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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 317 | $74.3K | 0.01% | −14−4.2% | Reduced |
| Bessemer Group Inc | 338 | $80.0K | 0.00% | +239+241.4% | Added |
| Center for Financial Planning, Inc. | 350 | $82.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 378 | $89.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 387 | $90.8K | 0.02% | +2+0.5% | Added |
| Sentry Investment Management LLC | 424 | $99.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 502 | $117.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 537 | $125.8K | 0.00% | −479−47.1% | Reduced |
| PEAK6 Investments LLC | 549 | $128.6K | 0.01% | −8,014−93.6% | Reduced |
| Mirova | 549 | $128.6K | 0.02% | −919−62.6% | Reduced |
| Ci Investments Inc. | 556 | $130.0K | 0.00% | −13−2.3% | Reduced |
| State of Wyoming | 562 | $131.7K | 0.04% | +506+903.6% | Added |
| Federated Hermes, Inc. | 626 | $146.7K | 0.00% | −1,444−69.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 715 | $167.5K | 0.09% | +715 | New |
| Quadrant Capital Group LLC | 761 | $178.3K | 0.02% | −183−19.4% | Reduced |
| Allworth Financial LP | 768 | $179.9K | 0.00% | +80+11.6% | Added |
| American State Bank (Iowa) | 843 | $197.5K | 0.14% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 847 | $200.4K | 0.01% | +847 | New |
| Advisors Asset Management, Inc. | 856 | $200.6K | 0.00% | −661−43.6% | Reduced |
| Lumature Wealth Partners, LLC | 878 | $205.7K | 0.12% | +8+0.9% | Added |
| CWM, LLC | 879 | $206.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 891 | $208.8K | 0.05% | +891 | New |
| Avantax Planning Partners, Inc. | 894 | $209.5K | 0.01% | +894 | New |
| Renaissance Group LLC | 921 | $215.8K | 0.01% | −45−4.7% | Reduced |
| Savant Capital, LLC | 921 | $215.8K | 0.00% | +921 | New |
| Horizon Investments, LLC | 927 | $217.2K | 0.01% | −6,478−87.5% | Reduced |
| Signaturefd, LLC | 934 | $218.8K | 0.01% | +147+18.7% | Added |
| Lincoln National Corp | 935 | $219.0K | 0.00% | +935 | New |
| Veriti Management LLC | 936 | $219.3K | 0.02% | −43−4.4% | Reduced |
| Greenleaf Trust | 940 | $220.2K | 0.00% | −154−14.1% | Reduced |
| Old National Bancorp | 958 | $224.5K | 0.01% | −299−23.8% | Reduced |
| Profund Advisors LLC | 971 | $227.5K | 0.01% | −23−2.3% | Reduced |
| Truadvice, LLC | 954 | $231.7K | 0.09% | −145−13.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 989 | $232.0K | 0.01% | −31−3.0% | Reduced |
| Cypress Capital Group | 994 | $232.9K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,000 | $234.3K | 0.00% | −11,700−92.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,013 | $237.4K | 0.02% | +1,013 | New |
| Johnson Investment Counsel Inc | 1,014 | $237.6K | 0.00% | −149−12.8% | Reduced |
| Revisor Wealth Management LLC | 1,034 | $242.3K | 0.22% | −24−2.3% | Reduced |
| NewEdge Wealth, LLC | 1,039 | $243.4K | 0.01% | −8−0.8% | Reduced |
| Lazard Asset Management LLC | 1,069 | $250.0K | 0.00% | +34+3.3% | Added |
| Sawtooth Solutions, LLC | 1,067 | $250.0K | 0.01% | +49+4.8% | Added |
| Bleakley Financial Group, LLC | 1,091 | $255.6K | 0.01% | +77+7.6% | Added |
| Schonfeld Strategic Advisors LLC | 1,101 | $258.0K | 0.00% | −118,897−99.1% | Reduced |
| Virtus ETF Advisers LLC | 1,106 | $259.1K | 0.15% | −301−21.4% | Reduced |
| Coldstream Capital Management Inc | 1,124 | $263.2K | 0.01% | +129+13.0% | Added |
| CI Private Wealth, LLC | 1,131 | $265.0K | 0.00% | −129−10.2% | Reduced |
| Harbor Capital Advisors, Inc. | 1,142 | $267.6K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,147 | $268.7K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 1,168 | $273.7K | 0.00% | +26+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,169 | $274.0K | 0.01% | +375+47.2% | Added |
| Brinker Capital Investments, LLC | 1,174 | $275.0K | 0.00% | +91+8.4% | Added |
| Orion Portfolio Solutions, LLC | 1,174 | $275.0K | 0.00% | +91+8.4% | Added |
| Wetherby Asset Management Inc | 1,181 | $276.7K | 0.01% | +209+21.5% | Added |
| Avantax Advisory Services, Inc. | 1,186 | $277.8K | 0.00% | −43−3.5% | Reduced |
| Pathstone Family Office, LLC | 1,176 | $278.2K | 0.00% | +1,176 | New |
| Klingenstein Fields & Co LP | 1,200 | $281.2K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,200 | $281.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,202 | $281.6K | 0.01% | +19+1.6% | Added |
| Weiss Asset Management LP | 1,212 | $284.0K | 0.04% | +1,212 | New |
| WealthTrust Asset Management, LLC | 1,230 | $288.2K | 0.26% | +1,230 | New |
| Everence Capital Management Inc | 1,340 | $290.0K | 0.02% | 00.0% | Unchanged |
| Vanderbilt University | 1,238 | $290.1K | 0.07% | −310−20.0% | Reduced |
| Roman Butler Fullerton & Co | 1,222 | $296.9K | 0.14% | +1,222 | New |
| EP Wealth Advisors, LLC | 7,395 | $306.0K | 0.00% | −133,444−94.7% | Reduced |
| Signet Financial Management, LLC | 1,316 | $308.3K | 0.05% | −39−2.9% | Reduced |
| Captrust Financial Advisors | 1,341 | $314.2K | 0.00% | +185+16.0% | Added |
| Parcion Private Wealth LLC | 1,343 | $314.7K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,348 | $315.8K | 0.03% | +1,348 | New |
| Banque Cantonale Vaudoise | 1,391 | $326.0K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,429 | $334.8K | 0.02% | +12+0.8% | Added |
| Impax Asset Management Group plc | 1,475 | $345.6K | 0.00% | −161−9.8% | Reduced |
| Vestcor Inc | 1,532 | $359.0K | 0.01% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,561 | $365.7K | 0.01% | +729+87.6% | Added |
| Wulff, Hansen & Co. | 1,564 | $366.4K | 0.41% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,590 | $372.0K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,626 | $381.0K | 0.02% | +1,626 | New |
| Tokio Marine Asset Management Co Ltd | 1,640 | $384.3K | 0.02% | +188+12.9% | Added |
| Cetera Advisor Networks LLC | 1,643 | $384.9K | 0.00% | −106−6.1% | Reduced |
| Moody National Bank Trust Division | 1,679 | $393.4K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,680 | $393.6K | 0.05% | −327−16.3% | Reduced |
| Windham Capital Management, LLC | 1,688 | $395.5K | 0.15% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 1,722 | $401.3K | 0.04% | +324+23.2% | Added |
| Cerity Partners LLC | 1,724 | $403.9K | 0.00% | −12−0.7% | Reduced |
| Man Group plc | 1,760 | $412.4K | 0.00% | – | – |
| Concentric Wealth Management, LLC | 1,764 | $413.2K | 0.13% | +18+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,832 | $429.2K | 0.05% | −2,689−59.5% | Reduced |
| Ritholtz Wealth Management | 1,835 | $430.0K | 0.02% | +117+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,859 | $436.0K | 0.00% | −98−5.0% | Reduced |
| Summitry LLC | 1,888 | $442.4K | 0.03% | +289+18.1% | Added |
| Washington Trust Bank | 1,939 | $454.3K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,959 | $459.0K | 0.02% | +484+32.8% | Added |
| Engineers Gate Manager LP | 1,977 | $463.2K | 0.02% | −570−22.4% | Reduced |
| Verition Fund Management LLC | 2,000 | $468.6K | 0.01% | −2,035−50.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,026 | $474.7K | 0.01% | −4−0.2% | Reduced |
| Parallel Advisors, LLC | 2,043 | $478.9K | 0.02% | +475+30.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,051 | $480.3K | 0.01% | +80+4.1% | Added |
| Oak Thistle LLC | 2,075 | $486.2K | 0.26% | −333−13.8% | Reduced |
| DuPont Capital Management Corp | 2,088 | $489.2K | 0.02% | −1,122−35.0% | Reduced |
| ORG Partners LLC | 2,131 | $500.6K | 0.08% | +2,131 | New |