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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 997 | $211.4K | 0.00% | +62+6.6% | Added |
| Bleakley Financial Group, LLC | 995 | $211.0K | 0.01% | −96−8.8% | Reduced |
| Sawtooth Solutions, LLC | 995 | $211.0K | 0.01% | −72−6.7% | Reduced |
| Cypress Capital Group | 987 | $209.3K | 0.03% | −7−0.7% | Reduced |
| Advisors Asset Management, Inc. | 976 | $207.0K | 0.00% | +120+14.0% | Added |
| Horizon Investments, LLC | 975 | $206.8K | 0.01% | +48+5.2% | Added |
| CWM, LLC | 956 | $203.0K | 0.00% | +77+8.8% | Added |
| V-Square Quantitative Management LLC | 954 | $202.3K | 0.09% | +808+553.4% | Added |
| Old National Bancorp | 950 | $201.5K | 0.01% | −8−0.8% | Reduced |
| Mutual Advisors, LLC | 948 | $201.1K | 0.01% | −1,011−51.6% | Reduced |
| Veriti Management LLC | 947 | $200.9K | 0.02% | +11+1.2% | Added |
| Profund Advisors LLC | 943 | $200.0K | 0.01% | −28−2.9% | Reduced |
| Greenleaf Trust | 943 | $200.0K | 0.00% | +3+0.3% | Added |
| Virtus ETF Advisers LLC | 883 | $187.3K | 0.11% | −223−20.2% | Reduced |
| Banque Cantonale Vaudoise | 856 | $181.0K | 0.01% | −535−38.5% | Reduced |
| American State Bank (Iowa) | 843 | $178.8K | 0.13% | 00.0% | Unchanged |
| M&R Capital Management Inc | 837 | $177.4K | 0.05% | +450+116.3% | Added |
| Federated Hermes, Inc. | 815 | $172.9K | 0.00% | +189+30.2% | Added |
| Caldwell Sutter Capital, Inc. | 725 | $153.8K | 0.09% | +10+1.4% | Added |
| Signaturefd, LLC | 714 | $151.4K | 0.00% | −220−23.6% | Reduced |
| Allworth Financial LP | 711 | $150.7K | 0.00% | −57−7.4% | Reduced |
| PEAK6 Investments LLC | 635 | $134.7K | 0.01% | +86+15.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 593 | $126.0K | 0.00% | −576−49.3% | Reduced |
| Quadrant Capital Group LLC | 583 | $123.6K | 0.01% | −178−23.4% | Reduced |
| Ci Investments Inc. | 561 | $119.0K | 0.00% | +5+0.9% | Added |
| North Star Investment Management Corp. | 502 | $106.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 492 | $104.3K | 0.02% | −70−12.5% | Reduced |
| Desjardins Global Asset Management Inc. | 464 | $98.4K | 0.01% | −2,027−81.4% | Reduced |
| ORG Partners LLC | 432 | $91.6K | 0.03% | −1,699−79.7% | Reduced |
| Farther Finance Advisors, LLC | 403 | $85.5K | 0.01% | +93+30.0% | Added |
| Sentry Investment Management LLC | 373 | $79.0K | 0.04% | −51−12.0% | Reduced |
| Bessemer Group Inc | 355 | $75.0K | 0.00% | +17+5.0% | Added |
| Center for Financial Planning, Inc. | 350 | $74.2K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 317 | $67.2K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 307 | $65.0K | 0.00% | +10+3.4% | Added |
| Alta Advisers Ltd | 300 | $63.6K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $63.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $63.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 295 | $62.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 293 | $62.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 222 | $47.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 213 | $45.2K | 0.00% | −7−3.2% | Reduced |
| Rogco, LP | 208 | $44.1K | 0.02% | +208 | New |
| Private Ocean, LLC | 207 | $43.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $42.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 192 | $40.7K | 0.00% | −14−6.8% | Reduced |
| HM Payson & Co | 180 | $38.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 173 | $36.7K | 0.00% | −120−41.0% | Reduced |
| PSI Advisors, LLC | 159 | $33.6K | 0.01% | −6−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 152 | $32.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 145 | $30.8K | 0.01% | +1+0.7% | Added |
| Capital Analysts, LLC | 122 | $26.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 120 | $25.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 116 | $24.9K | 0.01% | +16+16.0% | Added |
| Muzinich & Co., Inc. | 116 | $24.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 109 | $23.1K | 0.01% | +40+58.0% | Added |
| Washington Trust Advisors, Inc. | 101 | $21.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $21.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $21.2K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $21.2K | 0.01% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $18.2K | 0.01% | +85 | New |
| Deseret Mutual Benefit Administrators | 83 | $17.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 82 | $17.4K | 0.00% | −2−2.4% | Reduced |
| Smithfield Trust Co | 75 | $16.0K | 0.00% | −8−9.6% | Reduced |
| Slocum, Gordon & Co LLP | 69 | $14.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 66 | $14.0K | 0.00% | −19−22.4% | Reduced |
| Montag A & Associates Inc | 59 | $12.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 59 | $12.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $11.0K | 0.00% | −189−78.4% | Reduced |
| Covestor Ltd | 51 | $11.0K | 0.01% | −2−3.8% | Reduced |
| Global Retirement Partners, LLC | 51 | $10.7K | 0.00% | −5−8.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $10.6K | 0.00% | +50 | New |
| Geneos Wealth Management Inc. | 49 | $10.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 48 | $10.2K | 0.01% | +48 | New |
| Quent Capital, LLC | 47 | $9.97K | 0.00% | −11−19.0% | Reduced |
| SOA Wealth Advisors, LLC. | 46 | $9.69K | 0.00% | +1+2.2% | Added |
| Farmers & Merchants Investments Inc | 44 | $9.33K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 42 | $8.91K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $8.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $8.48K | 0.00% | −125−75.8% | Reduced |
| MB, Levis & Associates, LLC | 37 | $7.85K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $7.00K | 0.00% | −21−40.4% | Reduced |
| GW&K Investment Management, LLC | 35 | $7.00K | 0.00% | +3+9.4% | Added |
| MV Capital Management, Inc. | 32 | $6.79K | 0.00% | +13+68.4% | Added |
| Stonebridge Capital Advisors LLC | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $6.16K | 0.00% | −2−6.5% | Reduced |
| Umb Bank N A | 29 | $6.15K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $5.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 24 | $5.18K | 0.00% | −2−7.7% | Reduced |
| West Tower Group, LLC | 24 | $5.09K | 0.00% | +24 | New |
| GHP Investment Advisors, Inc. | 23 | $5.05K | 0.00% | +23 | New |
| Newbridge Financial Services Group, Inc. | 22 | $4.76K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $4.67K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 21 | $4.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $4.24K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $4.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $3.61K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17 | $3.61K | 0.00% | +7+70.0% | Added |
| Baker Avenue Asset Management, LP | 16 | $3.39K | 0.00% | +9+128.6% | Added |