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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.

Q4 2023 vs. Q3 2023

How the institutions holding Essex Property Trust, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ESS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders5256548+29
Shares61.0M55.8K61.9M+1.03M (+1.7%)
Value$12.9B$11.8M$15.4B+$2.44B (+18.9%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held Essex Property Trust, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to ESS in Q4 2023
InstitutionSharesValue% of portfolio
Adage Capital Partners GP, L.L.C.62,300$15.4M0.03%
Kettle Hill Capital Management, LLC48,047$11.9M3.11%
Masterton Capital Management, LP33,200$8.23M7.11%
Alyeska Investment Group, L.P.32,231$7.99M0.05%
Perigon Wealth Management, LLC27,209$6.75M0.22%
Kingswood Wealth Advisors, LLC13,327$3.30M0.38%
JLP Asset Management, LLC11,300$2.80M3.33%
Forsta Ap-Fonden11,000$2.73M0.03%
Manning & Napier Group, LLC10,090$2.50M0.03%
LM Advisors LLC8,606$2.13M0.43%
Apexium Financial, LP6,900$1.71M0.12%
Pathstone Holdings, LLC5,399$1.34M0.01%
Lighthouse Investment Partners, LLC4,500$1.12M0.08%
DoubleLine ETF Adviser LP4,442$1.10M0.32%
Kestra Private Wealth Services, LLC3,250$813.3K0.02%
Itau Unibanco Holding S.A.2,300$581.3K0.02%
Prelude Capital Management, LLC2,237$554.6K0.05%
GTS Securities LLC1,871$463.9K0.01%
Intech Investment Management LLC1,821$451.5K0.01%
Global X Japan Co., Ltd.1,562$387.3K0.22%
Investment Management Corp of Ontario1,538$381.3K0.01%
FJ Investments, LLC1,491$369.7K0.02%
Zega Financial, LLC1,400$347.1K0.14%
Degroof Petercam Asset Management1,300$322.3K0.00%
Sequoia Financial Advisors, LLC1,154$286.2K0.00%
Stephens Inc1,136$281.7K0.00%
CWA Asset Management Group, LLC1,016$251.9K0.02%
Hennion & Walsh Asset Management, Inc.951$235.8K0.01%
Two Sigma Securities, LLC945$234.3K0.01%
Avantax Planning Partners, Inc.944$234.1K0.01%
Savant Capital, LLC926$229.6K0.00%
Renaissance Group LLC921$228.6K0.01%
Catalytic Wealth RIA, LLC919$227.9K0.10%
NEOS Investment Management LLC908$225.1K0.02%
Glenmede Trust Co NA899$222.9K0.00%
Boston Private Wealth LLC871$216.0K0.01%
Park Avenue Securities LLC851$211.0K0.00%
Ironwood Investment Counsel, LLC850$210.7K0.04%
Sovereign Financial Group, Inc.842$208.9K0.06%
Coppell Advisory Solutions LLC825$204.6K0.04%
TRUE Private Wealth Advisors824$204.3K0.03%
Conscious Wealth Investments, LLC869$203.3K0.16%
Heritage Wealth Advisors668$165.6K0.01%
Principal Securities, Inc.540$133.9K0.00%
SYSTM Wealth Solutions LLC521$129.9K0.02%
GAMMA Investing LLC536$125.0K0.03%
Planned Solutions, Inc.305$75.6K0.04%
Advisory Services Network, LLC253$62.7K0.00%
Tobam241$60.0K0.01%
Bear Mountain Capital, Inc.221$55.0K0.02%
POM Investment Strategies, LLC185$45.7K0.04%
Bruce G. Allen Investments, LLC164$40.7K0.04%
Rakuten Investment Management, Inc.159$40.2K0.00%
Vima LLC160$39.6K0.09%
Clear Street Markets LLC100$25.0K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA90$22.3K0.01%
Turtle Creek Wealth Advisors, LLC81$20.1K0.01%
DAGCO, Inc.74$18.3K0.02%
Dynamic Wealth Strategies, LLC74$18.3K0.02%
Aspect Partners, LLC55$13.6K0.01%
Paralel Advisors LLC44$10.9K0.00%
Manchester Capital Management LLC25$6.20K0.00%
Fortitude Family Office, LLC19$4.71K0.00%
Psagot Value Holdings Ltd. / (Israel)14$4.00K0.00%
Raleigh Capital Management Inc.13$3.22K0.00%
Stephens Consulting, LLC12$2.98K0.00%
Lee Financial Co10$2.50K0.00%
Tidemark, LLC6$1.49K0.00%
JFS Wealth Advisors, LLC5$1.24K0.00%
CVA Family Office, LLC5$1.24K0.00%
Private Wealth Management Group, LLC5$1.24K0.00%
Dunhill Financial, LLC4$1.05K0.00%
Arlington Trust Co LLC4$9920.00%
Spire Wealth Management4$9630.00%
Smartleaf Asset Management LLC3$7580.00%
Sachetta, LLC2$5010.00%
Colonial Trust Advisors1$2480.00%
Larson Financial Group LLC1$2480.00%
TD Waterhouse Canada Inc.1$2440.00%
Dogwood Wealth Management LLC0$20.00%

Sold out (51)

Institutions that held Essex Property Trust, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of ESS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Westfield Capital Management Co LP149,886$31.8M
Cinctive Capital Management LP36,276$7.69M
Grantham, Mayo, Van Otterloo & Co. LLC33,723$7.15M
Tudor Investment Corp Et Al25,479$5.40M
Twinbeech Capital LP18,801$3.99M
GSI Capital Advisors LLC17,067$3.62M
Meritage Portfolio Management16,290$3.46M
Dakota Wealth Management12,600$2.67M
Swiss Life Asset Management Ltd9,166$1.94M
Eagle Asset Management Inc8,805$1.87M
Oak Thistle LLC8,110$1.72M
Engineers Gate Manager LP7,274$1.54M
Elequin Capital LP5,931$1.26M
Dark Forest Capital Management LP5,741$1.22M
Versor Investments LP3,962$840.3K
Quadrature Capital Ltd3,620$768.4K
Garda Capital Partners LP3,573$757.8K
Y-Intercept (Hong Kong) Ltd3,246$688.4K
Man Group plc–$680.0K
Members Capital Advisors Inc3,121$661.9K
Everence Capital Management Inc2,800$594.0K
Kapitalo Investimentos Ltda2,759$585.2K
Integrated Advisors Network LLC2,539$538.5K
Boothbay Fund Management, LLC2,504$531.1K
Lloyd Advisory Services, LLC.1,857$393.8K
Quantbot Technologies LP1,566$332.1K
Wexford Capital LP1,395$295.9K
Landscape Capital Management, L.L.C.1,242$263.4K
Bridgefront Capital, LLC1,220$258.8K
DRW Securities, LLC1,174$249.0K
Wetherby Asset Management Inc1,135$240.7K
Mather Group, LLC.1,035$219.5K
Old National Bancorp950$201.5K
Greenleaf Trust943$200.0K
Banque Cantonale Vaudoise856$181.0K
ORG Partners LLC432$91.6K
Cary Street Partner Investment Advisory LLC293$62.1K
Front Row Advisors LLC116$24.9K
Slocum, Gordon & Co LLP69$14.6K
Stonebridge Capital Advisors LLC30$6.36K
West Tower Group, LLC24$5.09K
GHP Investment Advisors, Inc.23$5.05K
Newbridge Financial Services Group, Inc.22$4.76K
Baker Avenue Asset Management, LP16$3.39K
Impact Partnership Wealth, LLC14$2.97K
NewSquare Capital LLC6$1.27K
Silicon Valley Capital Partners5$1.07K
Perkins Coie Trust Co2$424
USA Financial Portformulas Corp2$424
ClariVest Asset Management LLC2$0
Avion Wealth4$0

Not filed for Q4 2023 yet (6)

Institutions that held Essex Property Trust, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ESS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Wealth Advisors, Inc.27,389$5.81M
Virginia Retirement Systems Et Al14,970$3.17M
First Republic Investment Management, Inc.8,012$1.70M
Advisor Partners II, LLC3,036$643.9K
Pathstone Family Office, LLC2,424$516.9K
Sutton Wealth Advisors Inc.11$2.33K