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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 5,322 | $1.32M | 0.04% | −642−10.8% | Reduced |
| Norinchukin Bank, The | 5,377 | $1.33M | 0.03% | −405−7.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,385 | $1.34M | 0.61% | −1,954−26.6% | Reduced |
| Pathstone Holdings, LLC | 5,399 | $1.34M | 0.01% | +5,399 | New |
| O'Shaughnessy Asset Management, LLC | 5,434 | $1.35M | 0.02% | −3,325−38.0% | Reduced |
| Pensionfund Sabic | 5,450 | $1.35M | 0.43% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 5,530 | $1.37M | 0.07% | −188,573−97.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,539 | $1.37M | 0.01% | −284−4.9% | Reduced |
| Azzad Asset Management Inc | 5,559 | $1.38M | 0.17% | +546+10.9% | Added |
| ING Groep NV | 5,687 | $1.41M | 0.01% | +729+14.7% | Added |
| Commerce Bank | 5,807 | $1.44M | 0.01% | +1,893+48.4% | Added |
| Perpetual Ltd | 5,810 | $1.44M | 0.01% | +570+10.9% | Added |
| Spirit of America Management Corp | 5,936 | $1.47M | 0.32% | +100+1.7% | Added |
| LMCG Investments, LLC | 6,025 | $1.49M | 0.09% | +1,431+31.1% | Added |
| Beacon Pointe Advisors, LLC | 6,112 | $1.52M | 0.02% | −150−2.4% | Reduced |
| Cozad Asset Management Inc | 6,241 | $1.55M | 0.18% | −533−7.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,800 | $1.69M | 0.01% | −382−5.3% | Reduced |
| Allstate Corp | 6,815 | $1.69M | 0.12% | −9,581−58.4% | Reduced |
| Apexium Financial, LP | 6,900 | $1.71M | 0.12% | +6,900 | New |
| Camelot Portfolios, LLC | 6,918 | $1.72M | 1.02% | +1,193+20.8% | Added |
| Mackenzie Financial Corp | 7,038 | $1.75M | 0.00% | −28,913−80.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,223 | $1.79M | 0.01% | +703+10.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,247 | $1.80M | 0.00% | +83+1.2% | Added |
| Ossiam | 7,319 | $1.81M | 0.03% | −21,580−74.7% | Reduced |
| British Columbia Investment Management Corp | 7,388 | $1.83M | 0.01% | +1,553+26.6% | Added |
| Public Sector Pension Investment Board | 7,691 | $1.91M | 0.01% | −5,393−41.2% | Reduced |
| Two Sigma Investments, LP | 7,700 | $1.91M | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 7,737 | $1.92M | 0.07% | −846−9.9% | Reduced |
| First Trust Advisors LP | 7,771 | $1.93M | 0.00% | −18,764−70.7% | Reduced |
| Schroder Investment Management Group | 7,855 | $1.95M | 0.00% | −2,685−25.5% | Reduced |
| M&T Bank Corp | 8,055 | $2.00M | 0.01% | −321−3.8% | Reduced |
| Intact Investment Management Inc. | 8,100 | $2.01M | 0.08% | −9,800−54.7% | Reduced |
| Aurora Investment Managers, LLC. | 8,336 | $2.07M | 1.57% | +663+8.6% | Added |
| Mutual of America Capital Management LLC | 8,590 | $2.13M | 0.02% | −392−4.4% | Reduced |
| LM Advisors LLC | 8,606 | $2.13M | 0.43% | +8,606 | New |
| Rafferty Asset Management, LLC | 8,617 | $2.14M | 0.01% | +1,444+20.1% | Added |
| Clifford Swan Investment Counsel LLC | 8,701 | $2.16M | 0.08% | −417−4.6% | Reduced |
| FIL Ltd | 8,800 | $2.18M | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,852 | $2.19M | 0.01% | −397−4.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 8,951 | $2.22M | 0.22% | −2,601−22.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,987 | $2.23M | 0.01% | −1,583−15.0% | Reduced |
| Xponance, Inc. | 9,286 | $2.30M | 0.03% | +91+1.0% | Added |
| Bank of Nova Scotia | 9,299 | $2.31M | 0.00% | +1,476+18.9% | Added |
| Options Solutions, LLC | 9,350 | $2.32M | 2.47% | −360−3.7% | Reduced |
| Pictet & Cie (Europe) SA | 9,390 | $2.33M | 0.07% | +100+1.1% | Added |
| The PNC Financial Services Group, Inc. | 9,452 | $2.34M | 0.00% | −4,641−32.9% | Reduced |
| FORA Capital, LLC | 9,531 | $2.36M | 0.20% | +1,685+21.5% | Added |
| Advisor Group Holdings, Inc. | 9,869 | $2.45M | 0.00% | +780+8.6% | Added |
| Manning & Napier Group, LLC | 10,090 | $2.50M | 0.03% | +10,090 | New |
| Metis Global Partners, LLC | 10,658 | $2.64M | 0.11% | +684+6.9% | Added |
