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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, Q4 2023

Institutional positions in Essex Property Trust, Inc. as of Dec 31, 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
548
+29 vs. Q3 2023
Shares held
61.9M
+1.03M (+1.7%) vs. Q3 2023
Total value
$15.4B
+$2.44B (+18.9%) vs. Q3 2023
New holders
80
176 more added
Sold out
51
216 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 548 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 heldQ4 2023: $15.4B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2023.

Institutions holding ESS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0New
TD Waterhouse Canada Inc.1$2440.00%+1New
Colonial Trust Advisors1$2480.00%+1New
Larson Financial Group LLC1$2480.00%+1New
Bokf, NA2$4950.00%00.0%Unchanged
Versant Capital Management, Inc2$4960.00%+1+100.0%Added
Sachetta, LLC2$5010.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$7430.00%−189−98.4%Reduced
Prestige Wealth Management Group LLC3$7510.00%00.0%Unchanged
Smartleaf Asset Management LLC3$7580.00%+3New
Spire Wealth Management4$9630.00%+4New
Bell Investment Advisors, Inc4$9920.00%−6−60.0%Reduced
Arlington Trust Co LLC4$9920.00%+4New
Dunhill Financial, LLC4$1.05K0.00%+4New
Quent Capital, LLC5$1.24K0.00%−42−89.4%Reduced
West Paces Advisors Inc.5$1.24K0.00%−3−37.5%Reduced
TFC Financial Management5$1.24K0.00%00.0%Unchanged
Gradient Investments LLC5$1.24K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$1.24K0.00%+5New
CVA Family Office, LLC5$1.24K0.00%+5New
Private Wealth Management Group, LLC5$1.24K0.00%+5New
Private Trust Co NA6$1.49K0.00%−1−14.3%Reduced
Eagle Bay Advisors LLC6$1.49K0.00%00.0%Unchanged
Tidemark, LLC6$1.49K0.00%+6New
Raffa Wealth Management, LLC8$1.98K0.00%00.0%Unchanged
Globeflex Capital L P9$2.23K0.00%00.0%Unchanged
Archer Investment Corp10$2.48K0.00%00.0%Unchanged
Lee Financial Co10$2.50K0.00%+10New
Harbour Investments, Inc.11$2.80K0.00%+2+22.2%Added
Stephens Consulting, LLC12$2.98K0.00%+12New
Red Tortoise LLC13$3.22K0.00%00.0%Unchanged
Raleigh Capital Management Inc.13$3.22K0.00%+13New
Abound Wealth Management15$3.72K0.00%00.0%Unchanged
Umb Bank N A16$3.97K0.00%−13−44.8%Reduced
Psagot Value Holdings Ltd. / (Israel)14$4.00K0.00%+14New
Anchor Investment Management, LLC17$4.21K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.19$4.71K0.00%00.0%Unchanged
Fortitude Family Office, LLC19$4.71K0.00%+19New
GWM Advisors LLC19$4.73K0.00%+2+11.8%Added
MV Capital Management, Inc.20$4.96K0.00%−12−37.5%Reduced
Zions Bancorporation, N.A.20$4.96K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC21$5.26K0.00%00.0%Unchanged
Investors Research Corp22$5.46K0.00%00.0%Unchanged
Quarry LP24$5.95K0.00%−24−50.0%Reduced
EverSource Wealth Advisors, LLC24$5.95K0.00%−5−17.2%Reduced
IFP Advisors, Inc24$6.06K0.00%00.0%Unchanged
Mechanics Financial Corp25$6.20K0.00%00.0%Unchanged
Manchester Capital Management LLC25$6.20K0.00%+25New
GW&K Investment Management, LLC30$7.00K0.00%−5−14.3%Reduced
Grayhawk Investment Strategies Inc.30$7.44K0.00%00.0%Unchanged
MB, Levis & Associates, LLC37$9.17K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC41$10.2K0.00%00.0%Unchanged
Bangor Savings Bank42$10.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc44$10.9K0.00%00.0%Unchanged
Paralel Advisors LLC44$10.9K0.00%+44New
SOA Wealth Advisors, LLC.46$11.4K0.00%00.0%Unchanged
Global Retirement Partners, LLC47$11.7K0.00%−4−7.8%Reduced
TD Private Client Wealth LLC49$12.1K0.00%−33−40.2%Reduced
Clearstead Advisors, LLC49$12.2K0.00%−17−25.8%Reduced
Plante Moran Financial Advisors, LLC50$12.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.51$12.6K0.00%+2+4.1%Added
Covestor Ltd53$13.0K0.01%+2+3.9%Added
Aspect Partners, LLC55$13.6K0.01%+55New
Deseret Mutual Benefit Administrators59$14.6K0.01%−24−28.9%Reduced
Park Place Capital Corp59$14.6K0.01%00.0%Unchanged
Montag A & Associates Inc59$14.6K0.00%00.0%Unchanged
Smithfield Trust Co66$16.0K0.00%−9−12.0%Reduced
Venturi Wealth Management, LLC65$16.1K0.00%+51+364.3%Added
DAGCO, Inc.74$18.3K0.02%+74New
Dynamic Wealth Strategies, LLC74$18.3K0.02%+74New
Capital Analysts, LLC79$20.0K0.00%−43−35.2%Reduced
Turtle Creek Wealth Advisors, LLC81$20.1K0.01%+81New
Annis Gardner Whiting Capital Advisors, LLC85$21.3K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc87$21.6K0.00%−135−60.8%Reduced
Northwestern Mutual Wealth Management Co88$21.8K0.00%+48+120.0%Added
Parkside Financial Bank & Trust90$22.3K0.00%−19−17.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA90$22.3K0.01%+90New
Brown Brothers Harriman & Co100$24.8K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC100$24.8K0.00%00.0%Unchanged
Orion Capital Management LLC100$24.8K0.01%00.0%Unchanged
Clear Street Markets LLC100$25.0K0.01%+100New
Washington Trust Advisors, Inc.101$25.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC110$27.0K0.03%−10−8.3%Reduced
Lindbrook Capital, LLC110$27.3K0.00%+58+111.5%Added
Muzinich & Co., Inc.116$28.8K0.02%00.0%Unchanged
State of Wyoming132$32.7K0.01%−360−73.2%Reduced
Pacific Center for Financial Services146$36.3K0.01%+1+0.7%Added
Capital Advisors, Ltd. LLC155$38.0K0.01%+3+2.0%Added
PSI Advisors, LLC159$39.3K0.01%00.0%Unchanged
Vima LLC160$39.6K0.09%+160New
Rakuten Investment Management, Inc.159$40.2K0.00%+159New
Bruce G. Allen Investments, LLC164$40.7K0.04%+164New
Federation des caisses Desjardins du Quebec173$42.9K0.00%00.0%Unchanged
HM Payson & Co180$44.6K0.00%00.0%Unchanged
POM Investment Strategies, LLC185$45.7K0.04%+185New
Ronald Blue Trust, Inc.231$50.0K0.00%+200+645.2%Added
Huntington National Bank203$50.3K0.00%−10−4.7%Reduced
Private Ocean, LLC207$51.3K0.01%00.0%Unchanged
Rogco, LP208$51.6K0.02%00.0%Unchanged
Bear Mountain Capital, Inc.221$55.0K0.02%+221New