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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
Fifth Third Bancorp3,045$713.4K0.00%+375+14.0%Added
RB Capital Management, LLC2,999$702.6K0.22%−4−0.1%Reduced
KCM Investment Advisors LLC2,970$695.9K0.03%−100−3.3%Reduced
Wealthfront Advisers LLC2,950$691.2K0.00%+1,685+133.2%Added
Valeo Financial Advisors, LLC2,947$690.5K0.03%00.0%Unchanged
Massmutual Trust Co FSB2,917$683.5K0.02%−155−5.0%Reduced
Advisor Partners II, LLC2,844$666.3K0.03%+330+13.1%Added
Sigma Planning Corp2,809$658.2K0.02%+9+0.3%Added
Independent Advisor Alliance2,792$654.3K0.03%−128−4.4%Reduced
Gateway Investment Advisers LLC2,635$617.4K0.01%−33−1.2%Reduced
Panagora Asset Management Inc2,629$616.0K0.00%−1,187−31.1%Reduced
Claro Advisors LLC2,628$615.6K0.15%+28+1.1%Added
Cetera Advisors LLC2,538$594.7K0.01%−6−0.2%Reduced
WESCAP Management Group, Inc.2,528$592.3K0.21%−312−11.0%Reduced
Toroso Investments, LLC2,517$590.0K0.02%−28−1.1%Reduced
Integrated Advisors Network LLC2,506$587.2K0.03%+2,506New
Desjardins Global Asset Management Inc.2,491$583.6K0.07%+490+24.5%Added
Squarepoint Ops LLC2,460$576.4K0.00%−11,420−82.3%Reduced
Ieq Capital, LLC2,459$576.1K0.01%−536−17.9%Reduced
Crossmark Global Holdings, Inc.2,346$557.0K0.01%−336−12.5%Reduced
Los Angeles Capital Management LLC2,375$556.5K0.00%−3,223−57.6%Reduced
Power Corp of Canada2,316$542.6K0.06%+1,566+208.8%Added
APG Asset Management N.V.2,515$540.1K0.00%−100−3.8%Reduced
Kentucky Retirement Systems Insurance Trust Fund2,304$540.0K0.04%+5+0.2%Added
Alberta Investment Management Corp2,300$538.9K0.01%00.0%Unchanged
MML Investors Services, LLC2,243$526.0K0.00%+452+25.2%Added
Whittier Trust Co2,171$508.7K0.01%−650−23.0%Reduced
Commerzbank Aktiengesellschaft2,160$507.0K0.02%00.0%Unchanged
ORG Partners LLC2,131$500.6K0.08%+2,131New
DuPont Capital Management Corp2,088$489.2K0.02%−1,122−35.0%Reduced
Oak Thistle LLC2,075$486.2K0.26%−333−13.8%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.2,051$480.3K0.01%+80+4.1%Added
Parallel Advisors, LLC2,043$478.9K0.02%+475+30.3%Added
Northwestern Mutual Investment Management Company, LLC2,026$474.7K0.01%−4−0.2%Reduced
Verition Fund Management LLC2,000$468.6K0.01%−2,035−50.4%Reduced
Engineers Gate Manager LP1,977$463.2K0.02%−570−22.4%Reduced
Mutual Advisors, LLC1,959$459.0K0.02%+484+32.8%Added
Washington Trust Bank1,939$454.3K0.05%00.0%Unchanged
Summitry LLC1,888$442.4K0.03%+289+18.1%Added
Cambridge Investment Research Advisors, Inc.1,859$436.0K0.00%−98−5.0%Reduced
Ritholtz Wealth Management1,835$430.0K0.02%+117+6.8%Added
Y-Intercept (Hong Kong) Ltd1,832$429.2K0.05%−2,689−59.5%Reduced
Concentric Wealth Management, LLC1,764$413.2K0.13%+18+1.0%Added
Man Group plc1,760$412.4K0.00%––
Cerity Partners LLC1,724$403.9K0.00%−12−0.7%Reduced
Vinva Investment Management Ltd1,722$401.3K0.04%+324+23.2%Added
Windham Capital Management, LLC1,688$395.5K0.15%00.0%Unchanged
CWM Advisors, LLC1,680$393.6K0.05%−327−16.3%Reduced
Moody National Bank Trust Division1,679$393.4K0.03%00.0%Unchanged
