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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 44,339 | $11.0M | 0.02% | +3,470+8.5% | Added |
| Janney Montgomery Scott LLC | 42,522 | $10.5M | 0.03% | −1,548−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 40,905 | $10.2M | 0.02% | +6,743+19.7% | Added |
| Leeward Investments, LLC - MA | 39,724 | $9.85M | 0.46% | −1,066−2.6% | Reduced |
| Capital Fund Management S.A. | 39,172 | $9.71M | 0.12% | −2,067−5.0% | Reduced |
| Yousif Capital Management, LLC | 38,075 | $9.44M | 0.11% | −1,642−4.1% | Reduced |
| NFJ Investment Group, LLC | 37,101 | $9.20M | 0.25% | −2,438−6.2% | Reduced |
| Handelsbanken Fonder AB | 36,882 | $9.14M | 0.04% | +1,549+4.4% | Added |
| CIBC Private Wealth Group, LLC | 36,729 | $9.11M | 0.02% | −27−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 36,466 | $9.04M | 0.05% | −233−0.6% | Reduced |
| Thrivent Financial for Lutherans | 35,924 | $8.91M | 0.02% | −504−1.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 35,853 | $8.89M | 0.03% | −224−0.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,686 | $8.60M | 0.04% | +22,914+194.6% | Added |
| Millennium Management LLC | 34,465 | $8.55M | 0.01% | −45,618−57.0% | Reduced |
| Lasalle Investment Management Securities LLC | 34,415 | $8.53M | 0.34% | −258,471−88.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 34,109 | $8.46M | 0.02% | −1,740−4.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,606 | $8.33M | 0.03% | −2,248−6.3% | Reduced |
| Masterton Capital Management, LP | 33,200 | $8.23M | 7.11% | +33,200 | New |
| Nisa Investment Advisors, LLC | 32,402 | $8.03M | 0.06% | −6,079−15.8% | Reduced |
| Alyeska Investment Group, L.P. | 32,231 | $7.99M | 0.05% | +32,231 | New |
| Teacher Retirement System of Texas | 31,837 | $7.89M | 0.05% | −8,116−20.3% | Reduced |
| Treasurer of the State of North Carolina | 30,032 | $7.45M | 0.04% | +1,181+4.1% | Added |
| CIBC World Markets Corp | 29,630 | $7.35M | 0.04% | +26,087+736.3% | Added |
| Royal London Asset Management Ltd | 29,475 | $7.31M | 0.02% | +4,176+16.5% | Added |
| Omers Administration Corp | 28,500 | $7.07M | 0.09% | +1,700+6.3% | Added |
| Illinois Municipal Retirement Fund | 28,209 | $6.99M | 0.12% | −17,368−38.1% | Reduced |
| Stifel Financial Corp | 27,732 | $6.88M | 0.01% | −718−2.5% | Reduced |
| LPL Financial LLC | 27,334 | $6.78M | 0.00% | +88+0.3% | Added |
| Perigon Wealth Management, LLC | 27,209 | $6.75M | 0.22% | +27,209 | New |
| Raymond James & Associates | 26,646 | $6.61M | 0.00% | −2,037−7.1% | Reduced |
| Quinn Opportunity Partners LLC | 26,567 | $6.59M | 0.76% | +1,500+6.0% | Added |
| Van Eck Associates Corp | 26,190 | $6.49M | 0.01% | +3,301+14.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,661 | $6.36M | 0.05% | +12,756+98.8% | Added |
| STRS Ohio | 25,441 | $6.31M | 0.03% | −1,377−5.1% | Reduced |
| Vert Asset Management LLC | 25,284 | $6.27M | 2.70% | −846−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 23,500 | $5.83M | 0.01% | −1,563−6.2% | Reduced |
| 1832 Asset Management L.P. | 23,400 | $5.80M | 0.01% | +3,400+17.0% | Added |
| Employees Retirement System of Texas | 23,000 | $5.70M | 0.07% | −2,000−8.0% | Reduced |
| Natixis Advisors, L.P. | 22,295 | $5.53M | 0.01% | +830+3.9% | Added |
| Guggenheim Capital LLC | 21,866 | $5.42M | 0.04% | +230+1.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 21,818 | $5.41M | 0.07% | −2,800−11.4% | Reduced |
| Voya Investment Management LLC | 21,570 | $5.35M | 0.01% | −174−0.8% | Reduced |
| Westpac Banking Corp | 21,127 | $5.24M | 0.43% | +120+0.6% | Added |
| Mizuho Markets Americas LLC | 21,066 | $5.22M | 0.16% | +7,638+56.9% | Added |
| TD Asset Management Inc | 21,012 | $5.21M | 0.01% | +1,334+6.8% | Added |
| USS Investment Management Ltd | 20,386 | $5.06M | 0.05% | +663+3.4% | Added |
| Susquehanna International Group, LLP | 20,292 | $5.03M | 0.01% | −15,144−42.7% | Reduced |
| Natixis | 19,717 | $4.89M | 0.04% | +15,610+380.1% | Added |
