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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
Y-Intercept (Hong Kong) Ltd3,246$688.4K0.07%+1,414+77.2%Added
Horst & Graben Wealth Management LLC3,220$682.9K0.17%00.0%Unchanged
Man Group plc–$680.0K0.00%––
MainStreet Investment Advisors LLC3,161$670.4K0.08%−112−3.4%Reduced
Jefferies Financial Group Inc.3,135$664.9K0.02%−445−12.4%Reduced
Members Capital Advisors Inc3,121$661.9K0.82%00.0%Unchanged
Prudential PLC3,072$651.5K0.01%−611−16.6%Reduced
Fifth Third Bancorp3,041$645.0K0.00%−4−0.1%Reduced
Advisor Partners II, LLC3,036$643.9K0.03%+192+6.8%Added
Valeo Financial Advisors, LLC2,964$628.6K0.03%+17+0.6%Added
RB Capital Management, LLC2,956$626.9K0.20%−43−1.4%Reduced
Raymond James Financial Services Advisors, Inc.2,918$618.9K0.00%−134−4.4%Reduced
iA Global Asset Management Inc.2,877$610.0K0.02%−222−7.2%Reduced
Independent Advisor Alliance2,874$609.6K0.03%+82+2.9%Added
Massmutual Trust Co FSB2,843$603.0K0.02%−74−2.5%Reduced
Everence Capital Management Inc2,800$594.0K0.05%+1,460+109.0%Added
Sigma Planning Corp2,795$593.0K0.02%−14−0.5%Reduced
Iron Financial, LLC2,776$588.8K0.34%+2,776New
Kapitalo Investimentos Ltda2,759$585.2K0.08%+2,759New
Wealthfront Advisers LLC2,713$575.4K0.00%−237−8.0%Reduced
United Capital Financial Advisers, LLC2,658$563.6K0.00%−488−15.5%Reduced
Claro Advisors LLC2,652$562.4K0.14%+24+0.9%Added
KCM Investment Advisors LLC2,645$561.0K0.02%−325−10.9%Reduced
Holocene Advisors, LP2,641$560.1K0.00%−11,227−81.0%Reduced
Gateway Investment Advisers LLC2,628$557.4K0.01%−7−0.3%Reduced
APG Asset Management N.V.2,615$554.6K0.00%+100+4.0%Added
Integrated Advisors Network LLC2,539$538.5K0.03%+33+1.3%Added
WESCAP Management Group, Inc.2,528$536.2K0.19%00.0%Unchanged
Commerzbank Aktiengesellschaft2,507$532.0K0.03%+347+16.1%Added
Boothbay Fund Management, LLC2,504$531.1K0.02%+2,504New
ExodusPoint Capital Management, LP2,500$530.0K0.01%−3,479−58.2%Reduced
Crossmark Global Holdings, Inc.2,433$529.0K0.01%+87+3.7%Added
Ostrum Asset Management2,466$523.0K0.05%−1,320−34.9%Reduced
Ieq Capital, LLC2,459$521.5K0.01%00.0%Unchanged
Pathstone Family Office, LLC2,424$516.9K0.00%+1,248+106.1%Added
Kentucky Retirement Systems Insurance Trust Fund2,434$516.2K0.04%+130+5.6%Added
Alberta Investment Management Corp2,300$487.8K0.01%00.0%Unchanged
MML Investors Services, LLC2,265$480.0K0.00%+22+1.0%Added
Parallel Advisors, LLC2,160$458.1K0.02%+117+5.7%Added
Martingale Asset Management L P2,154$456.8K0.01%+2,154New
Cambridge Investment Research Advisors, Inc.2,099$445.0K0.00%+240+12.9%Added
Cetera Advisor Networks LLC2,086$442.4K0.00%+443+27.0%Added
Banco Bilbao Vizcaya Argentaria, S.A.2,079$440.7K0.01%+28+1.4%Added
SG Americas Securities, LLC2,047$434.0K0.01%−22,177−91.5%Reduced
Northwestern Mutual Investment Management Company, LLC2,027$429.9K0.01%+10.0%Added
Ilmarinen Mutual Pension Insurance Co2,000$424.0K0.01%+2,000New
Vanderbilt University1,995$423.1K0.11%+757+61.1%Added
Whittier Trust Co1,985$421.0K0.01%−186−8.6%Reduced
Washington Trust Bank1,939$411.2K0.04%00.0%Unchanged
Toroso Investments, LLC1,888$400.4K0.01%−629−25.0%Reduced
Cornercap Investment Counsel Inc1,868$396.2K0.07%+1,868New
Lloyd Advisory Services, LLC.1,857$393.8K0.13%+1,857New
Norden Group LLC1,857$393.8K0.13%+1,857New
Captrust Financial Advisors1,834$388.9K0.00%+493+36.8%Added
Tokio Marine Asset Management Co Ltd1,815$384.9K0.02%+175+10.7%Added
Ritholtz Wealth Management1,812$384.4K0.02%−23−1.3%Reduced
UBS Oconnor LLC1,800$381.8K0.01%−34,700−95.1%Reduced
Concentric Wealth Management, LLC1,778$377.2K0.12%+14+0.8%Added
CWM Advisors, LLC1,725$365.9K0.05%+45+2.7%Added
Wolverine Trading, LLC1,705$361.6K0.00%−2,197−56.3%Reduced
Windham Capital Management, LLC1,688$358.0K0.14%00.0%Unchanged
Moody National Bank Trust Division1,679$356.1K0.02%00.0%Unchanged
Nomura Holdings Inc1,669$354.0K0.00%−3,858−69.8%Reduced
Summitry LLC1,599$339.1K0.02%−289−15.3%Reduced
Van Hulzen Asset Management, LLC1,590$337.0K0.03%00.0%Unchanged
Quantbot Technologies LP1,566$332.1K0.02%+1,566New
Wulff, Hansen & Co.1,564$331.7K0.39%00.0%Unchanged
Ameritas Investment Partners, Inc.1,561$331.1K0.01%00.0%Unchanged
Vestcor Inc1,493$317.0K0.01%−39−2.5%Reduced
Impax Asset Management Group plc1,445$306.5K0.00%−30−2.0%Reduced
Alpha Cubed Investments, LLC1,431$303.4K0.02%+2+0.1%Added
Wexford Capital LP1,395$295.9K0.07%+1,395New
Parcion Private Wealth LLC1,343$284.8K0.03%00.0%Unchanged
Avantax Advisory Services, Inc.1,338$283.8K0.00%+152+12.8%Added
WealthTrust Asset Management, LLC1,310$277.8K0.26%+80+6.5%Added
Cerity Partners LLC1,265$268.3K0.00%−459−26.6%Reduced
Stratos Wealth Partners, LTD.1,265$268.3K0.01%+63+5.2%Added
Roman Butler Fullerton & Co1,222$268.1K0.13%00.0%Unchanged
Revisor Wealth Management LLC1,245$264.1K0.22%+211+20.4%Added
Landscape Capital Management, L.L.C.1,242$263.4K0.03%+1,242New
Bridgefront Capital, LLC1,220$258.8K0.18%+1,220New
Klingenstein Fields & Co LP1,200$254.5K0.01%00.0%Unchanged
Azimuth Capital Investment Management LLC1,200$254.5K0.01%00.0%Unchanged
Signet Financial Management, LLC1,189$252.2K0.04%−127−9.7%Reduced
EP Wealth Advisors, LLC1,186$251.5K0.00%−6,209−84.0%Reduced
DRW Securities, LLC1,174$249.0K0.02%+1,174New
Power Corp of Canada1,158$245.6K0.02%−1,158−50.0%Reduced
Harbor Capital Advisors, Inc.1,142$242.2K0.05%00.0%Unchanged
Wetherby Asset Management Inc1,135$240.7K0.01%−46−3.9%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
Coldstream Capital Management Inc1,093$231.7K0.01%−31−2.8%Reduced
Lazard Asset Management LLC1,069$226.0K0.00%00.0%Unchanged
CI Private Wealth, LLC1,048$222.3K0.00%−83−7.3%Reduced
Mather Group, LLC.1,035$219.5K0.00%+1,035New
NewEdge Wealth, LLC1,029$218.3K0.01%−10−1.0%Reduced
Credit Agricole S A1,026$217.6K0.01%+489+91.1%Added
Vestmark Advisory Solutions, Inc.1,023$217.0K0.02%−5,198−83.6%Reduced
Trust Co of Vermont1,022$216.8K0.01%−125−10.9%Reduced
Checchi Capital Advisers, LLC1,001$212.3K0.02%−12−1.2%Reduced