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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, 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.

Institutional holdersQ3 2023: 525 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 heldQ3 2023: $12.9B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2023.

Institutions holding ESS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC583$123.6K0.01%−178−23.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S593$126.0K0.00%−576−49.3%Reduced
PEAK6 Investments LLC635$134.7K0.01%+86+15.7%Added
Allworth Financial LP711$150.7K0.00%−57−7.4%Reduced
Signaturefd, LLC714$151.4K0.00%−220−23.6%Reduced
Caldwell Sutter Capital, Inc.725$153.8K0.09%+10+1.4%Added
Federated Hermes, Inc.815$172.9K0.00%+189+30.2%Added
M&R Capital Management Inc837$177.4K0.05%+450+116.3%Added
American State Bank (Iowa)843$178.8K0.13%00.0%Unchanged
Banque Cantonale Vaudoise856$181.0K0.01%−535−38.5%Reduced
Virtus ETF Advisers LLC883$187.3K0.11%−223−20.2%Reduced
Profund Advisors LLC943$200.0K0.01%−28−2.9%Reduced
Greenleaf Trust943$200.0K0.00%+3+0.3%Added
Veriti Management LLC947$200.9K0.02%+11+1.2%Added
Mutual Advisors, LLC948$201.1K0.01%−1,011−51.6%Reduced
Old National Bancorp950$201.5K0.01%−8−0.8%Reduced
V-Square Quantitative Management LLC954$202.3K0.09%+808+553.4%Added
CWM, LLC956$203.0K0.00%+77+8.8%Added
Horizon Investments, LLC975$206.8K0.01%+48+5.2%Added
Advisors Asset Management, Inc.976$207.0K0.00%+120+14.0%Added
Cypress Capital Group987$209.3K0.03%−7−0.7%Reduced
Bleakley Financial Group, LLC995$211.0K0.01%−96−8.8%Reduced
Sawtooth Solutions, LLC995$211.0K0.01%−72−6.7%Reduced
Lincoln National Corp997$211.4K0.00%+62+6.6%Added
Checchi Capital Advisers, LLC1,001$212.3K0.02%−12−1.2%Reduced
Trust Co of Vermont1,022$216.8K0.01%−125−10.9%Reduced
Vestmark Advisory Solutions, Inc.1,023$217.0K0.02%−5,198−83.6%Reduced
Credit Agricole S A1,026$217.6K0.01%+489+91.1%Added
NewEdge Wealth, LLC1,029$218.3K0.01%−10−1.0%Reduced
Mather Group, LLC.1,035$219.5K0.00%+1,035New
CI Private Wealth, LLC1,048$222.3K0.00%−83−7.3%Reduced
Lazard Asset Management LLC1,069$226.0K0.00%00.0%Unchanged
Coldstream Capital Management Inc1,093$231.7K0.01%−31−2.8%Reduced
Brinker Capital Investments, LLC1,093$231.8K0.00%−81−6.9%Reduced
Orion Portfolio Solutions, LLC1,093$231.8K0.00%−81−6.9%Reduced
Wetherby Asset Management Inc1,135$240.7K0.01%−46−3.9%Reduced
Harbor Capital Advisors, Inc.1,142$242.2K0.05%00.0%Unchanged
Power Corp of Canada1,158$245.6K0.02%−1,158−50.0%Reduced
DRW Securities, LLC1,174$249.0K0.02%+1,174New
EP Wealth Advisors, LLC1,186$251.5K0.00%−6,209−84.0%Reduced
Signet Financial Management, LLC1,189$252.2K0.04%−127−9.7%Reduced
Klingenstein Fields & Co LP1,200$254.5K0.01%00.0%Unchanged
Azimuth Capital Investment Management LLC1,200$254.5K0.01%00.0%Unchanged
Bridgefront Capital, LLC1,220$258.8K0.18%+1,220New
Landscape Capital Management, L.L.C.1,242$263.4K0.03%+1,242New
Revisor Wealth Management LLC1,245$264.1K0.22%+211+20.4%Added
Roman Butler Fullerton & Co1,222$268.1K0.13%00.0%Unchanged
Stratos Wealth Partners, LTD.1,265$268.3K0.01%+63+5.2%Added