| Forsta Ap-Fonden | 11,000 | $2.73M | 0.03% | +11,000 | New |
| Provident Investment Management, Inc. | 11,149 | $2.76M | 0.26% | +372+3.5% | Added |
| Czech National Bank | 11,241 | $2.79M | 0.04% | +24+0.2% | Added |
| JLP Asset Management, LLC | 11,300 | $2.80M | 3.33% | +11,300 | New |
| Nomura Holdings Inc | 11,389 | $2.82M | 0.03% | +9,720+582.4% | Added |
| South Dakota Investment Council | 11,633 | $2.88M | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 11,953 | $2.96M | 0.05% | +1,630+15.8% | Added |
| Tower Research Capital LLC (TRC) | 12,051 | $2.99M | 0.04% | +8,626+251.9% | Added |
| Vident Advisory, LLC | 12,675 | $3.14M | 0.08% | −75−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 12,685 | $3.15M | 0.05% | −167−1.3% | Reduced |
| Pensionfund DSM Netherlands | 12,695 | $3.15M | 1.90% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 12,699 | $3.15M | 2.00% | −1,535−10.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,884 | $3.19M | 0.01% | +1,709+15.3% | Added |
| Agf Management Ltd | 13,040 | $3.23M | 0.02% | +473+3.8% | Added |
| Mariner, LLC | 13,188 | $3.27M | 0.01% | +8,125+160.5% | Added |
| Texas Permanent School Fund | 13,249 | $3.28M | 0.03% | −10−0.1% | Reduced |
| Putnam Investments LLC | 13,326 | $3.30M | 0.00% | −363−2.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,327 | $3.30M | 0.38% | +13,327 | New |
| DFPG Investments, LLC | 13,775 | $3.34M | 0.26% | +854+6.6% | Added |
| IFM Investors Pty Ltd | 13,897 | $3.45M | 0.04% | 00.0% | Unchanged |
| Tredje AP-fonden | 13,972 | $3.46M | 0.04% | −250−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 14,095 | $3.49M | 0.10% | −216−1.5% | Reduced |
| Gotham Asset Management, LLC | 14,253 | $3.53M | 0.07% | −4,355−23.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,643 | $3.63M | 0.01% | +162+1.1% | Added |
| Fisher Asset Management, LLC | 14,954 | $3.71M | 0.00% | −631−4.0% | Reduced |
| SG Americas Securities, LLC | 15,001 | $3.72M | 0.04% | +12,954+632.8% | Added |
| Marex Group plc | 15,000 | $3.72M | 0.15% | −1,000−6.3% | Reduced |
| National Bank of Canada | 14,970 | $3.74M | 0.01% | −8,119−35.2% | Reduced |
| Nissay Asset Management Corp | 15,491 | $3.84M | 0.03% | +956+6.6% | Added |
| Truist Financial Corp | 15,563 | $3.86M | 0.01% | −197−1.3% | Reduced |
| MetLife Investment Management | 15,574 | $3.86M | 0.03% | −295−1.9% | Reduced |
| HighTower Advisors, LLC | 15,840 | $3.88M | 0.01% | +2,566+19.3% | Added |
| Swedbank AB | 15,806 | $3.92M | 0.01% | −143−0.9% | Reduced |
| Loudon Investment Management, LLC | 15,817 | $3.92M | 2.43% | +61+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,890 | $3.94M | 0.05% | +428+2.8% | Added |
| Jane Street Group, LLC | 15,906 | $3.94M | 0.00% | −2,234−12.3% | Reduced |
| Storebrand Asset Management AS | 15,917 | $3.95M | 0.01% | +535+3.5% | Added |
| Holocene Advisors, LP | 16,030 | $3.97M | 0.02% | +13,389+507.0% | Added |
| Quantinno Capital Management LP | 16,113 | $4.00M | 0.14% | +1,136+7.6% | Added |
| Achmea Investment Management B.V. | 16,222 | $4.02M | 0.08% | +3,280+25.3% | Added |
| Amalgamated Bank | 16,282 | $4.04M | 0.03% | +108+0.7% | Added |
| American International Group, Inc. | 16,828 | $4.17M | 0.02% | −153−0.9% | Reduced |
| DnB Asset Management AS | 16,987 | $4.21M | 0.02% | −39−0.2% | Reduced |
| Sarasin & Partners LLP | 17,024 | $4.22M | 0.05% | −106−0.6% | Reduced |
| State of Michigan Retirement System | 17,560 | $4.35M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,640 | $4.37M | 0.03% | +129+0.7% | Added |
| Janus Henderson Group PLC | 18,663 | $4.63M | 0.00% | −50−0.3% | Reduced |
| UniSuper Management Pty Ltd | 18,993 | $4.71M | 0.05% | +293+1.6% | Added |
| Dean Investment Associates, LLC | 19,245 | $4.77M | 0.68% | −532−2.7% | Reduced |
| New York Life Investment Management LLC | 19,663 | $4.88M | 0.05% | +8,105+70.1% | Added |