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 |
|---|---|---|---|---|---|
| Natixis | 19,717 | $4.89M | 0.04% | +15,610+380.1% | Added |
| Susquehanna International Group, LLP | 20,292 | $5.03M | 0.01% | −15,144−42.7% | Reduced |
| USS Investment Management Ltd | 20,386 | $5.06M | 0.05% | +663+3.4% | Added |
| TD Asset Management Inc | 21,012 | $5.21M | 0.01% | +1,334+6.8% | Added |
| Mizuho Markets Americas LLC | 21,066 | $5.22M | 0.16% | +7,638+56.9% | Added |
| Westpac Banking Corp | 21,127 | $5.24M | 0.43% | +120+0.6% | Added |
| Voya Investment Management LLC | 21,570 | $5.35M | 0.01% | −174−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,818 | $5.41M | 0.07% | −2,800−11.4% | Reduced |
| Guggenheim Capital LLC | 21,866 | $5.42M | 0.04% | +230+1.1% | Added |
| Natixis Advisors, L.P. | 22,295 | $5.53M | 0.01% | +830+3.9% | Added |
| Employees Retirement System of Texas | 23,000 | $5.70M | 0.07% | −2,000−8.0% | Reduced |
| 1832 Asset Management L.P. | 23,400 | $5.80M | 0.01% | +3,400+17.0% | Added |
| Ensign Peak Advisors, Inc | 23,500 | $5.83M | 0.01% | −1,563−6.2% | Reduced |
| Vert Asset Management LLC | 25,284 | $6.27M | 2.70% | −846−3.2% | Reduced |
| STRS Ohio | 25,441 | $6.31M | 0.03% | −1,377−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,661 | $6.36M | 0.05% | +12,756+98.8% | Added |
| Van Eck Associates Corp | 26,190 | $6.49M | 0.01% | +3,301+14.4% | Added |
| Quinn Opportunity Partners LLC | 26,567 | $6.59M | 0.76% | +1,500+6.0% | Added |
| Raymond James & Associates | 26,646 | $6.61M | 0.00% | −2,037−7.1% | Reduced |
| Perigon Wealth Management, LLC | 27,209 | $6.75M | 0.22% | +27,209 | New |
| LPL Financial LLC | 27,334 | $6.78M | 0.00% | +88+0.3% | Added |
| Stifel Financial Corp | 27,732 | $6.88M | 0.01% | −718−2.5% | Reduced |
| Illinois Municipal Retirement Fund | 28,209 | $6.99M | 0.12% | −17,368−38.1% | Reduced |
| Omers Administration Corp | 28,500 | $7.07M | 0.09% | +1,700+6.3% | Added |
| Royal London Asset Management Ltd | 29,475 | $7.31M | 0.02% | +4,176+16.5% | Added |
| CIBC World Markets Corp | 29,630 | $7.35M | 0.04% | +26,087+736.3% | Added |
| Treasurer of the State of North Carolina | 30,032 | $7.45M | 0.04% | +1,181+4.1% | Added |
| Teacher Retirement System of Texas | 31,837 | $7.89M | 0.05% | −8,116−20.3% | Reduced |
| Alyeska Investment Group, L.P. | 32,231 | $7.99M | 0.05% | +32,231 | New |
| Nisa Investment Advisors, LLC | 32,402 | $8.03M | 0.06% | −6,079−15.8% | Reduced |
| Masterton Capital Management, LP | 33,200 | $8.23M | 7.11% | +33,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,606 | $8.33M | 0.03% | −2,248−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 34,109 | $8.46M | 0.02% | −1,740−4.9% | Reduced |
| Lasalle Investment Management Securities LLC | 34,415 | $8.53M | 0.34% | −258,471−88.2% | Reduced |
| Millennium Management LLC | 34,465 | $8.55M | 0.01% | −45,618−57.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,686 | $8.60M | 0.04% | +22,914+194.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 35,853 | $8.89M | 0.03% | −224−0.6% | Reduced |
| Thrivent Financial for Lutherans | 35,924 | $8.91M | 0.02% | −504−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 36,466 | $9.04M | 0.05% | −233−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 36,729 | $9.11M | 0.02% | −27−0.1% | Reduced |
| Handelsbanken Fonder AB | 36,882 | $9.14M | 0.04% | +1,549+4.4% | Added |
| NFJ Investment Group, LLC | 37,101 | $9.20M | 0.25% | −2,438−6.2% | Reduced |
| Yousif Capital Management, LLC | 38,075 | $9.44M | 0.11% | −1,642−4.1% | Reduced |
| Capital Fund Management S.A. | 39,172 | $9.71M | 0.12% | −2,067−5.0% | Reduced |
| Leeward Investments, LLC - MA | 39,724 | $9.85M | 0.46% | −1,066−2.6% | Reduced |
| DekaBank Deutsche Girozentrale | 40,905 | $10.2M | 0.02% | +6,743+19.7% | Added |
| Janney Montgomery Scott LLC | 42,522 | $10.5M | 0.03% | −1,548−3.5% | Reduced |
| Toronto Dominion Bank | 44,339 | $11.0M | 0.02% | +3,470+8.5% | Added |
| Pictet Asset Management Holding SA | 45,276 | $11.2M | 0.01% | +1,066+2.4% | Added |
| Prudential Financial Inc | 48,443 | $11.6M | 0.02% | −9,699−16.7% | Reduced |
