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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, Q2 2023

Institutional positions in Essex Property Trust, Inc. as of Jun 30, 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
529
−1 vs. Q1 2023
Shares held
61.8M
−105.4K (−0.2%) vs. Q1 2023
Total value
$14.5B
+$1.54B (+11.9%) vs. Q1 2023
New holders
51
176 more added
Sold out
52
217 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 529 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 heldQ2 2023: $14.5B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2023.

Institutions holding ESS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth4$00.00%+4New
Sofos Investments, Inc.234$370.00%+234New
Versant Capital Management, Inc1$2340.00%00.0%Unchanged
Sutton Wealth Advisors Inc.3$7030.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$7100.00%00.0%Unchanged
First Horizon Advisors, Inc.4$9370.00%00.0%Unchanged
USA Financial Portformulas Corp4$9370.00%00.0%Unchanged
Grove Bank & Trust4$9370.00%00.0%Unchanged
Motco4$9370.00%+4New
SkyView Investment Advisors, LLC3$1.00K0.00%+2+200.0%Added
Bollard Group LLC5$1.00K0.00%+5New
TFC Financial Management5$1.17K0.00%−27−84.4%Reduced
Silicon Valley Capital Partners5$1.17K0.00%+5New
Eagle Bay Advisors LLC6$1.41K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP7$1.64K0.00%+4+133.3%Added
Raffa Wealth Management, LLC8$1.87K0.00%00.0%Unchanged
West Paces Advisors Inc.8$1.87K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.8$1.88K0.00%+8New
Fiduciary Alliance LLC8$1.94K0.00%+8New
KB Financial Partners, LLC7$2.00K0.00%00.0%Unchanged
Globeflex Capital L P9$2.11K0.00%+9New
Harbour Investments, Inc.9$2.13K0.00%−16−64.0%Reduced
GWM Advisors LLC10$2.34K0.00%−23−69.7%Reduced
Archer Investment Corp10$2.34K0.00%+10New
Bell Investment Advisors, Inc12$2.81K0.00%+2+20.0%Added
Red Tortoise LLC13$3.05K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC14$3.28K0.00%+14New
Horan Securities, Inc.15$3.52K0.00%+15New
Abound Wealth Management15$3.52K0.00%00.0%Unchanged
Anchor Investment Management, LLC17$3.98K0.00%00.0%Unchanged
IFP Advisors, Inc26$4.40K0.00%+17+188.9%Added
MV Capital Management, Inc.19$4.45K0.00%+3+18.8%Added
AdvisorNet Financial, Inc19$4.45K0.00%+10+111.1%Added
Cullen/Frost Bankers, Inc.19$4.45K0.00%+19New
Zions Bancorporation, N.A.20$4.69K0.00%−41−67.2%Reduced
Twin Lakes Capital Management, LLC21$4.87K0.00%00.0%Unchanged
Investors Research Corp22$5.16K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.22$5.21K0.00%−100−82.0%Reduced
Mechanics Financial Corp25$5.86K0.00%00.0%Unchanged
Umb Bank N A29$6.79K0.00%−5−14.7%Reduced
GW&K Investment Management, LLC32$7.00K0.00%+32New
Grayhawk Investment Strategies Inc.30$7.03K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC30$7.03K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC31$7.26K0.00%−2−6.1%Reduced
MB, Levis & Associates, LLC37$8.67K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.40$9.00K0.00%−10−20.0%Reduced
HHM Wealth Advisors, LLC41$9.61K0.00%−3−6.8%Reduced
Bangor Savings Bank42$9.84K0.00%00.0%Unchanged
Stephens Consulting, LLC42$9.84K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc44$10.3K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.45$10.6K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.52$11.0K0.00%−25−32.5%Reduced
Geneos Wealth Management Inc.49$11.5K0.00%−9−15.5%Reduced
Coppell Advisory Solutions LLC50$11.7K0.00%+50New
Covestor Ltd53$13.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC56$13.1K0.00%+36+180.0%Added
Quent Capital, LLC58$13.6K0.00%00.0%Unchanged
Park Place Capital Corp59$13.8K0.00%−49−45.4%Reduced
Montag A & Associates Inc59$14.0K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP69$16.2K0.01%+69New
Parkside Financial Bank & Trust69$16.2K0.00%−13−15.9%Reduced
First Capital Advisors Group, LLC.69$16.2K0.01%+69New
Clear Street Markets LLC83$19.0K0.01%−42−33.6%Reduced
Smithfield Trust Co83$19.0K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators83$19.4K0.01%+5+6.4%Added
TD Private Client Wealth LLC84$19.7K0.00%−38−31.1%Reduced
Clearstead Advisors, LLC85$19.9K0.00%+83+4,150.0%Added
Steward Partners Investment Advisory, LLC100$23.4K0.00%−51−33.8%Reduced
Brown Brothers Harriman & Co100$23.4K0.00%−1−1.0%Reduced
Group One Trading, L.P.100$23.4K0.00%+45+81.8%Added
Washington Trust Advisors, Inc.101$23.7K0.00%−8−7.3%Reduced
Front Row Advisors LLC100$24.0K0.01%−1−1.0%Reduced
Muzinich & Co., Inc.116$27.2K0.02%00.0%Unchanged
Capital Analysts, LLC122$28.0K0.00%+1+0.8%Added
FNY Investment Advisers, LLC120$28.0K0.04%+30+33.3%Added
Gradient Investments LLC135$31.6K0.00%+5+3.8%Added
Pacific Center for Financial Services144$33.8K0.01%+1+0.7%Added
CVA Family Office, LLC145$34.0K0.01%+135+1,350.0%Added
V-Square Quantitative Management LLC146$34.2K0.02%+146New
Capital Advisors, Ltd. LLC152$36.0K0.01%+152New
PSI Advisors, LLC165$38.6K0.02%+142+617.4%Added
Northwestern Mutual Wealth Management Co165$38.7K0.00%+70+73.7%Added
Bokf, NA179$41.9K0.00%−250−58.3%Reduced
Simplex Trading, LLC182$42.0K0.00%+182New
HM Payson & Co180$42.2K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt200$47.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC206$48.3K0.00%+5+2.5%Added
Private Ocean, LLC207$48.5K0.01%00.0%Unchanged
Huntington National Bank220$51.5K0.00%+14+6.8%Added
Whittier Trust Co of Nevada Inc222$52.0K0.00%−80−26.5%Reduced
Lindbrook Capital, LLC241$56.5K0.01%−41−14.5%Reduced
Ridgewood Investments LLC243$57.0K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC293$68.7K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec293$68.7K0.00%00.0%Unchanged
Central Trust Co295$69.1K0.00%00.0%Unchanged
Atlantic Trust, LLC297$69.6K0.02%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich297$70.0K0.00%−6−2.0%Reduced
Alta Advisers Ltd300$70.3K0.04%00.0%Unchanged
DT Investment Partners, LLC297$72.5K0.01%00.0%Unchanged
Farther Finance Advisors, LLC310$72.6K0.02%+1+0.3%Added