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 |
|---|---|---|---|---|---|
| Strategic Global Advisors, LLC | 8,011 | $1.70M | 0.28% | −4,355−35.2% | Reduced |
| First Republic Investment Management, Inc. | 8,012 | $1.70M | 0.00% | −2,679−25.1% | Reduced |
| Oak Thistle LLC | 8,110 | $1.72M | 0.51% | +6,035+290.8% | Added |
| M&T Bank Corp | 8,376 | $1.78M | 0.01% | −146−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,759 | $1.86M | 0.03% | −145−1.6% | Reduced |
| Squarepoint Ops LLC | 8,762 | $1.86M | 0.01% | +6,302+256.2% | Added |
| FIL Ltd | 8,800 | $1.87M | 0.00% | −1,300−12.9% | Reduced |
| Eagle Asset Management Inc | 8,805 | $1.87M | 0.01% | −337−3.7% | Reduced |
| Mutual of America Capital Management LLC | 8,982 | $1.90M | 0.02% | −253−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 9,089 | $1.93M | 0.00% | +3,822+72.6% | Added |
| Clifford Swan Investment Counsel LLC | 9,118 | $1.93M | 0.08% | −68−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 9,166 | $1.94M | 0.03% | +9,166 | New |
| Xponance, Inc. | 9,195 | $1.95M | 0.03% | +353+4.0% | Added |
| CIBC Asset Management Inc | 9,249 | $1.96M | 0.01% | −149−1.6% | Reduced |
| Pictet & Cie (Europe) SA | 9,290 | $1.97M | 0.07% | −100−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,600 | $2.04M | 0.01% | −3,643−27.5% | Reduced |
| AQR Capital Management LLC | 9,708 | $2.06M | 0.00% | −17,407−64.2% | Reduced |
| Options Solutions, LLC | 9,710 | $2.06M | 2.36% | +3,600+58.9% | Added |
| Metis Global Partners, LLC | 9,974 | $2.12M | 0.10% | +287+3.0% | Added |
| First Citizens Bank & Trust Co | 10,323 | $2.19M | 0.04% | −5,745−35.8% | Reduced |
| Schroder Investment Management Group | 10,540 | $2.24M | 0.00% | +921+9.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,570 | $2.24M | 0.01% | +570+5.7% | Added |
| D. E. Shaw & Co., Inc. | 10,584 | $2.24M | 0.00% | +6,384+152.0% | Added |
| Provident Investment Management, Inc. | 10,777 | $2.29M | 0.25% | +211+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,175 | $2.37M | 0.01% | +11,175 | New |
| Czech National Bank | 11,217 | $2.38M | 0.04% | +3,618+47.6% | Added |
| Gluskin Sheff & Assoc Inc | 11,552 | $2.45M | 0.19% | −1,410−10.9% | Reduced |
| New York Life Investment Management LLC | 11,558 | $2.45M | 0.03% | +281+2.5% | Added |
| South Dakota Investment Council | 11,633 | $2.47M | 0.06% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 11,772 | $2.50M | 0.01% | +3,796+47.6% | Added |
| Agf Management Ltd | 12,567 | $2.67M | 0.02% | +12,567 | New |
| Dakota Wealth Management | 12,600 | $2.67M | 0.12% | −9,060−41.8% | Reduced |
| DFPG Investments, LLC | 12,921 | $2.68M | 0.25% | +5,273+68.9% | Added |
| Pensionfund DSM Netherlands | 12,695 | $2.69M | 1.88% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,750 | $2.70M | 0.08% | +12,750 | New |
| Peapack Gladstone Financial Corp | 12,852 | $2.73M | 0.05% | +190+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,905 | $2.74M | 0.02% | +1,711+15.3% | Added |
| Achmea Investment Management B.V. | 12,942 | $2.75M | 0.06% | +2,810+27.7% | Added |
| Public Sector Pension Investment Board | 13,084 | $2.77M | 0.02% | +749+6.1% | Added |
| HighTower Advisors, LLC | 13,274 | $2.81M | 0.01% | +456+3.6% | Added |
| Texas Permanent School Fund | 13,259 | $2.81M | 0.03% | −196−1.5% | Reduced |
| Mizuho Markets Americas LLC | 13,428 | $2.85M | 0.11% | +13,428 | New |
| Putnam Investments LLC | 13,689 | $2.90M | 0.00% | +13,689 | New |
| IFM Investors Pty Ltd | 13,897 | $2.95M | 0.04% | −31−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 14,093 | $2.99M | 0.00% | −51,248−78.4% | Reduced |
| Aviva PLC | 14,220 | $3.02M | 0.01% | −44−0.3% | Reduced |
| Tredje AP-fonden | 14,222 | $3.02M | 0.04% | −1,038−6.8% | Reduced |
| Kinloch Capital, LLC | 14,234 | $3.02M | 1.89% | −113−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 14,311 | $3.04M | 0.09% | −2,500−14.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,481 | $3.07M | 0.01% | −454−3.0% | Reduced |
