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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 2,641 | $560.1K | 0.00% | −11,227−81.0% | Reduced |
| KCM Investment Advisors LLC | 2,645 | $561.0K | 0.02% | −325−10.9% | Reduced |
| Claro Advisors LLC | 2,652 | $562.4K | 0.14% | +24+0.9% | Added |
| United Capital Financial Advisers, LLC | 2,658 | $563.6K | 0.00% | −488−15.5% | Reduced |
| Wealthfront Advisers LLC | 2,713 | $575.4K | 0.00% | −237−8.0% | Reduced |
| Kapitalo Investimentos Ltda | 2,759 | $585.2K | 0.08% | +2,759 | New |
| Iron Financial, LLC | 2,776 | $588.8K | 0.34% | +2,776 | New |
| Sigma Planning Corp | 2,795 | $593.0K | 0.02% | −14−0.5% | Reduced |
| Everence Capital Management Inc | 2,800 | $594.0K | 0.05% | +1,460+109.0% | Added |
| Massmutual Trust Co FSB | 2,843 | $603.0K | 0.02% | −74−2.5% | Reduced |
| Independent Advisor Alliance | 2,874 | $609.6K | 0.03% | +82+2.9% | Added |
| iA Global Asset Management Inc. | 2,877 | $610.0K | 0.02% | −222−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,918 | $618.9K | 0.00% | −134−4.4% | Reduced |
| RB Capital Management, LLC | 2,956 | $626.9K | 0.20% | −43−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 2,964 | $628.6K | 0.03% | +17+0.6% | Added |
| Advisor Partners II, LLC | 3,036 | $643.9K | 0.03% | +192+6.8% | Added |
| Fifth Third Bancorp | 3,041 | $645.0K | 0.00% | −4−0.1% | Reduced |
| Prudential PLC | 3,072 | $651.5K | 0.01% | −611−16.6% | Reduced |
| Members Capital Advisors Inc | 3,121 | $661.9K | 0.82% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,135 | $664.9K | 0.02% | −445−12.4% | Reduced |
| MainStreet Investment Advisors LLC | 3,161 | $670.4K | 0.08% | −112−3.4% | Reduced |
| Man Group plc | – | $680.0K | 0.00% | – | – |
| Horst & Graben Wealth Management LLC | 3,220 | $682.9K | 0.17% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,246 | $688.4K | 0.07% | +1,414+77.2% | Added |
| Penserra Capital Management LLC | 3,287 | $695.0K | 0.01% | +25+0.8% | Added |
| New Mexico Educational Retirement Board | 3,300 | $700.0K | 0.03% | +200+6.5% | Added |
| Vinva Investment Management Ltd | 3,396 | $715.7K | 0.07% | +1,674+97.2% | Added |
| AXA S.A. | 3,424 | $726.2K | 0.00% | +21+0.6% | Added |
| Tower Research Capital LLC (TRC) | 3,425 | $726.4K | 0.02% | −466−12.0% | Reduced |
| BBJS Financial Advisors, LLC | 3,453 | $732.3K | 0.28% | +326+10.4% | Added |
| CIBC World Markets Corp | 3,543 | $751.4K | 0.01% | −3,973−52.9% | Reduced |
| Garda Capital Partners LP | 3,573 | $757.8K | 0.48% | +3,573 | New |
| Naviter Wealth, LLC | 3,566 | $764.5K | 0.18% | +286+8.7% | Added |
| Quadrature Capital Ltd | 3,620 | $768.4K | 0.02% | −558−13.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $793.4K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,747 | $794.7K | 0.00% | +1,118+42.5% | Added |
| Commerce Bank | 3,914 | $830.1K | 0.01% | +198+5.3% | Added |
| Nordea Investment Management AB | 3,907 | $834.8K | 0.00% | −207−5.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,956 | $839.1K | 0.01% | +123+3.2% | Added |
| Versor Investments LP | 3,962 | $840.3K | 0.17% | −1,300−24.7% | Reduced |
| Louisiana State Employees Retirement System | 4,000 | $848.4K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,019 | $852.6K | 0.46% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,055 | $860.0K | 0.06% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 4,099 | $869.4K | 0.01% | −421−9.3% | Reduced |
| Natixis | 4,107 | $871.1K | 0.01% | +176+4.5% | Added |
| TownSquare Capital, LLC | 4,120 | $873.7K | 0.02% | −1,280−23.7% | Reduced |
| JustInvest LLC | 4,144 | $878.8K | 0.03% | −260−5.9% | Reduced |
| Tiaa Trust, National Association | 4,152 | $880.6K | 0.00% | +4,152 | New |
| Candriam Luxembourg S.C.A. | 4,200 | $890.8K | 0.01% | −433−9.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $895.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,274 | $906.5K | 0.01% | +169+4.1% | Added |
