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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tobam | 241 | $60.0K | 0.01% | +241 | New |
| Advisory Services Network, LLC | 253 | $62.7K | 0.00% | +253 | New |
| DT Investment Partners, LLC | 297 | $69.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 295 | $73.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $73.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $74.4K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 305 | $75.6K | 0.04% | +305 | New |
| Glassman Wealth Services | 317 | $78.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 337 | $84.0K | 0.04% | −36−9.7% | Reduced |
| Center for Financial Planning, Inc. | 350 | $86.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 358 | $88.8K | 0.00% | −356−49.9% | Reduced |
| Bessemer Group Inc | 446 | $111.0K | 0.00% | +91+25.6% | Added |
| Lazard Asset Management LLC | 455 | $112.0K | 0.00% | −614−57.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $114.2K | 0.01% | +257+128.5% | Added |
| North Star Investment Management Corp. | 500 | $124.0K | 0.01% | −2−0.4% | Reduced |
| GAMMA Investing LLC | 536 | $125.0K | 0.03% | +536 | New |
| Quadrant Capital Group LLC | 514 | $127.4K | 0.01% | −69−11.8% | Reduced |
| SYSTM Wealth Solutions LLC | 521 | $129.9K | 0.02% | +521 | New |
| Federated Hermes, Inc. | 535 | $132.6K | 0.00% | −280−34.4% | Reduced |
| Principal Securities, Inc. | 540 | $133.9K | 0.00% | +540 | New |
| Desjardins Global Asset Management Inc. | 572 | $141.8K | 0.02% | +108+23.3% | Added |
| Ci Investments Inc. | 577 | $143.0K | 0.00% | +16+2.9% | Added |
| Farther Finance Advisors, LLC | 650 | $161.2K | 0.01% | +247+61.3% | Added |
| Heritage Wealth Advisors | 668 | $165.6K | 0.01% | +668 | New |
| Allworth Financial LP | 685 | $169.7K | 0.00% | −26−3.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 744 | $184.5K | 0.09% | +19+2.6% | Added |
| Ameritas Investment Partners, Inc. | 761 | $188.7K | 0.01% | −800−51.2% | Reduced |
| Lincoln National Corp | 820 | $203.3K | 0.00% | −177−17.8% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $203.3K | 0.16% | +869 | New |
| TRUE Private Wealth Advisors | 824 | $204.3K | 0.03% | +824 | New |
| Coppell Advisory Solutions LLC | 825 | $204.6K | 0.04% | +825 | New |
| Sovereign Financial Group, Inc. | 842 | $208.9K | 0.06% | +842 | New |
| American State Bank (Iowa) | 843 | $209.0K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 850 | $210.7K | 0.04% | +850 | New |
| Park Avenue Securities LLC | 851 | $211.0K | 0.00% | +851 | New |
| Boston Private Wealth LLC | 871 | $216.0K | 0.01% | +871 | New |
| Advisors Asset Management, Inc. | 873 | $216.5K | 0.00% | −103−10.6% | Reduced |
| Veriti Management LLC | 892 | $221.2K | 0.02% | −55−5.8% | Reduced |
| Coldstream Capital Management Inc | 896 | $222.0K | 0.01% | −197−18.0% | Reduced |
| Glenmede Trust Co NA | 899 | $222.9K | 0.00% | +899 | New |
| NEOS Investment Management LLC | 908 | $225.1K | 0.02% | +908 | New |
| Sawtooth Solutions, LLC | 911 | $225.9K | 0.01% | −84−8.4% | Reduced |
| Bleakley Financial Group, LLC | 911 | $225.9K | 0.01% | −84−8.4% | Reduced |
| Catalytic Wealth RIA, LLC | 919 | $227.9K | 0.10% | +919 | New |
| M&R Capital Management Inc | 920 | $228.1K | 0.06% | +83+9.9% | Added |
| Renaissance Group LLC | 921 | $228.6K | 0.01% | +921 | New |
| Savant Capital, LLC | 926 | $229.6K | 0.00% | +926 | New |
| Virtus ETF Advisers LLC | 927 | $229.8K | 0.15% | +44+5.0% | Added |
| Mutual Advisors, LLC | 929 | $230.5K | 0.01% | −19−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 944 | $234.1K | 0.01% | +944 | New |
| Two Sigma Securities, LLC | 945 | $234.3K | 0.01% | +945 | New |
