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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 9,869 | $2.45M | 0.00% | +780+8.6% | Added |
| FORA Capital, LLC | 9,531 | $2.36M | 0.20% | +1,685+21.5% | Added |
| The PNC Financial Services Group, Inc. | 9,452 | $2.34M | 0.00% | −4,641−32.9% | Reduced |
| Pictet & Cie (Europe) SA | 9,390 | $2.33M | 0.07% | +100+1.1% | Added |
| Options Solutions, LLC | 9,350 | $2.32M | 2.47% | −360−3.7% | Reduced |
| Bank of Nova Scotia | 9,299 | $2.31M | 0.00% | +1,476+18.9% | Added |
| Xponance, Inc. | 9,286 | $2.30M | 0.03% | +91+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,987 | $2.23M | 0.01% | −1,583−15.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 8,951 | $2.22M | 0.22% | −2,601−22.5% | Reduced |
| CIBC Asset Management Inc | 8,852 | $2.19M | 0.01% | −397−4.3% | Reduced |
| FIL Ltd | 8,800 | $2.18M | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 8,701 | $2.16M | 0.08% | −417−4.6% | Reduced |
| Rafferty Asset Management, LLC | 8,617 | $2.14M | 0.01% | +1,444+20.1% | Added |
| LM Advisors LLC | 8,606 | $2.13M | 0.43% | +8,606 | New |
| Mutual of America Capital Management LLC | 8,590 | $2.13M | 0.02% | −392−4.4% | Reduced |
| Aurora Investment Managers, LLC. | 8,336 | $2.07M | 1.57% | +663+8.6% | Added |
| Intact Investment Management Inc. | 8,100 | $2.01M | 0.08% | −9,800−54.7% | Reduced |
| M&T Bank Corp | 8,055 | $2.00M | 0.01% | −321−3.8% | Reduced |
| Schroder Investment Management Group | 7,855 | $1.95M | 0.00% | −2,685−25.5% | Reduced |
| First Trust Advisors LP | 7,771 | $1.93M | 0.00% | −18,764−70.7% | Reduced |
| Quilter Plc | 7,737 | $1.92M | 0.07% | −846−9.9% | Reduced |
| Two Sigma Investments, LP | 7,700 | $1.91M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 7,691 | $1.91M | 0.01% | −5,393−41.2% | Reduced |
| British Columbia Investment Management Corp | 7,388 | $1.83M | 0.01% | +1,553+26.6% | Added |
| Ossiam | 7,319 | $1.81M | 0.03% | −21,580−74.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,247 | $1.80M | 0.00% | +83+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,223 | $1.79M | 0.01% | +703+10.8% | Added |
| Mackenzie Financial Corp | 7,038 | $1.75M | 0.00% | −28,913−80.4% | Reduced |
| Camelot Portfolios, LLC | 6,918 | $1.72M | 1.02% | +1,193+20.8% | Added |
| Apexium Financial, LP | 6,900 | $1.71M | 0.12% | +6,900 | New |
| Allstate Corp | 6,815 | $1.69M | 0.12% | −9,581−58.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,800 | $1.69M | 0.01% | −382−5.3% | Reduced |
| Cozad Asset Management Inc | 6,241 | $1.55M | 0.18% | −533−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 6,112 | $1.52M | 0.02% | −150−2.4% | Reduced |
| LMCG Investments, LLC | 6,025 | $1.49M | 0.09% | +1,431+31.1% | Added |
| Spirit of America Management Corp | 5,936 | $1.47M | 0.32% | +100+1.7% | Added |
| Perpetual Ltd | 5,810 | $1.44M | 0.01% | +570+10.9% | Added |
| Commerce Bank | 5,807 | $1.44M | 0.01% | +1,893+48.4% | Added |
| ING Groep NV | 5,687 | $1.41M | 0.01% | +729+14.7% | Added |
| Azzad Asset Management Inc | 5,559 | $1.38M | 0.17% | +546+10.9% | Added |
| Teachers Retirement System of the State of Kentucky | 5,539 | $1.37M | 0.01% | −284−4.9% | Reduced |
| Heitman Real Estate Securities LLC | 5,530 | $1.37M | 0.07% | −188,573−97.2% | Reduced |
| Pensionfund Sabic | 5,450 | $1.35M | 0.43% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,434 | $1.35M | 0.02% | −3,325−38.0% | Reduced |
| Pathstone Holdings, LLC | 5,399 | $1.34M | 0.01% | +5,399 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,385 | $1.34M | 0.61% | −1,954−26.6% | Reduced |
| Norinchukin Bank, The | 5,377 | $1.33M | 0.03% | −405−7.0% | Reduced |
| Gulf International Bank (UK) Ltd | 5,322 | $1.32M | 0.04% | −642−10.8% | Reduced |
| Moran Wealth Management, LLC | 5,265 | $1.31M | 0.05% | −122−2.3% | Reduced |
| Creative Planning | 5,253 | $1.30M | 0.00% | −793−13.1% | Reduced |
| Kentucky Retirement Systems | 5,135 | $1.27M | 0.04% | −316−5.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,129 | $1.27M | 0.33% | +147+3.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,067 | $1.26M | 0.03% | −159−3.0% | Reduced |
| Mercer Global Advisors Inc | 5,047 | $1.25M | 0.00% | +293+6.2% | Added |
| Maryland State Retirement & Pension System | 4,987 | $1.24M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,979 | $1.23M | 0.02% | −27−0.5% | Reduced |
| Vestcor Inc | 4,832 | $1.20M | 0.04% | +3,339+223.6% | Added |
| Strategic Global Advisors, LLC | 4,786 | $1.19M | 0.27% | −3,225−40.3% | Reduced |
| Ethic Inc. | 4,685 | $1.16M | 0.03% | −82−1.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,640 | $1.15M | 0.02% | +366+8.6% | Added |
| Metropolitan Life Insurance Co | 4,578 | $1.14M | 0.05% | −48−1.0% | Reduced |
| Crawford Investment Counsel Inc | 4,569 | $1.13M | 0.02% | +282+6.6% | Added |
| US Bancorp | 4,564 | $1.13M | 0.00% | −165−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 4,544 | $1.13M | 0.00% | +133+3.0% | Added |
| Ontario Teachers Pension Plan Board | 4,508 | $1.12M | 0.01% | +409+10.0% | Added |
| Lighthouse Investment Partners, LLC | 4,500 | $1.12M | 0.08% | +4,500 | New |
| Integrated Wealth Concepts LLC | 4,483 | $1.11M | 0.02% | +527+13.3% | Added |
| DoubleLine ETF Adviser LP | 4,442 | $1.10M | 0.32% | +4,442 | New |
| FourThought Financial Partners, LLC | 4,383 | $1.09M | 0.14% | −125−2.8% | Reduced |
| AQR Capital Management LLC | 4,342 | $1.08M | 0.00% | −5,366−55.3% | Reduced |
| Ostrum Asset Management | 4,317 | $1.07M | 0.09% | +1,851+75.1% | Added |
| Hartford Investment Management Co | 4,315 | $1.07M | 0.04% | −54−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $1.05M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,183 | $1.04M | 0.00% | −2,133−33.8% | Reduced |
| Nordea Investment Management AB | 4,115 | $1.03M | 0.00% | +208+5.3% | Added |
| Lockheed Martin Investment Management Co | 4,211 | $1.02M | 0.07% | −1,200−22.2% | Reduced |
| Osterweis Capital Management Inc | 4,055 | $1.01M | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,051 | $1.00M | 0.03% | −479−10.6% | Reduced |
| Tiemann Investment Advisors, LLC | 4,019 | $996.7K | 0.48% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 3,934 | $994.3K | 0.07% | +538+15.8% | Added |
| Louisiana State Employees Retirement System | 3,900 | $967.0K | 0.02% | −100−2.5% | Reduced |
| Candriam Luxembourg S.C.A. | 3,741 | $927.6K | 0.01% | −459−10.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $927.5K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,702 | $926.4K | 0.19% | +136+3.8% | Added |
| Delta Investment Management, LLC | 3,736 | $926.3K | 0.23% | −1,117−23.0% | Reduced |
| AXA S.A. | 3,700 | $917.4K | 0.00% | +276+8.1% | Added |
| Toroso Investments, LLC | 3,600 | $892.6K | 0.02% | +1,712+90.7% | Added |
| BBJS Financial Advisors, LLC | 3,543 | $878.4K | 0.31% | +90+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,465 | $859.1K | 0.00% | −1,064−23.5% | Reduced |
| JustInvest LLC | 3,341 | $828.4K | 0.02% | −803−19.4% | Reduced |
| New Mexico Educational Retirement Board | 3,300 | $818.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,250 | $813.3K | 0.02% | +3,250 | New |
| Horst & Graben Wealth Management LLC | 3,220 | $798.3K | 0.18% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,180 | $788.4K | 0.00% | +467+17.2% | Added |
| Voloridge Investment Management, LLC | 3,159 | $783.2K | 0.00% | −2,543−44.6% | Reduced |
| Fifth Third Bancorp | 3,136 | $777.5K | 0.00% | +95+3.1% | Added |
| Jefferies Financial Group Inc. | 3,135 | $777.3K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,131 | $776.3K | 0.03% | +2,496+393.1% | Added |
| TownSquare Capital, LLC | 3,119 | $773.3K | 0.01% | −1,001−24.3% | Reduced |
| Prudential PLC | 3,068 | $760.7K | 0.01% | −4−0.1% | Reduced |