Management LLC | 979 | $204.8K | 0.02% | −21−2.1% | Reduced |
| Wetherby Asset Management Inc | 972 | $203.3K | 0.01% | −23−2.3% | Reduced |
| Renaissance Group LLC | 966 | $202.0K | 0.01% | +966 | New |
| Quadrant Capital Group LLC | 944 | $197.4K | 0.02% | +459+94.6% | Added |
| CWM, LLC | 879 | $184.0K | 0.00% | +326+59.0% | Added |
| Lumature Wealth Partners, LLC | 870 | $182.0K | 0.10% | +94+12.1% | Added |
| American State Bank (Iowa) | 843 | $176.3K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 832 | $174.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 794 | $166.0K | 0.00% | +149+23.1% | Added |
| Signaturefd, LLC | 787 | $164.6K | 0.00% | +132+20.2% | Added |
| Power Corp of Canada | 750 | $150.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 688 | $143.8K | 0.00% | −35−4.8% | Reduced |
| Ci Investments Inc. | 569 | $119.0K | 0.00% | +28+5.2% | Added |
| North Star Investment Management Corp. | 502 | $105.0K | 0.01% | +400+392.2% | Added |
| Cambridge Trust Co | 434 | $90.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 429 | $89.7K | 0.00% | −529−55.2% | Reduced |
| Sentry Investment Management LLC | 424 | $89.0K | 0.04% | −27−6.0% | Reduced |
| M&R Capital Management Inc | 385 | $80.6K | 0.02% | +363+1,650.0% | Added |
| Tobam | 378 | $79.0K | 0.01% | −157−29.3% | Reduced |
| Center for Financial Planning, Inc. | 350 | $73.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 331 | $69.2K | 0.01% | +6+1.8% | Added |
| DT Investment Partners, LLC | 297 | $65.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 309 | $64.6K | 0.02% | +3+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 302 | $63.2K | 0.00% | +2+0.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $63.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $62.7K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $62.1K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 295 | $61.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 282 | $59.0K | 0.01% | −10−3.4% | Reduced |
| Ridgewood Investments LLC | 243 | $50.9K | 0.03% | +243 | New |
| Headlands Technologies LLC | 241 | $50.4K | 0.03% | +241 | New |
| US Asset Management LLC | 213 | $45.0K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 207 | $43.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 206 | $43.1K | 0.00% | +35+20.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 201 | $42.0K | 0.00% | +198+6,600.0% | Added |
| First Manhattan Co | 185 | $38.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 178 | $37.7K | 0.00% | +178 | New |
| HM Payson & Co | 180 | $37.6K | 0.00% | −25−12.2% | Reduced |
| Advisory Services Network, LLC | 155 | $32.4K | 0.00% | +155 | New |
| Steward Partners Investment Advisory, LLC | 151 | $31.6K | 0.00% | +31+25.8% | Added |
| Pacific Center for Financial Services | 143 | $30.0K | 0.01% | +143 | New |
| Gradient Investments LLC | 130 | $27.2K | 0.00% | +130 | New |
| Clear Street Markets LLC | 125 | $26.0K | 0.01% | +59+89.4% | Added |
| 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 |
| Capital Analysts, LLC | 121 | $25.0K | 0.00% | −16−11.7% | Reduced |
| Muzinich & Co., Inc. | 116 | $24.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 109 | $22.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 108 | $22.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 101 | $21.1K | 0.00% | +1+1.0% | Added |
| Front Row Advisors LLC | 101 | $21.0K | 0.01% | +32+46.4% | Added |
| Orion Capital Management LLC | 100 | $20.9K | 0.01% | +100 | New |
| Bessemer Group Inc | 99 | $20.0K | 0.00% | −50−33.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 95 | $19.9K | 0.00% | +47+97.9% | 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 |
| Parkside Financial Bank & Trust | 82 | $17.1K | 0.00% | +41+100.0% | Added |
| Deseret Mutual Benefit Administrators | 78 | $16.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 77 | $16.0K | 0.00% | +19+32.8% | Added |
| Zions Bancorporation, N.A. | 61 | $12.8K | 0.00% | +38+165.2% | Added |
| Montag A & Associates Inc | 59 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 58 | $12.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 58 | $12.1K | 0.00% | −11−15.9% | Reduced |
| State of Wyoming | 56 | $11.7K | 0.00% | +5+9.8% | Added |
| Group One Trading, L.P. | 55 | $11.5K | 0.00% | +55 | New |
| Covestor Ltd | 53 | $11.0K | 0.01% | −2−3.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $10.0K | 0.00% | −10−16.7% | Reduced |
| SOA Wealth Advisors, LLC. | 45 | $9.39K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $9.20K | 0.00% | +2+4.8% | Added |
| Farmers & Merchants Investments Inc | 44 | $9.20K | 0.00% | −249−85.0% | Reduced |
| Bangor Savings Bank | 42 | $8.78K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $8.78K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $8.00K | 0.00% | −320−91.4% | Reduced |
| MB, Levis & Associates, LLC | 37 | $7.74K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $7.11K | 0.00% | +9+36.0% | Added |
| Belpointe Asset Management LLC | 33 | $6.91K | 0.00% | −43−56.6% | Reduced |
| 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 |
| TFC Financial Management | 32 | $6.69K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $6.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 28 | $5.92K | 0.00% | +3+12.0% | Added |
| Mechanics Financial Corp | 25 | $5.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $5.23K | 0.00% | +9+56.3% | Added |