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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 935 | $219.0K | 0.00% | +935 | New |
| Signaturefd, LLC | 934 | $218.8K | 0.01% | +147+18.7% | Added |
| Horizon Investments, LLC | 927 | $217.2K | 0.01% | −6,478−87.5% | Reduced |
| Savant Capital, LLC | 921 | $215.8K | 0.00% | +921 | New |
| Renaissance Group LLC | 921 | $215.8K | 0.01% | −45−4.7% | Reduced |
| Avantax Planning Partners, Inc. | 894 | $209.5K | 0.01% | +894 | New |
| Ironwood Investment Counsel, LLC | 891 | $208.8K | 0.05% | +891 | New |
| CWM, LLC | 879 | $206.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 878 | $205.7K | 0.12% | +8+0.9% | Added |
| Advisors Asset Management, Inc. | 856 | $200.6K | 0.00% | −661−43.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 847 | $200.4K | 0.01% | +847 | New |
| American State Bank (Iowa) | 843 | $197.5K | 0.14% | 00.0% | Unchanged |
| Allworth Financial LP | 768 | $179.9K | 0.00% | +80+11.6% | Added |
| Quadrant Capital Group LLC | 761 | $178.3K | 0.02% | −183−19.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 715 | $167.5K | 0.09% | +715 | New |
| Federated Hermes, Inc. | 626 | $146.7K | 0.00% | −1,444−69.8% | Reduced |
| State of Wyoming | 562 | $131.7K | 0.04% | +506+903.6% | Added |
| Ci Investments Inc. | 556 | $130.0K | 0.00% | −13−2.3% | Reduced |
| PEAK6 Investments LLC | 549 | $128.6K | 0.01% | −8,014−93.6% | Reduced |
| Mirova | 549 | $128.6K | 0.02% | −919−62.6% | Reduced |
| Credit Agricole S A | 537 | $125.8K | 0.00% | −479−47.1% | Reduced |
| North Star Investment Management Corp. | 502 | $117.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 424 | $99.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 387 | $90.8K | 0.02% | +2+0.5% | Added |
| Tobam | 378 | $89.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $82.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 338 | $80.0K | 0.00% | +239+241.4% | Added |
| Glassman Wealth Services | 317 | $74.3K | 0.01% | −14−4.2% | Reduced |
| Farther Finance Advisors, LLC | 310 | $72.6K | 0.02% | +1+0.3% | Added |
| DT Investment Partners, LLC | 297 | $72.5K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $70.3K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 297 | $70.0K | 0.00% | −6−2.0% | Reduced |
| Atlantic Trust, LLC | 297 | $69.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 295 | $69.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 293 | $68.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 293 | $68.7K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 243 | $57.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 241 | $56.5K | 0.01% | −41−14.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 222 | $52.0K | 0.00% | −80−26.5% | Reduced |
| Huntington National Bank | 220 | $51.5K | 0.00% | +14+6.8% | Added |
| Private Ocean, LLC | 207 | $48.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 206 | $48.3K | 0.00% | +5+2.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $47.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 180 | $42.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 182 | $42.0K | 0.00% | +182 | New |
| Bokf, NA | 179 | $41.9K | 0.00% | −250−58.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 165 | $38.7K | 0.00% | +70+73.7% | Added |
| PSI Advisors, LLC | 165 | $38.6K | 0.02% | +142+617.4% | Added |
| Capital Advisors, Ltd. LLC | 152 | $36.0K | 0.01% | +152 | New |
| V-Square Quantitative Management LLC | 146 | $34.2K | 0.02% | +146 | New |
| CVA Family Office, LLC | 145 | $34.0K | 0.01% | +135+1,350.0% | Added |
| Pacific Center for Financial Services | 144 | $33.8K | 0.01% | +1+0.7% | Added |
| Gradient Investments LLC | 135 | $31.6K | 0.00% | +5+3.8% | Added |
| Capital Analysts, LLC | 122 | $28.0K | 0.00% | +1+0.8% | Added |
| FNY Investment Advisers, LLC | 120 | $28.0K | 0.04% | +30+33.3% | Added |
| Muzinich & Co., Inc. | 116 | $27.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $24.0K | 0.01% | −1−1.0% | Reduced |
| Washington Trust Advisors, Inc. | 101 | $23.7K | 0.00% | −8−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $23.4K | 0.00% | −51−33.8% | Reduced |
| Brown Brothers Harriman & Co | 100 | $23.4K | 0.00% | −1−1.0% | Reduced |
| Group One Trading, L.P. | 100 | $23.4K | 0.00% | +45+81.8% | Added |
| Clearstead Advisors, LLC | 85 | $19.9K | 0.00% | +83+4,150.0% | Added |
| TD Private Client Wealth LLC | 84 | $19.7K | 0.00% | −38−31.1% | Reduced |
| Deseret Mutual Benefit Administrators | 83 | $19.4K | 0.01% | +5+6.4% | Added |
| Clear Street Markets LLC | 83 | $19.0K | 0.01% | −42−33.6% | Reduced |
| Smithfield Trust Co | 83 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 69 | $16.2K | 0.00% | −13−15.9% | Reduced |
| First Capital Advisors Group, LLC. | 69 | $16.2K | 0.01% | +69 | New |
| Slocum, Gordon & Co LLP | 69 | $16.2K | 0.01% | +69 | New |
| Montag A & Associates Inc | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 59 | $13.8K | 0.00% | −49−45.4% | Reduced |
| Quent Capital, LLC | 58 | $13.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 56 | $13.1K | 0.00% | +36+180.0% | Added |
| Covestor Ltd | 53 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $11.7K | 0.00% | +50 | New |
| Geneos Wealth Management Inc. | 49 | $11.5K | 0.00% | −9−15.5% | Reduced |
| Ronald Blue Trust, Inc. | 52 | $11.0K | 0.00% | −25−32.5% | Reduced |
| SOA Wealth Advisors, LLC. | 45 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 42 | $9.84K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $9.84K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $9.61K | 0.00% | −3−6.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 40 | $9.00K | 0.00% | −10−20.0% | Reduced |
| MB, Levis & Associates, LLC | 37 | $8.67K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $7.26K | 0.00% | −2−6.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 30 | $7.03K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $7.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 32 | $7.00K | 0.00% | +32 | New |
| Umb Bank N A | 29 | $6.79K | 0.00% | −5−14.7% | Reduced |
| Mechanics Financial Corp | 25 | $5.86K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 22 | $5.21K | 0.00% | −100−82.0% | Reduced |
| Investors Research Corp | 22 | $5.16K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 21 | $4.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $4.69K | 0.00% | −41−67.2% | Reduced |
| MV Capital Management, Inc. | 19 | $4.45K | 0.00% | +3+18.8% | Added |
| AdvisorNet Financial, Inc | 19 | $4.45K | 0.00% | +10+111.1% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $4.45K | 0.00% | +19 | New |
| IFP Advisors, Inc | 26 | $4.40K | 0.00% | +17+188.9% | Added |
| Anchor Investment Management, LLC | 17 | $3.98K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $3.52K | 0.00% | 00.0% | Unchanged |