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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 1,756 | $435.3K | 0.02% | −56−3.1% | Reduced |
| CWM Advisors, LLC | 1,782 | $441.8K | 0.05% | +57+3.3% | Added |
| Concentric Wealth Management, LLC | 1,795 | $445.1K | 0.13% | +17+1.0% | Added |
| Intech Investment Management LLC | 1,821 | $451.5K | 0.01% | +1,821 | New |
| Norden Group LLC | 1,855 | $459.9K | 0.08% | −2−0.1% | Reduced |
| Whittier Trust Co | 1,859 | $460.9K | 0.01% | −126−6.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,866 | $462.7K | 0.03% | +51+2.8% | Added |
| GTS Securities LLC | 1,871 | $463.9K | 0.01% | +1,871 | New |
| UBS Oconnor LLC | 1,900 | $471.1K | 0.01% | +100+5.6% | Added |
| Cornercap Investment Counsel Inc | 1,913 | $474.3K | 0.08% | +45+2.4% | Added |
| Cetera Advisor Networks LLC | 1,915 | $474.9K | 0.00% | −171−8.2% | Reduced |
| Independent Advisor Alliance | 1,960 | $486.1K | 0.02% | −914−31.8% | Reduced |
| Valeo Financial Advisors, LLC | 1,964 | $487.0K | 0.02% | −1,000−33.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $496.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,013 | $499.2K | 0.01% | −147−6.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,031 | $503.6K | 0.01% | +4+0.2% | Added |
| United Capital Financial Advisers, LLC | 2,091 | $518.5K | 0.00% | −567−21.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,111 | $523.0K | 0.01% | +1,518+256.0% | Added |
| Claro Advisors LLC | 2,115 | $524.4K | 0.11% | −537−20.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,116 | $525.0K | 0.00% | +17+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,140 | $530.6K | 0.01% | +61+2.9% | Added |
| Credit Agricole S A | 2,173 | $538.8K | 0.01% | +1,147+111.8% | Added |
| APG Asset Management N.V. | 2,444 | $548.6K | 0.00% | −171−6.5% | Reduced |
| Prelude Capital Management, LLC | 2,237 | $554.6K | 0.05% | +2,237 | New |
| WESCAP Management Group, Inc. | 2,248 | $557.4K | 0.18% | −280−11.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,287 | $567.0K | 0.04% | −147−6.0% | Reduced |
| Alberta Investment Management Corp | 2,300 | $570.3K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,319 | $575.0K | 0.00% | −1,833−44.1% | Reduced |
| Itau Unibanco Holding S.A. | 2,300 | $581.3K | 0.02% | +2,300 | New |
| Aviva PLC | 2,438 | $604.5K | 0.00% | −11,782−82.9% | Reduced |
| Ieq Capital, LLC | 2,488 | $616.8K | 0.01% | +29+1.2% | Added |
| Worldquant Millennium Advisors LLC | 2,490 | $617.4K | 0.01% | −4,740−65.6% | Reduced |
| KCM Investment Advisors LLC | 2,495 | $618.6K | 0.02% | −150−5.7% | Reduced |
| iA Global Asset Management Inc. | 2,495 | $619.0K | 0.01% | −382−13.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,531 | $628.0K | 0.01% | +98+4.0% | Added |
| Commerzbank Aktiengesellschaft | 2,552 | $633.0K | 0.03% | +45+1.8% | Added |
| WealthTrust Asset Management, LLC | 2,560 | $634.7K | 0.53% | +1,250+95.4% | Added |
| Gateway Investment Advisers LLC | 2,627 | $651.3K | 0.01% | −10.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,630 | $652.0K | 0.00% | −288−9.9% | Reduced |
| Verition Fund Management LLC | 2,632 | $652.6K | 0.01% | −4,794−64.6% | Reduced |
| RB Capital Management, LLC | 2,701 | $669.6K | 0.19% | −255−8.6% | Reduced |
| MML Investors Services, LLC | 2,705 | $671.0K | 0.00% | +440+19.4% | Added |
| Iron Financial, LLC | 2,752 | $682.3K | 0.39% | −24−0.9% | Reduced |
| Massmutual Trust Co FSB | 2,837 | $703.4K | 0.02% | −6−0.2% | Reduced |
| Martingale Asset Management L P | 2,938 | $728.4K | 0.01% | +784+36.4% | Added |
| Panagora Asset Management Inc | 2,942 | $729.4K | 0.00% | −805−21.5% | Reduced |
| Penserra Capital Management LLC | 3,014 | $746.0K | 0.01% | −273−8.3% | Reduced |
| MainStreet Investment Advisors LLC | 3,051 | $756.5K | 0.09% | −110−3.5% | Reduced |
| Prudential PLC | 3,068 | $760.7K | 0.01% | −4−0.1% | Reduced |
| TownSquare Capital, LLC | 3,119 | $773.3K | 0.01% | −1,001−24.3% | Reduced |
| PEAK6 Investments LLC | 3,131 | $776.3K | 0.03% | +2,496+393.1% | Added |
| Jefferies Financial Group Inc. | 3,135 | $777.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,136 | $777.5K | 0.00% | +95+3.1% | Added |
| Voloridge Investment Management, LLC | 3,159 | $783.2K | 0.00% | −2,543−44.6% | Reduced |
| Wealthfront Advisers LLC | 3,180 | $788.4K | 0.00% | +467+17.2% | Added |
| Horst & Graben Wealth Management LLC | 3,220 | $798.3K | 0.18% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,250 | $813.3K | 0.02% | +3,250 | New |
| New Mexico Educational Retirement Board | 3,300 | $818.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 3,341 | $828.4K | 0.02% | −803−19.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,465 | $859.1K | 0.00% | −1,064−23.5% | Reduced |
| BBJS Financial Advisors, LLC | 3,543 | $878.4K | 0.31% | +90+2.6% | Added |
| Toroso Investments, LLC | 3,600 | $892.6K | 0.02% | +1,712+90.7% | Added |
| AXA S.A. | 3,700 | $917.4K | 0.00% | +276+8.1% | Added |
| Delta Investment Management, LLC | 3,736 | $926.3K | 0.23% | −1,117−23.0% | Reduced |
| Naviter Wealth, LLC | 3,702 | $926.4K | 0.19% | +136+3.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $927.5K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 3,741 | $927.6K | 0.01% | −459−10.9% | Reduced |
| Louisiana State Employees Retirement System | 3,900 | $967.0K | 0.02% | −100−2.5% | Reduced |
| Vinva Investment Management Ltd | 3,934 | $994.3K | 0.07% | +538+15.8% | Added |
| Tiemann Investment Advisors, LLC | 4,019 | $996.7K | 0.48% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,051 | $1.00M | 0.03% | −479−10.6% | Reduced |
| Osterweis Capital Management Inc | 4,055 | $1.01M | 0.06% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 4,211 | $1.02M | 0.07% | −1,200−22.2% | Reduced |
| Nordea Investment Management AB | 4,115 | $1.03M | 0.00% | +208+5.3% | Added |
| Pacer Advisors, Inc. | 4,183 | $1.04M | 0.00% | −2,133−33.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $1.05M | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 4,315 | $1.07M | 0.04% | −54−1.2% | Reduced |
| Ostrum Asset Management | 4,317 | $1.07M | 0.09% | +1,851+75.1% | Added |
| AQR Capital Management LLC | 4,342 | $1.08M | 0.00% | −5,366−55.3% | Reduced |
| FourThought Financial Partners, LLC | 4,383 | $1.09M | 0.14% | −125−2.8% | Reduced |
| DoubleLine ETF Adviser LP | 4,442 | $1.10M | 0.32% | +4,442 | New |
| Integrated Wealth Concepts LLC | 4,483 | $1.11M | 0.02% | +527+13.3% | Added |
| Lighthouse Investment Partners, LLC | 4,500 | $1.12M | 0.08% | +4,500 | New |
| Ontario Teachers Pension Plan Board | 4,508 | $1.12M | 0.01% | +409+10.0% | Added |
| Commonwealth Equity Services, LLC | 4,544 | $1.13M | 0.00% | +133+3.0% | Added |
| US Bancorp | 4,564 | $1.13M | 0.00% | −165−3.5% | Reduced |
| Crawford Investment Counsel Inc | 4,569 | $1.13M | 0.02% | +282+6.6% | Added |
| Metropolitan Life Insurance Co | 4,578 | $1.14M | 0.05% | −48−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 4,640 | $1.15M | 0.02% | +366+8.6% | Added |
| Ethic Inc. | 4,685 | $1.16M | 0.03% | −82−1.7% | Reduced |
| Strategic Global Advisors, LLC | 4,786 | $1.19M | 0.27% | −3,225−40.3% | Reduced |
| Vestcor Inc | 4,832 | $1.20M | 0.04% | +3,339+223.6% | Added |
| Oregon Public Employees Retirement Fund | 4,979 | $1.23M | 0.02% | −27−0.5% | Reduced |
| Maryland State Retirement & Pension System | 4,987 | $1.24M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,047 | $1.25M | 0.00% | +293+6.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,067 | $1.26M | 0.03% | −159−3.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,129 | $1.27M | 0.33% | +147+3.0% | Added |
| Kentucky Retirement Systems | 5,135 | $1.27M | 0.04% | −316−5.8% | Reduced |
| Creative Planning | 5,253 | $1.30M | 0.00% | −793−13.1% | Reduced |
| Moran Wealth Management, LLC | 5,265 | $1.31M | 0.05% | −122−2.3% | Reduced |