Cerity Partners LLC1,265$268.3K0.00%−459−26.6%Reduced
WealthTrust Asset Management, LLC1,310$277.8K0.26%+80+6.5%Added
Avantax Advisory Services, Inc.1,338$283.8K0.00%+152+12.8%Added
Parcion Private Wealth LLC1,343$284.8K0.03%00.0%Unchanged
Wexford Capital LP1,395$295.9K0.07%+1,395New
Alpha Cubed Investments, LLC1,431$303.4K0.02%+2+0.1%Added
Impax Asset Management Group plc1,445$306.5K0.00%−30−2.0%Reduced
Vestcor Inc1,493$317.0K0.01%−39−2.5%Reduced
Ameritas Investment Partners, Inc.1,561$331.1K0.01%00.0%Unchanged
Wulff, Hansen & Co.1,564$331.7K0.39%00.0%Unchanged
Quantbot Technologies LP1,566$332.1K0.02%+1,566New
Van Hulzen Asset Management, LLC1,590$337.0K0.03%00.0%Unchanged
Summitry LLC1,599$339.1K0.02%−289−15.3%Reduced
Nomura Holdings Inc1,669$354.0K0.00%−3,858−69.8%Reduced
Moody National Bank Trust Division1,679$356.1K0.02%00.0%Unchanged
Windham Capital Management, LLC1,688$358.0K0.14%00.0%Unchanged
Wolverine Trading, LLC1,705$361.6K0.00%−2,197−56.3%Reduced
CWM Advisors, LLC1,725$365.9K0.05%+45+2.7%Added
Concentric Wealth Management, LLC1,778$377.2K0.12%+14+0.8%Added
UBS Oconnor LLC1,800$381.8K0.01%−34,700−95.1%Reduced
Ritholtz Wealth Management1,812$384.4K0.02%−23−1.3%Reduced
Tokio Marine Asset Management Co Ltd1,815$384.9K0.02%+175+10.7%Added
Captrust Financial Advisors1,834$388.9K0.00%+493+36.8%Added
Lloyd Advisory Services, LLC.1,857$393.8K0.13%+1,857New
Norden Group LLC1,857$393.8K0.13%+1,857New
Cornercap Investment Counsel Inc1,868$396.2K0.07%+1,868New
Toroso Investments, LLC1,888$400.4K0.01%−629−25.0%Reduced
Washington Trust Bank1,939$411.2K0.04%00.0%Unchanged
Whittier Trust Co1,985$421.0K0.01%−186−8.6%Reduced
Vanderbilt University1,995$423.1K0.11%+757+61.1%Added
Ilmarinen Mutual Pension Insurance Co2,000$424.0K0.01%+2,000New
Northwestern Mutual Investment Management Company, LLC2,027$429.9K0.01%+10.0%Added
SG Americas Securities, LLC2,047$434.0K0.01%−22,177−91.5%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.2,079$440.7K0.01%+28+1.4%Added
Cetera Advisor Networks LLC2,086$442.4K0.00%+443+27.0%Added
Cambridge Investment Research Advisors, Inc.2,099$445.0K0.00%+240+12.9%Added
Martingale Asset Management L P2,154$456.8K0.01%+2,154New
Parallel Advisors, LLC2,160$458.1K0.02%+117+5.7%Added
MML Investors Services, LLC2,265$480.0K0.00%+22+1.0%Added
Alberta Investment Management Corp2,300$487.8K0.01%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund2,434$516.2K0.04%+130+5.6%Added
Pathstone Family Office, LLC2,424$516.9K0.00%+1,248+106.1%Added
Ieq Capital, LLC2,459$521.5K0.01%00.0%Unchanged
Ostrum Asset Management2,466$523.0K0.05%−1,320−34.9%Reduced
Crossmark Global Holdings, Inc.2,433$529.0K0.01%+87+3.7%Added
ExodusPoint Capital Management, LP2,500$530.0K0.01%−3,479−58.2%Reduced
Boothbay Fund Management, LLC2,504$531.1K0.02%+2,504New
Commerzbank Aktiengesellschaft2,507$532.0K0.03%+347+16.1%Added
WESCAP Management Group, Inc.2,528$536.2K0.19%00.0%Unchanged
Integrated Advisors Network LLC2,539$538.5K0.03%+33+1.3%Added
APG Asset Management N.V.2,615$554.6K0.00%+100+4.0%Added
Gateway Investment Advisers LLC2,628$557.4K0.01%−7−0.3%Reduced