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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 15 | $3.19K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $2.97K | 0.00% | +14 | New |
| Impact Partnership Wealth, LLC | 14 | $2.97K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $2.33K | 0.00% | +8+266.7% | Added |
| Bell Investment Advisors, Inc | 10 | $2.12K | 0.00% | −2−16.7% | Reduced |
| Archer Investment Corp | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $1.49K | 0.00% | +7 | New |
| Eagle Bay Advisors LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.27K | 0.00% | +6 | New |
| Silicon Valley Capital Partners | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.06K | 0.00% | −130−96.3% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $644 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $428 | 0.00% | −177−98.9% | Reduced |
| USA Financial Portformulas Corp | 2 | $424 | 0.00% | −2−50.0% | Reduced |
| Perkins Coie Trust Co | 2 | $424 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $212 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Quilter Plc | 8,583 | – | – | −179−2.0% | Reduced |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −548,925−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −221,442−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −105,207−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −28,700−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −25,707−100.0% | Sold out |
| American Money Management, LLC | 0 | $0 | 0.00% | −17,202−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −13,888−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,793−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |