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, Q3 2023
Institutional positions in Essex Property Trust, Inc. as of Sep 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
- 525
- 0 vs. Q2 2023
- Shares held
- 61.0M
- −744.6K (−1.2%) vs. Q2 2023
- Total value
- $12.9B
- −$1.51B (−10.5%) vs. Q2 2023
- New holders
- 49
- 171 more added
- Sold out
- 49
- 212 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $212 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $424 | 0.00% | −2−50.0% | Reduced |
| Perkins Coie Trust Co | 2 | $424 | 0.00% | +2 | New |
| Bokf, NA | 2 | $428 | 0.00% | −177−98.9% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $644 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.06K | 0.00% | −130−96.3% | Reduced |
| TFC Financial Management | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.27K | 0.00% | +6 | New |
| Private Trust Co NA | 7 | $1.49K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.12K | 0.00% | −2−16.7% | Reduced |
| Archer Investment Corp | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $2.33K | 0.00% | +8+266.7% | Added |
| Red Tortoise LLC | 13 | $2.76K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $2.97K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $2.97K | 0.00% | +14 | New |
| Abound Wealth Management | 15 | $3.19K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $3.39K | 0.00% | +9+128.6% | Added |
| Anchor Investment Management, LLC | 17 | $3.61K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17 | $3.61K | 0.00% | +7+70.0% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $4.24K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 21 | $4.45K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $4.67K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 22 | $4.76K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 23 | $5.05K | 0.00% | +23 | New |
| West Tower Group, LLC | 24 | $5.09K | 0.00% | +24 | New |
| IFP Advisors, Inc | 24 | $5.18K | 0.00% | −2−7.7% | Reduced |
| Mechanics Financial Corp | 25 | $5.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 29 | $6.15K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $6.16K | 0.00% | −2−6.5% | Reduced |
| Stonebridge Capital Advisors LLC | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $6.79K | 0.00% | +13+68.4% | Added |
| Ronald Blue Trust, Inc. | 31 | $7.00K | 0.00% | −21−40.4% | Reduced |
| GW&K Investment Management, LLC | 35 | $7.00K | 0.00% | +3+9.4% | Added |
| MB, Levis & Associates, LLC | 37 | $7.85K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $8.48K | 0.00% | −125−75.8% | Reduced |
| HHM Wealth Advisors, LLC | 41 | $8.70K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 42 | $8.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $9.33K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 46 | $9.69K | 0.00% | +1+2.2% | Added |
| Quent Capital, LLC | 47 | $9.97K | 0.00% | −11−19.0% | Reduced |
| Quarry LP | 48 | $10.2K | 0.01% | +48 | New |
| Geneos Wealth Management Inc. | 49 | $10.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $10.6K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 51 | $10.7K | 0.00% | −5−8.9% | Reduced |
| Covestor Ltd | 51 | $11.0K | 0.01% | −2−3.8% | Reduced |
| Lindbrook Capital, LLC | 52 | $11.0K | 0.00% | −189−78.4% | Reduced |
| Park Place Capital Corp | 59 | $12.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 59 | $12.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 66 | $14.0K | 0.00% | −19−22.4% | Reduced |
| Slocum, Gordon & Co LLP | 69 | $14.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $16.0K | 0.00% | −8−9.6% | Reduced |
| TD Private Client Wealth LLC | 82 | $17.4K | 0.00% | −2−2.4% | Reduced |
| Deseret Mutual Benefit Administrators | 83 | $17.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $18.2K | 0.01% | +85 | New |
| Brown Brothers Harriman & Co | 100 | $21.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $21.2K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $21.2K | 0.01% | +100 | New |
| Washington Trust Advisors, Inc. | 101 | $21.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $23.1K | 0.01% | +40+58.0% | Added |
| Muzinich & Co., Inc. | 116 | $24.6K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 116 | $24.9K | 0.01% | +16+16.0% | Added |
| FNY Investment Advisers, LLC | 120 | $25.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 122 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 145 | $30.8K | 0.01% | +1+0.7% | Added |
| Capital Advisors, Ltd. LLC | 152 | $32.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 159 | $33.6K | 0.01% | −6−3.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 173 | $36.7K | 0.00% | −120−41.0% | Reduced |
| HM Payson & Co | 180 | $38.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 192 | $40.7K | 0.00% | −14−6.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.8K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 207 | $43.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 208 | $44.1K | 0.02% | +208 | New |
| Huntington National Bank | 213 | $45.2K | 0.00% | −7−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 222 | $47.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 293 | $62.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 295 | $62.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $63.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $63.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $63.6K | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 307 | $65.0K | 0.00% | +10+3.4% | Added |
| Glassman Wealth Services | 317 | $67.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $74.2K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 355 | $75.0K | 0.00% | +17+5.0% | Added |
| Sentry Investment Management LLC | 373 | $79.0K | 0.04% | −51−12.0% | Reduced |
| Farther Finance Advisors, LLC | 403 | $85.5K | 0.01% | +93+30.0% | Added |
| ORG Partners LLC | 432 | $91.6K | 0.03% | −1,699−79.7% | Reduced |
| Desjardins Global Asset Management Inc. | 464 | $98.4K | 0.01% | −2,027−81.4% | Reduced |
| State of Wyoming | 492 | $104.3K | 0.02% | −70−12.5% | Reduced |
| North Star Investment Management Corp. | 502 | $106.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 561 | $119.0K | 0.00% | +5+0.9% | Added |