| State of Wisconsin Investment Board | 46,974 | $11.6M | 0.03% | −3,075−6.1% | Reduced |
| Kettle Hill Capital Management, LLC | 48,047 | $11.9M | 3.11% | +48,047 | New |
| Envestnet Asset Management Inc | 48,139 | $11.9M | 0.00% | −5,132−9.6% | Reduced |
| Korea Investment CORP | 48,942 | $12.1M | 0.03% | +32,362+195.2% | Added |
| Victory Capital Management Inc | 49,277 | $12.2M | 0.01% | +4,943+11.1% | Added |
| KBC Group NV | 49,923 | $12.4M | 0.04% | +7,312+17.2% | Added |
| State of New Jersey Common Pension Fund D | 50,149 | $12.4M | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 51,907 | $12.9M | 0.06% | +1,956+3.9% | Added |
| Manufacturers Life Insurance Company, The | 51,992 | $12.9M | 0.01% | +2,026+4.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53,182 | $13.2M | 0.05% | +43,582+454.0% | Added |
| Retirement Systems of Alabama | 53,565 | $13.3M | 0.06% | −367−0.7% | Reduced |
| Adelante Capital Management LLC | 53,639 | $13.3M | 0.92% | −115,052−68.2% | Reduced |
| State of Alaska, Department of Revenue | 54,632 | $13.5M | 0.16% | +1,426+2.7% | Added |
| New York State Common Retirement Fund | 55,540 | $13.8M | 0.02% | −9,466−14.6% | Reduced |
| Wells Fargo & Company | 55,614 | $13.8M | 0.00% | −1,180−2.1% | Reduced |
| Davis Selected Advisers | 55,751 | $13.8M | 0.08% | −1,440−2.5% | Reduced |
| Utah Retirement Systems | 56,549 | $14.0M | 0.18% | +28,718+103.2% | Added |
| BNP Paribas Arbitrage, SA | 57,206 | $14.2M | 0.03% | −20,316−26.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,439 | $14.5M | 0.65% | −19,946−25.4% | Reduced |
| American Assets Investment Management, LLC | 59,500 | $14.8M | 1.52% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 60,000 | $14.9M | 1.27% | 00.0% | Unchanged |
| Franklin Resources Inc | 62,067 | $15.4M | 0.01% | +5,887+10.5% | Added |
| Adage Capital Partners GP, L.L.C. | 62,300 | $15.4M | 0.03% | +62,300 | New |
| New York State Teachers Retirement System | 62,802 | $15.6M | 0.03% | −1,525−2.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 64,142 | $16.2M | 1.20% | −7,772−10.8% | Reduced |
| Renaissance Technologies LLC | 65,726 | $16.3M | 0.03% | +22,900+53.5% | Added |
| Investure, LLC | 66,000 | $16.4M | 2.18% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 67,774 | $16.8M | 0.03% | −14,664−17.8% | Reduced |
| Centersquare Investment Management LLC | 72,442 | $18.0M | 0.20% | +34,427+90.6% | Added |
| Citigroup Inc | 72,979 | $18.1M | 0.02% | −13,829−15.9% | Reduced |
| Macquarie Group Ltd | 74,244 | $18.4M | 0.02% | +9,688+15.0% | Added |
| Baird Financial Group, Inc. | 75,602 | $18.7M | 0.04% | +829+1.1% | Added |
| Heartland Advisors Inc | 75,890 | $18.8M | 0.98% | −21,126−21.8% | Reduced |
| State Board of Administration of Florida Retirement System | 79,373 | $19.7M | 0.04% | +9,178+13.1% | Added |
| Bank of Montreal | 84,703 | $21.4M | 0.01% | +17,431+25.9% | Added |
| Robeco Institutional Asset Management B.V. | 90,949 | $22.5M | 0.05% | −44,059−32.6% | Reduced |
| California State Teachers Retirement System | 98,174 | $24.3M | 0.03% | +96+0.1% | Added |
| Alliancebernstein L.P. | 100,148 | $24.8M | 0.01% | −1,196−1.2% | Reduced |
| Standard Life Aberdeen plc | 100,310 | $24.9M | 0.05% | +68,951+219.9% | Added |
| National Pension Service | 100,860 | $25.0M | 0.03% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 102,710 | $25.7M | 1.43% | +2,290+2.3% | Added |
| State of Tennessee, Treasury Department | 110,455 | $27.4M | 0.11% | −1,196−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 119,573 | $29.6M | 0.12% | +1,469+1.2% | Added |
| ExodusPoint Capital Management, LP | 123,790 | $30.7M | 0.38% | +121,290+4,851.6% | Added |
| Credit Suisse AG | 124,476 | $30.9M | 0.03% | −13,285−9.6% | Reduced |
| CBOE Vest Financial, LLC | 125,321 | $31.1M | 1.16% | +31,731+33.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129,783 | $31.5M | 0.06% | +3,993+3.2% | Added |
| Rhumbline Advisers | 129,878 | $32.2M | 0.03% | −4,314−3.2% | Reduced |
| Royal Bank of Canada | 130,590 | $32.4M | 0.01% | +50,424+62.9% | Added |
| Great West Life Assurance Co | 131,175 | $32.4M | 0.07% | +17,284+15.2% | Added |