| Nissay Asset Management Corp | 14,535 | $3.08M | 0.03% | +525+3.7% | Added |
| Virginia Retirement Systems Et Al | 14,970 | $3.17M | 0.03% | +8,800+142.6% | Added |
| Quantinno Capital Management LP | 14,977 | $3.18M | 0.14% | +4,972+49.7% | Added |
| Storebrand Asset Management AS | 15,382 | $3.26M | 0.02% | −524−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,462 | $3.28M | 0.05% | +111+0.7% | Added |
| Fisher Asset Management, LLC | 15,585 | $3.31M | 0.00% | −2,856−15.5% | Reduced |
| Loudon Investment Management, LLC | 15,756 | $3.34M | 2.30% | +1,137+7.8% | Added |
| Truist Financial Corp | 15,760 | $3.34M | 0.01% | −588−3.6% | Reduced |
| MetLife Investment Management | 15,869 | $3.37M | 0.03% | −414−2.5% | Reduced |
| Swedbank AB | 15,949 | $3.38M | 0.01% | +12,362+344.6% | Added |
| Marex Group plc | 16,000 | $3.39M | 0.48% | +8,300+107.8% | Added |
| Amalgamated Bank | 16,174 | $3.43M | 0.03% | −154−0.9% | Reduced |
| Meritage Portfolio Management | 16,290 | $3.46M | 0.26% | −208−1.3% | Reduced |
| Allstate Corp | 16,396 | $3.48M | 0.20% | +12,966+378.0% | Added |
| Korea Investment CORP | 16,580 | $3.52M | 0.01% | −9,551−36.6% | Reduced |
| American International Group, Inc. | 16,981 | $3.60M | 0.02% | −396−2.3% | Reduced |
| DnB Asset Management AS | 17,026 | $3.61M | 0.02% | −10,184−37.4% | Reduced |
| GSI Capital Advisors LLC | 17,067 | $3.62M | 2.53% | +17,067 | New |
| Sarasin & Partners LLP | 17,130 | $3.63M | 0.05% | −9,400−35.4% | Reduced |
| Arizona State Retirement System | 17,511 | $3.71M | 0.03% | −82−0.5% | Reduced |
| State of Michigan Retirement System | 17,560 | $3.72M | 0.02% | −100−0.6% | Reduced |
| Intact Investment Management Inc. | 17,900 | $3.80M | 0.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,140 | $3.85M | 0.01% | −1,470−7.5% | Reduced |
| Gotham Asset Management, LLC | 18,608 | $3.95M | 0.08% | −6,852−26.9% | Reduced |
| UniSuper Management Pty Ltd | 18,700 | $3.97M | 0.05% | +200+1.1% | Added |
| Janus Henderson Group PLC | 18,713 | $3.97M | 0.00% | −491−2.6% | Reduced |
| Twinbeech Capital LP | 18,801 | $3.99M | 0.08% | +18,801 | New |
| TD Asset Management Inc | 19,678 | $4.17M | 0.01% | −516−2.6% | Reduced |
| USS Investment Management Ltd | 19,723 | $4.18M | 0.05% | +1,863+10.4% | Added |
| Dean Investment Associates, LLC | 19,777 | $4.19M | 0.69% | +3,344+20.3% | Added |
| 1832 Asset Management L.P. | 20,000 | $4.24M | 0.01% | +20,000 | New |
| Westpac Banking Corp | 21,007 | $4.46M | 0.33% | +187+0.9% | Added |
| Natixis Advisors, L.P. | 21,465 | $4.55M | 0.01% | −1,083−4.8% | Reduced |
| Guggenheim Capital LLC | 21,636 | $4.59M | 0.04% | −1,589−6.8% | Reduced |
| Voya Investment Management LLC | 21,744 | $4.61M | 0.01% | −467−2.1% | Reduced |
| National Bank of Canada | 23,089 | $4.82M | 0.01% | +12,409+116.2% | Added |
| Van Eck Associates Corp | 22,889 | $4.86M | 0.01% | −197−0.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,618 | $5.22M | 0.07% | −300−1.2% | Reduced |
| Employees Retirement System of Texas | 25,000 | $5.30M | 0.08% | −5,000−16.7% | Reduced |
| Ensign Peak Advisors, Inc | 25,063 | $5.32M | 0.01% | −4,112−14.1% | Reduced |
| Quinn Opportunity Partners LLC | 25,067 | $5.32M | 0.70% | +1,000+4.2% | Added |
| Royal London Asset Management Ltd | 25,299 | $5.37M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 25,479 | $5.40M | 0.08% | +25,479 | New |
| Vert Asset Management LLC | 26,130 | $5.54M | 2.81% | +1,469+6.0% | Added |
| First Trust Advisors LP | 26,535 | $5.63M | 0.01% | +15,823+147.7% | Added |
| Omers Administration Corp | 26,800 | $5.68M | 0.09% | +26,800 | New |
| STRS Ohio | 26,818 | $5.69M | 0.03% | −27,500−50.6% | Reduced |
| LPL Financial LLC | 27,246 | $5.78M | 0.00% | +2,524+10.2% | Added |
| Wealth Advisors, Inc. | 27,389 | $5.81M | 2.60% | 00.0% | Unchanged |
| Utah Retirement Systems | 27,831 | $5.90M | 0.08% | +16,850+153.4% | Added |