| Crawford Investment Counsel Inc | 4,287 | $909.2K | 0.02% | −229−5.1% | Reduced |
| Hartford Investment Management Co | 4,369 | $926.6K | 0.04% | −151−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 4,411 | $936.0K | 0.00% | +6+0.1% | Added |
| FourThought Financial Partners, LLC | 4,508 | $956.0K | 0.13% | −6−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,529 | $960.6K | 0.00% | −225−4.7% | Reduced |
| Securian Asset Management, Inc | 4,530 | $960.8K | 0.03% | −708−13.5% | Reduced |
| LMCG Investments, LLC | 4,594 | $974.3K | 0.07% | +94+2.1% | Added |
| Metropolitan Life Insurance Co | 4,626 | $981.1K | 0.05% | −132−2.8% | Reduced |
| US Bancorp | 4,729 | $1.00M | 0.00% | −508−9.7% | Reduced |
| Mercer Global Advisors Inc | 4,754 | $1.01M | 0.00% | −167−3.4% | Reduced |
| Ethic Inc. | 4,767 | $1.01M | 0.04% | +305+6.8% | Added |
| Delta Investment Management, LLC | 4,853 | $1.03M | 0.29% | +150+3.2% | Added |
| ING Groep NV | 4,958 | $1.05M | 0.01% | −4,210−45.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,982 | $1.06M | 0.35% | +226+4.8% | Added |
| Maryland State Retirement & Pension System | 4,987 | $1.06M | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,006 | $1.06M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,013 | $1.06M | 0.15% | +890+21.6% | Added |
| Mariner, LLC | 5,063 | $1.07M | 0.00% | +704+16.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,226 | $1.11M | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 5,240 | $1.11M | 0.01% | −2,550−32.7% | Reduced |
| Moran Wealth Management, LLC | 5,387 | $1.14M | 0.04% | +5,387 | New |
| Pensionfund Sabic | 5,450 | $1.16M | 0.41% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,451 | $1.16M | 0.04% | +291+5.6% | Added |
| Lockheed Martin Investment Management Co | 5,411 | $1.19M | 0.09% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 5,702 | $1.21M | 0.01% | +5,702 | New |
| Camelot Portfolios, LLC | 5,725 | $1.21M | 1.16% | −1,641−22.3% | Reduced |
| Dark Forest Capital Management LP | 5,741 | $1.22M | 0.10% | +262+4.8% | Added |
| Norinchukin Bank, The | 5,782 | $1.23M | 0.03% | −3,245−35.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,823 | $1.24M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 5,835 | $1.24M | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,836 | $1.24M | 0.28% | +200+3.5% | Added |
| Elequin Capital LP | 5,931 | $1.26M | 0.24% | +5,931 | New |
| Gulf International Bank (UK) Ltd | 5,964 | $1.26M | 0.04% | −505−7.8% | Reduced |
| Creative Planning | 6,046 | $1.28M | 0.00% | −737−10.9% | Reduced |
| Beacon Pointe Advisors, LLC | 6,262 | $1.33M | 0.02% | +6,262 | New |
| Pacer Advisors, Inc. | 6,316 | $1.34M | 0.01% | +1,322+26.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,520 | $1.38M | 0.00% | +6,520 | New |
| Cozad Asset Management Inc | 6,774 | $1.44M | 0.19% | +92+1.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,164 | $1.52M | 0.00% | −225−3.0% | Reduced |
| Rafferty Asset Management, LLC | 7,173 | $1.52M | 0.01% | +309+4.5% | Added |
| Public Employees Retirement Association of Colorado | 7,182 | $1.52M | 0.01% | −336−4.5% | Reduced |
| Worldquant Millennium Advisors LLC | 7,230 | $1.53M | 0.02% | −14,179−66.2% | Reduced |
| Engineers Gate Manager LP | 7,274 | $1.54M | 0.06% | +5,297+267.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,339 | $1.56M | 0.69% | +773+11.8% | Added |
| Verition Fund Management LLC | 7,426 | $1.57M | 0.02% | +5,426+271.3% | Added |
| Aurora Investment Managers, LLC. | 7,673 | $1.63M | 1.38% | +484+6.7% | Added |
| Two Sigma Investments, LP | 7,700 | $1.63M | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,823 | $1.66M | 0.00% | +2,564+48.8% | Added |
| FORA Capital, LLC | 7,846 | $1.66M | 0.15% | +7,846 | New |