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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 28,450 | $6.03M | 0.01% | +485+1.7% | Added |
| Raymond James & Associates | 28,683 | $6.08M | 0.01% | −1,183−4.0% | Reduced |
| Treasurer of the State of North Carolina | 28,851 | $6.12M | 0.03% | −800−2.7% | Reduced |
| Ossiam | 28,899 | $6.13M | 0.11% | −23,011−44.3% | Reduced |
| Standard Life Aberdeen plc | 31,359 | $6.65M | 0.02% | +1,022+3.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 33,723 | $7.15M | 0.03% | +463+1.4% | Added |
| DekaBank Deutsche Girozentrale | 34,162 | $7.20M | 0.02% | +162+0.5% | Added |
| Mackenzie Financial Corp | 35,951 | $7.45M | 0.01% | +25,488+243.6% | Added |
| Handelsbanken Fonder AB | 35,333 | $7.49M | 0.04% | +641+1.8% | Added |
| Susquehanna International Group, LLP | 35,436 | $7.52M | 0.01% | +1,349+4.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 35,849 | $7.60M | 0.02% | −718−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,854 | $7.60M | 0.03% | −2,006−5.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 36,077 | $7.65M | 0.03% | −846−2.3% | Reduced |
| Cinctive Capital Management LP | 36,276 | $7.69M | 0.42% | +36,276 | New |
| Thrivent Financial for Lutherans | 36,428 | $7.73M | 0.02% | −2,306−6.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 36,699 | $7.78M | 0.05% | −949−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 36,756 | $7.80M | 0.02% | −9,339−20.3% | Reduced |
| Centersquare Investment Management LLC | 38,015 | $8.06M | 0.10% | −16,992−30.9% | Reduced |
| Nisa Investment Advisors, LLC | 38,481 | $8.16M | 0.06% | +7,129+22.7% | Added |
| NFJ Investment Group, LLC | 39,539 | $8.39M | 0.24% | −2,166−5.2% | Reduced |
| Yousif Capital Management, LLC | 39,717 | $8.42M | 0.11% | −278−0.7% | Reduced |
| Teacher Retirement System of Texas | 39,953 | $8.47M | 0.06% | +15,081+60.6% | Added |
| Leeward Investments, LLC - MA | 40,790 | $8.65M | 0.44% | −443−1.1% | Reduced |
| Toronto Dominion Bank | 40,869 | $8.67M | 0.01% | −1,197−2.8% | Reduced |
| Capital Fund Management S.A. | 41,239 | $8.75M | 0.12% | −14,744−26.3% | Reduced |
| KBC Group NV | 42,611 | $9.04M | 0.04% | +12,782+42.9% | Added |
| Renaissance Technologies LLC | 42,826 | $9.08M | 0.02% | +42,826 | New |
| Janney Montgomery Scott LLC | 44,070 | $9.35M | 0.03% | −130−0.3% | Reduced |
| Pictet Asset Management Holding SA | 44,210 | $9.38M | 0.01% | +44,210 | New |
| Victory Capital Management Inc | 44,334 | $9.40M | 0.01% | −1,286−2.8% | Reduced |
| Illinois Municipal Retirement Fund | 45,577 | $9.67M | 0.18% | +19,309+73.5% | Added |
| Earnest Partners LLC | 49,951 | $10.6M | 0.06% | +6,990+16.3% | Added |
| Manufacturers Life Insurance Company, The | 49,966 | $10.6M | 0.01% | +3,750+8.1% | Added |
| State of Wisconsin Investment Board | 50,049 | $10.6M | 0.03% | +7,376+17.3% | Added |
| State of New Jersey Common Pension Fund D | 50,149 | $10.6M | 0.04% | −11,502−18.7% | Reduced |
| State of Alaska, Department of Revenue | 53,206 | $11.3M | 0.14% | +245+0.5% | Added |
| Envestnet Asset Management Inc | 53,271 | $11.3M | 0.01% | −2,003−3.6% | Reduced |
| Retirement Systems of Alabama | 53,932 | $11.4M | 0.05% | −38−0.1% | Reduced |
| Franklin Resources Inc | 56,180 | $11.9M | 0.01% | −13,461−19.3% | Reduced |
| Wells Fargo & Company | 56,794 | $12.0M | 0.00% | −20,752−26.8% | Reduced |
| Davis Selected Advisers | 57,191 | $12.1M | 0.08% | −11,030−16.2% | Reduced |
| Prudential Financial Inc | 58,142 | $12.3M | 0.02% | +1,389+2.4% | Added |
| American Assets Investment Management, LLC | 59,500 | $12.6M | 1.41% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 60,000 | $12.7M | 1.20% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 64,327 | $13.6M | 0.03% | −523−0.8% | Reduced |
| Macquarie Group Ltd | 64,556 | $13.7M | 0.02% | +893+1.4% | Added |
| New York State Common Retirement Fund | 65,006 | $13.8M | 0.02% | −10,072−13.4% | Reduced |
| Investure, LLC | 66,000 | $14.0M | 2.99% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 70,195 | $14.9M | 0.04% | −8,045−10.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 71,914 | $15.2M | 1.16% | +2,067+3.0% | Added |
| Bank of Montreal | 67,272 | $15.2M | 0.01% | +3,259+5.1% | Added |
| Baird Financial Group, Inc. | 74,773 | $15.9M | 0.04% | +589+0.8% | Added |
| BNP Paribas Arbitrage, SA | 77,522 | $16.4M | 0.04% | +22,683+41.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 78,385 | $16.6M | 0.78% | −1,251−1.6% | Reduced |
| Millennium Management LLC | 80,083 | $17.0M | 0.02% | +69,439+652.4% | Added |
| Royal Bank of Canada | 80,166 | $17.0M | 0.00% | −43,179−35.0% | Reduced |
| Allianz Asset Management GmbH | 82,438 | $17.5M | 0.04% | −45,215−35.4% | Reduced |
| Citigroup Inc | 86,808 | $18.4M | 0.03% | +5,112+6.3% | Added |
| CBOE Vest Financial, LLC | 93,590 | $19.8M | 1.09% | +36,874+65.0% | Added |
| Heartland Advisors Inc | 97,016 | $20.6M | 1.16% | +10,107+11.6% | Added |
| California State Teachers Retirement System | 98,078 | $20.8M | 0.03% | −5,803−5.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 100,420 | $21.5M | 1.32% | +18,730+22.9% | Added |
| Alliancebernstein L.P. | 101,344 | $21.5M | 0.01% | −9,298−8.4% | Reduced |
| National Pension Service | 100,860 | $21.6M | 0.03% | +2,461+2.5% | Added |
| State of Tennessee, Treasury Department | 111,651 | $23.7M | 0.10% | −10,169−8.3% | Reduced |
| Great West Life Assurance Co | 113,891 | $24.2M | 0.06% | +2,768+2.5% | Added |
| Public Employees Retirement System of Ohio | 118,104 | $25.0M | 0.11% | +3,947+3.5% | Added |
| Deutsche Bank AG | 121,695 | $25.8M | 0.02% | −9,918−7.5% | Reduced |
| Amundi | 120,806 | $26.5M | 0.01% | −159−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125,790 | $26.7M | 0.05% | −3,189−2.5% | Reduced |
| Rhumbline Advisers | 134,192 | $28.5M | 0.03% | −2,491−1.8% | Reduced |
| Barclays PLC | 134,536 | $28.5M | 0.02% | +27,938+26.2% | Added |
| Robeco Institutional Asset Management B.V. | 135,008 | $28.6M | 0.08% | +85,725+173.9% | Added |
| Credit Suisse AG | 137,761 | $29.2M | 0.03% | −7,139−4.9% | Reduced |
| Asset Management One Co.,Ltd. | 141,496 | $30.0M | 0.13% | −5,916−4.0% | Reduced |
| Westfield Capital Management Co LP | 149,886 | $31.8M | 0.22% | −6,275−4.0% | Reduced |
| Adelante Capital Management LLC | 168,691 | $35.8M | 2.90% | −33,516−16.6% | Reduced |
| Lido Advisors, LLC | 173,158 | $36.7M | 0.41% | −764−0.4% | Reduced |
| Daiwa Securities Group Inc. | 177,696 | $37.7M | 0.27% | +1,393+0.8% | Added |
| Bank of America Corp | 182,181 | $38.6M | 0.00% | −9,467−4.9% | Reduced |
| Russell Investments Group, Ltd. | 188,167 | $39.9M | 0.08% | +23,721+14.4% | Added |
| Heitman Real Estate Securities LLC | 194,103 | $41.2M | 2.48% | −85,722−30.6% | Reduced |
| Nomura Asset Management Co Ltd | 195,430 | $41.4M | 0.19% | +10,929+5.9% | Added |
| HSBC Holdings PLC | 195,563 | $41.5M | 0.05% | −15,588−7.4% | Reduced |
| UBS Group AG | 201,209 | $42.7M | 0.02% | −24,100−10.7% | Reduced |
| Swiss National Bank | 206,552 | $43.8M | 0.03% | −26,200−11.3% | Reduced |
| Wellington Management Group LLP | 208,651 | $44.3M | 0.01% | +204,615+5,069.7% | Added |
| Balyasny Asset Management LLC | 213,916 | $45.4M | 0.13% | +213,916 | New |
| California Public Employees Retirement System | 220,904 | $46.9M | 0.04% | +6,410+3.0% | Added |
| Canada Pension Plan Investment Board | 234,545 | $49.7M | 0.07% | +17,000+7.8% | Added |
| Neuberger Berman Group LLC | 234,931 | $49.8M | 0.05% | +4,700+2.0% | Added |
| Goldman Sachs Group Inc | 283,272 | $60.1M | 0.02% | −15,566−5.2% | Reduced |
| Aew Capital Management L P | 284,154 | $60.3M | 2.52% | −68,330−19.4% | Reduced |
| SEI Investments Co | 289,117 | $61.3M | 0.11% | −3,660−1.3% | Reduced |
| Lasalle Investment Management Securities LLC | 292,886 | $62.1M | 2.78% | −175,700−37.5% | Reduced |
| PGGM Investments | 362,252 | $76.8M | 1.33% | −277,823−43.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 458,398 | $97.2M | 0.08% | −123,398−21.2% | Reduced |
| Nuveen Asset Management, LLC | 486,125 | $103.1M | 0.04% | +71,567+17.3% | Added |
| Citadel Advisors LLC | 519,031 | $110.1M | 0.12% | +490,905+1,745.4% | Added |
| Cbre Clarion Securities LLC | 531,087 | $112.6M | 2.26% | +92,793+21.2% | Added |