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 |
|---|---|---|---|---|---|
| Provident Investment Management, Inc. | 10,777 | $2.29M | 0.25% | +211+2.0% | Added |
| D. E. Shaw & Co., Inc. | 10,584 | $2.24M | 0.00% | +6,384+152.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,570 | $2.24M | 0.01% | +570+5.7% | Added |
| Schroder Investment Management Group | 10,540 | $2.24M | 0.00% | +921+9.6% | Added |
| First Citizens Bank & Trust Co | 10,323 | $2.19M | 0.04% | −5,745−35.8% | Reduced |
| Metis Global Partners, LLC | 9,974 | $2.12M | 0.10% | +287+3.0% | Added |
| Options Solutions, LLC | 9,710 | $2.06M | 2.36% | +3,600+58.9% | Added |
| AQR Capital Management LLC | 9,708 | $2.06M | 0.00% | −17,407−64.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,600 | $2.04M | 0.01% | −3,643−27.5% | Reduced |
| Pictet & Cie (Europe) SA | 9,290 | $1.97M | 0.07% | −100−1.1% | Reduced |
| CIBC Asset Management Inc | 9,249 | $1.96M | 0.01% | −149−1.6% | Reduced |
| Xponance, Inc. | 9,195 | $1.95M | 0.03% | +353+4.0% | Added |
| Swiss Life Asset Management Ltd | 9,166 | $1.94M | 0.03% | +9,166 | New |
| Clifford Swan Investment Counsel LLC | 9,118 | $1.93M | 0.08% | −68−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 9,089 | $1.93M | 0.00% | +3,822+72.6% | Added |
| Mutual of America Capital Management LLC | 8,982 | $1.90M | 0.02% | −253−2.7% | Reduced |
| Eagle Asset Management Inc | 8,805 | $1.87M | 0.01% | −337−3.7% | Reduced |
| FIL Ltd | 8,800 | $1.87M | 0.00% | −1,300−12.9% | Reduced |
| Squarepoint Ops LLC | 8,762 | $1.86M | 0.01% | +6,302+256.2% | Added |
| O'Shaughnessy Asset Management, LLC | 8,759 | $1.86M | 0.03% | −145−1.6% | Reduced |
| M&T Bank Corp | 8,376 | $1.78M | 0.01% | −146−1.7% | Reduced |
| Oak Thistle LLC | 8,110 | $1.72M | 0.51% | +6,035+290.8% | Added |
| First Republic Investment Management, Inc. | 8,012 | $1.70M | 0.00% | −2,679−25.1% | Reduced |
| Strategic Global Advisors, LLC | 8,011 | $1.70M | 0.28% | −4,355−35.2% | Reduced |
| FORA Capital, LLC | 7,846 | $1.66M | 0.15% | +7,846 | New |
| Bank of Nova Scotia | 7,823 | $1.66M | 0.00% | +2,564+48.8% | Added |
| Two Sigma Investments, LP | 7,700 | $1.63M | 0.00% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 7,673 | $1.63M | 1.38% | +484+6.7% | Added |
| Verition Fund Management LLC | 7,426 | $1.57M | 0.02% | +5,426+271.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,339 | $1.56M | 0.69% | +773+11.8% | Added |
| Engineers Gate Manager LP | 7,274 | $1.54M | 0.06% | +5,297+267.9% | Added |
| Worldquant Millennium Advisors LLC | 7,230 | $1.53M | 0.02% | −14,179−66.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,182 | $1.52M | 0.01% | −336−4.5% | Reduced |
| Rafferty Asset Management, LLC | 7,173 | $1.52M | 0.01% | +309+4.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,164 | $1.52M | 0.00% | −225−3.0% | Reduced |
| Cozad Asset Management Inc | 6,774 | $1.44M | 0.19% | +92+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,520 | $1.38M | 0.00% | +6,520 | New |
| Pacer Advisors, Inc. | 6,316 | $1.34M | 0.01% | +1,322+26.5% | Added |
| Beacon Pointe Advisors, LLC | 6,262 | $1.33M | 0.02% | +6,262 | New |
| Creative Planning | 6,046 | $1.28M | 0.00% | −737−10.9% | Reduced |
| Gulf International Bank (UK) Ltd | 5,964 | $1.26M | 0.04% | −505−7.8% | Reduced |
| Elequin Capital LP | 5,931 | $1.26M | 0.24% | +5,931 | New |
| Spirit of America Management Corp | 5,836 | $1.24M | 0.28% | +200+3.5% | Added |
| British Columbia Investment Management Corp | 5,835 | $1.24M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,823 | $1.24M | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,782 | $1.23M | 0.03% | −3,245−35.9% | Reduced |
| Dark Forest Capital Management LP | 5,741 | $1.22M | 0.10% | +262+4.8% | Added |
| Camelot Portfolios, LLC | 5,725 | $1.21M | 1.16% | −1,641−22.3% | Reduced |
| Voloridge Investment Management, LLC | 5,702 | $1.21M | 0.01% | +5,702 | New |
| Lockheed Martin Investment Management Co | 5,411 | $1.19M | 0.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,451 | $1.16M | 0.04% | +291+5.6% | Added |
| Pensionfund Sabic | 5,450 | $1.16M | 0.41% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 5,387 | $1.14M | 0.04% | +5,387 | New |
| Perpetual Ltd | 5,240 | $1.11M | 0.01% | −2,550−32.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,226 | $1.11M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 5,063 | $1.07M | 0.00% | +704+16.2% | Added |
| Azzad Asset Management Inc | 5,013 | $1.06M | 0.15% | +890+21.6% | Added |
| Oregon Public Employees Retirement Fund | 5,006 | $1.06M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,987 | $1.06M | 0.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,982 | $1.06M | 0.35% | +226+4.8% | Added |
| ING Groep NV | 4,958 | $1.05M | 0.01% | −4,210−45.9% | Reduced |
| Delta Investment Management, LLC | 4,853 | $1.03M | 0.29% | +150+3.2% | Added |
| Ethic Inc. | 4,767 | $1.01M | 0.04% | +305+6.8% | Added |
| Mercer Global Advisors Inc | 4,754 | $1.01M | 0.00% | −167−3.4% | Reduced |
| US Bancorp | 4,729 | $1.00M | 0.00% | −508−9.7% | Reduced |
| Metropolitan Life Insurance Co | 4,626 | $981.1K | 0.05% | −132−2.8% | Reduced |
| LMCG Investments, LLC | 4,594 | $974.3K | 0.07% | +94+2.1% | Added |
| Securian Asset Management, Inc | 4,530 | $960.8K | 0.03% | −708−13.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,529 | $960.6K | 0.00% | −225−4.7% | Reduced |
| FourThought Financial Partners, LLC | 4,508 | $956.0K | 0.13% | −6−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 4,411 | $936.0K | 0.00% | +6+0.1% | Added |
| Hartford Investment Management Co | 4,369 | $926.6K | 0.04% | −151−3.3% | Reduced |
| Crawford Investment Counsel Inc | 4,287 | $909.2K | 0.02% | −229−5.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,274 | $906.5K | 0.01% | +169+4.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $895.9K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 4,200 | $890.8K | 0.01% | −433−9.3% | Reduced |
| Tiaa Trust, National Association | 4,152 | $880.6K | 0.00% | +4,152 | New |
| JustInvest LLC | 4,144 | $878.8K | 0.03% | −260−5.9% | Reduced |
| TownSquare Capital, LLC | 4,120 | $873.7K | 0.02% | −1,280−23.7% | Reduced |
| Natixis | 4,107 | $871.1K | 0.01% | +176+4.5% | Added |
| Ontario Teachers Pension Plan Board | 4,099 | $869.4K | 0.01% | −421−9.3% | Reduced |
| Osterweis Capital Management Inc | 4,055 | $860.0K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,019 | $852.6K | 0.46% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,000 | $848.4K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 3,962 | $840.3K | 0.17% | −1,300−24.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,956 | $839.1K | 0.01% | +123+3.2% | Added |
| Nordea Investment Management AB | 3,907 | $834.8K | 0.00% | −207−5.0% | Reduced |
| Commerce Bank | 3,914 | $830.1K | 0.01% | +198+5.3% | Added |
| Panagora Asset Management Inc | 3,747 | $794.7K | 0.00% | +1,118+42.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $793.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,620 | $768.4K | 0.02% | −558−13.4% | Reduced |
| Naviter Wealth, LLC | 3,566 | $764.5K | 0.18% | +286+8.7% | Added |
| Garda Capital Partners LP | 3,573 | $757.8K | 0.48% | +3,573 | New |
| CIBC World Markets Corp | 3,543 | $751.4K | 0.01% | −3,973−52.9% | Reduced |
| BBJS Financial Advisors, LLC | 3,453 | $732.3K | 0.28% | +326+10.4% | Added |
| Tower Research Capital LLC (TRC) | 3,425 | $726.4K | 0.02% | −466−12.0% | Reduced |
| AXA S.A. | 3,424 | $726.2K | 0.00% | +21+0.6% | Added |
| Vinva Investment Management Ltd | 3,396 | $715.7K | 0.07% | +1,674+97.2% | Added |
| New Mexico Educational Retirement Board | 3,300 | $700.0K | 0.03% | +200+6.5% | Added |
| Penserra Capital Management LLC | 3,287 | $695.0K | 0.01% | +25+0.8% | Added |