Cetera Advisor Networks LLC1,643$384.9K0.00%−106−6.1%Reduced
Tokio Marine Asset Management Co Ltd1,640$384.3K0.02%+188+12.9%Added
Ofi Invest Asset Management1,626$381.0K0.02%+1,626New
Van Hulzen Asset Management, LLC1,590$372.0K0.03%00.0%Unchanged
Wulff, Hansen & Co.1,564$366.4K0.41%00.0%Unchanged
Ameritas Investment Partners, Inc.1,561$365.7K0.01%+729+87.6%Added
Vestcor Inc1,532$359.0K0.01%−2−0.1%Reduced
Impax Asset Management Group plc1,475$345.6K0.00%−161−9.8%Reduced
Alpha Cubed Investments, LLC1,429$334.8K0.02%+12+0.8%Added
Banque Cantonale Vaudoise1,391$326.0K0.02%00.0%Unchanged
Edgestream Partners, L.P.1,348$315.8K0.03%+1,348New
Parcion Private Wealth LLC1,343$314.7K0.03%00.0%Unchanged
Captrust Financial Advisors1,341$314.2K0.00%+185+16.0%Added
Signet Financial Management, LLC1,316$308.3K0.05%−39−2.9%Reduced
EP Wealth Advisors, LLC7,395$306.0K0.00%−133,444−94.7%Reduced
Roman Butler Fullerton & Co1,222$296.9K0.14%+1,222New
Vanderbilt University1,238$290.1K0.07%−310−20.0%Reduced
Everence Capital Management Inc1,340$290.0K0.02%00.0%Unchanged
WealthTrust Asset Management, LLC1,230$288.2K0.26%+1,230New
Weiss Asset Management LP1,212$284.0K0.04%+1,212New
Stratos Wealth Partners, LTD.1,202$281.6K0.01%+19+1.6%Added
Klingenstein Fields & Co LP1,200$281.2K0.01%00.0%Unchanged
Azimuth Capital Investment Management LLC1,200$281.2K0.01%00.0%Unchanged
Pathstone Family Office, LLC1,176$278.2K0.00%+1,176New
Avantax Advisory Services, Inc.1,186$277.8K0.00%−43−3.5%Reduced
Wetherby Asset Management Inc1,181$276.7K0.01%+209+21.5%Added
Brinker Capital Investments, LLC1,174$275.0K0.00%+91+8.4%Added
Orion Portfolio Solutions, LLC1,174$275.0K0.00%+91+8.4%Added
BI Asset Management Fondsmaeglerselskab A/S1,169$274.0K0.01%+375+47.2%Added
Veritable, L.P.1,168$273.7K0.00%+26+2.3%Added
Trust Co of Vermont1,147$268.7K0.02%00.0%Unchanged
Harbor Capital Advisors, Inc.1,142$267.6K0.05%00.0%Unchanged
CI Private Wealth, LLC1,131$265.0K0.00%−129−10.2%Reduced
Coldstream Capital Management Inc1,124$263.2K0.01%+129+13.0%Added
Virtus ETF Advisers LLC1,106$259.1K0.15%−301−21.4%Reduced
Schonfeld Strategic Advisors LLC1,101$258.0K0.00%−118,897−99.1%Reduced
Bleakley Financial Group, LLC1,091$255.6K0.01%+77+7.6%Added
Sawtooth Solutions, LLC1,067$250.0K0.01%+49+4.8%Added
Lazard Asset Management LLC1,069$250.0K0.00%+34+3.3%Added
NewEdge Wealth, LLC1,039$243.4K0.01%−8−0.8%Reduced
Revisor Wealth Management LLC1,034$242.3K0.22%−24−2.3%Reduced
Johnson Investment Counsel Inc1,014$237.6K0.00%−149−12.8%Reduced
Checchi Capital Advisers, LLC1,013$237.4K0.02%+1,013New
Two Sigma Advisers, LP1,000$234.3K0.00%−11,700−92.1%Reduced
Cypress Capital Group994$232.9K0.03%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.989$232.0K0.01%−31−3.0%Reduced
Truadvice, LLC954$231.7K0.09%−145−13.2%Reduced
Profund Advisors LLC971$227.5K0.01%−23−2.3%Reduced
Old National Bancorp958$224.5K0.01%−299−23.8%Reduced
Greenleaf Trust940$220.2K0.00%−154−14.1%Reduced
Veriti Management LLC936$219.3K0.02%−43−4.4%Reduced