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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $4.60K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $4.33K | 0.00% | −24−54.5% | Reduced |
| Twin Lakes Capital Management, LLC | 21 | $4.30K | 0.00% | +1+5.0% | Added |
| Anchor Investment Management, LLC | 17 | $3.56K | 0.00% | −76−81.7% | Reduced |
| MV Capital Management, Inc. | 16 | $3.35K | 0.00% | +1+6.7% | Added |
| Abound Wealth Management | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $2.72K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 13 | $2.63K | 0.00% | −4,399−99.7% | Reduced |
| Bell Investment Advisors, Inc | 10 | $2.09K | 0.00% | +4+66.7% | Added |
| CVA Family Office, LLC | 10 | $2.09K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 9 | $1.88K | 0.00% | +9 | New |
| BerganKDV Wealth Management, LLC | 8 | $1.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $1.52K | 0.00% | −196−95.6% | Reduced |
| Eagle Bay Advisors LLC | 6 | $1.25K | 0.00% | −2−25.0% | Reduced |
| KB Financial Partners, LLC | 7 | $1.00K | 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 |
| Prestige Wealth Management Group LLC | 3 | $635 | 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 |
| Clearstead Advisors, LLC | 2 | $419 | 0.00% | −87−97.8% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $418 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $204 | 0.00% | −3−75.0% | Reduced |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Quilter Plc | 8,354 | – | – | −2,135−20.4% | Reduced |
| Cerity Partners LLC | 1,736 | – | – | +57+3.4% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −229,726−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −61,941−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −39,781−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −39,738−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −21,431−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −21,229−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,667−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,612−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,775−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −11,074−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,636−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Agate Pass Investment Management, LLC | 0 | $0 | 0.00% | −4,278−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Hill Winds Capital LP | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| Bennicas & Associates, Inc. | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |