Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 548 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ4 2023: $15.4B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$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.

Institutions holding ESS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MainStreet Investment Advisors LLC3,051$756.5K0.09%−110−3.5%Reduced
Penserra Capital Management LLC3,014$746.0K0.01%−273−8.3%Reduced
Panagora Asset Management Inc2,942$729.4K0.00%−805−21.5%Reduced
Martingale Asset Management L P2,938$728.4K0.01%+784+36.4%Added
Massmutual Trust Co FSB2,837$703.4K0.02%−6−0.2%Reduced
Iron Financial, LLC2,752$682.3K0.39%−24−0.9%Reduced
MML Investors Services, LLC2,705$671.0K0.00%+440+19.4%Added
RB Capital Management, LLC2,701$669.6K0.19%−255−8.6%Reduced
Verition Fund Management LLC2,632$652.6K0.01%−4,794−64.6%Reduced
Raymond James Financial Services Advisors, Inc.2,630$652.0K0.00%−288−9.9%Reduced
Gateway Investment Advisers LLC2,627$651.3K0.01%−10.0%Reduced
WealthTrust Asset Management, LLC2,560$634.7K0.53%+1,250+95.4%Added
Commerzbank Aktiengesellschaft2,552$633.0K0.03%+45+1.8%Added
Crossmark Global Holdings, Inc.2,531$628.0K0.01%+98+4.0%Added
iA Global Asset Management Inc.2,495$619.0K0.01%−382−13.3%Reduced
KCM Investment Advisors LLC2,495$618.6K0.02%−150−5.7%Reduced
Worldquant Millennium Advisors LLC2,490$617.4K0.01%−4,740−65.6%Reduced
Ieq Capital, LLC2,488$616.8K0.01%+29+1.2%Added
Aviva PLC2,438$604.5K0.00%−11,782−82.9%Reduced
Itau Unibanco Holding S.A.2,300$581.3K0.02%+2,300New
Tiaa Trust, National Association2,319$575.0K0.00%−1,833−44.1%Reduced
Alberta Investment Management Corp2,300$570.3K0.01%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund2,287$567.0K0.04%−147−6.0%Reduced
WESCAP Management Group, Inc.2,248$557.4K0.18%−280−11.1%Reduced
Prelude Capital Management, LLC2,237$554.6K0.05%+2,237New
APG Asset Management N.V.2,444$548.6K0.00%−171−6.5%Reduced
Credit Agricole S A2,173$538.8K0.01%+1,147+111.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.2,140$530.6K0.01%+61+2.9%Added
Cambridge Investment Research Advisors, Inc.2,116$525.0K0.00%+17+0.8%Added
Claro Advisors LLC2,115$524.4K0.11%−537−20.2%Reduced
BI Asset Management Fondsmaeglerselskab A/S2,111$523.0K0.01%+1,518+256.0%Added
United Capital Financial Advisers, LLC2,091$518.5K0.00%−567−21.3%Reduced
Northwestern Mutual Investment Management Company, LLC2,031$503.6K0.01%+4+0.2%Added
Parallel Advisors, LLC2,013$499.2K0.01%−147−6.8%Reduced
Ilmarinen Mutual Pension Insurance Co2,000$496.0K0.01%00.0%Unchanged
Valeo Financial Advisors, LLC1,964$487.0K0.02%−1,000−33.7%Reduced
Independent Advisor Alliance1,960$486.1K0.02%−914−31.8%Reduced
Cetera Advisor Networks LLC1,915$474.9K0.00%−171−8.2%Reduced
Cornercap Investment Counsel Inc1,913$474.3K0.08%+45+2.4%Added
UBS Oconnor LLC1,900$471.1K0.01%+100+5.6%Added
GTS Securities LLC1,871$463.9K0.01%+1,871New
Tokio Marine Asset Management Co Ltd1,866$462.7K0.03%+51+2.8%Added
Whittier Trust Co1,859$460.9K0.01%−126−6.3%Reduced
Norden Group LLC1,855$459.9K0.08%−2−0.1%Reduced
Intech Investment Management LLC1,821$451.5K0.01%+1,821New
Concentric Wealth Management, LLC1,795$445.1K0.13%+17+1.0%Added
CWM Advisors, LLC1,782$441.8K0.05%+57+3.3%Added
Ritholtz Wealth Management1,756$435.3K0.02%−56−3.1%Reduced
Squarepoint Ops LLC1,739$431.2K0.00%−7,023−80.2%Reduced
Windham Capital Management, LLC1,706$422.9K0.16%+18+1.1%Added
Bank Julius Baer & Co. Ltd, Zurich1,692$419.5K0.00%+1,385+451.1%Added
Cerity Partners LLC1,623$402.4K0.00%+358+28.3%Added
D. E. Shaw & Co., Inc.1,600$396.7K0.00%−8,984−84.9%Reduced
Summitry LLC1,599$396.5K0.02%00.0%Unchanged
Van Hulzen Asset Management, LLC1,590$394.0K0.03%00.0%Unchanged
Washington Trust Bank1,573$390.0K0.03%−366−18.9%Reduced
Wulff, Hansen & Co.1,564$387.8K0.43%00.0%Unchanged
Global X Japan Co., Ltd.1,562$387.3K0.22%+1,562New
Investment Management Corp of Ontario1,538$381.3K0.01%+1,538New
Captrust Financial Advisors1,505$373.1K0.00%−329−17.9%Reduced
FJ Investments, LLC1,491$369.7K0.02%+1,491New
Alpha Cubed Investments, LLC1,433$355.2K0.02%+2+0.1%Added
Zega Financial, LLC1,400$347.1K0.14%+1,400New
Vanderbilt University1,393$345.4K0.09%−602−30.2%Reduced
Impax Asset Management Group plc1,350$334.7K0.00%−95−6.6%Reduced
Parcion Private Wealth LLC1,343$333.0K0.03%00.0%Unchanged
Degroof Petercam Asset Management1,300$322.3K0.00%+1,300New
Wolverine Trading, LLC1,273$315.6K0.00%−432−25.3%Reduced
Avantax Advisory Services, Inc.1,246$308.8K0.00%−92−6.9%Reduced
Stratos Wealth Partners, LTD.1,230$305.0K0.01%−35−2.8%Reduced
Citadel Advisors LLC1,201$297.8K0.00%−517,830−99.8%Reduced
Klingenstein Fields & Co LP1,200$297.5K0.01%00.0%Unchanged
Azimuth Capital Investment Management LLC1,200$297.5K0.01%00.0%Unchanged
EP Wealth Advisors, LLC1,184$293.6K0.00%−2−0.2%Reduced
Roman Butler Fullerton & Co1,222$288.8K0.11%00.0%Unchanged
Power Corp of Canada1,158$287.1K0.03%00.0%Unchanged
Sequoia Financial Advisors, LLC1,154$286.2K0.00%+1,154New
Sigma Planning Corp1,146$284.2K0.02%−1,649−59.0%Reduced
Signet Financial Management, LLC1,146$284.2K0.04%−43−3.6%Reduced
Profund Advisors LLC1,145$283.9K0.01%+202+21.4%Added
Harbor Capital Advisors, Inc.1,144$283.6K0.06%+2+0.2%Added
Stephens Inc1,136$281.7K0.00%+1,136New
Moody National Bank Trust Division1,069$265.0K0.02%−610−36.3%Reduced
NewEdge Wealth, LLC1,062$263.3K0.01%+33+3.2%Added
CI Private Wealth, LLC1,043$258.6K0.00%−5−0.5%Reduced
Revisor Wealth Management LLC1,033$256.1K0.29%−212−17.0%Reduced
Trust Co of Vermont1,029$255.1K0.02%+7+0.7%Added
CWA Asset Management Group, LLC1,016$251.9K0.02%+1,016New
Vestmark Advisory Solutions, Inc.1,014$251.4K0.01%−9−0.9%Reduced
Brinker Capital Investments, LLC1,003$249.1K0.00%−90−8.2%Reduced
Orion Portfolio Solutions, LLC1,003$249.1K0.00%−90−8.2%Reduced
Checchi Capital Advisers, LLC983$243.7K0.02%−18−1.8%Reduced
Cypress Capital Group982$243.5K0.03%−5−0.5%Reduced
CWM, LLC975$242.0K0.00%+19+2.0%Added
V-Square Quantitative Management LLC954$236.5K0.06%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.951$235.8K0.01%+951New
Horizon Investments, LLC947$234.8K0.01%−28−2.9%Reduced
Two Sigma Securities, LLC945$234.3K0.01%+945New
Avantax Planning Partners, Inc.944$234.1K0.01%+944New
Mutual Advisors, LLC929$230.5K0.01%−19−2.0%Reduced