| Horizon Investments, LLC | 947 | $234.8K | 0.01% | −28−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 951 | $235.8K | 0.01% | +951 | New |
| V-Square Quantitative Management LLC | 954 | $236.5K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 975 | $242.0K | 0.00% | +19+2.0% | Added |
| Cypress Capital Group | 982 | $243.5K | 0.03% | −5−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 983 | $243.7K | 0.02% | −18−1.8% | Reduced |
| Brinker Capital Investments, LLC | 1,003 | $249.1K | 0.00% | −90−8.2% | Reduced |
| Orion Portfolio Solutions, LLC | 1,003 | $249.1K | 0.00% | −90−8.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,014 | $251.4K | 0.01% | −9−0.9% | Reduced |
| CWA Asset Management Group, LLC | 1,016 | $251.9K | 0.02% | +1,016 | New |
| Trust Co of Vermont | 1,029 | $255.1K | 0.02% | +7+0.7% | Added |
| Revisor Wealth Management LLC | 1,033 | $256.1K | 0.29% | −212−17.0% | Reduced |
| CI Private Wealth, LLC | 1,043 | $258.6K | 0.00% | −5−0.5% | Reduced |
| NewEdge Wealth, LLC | 1,062 | $263.3K | 0.01% | +33+3.2% | Added |
| Moody National Bank Trust Division | 1,069 | $265.0K | 0.02% | −610−36.3% | Reduced |
| Stephens Inc | 1,136 | $281.7K | 0.00% | +1,136 | New |
| Harbor Capital Advisors, Inc. | 1,144 | $283.6K | 0.06% | +2+0.2% | Added |
| Profund Advisors LLC | 1,145 | $283.9K | 0.01% | +202+21.4% | Added |
| Signet Financial Management, LLC | 1,146 | $284.2K | 0.04% | −43−3.6% | Reduced |
| Sigma Planning Corp | 1,146 | $284.2K | 0.02% | −1,649−59.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,154 | $286.2K | 0.00% | +1,154 | New |
| Power Corp of Canada | 1,158 | $287.1K | 0.03% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,222 | $288.8K | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,184 | $293.6K | 0.00% | −2−0.2% | Reduced |
| Klingenstein Fields & Co LP | 1,200 | $297.5K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,200 | $297.5K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,201 | $297.8K | 0.00% | −517,830−99.8% | Reduced |
| Stratos Wealth Partners, LTD. | 1,230 | $305.0K | 0.01% | −35−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 1,246 | $308.8K | 0.00% | −92−6.9% | Reduced |
| Wolverine Trading, LLC | 1,273 | $315.6K | 0.00% | −432−25.3% | Reduced |
| Degroof Petercam Asset Management | 1,300 | $322.3K | 0.00% | +1,300 | New |
| Parcion Private Wealth LLC | 1,343 | $333.0K | 0.03% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 1,350 | $334.7K | 0.00% | −95−6.6% | Reduced |
| Vanderbilt University | 1,393 | $345.4K | 0.09% | −602−30.2% | Reduced |
| Zega Financial, LLC | 1,400 | $347.1K | 0.14% | +1,400 | New |
| Alpha Cubed Investments, LLC | 1,433 | $355.2K | 0.02% | +2+0.1% | Added |
| FJ Investments, LLC | 1,491 | $369.7K | 0.02% | +1,491 | New |
| Captrust Financial Advisors | 1,505 | $373.1K | 0.00% | −329−17.9% | Reduced |
| Investment Management Corp of Ontario | 1,538 | $381.3K | 0.01% | +1,538 | New |
| Global X Japan Co., Ltd. | 1,562 | $387.3K | 0.22% | +1,562 | New |
| Wulff, Hansen & Co. | 1,564 | $387.8K | 0.43% | 00.0% | Unchanged |
| Washington Trust Bank | 1,573 | $390.0K | 0.03% | −366−18.9% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $394.0K | 0.03% | 00.0% | Unchanged |
| Summitry LLC | 1,599 | $396.5K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,600 | $396.7K | 0.00% | −8,984−84.9% | Reduced |
| Cerity Partners LLC | 1,623 | $402.4K | 0.00% | +358+28.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,692 | $419.5K | 0.00% | +1,385+451.1% | Added |
| Windham Capital Management, LLC | 1,706 | $422.9K | 0.16% | +18+1.1% | Added |
| Squarepoint Ops LLC | 1,739 | $431.2K | 0.00% | −7,023−80.2% | Reduced |