| New York Life Investment Management LLC | 19,663 | $4.88M | 0.05% | +8,105+70.1% | Added |
| Dean Investment Associates, LLC | 19,245 | $4.77M | 0.68% | −532−2.7% | Reduced |
| UniSuper Management Pty Ltd | 18,993 | $4.71M | 0.05% | +293+1.6% | Added |
| Janus Henderson Group PLC | 18,663 | $4.63M | 0.00% | −50−0.3% | Reduced |
| Arizona State Retirement System | 17,640 | $4.37M | 0.03% | +129+0.7% | Added |
| State of Michigan Retirement System | 17,560 | $4.35M | 0.03% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 17,024 | $4.22M | 0.05% | −106−0.6% | Reduced |
| DnB Asset Management AS | 16,987 | $4.21M | 0.02% | −39−0.2% | Reduced |
| American International Group, Inc. | 16,828 | $4.17M | 0.02% | −153−0.9% | Reduced |
| Amalgamated Bank | 16,282 | $4.04M | 0.03% | +108+0.7% | Added |
| Achmea Investment Management B.V. | 16,222 | $4.02M | 0.08% | +3,280+25.3% | Added |
| Quantinno Capital Management LP | 16,113 | $4.00M | 0.14% | +1,136+7.6% | Added |
| Holocene Advisors, LP | 16,030 | $3.97M | 0.02% | +13,389+507.0% | Added |
| Storebrand Asset Management AS | 15,917 | $3.95M | 0.01% | +535+3.5% | Added |
| Jane Street Group, LLC | 15,906 | $3.94M | 0.00% | −2,234−12.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,890 | $3.94M | 0.05% | +428+2.8% | Added |
| Loudon Investment Management, LLC | 15,817 | $3.92M | 2.43% | +61+0.4% | Added |
| Swedbank AB | 15,806 | $3.92M | 0.01% | −143−0.9% | Reduced |
| HighTower Advisors, LLC | 15,840 | $3.88M | 0.01% | +2,566+19.3% | Added |
| MetLife Investment Management | 15,574 | $3.86M | 0.03% | −295−1.9% | Reduced |
| Truist Financial Corp | 15,563 | $3.86M | 0.01% | −197−1.3% | Reduced |
| Nissay Asset Management Corp | 15,491 | $3.84M | 0.03% | +956+6.6% | Added |
| National Bank of Canada | 14,970 | $3.74M | 0.01% | −8,119−35.2% | Reduced |
| Marex Group plc | 15,000 | $3.72M | 0.15% | −1,000−6.3% | Reduced |
| SG Americas Securities, LLC | 15,001 | $3.72M | 0.04% | +12,954+632.8% | Added |
| Fisher Asset Management, LLC | 14,954 | $3.71M | 0.00% | −631−4.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,643 | $3.63M | 0.01% | +162+1.1% | Added |
| Gotham Asset Management, LLC | 14,253 | $3.53M | 0.07% | −4,355−23.4% | Reduced |
| Miracle Mile Advisors, LLC | 14,095 | $3.49M | 0.10% | −216−1.5% | Reduced |
| Tredje AP-fonden | 13,972 | $3.46M | 0.04% | −250−1.8% | Reduced |
| IFM Investors Pty Ltd | 13,897 | $3.45M | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 13,775 | $3.34M | 0.26% | +854+6.6% | Added |
| Kingswood Wealth Advisors, LLC | 13,327 | $3.30M | 0.38% | +13,327 | New |
| Putnam Investments LLC | 13,326 | $3.30M | 0.00% | −363−2.7% | Reduced |
| Texas Permanent School Fund | 13,249 | $3.28M | 0.03% | −10−0.1% | Reduced |
| Mariner, LLC | 13,188 | $3.27M | 0.01% | +8,125+160.5% | Added |
| Agf Management Ltd | 13,040 | $3.23M | 0.02% | +473+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,884 | $3.19M | 0.01% | +1,709+15.3% | Added |
| Kinloch Capital, LLC | 12,699 | $3.15M | 2.00% | −1,535−10.8% | Reduced |
| Pensionfund DSM Netherlands | 12,695 | $3.15M | 1.90% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,685 | $3.15M | 0.05% | −167−1.3% | Reduced |
| Vident Advisory, LLC | 12,675 | $3.14M | 0.08% | −75−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 12,051 | $2.99M | 0.04% | +8,626+251.9% | Added |
| First Citizens Bank & Trust Co | 11,953 | $2.96M | 0.05% | +1,630+15.8% | Added |
| South Dakota Investment Council | 11,633 | $2.88M | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 11,389 | $2.82M | 0.03% | +9,720+582.4% | Added |
| JLP Asset Management, LLC | 11,300 | $2.80M | 3.33% | +11,300 | New |
| Czech National Bank | 11,241 | $2.79M | 0.04% | +24+0.2% | Added |
| Provident Investment Management, Inc. | 11,149 | $2.76M | 0.26% | +372+3.5% | Added |
| Forsta Ap-Fonden | 11,000 | $2.73M | 0.03% | +11,000 | New |
| Metis Global Partners, LLC | 10,658 | $2.64M | 0.11% | +684+6.9% | Added |
| Manning & Napier Group, LLC | 10,090 | $2.50M | 0.03% | +10,090 | New |