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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 15 | $3.52K | 0.00% | +15 | New |
| Impact Partnership Wealth, LLC | 14 | $3.28K | 0.00% | +14 | New |
| Red Tortoise LLC | 13 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $2.81K | 0.00% | +2+20.0% | Added |
| GWM Advisors LLC | 10 | $2.34K | 0.00% | −23−69.7% | Reduced |
| Archer Investment Corp | 10 | $2.34K | 0.00% | +10 | New |
| Harbour Investments, Inc. | 9 | $2.13K | 0.00% | −16−64.0% | Reduced |
| Globeflex Capital L P | 9 | $2.11K | 0.00% | +9 | New |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 8 | $1.94K | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 8 | $1.88K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $1.87K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.87K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $1.64K | 0.00% | +4+133.3% | Added |
| Eagle Bay Advisors LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.17K | 0.00% | −27−84.4% | Reduced |
| Silicon Valley Capital Partners | 5 | $1.17K | 0.00% | +5 | New |
| SkyView Investment Advisors, LLC | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Bollard Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 4 | $937 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $937 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $937 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $937 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 3 | $710 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $234 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 234 | $37 | 0.00% | +234 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Quilter Plc | 8,762 | – | – | +408+4.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −40,261−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,645−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −19,058−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,251−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,448−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,429−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,763−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Grey Street Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |