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 |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 927 | $229.8K | 0.15% | +44+5.0% | Added |
| Savant Capital, LLC | 926 | $229.6K | 0.00% | +926 | New |
| Renaissance Group LLC | 921 | $228.6K | 0.01% | +921 | New |
| M&R Capital Management Inc | 920 | $228.1K | 0.06% | +83+9.9% | Added |
| Catalytic Wealth RIA, LLC | 919 | $227.9K | 0.10% | +919 | New |
| Sawtooth Solutions, LLC | 911 | $225.9K | 0.01% | −84−8.4% | Reduced |
| Bleakley Financial Group, LLC | 911 | $225.9K | 0.01% | −84−8.4% | Reduced |
| NEOS Investment Management LLC | 908 | $225.1K | 0.02% | +908 | New |
| Glenmede Trust Co NA | 899 | $222.9K | 0.00% | +899 | New |
| Coldstream Capital Management Inc | 896 | $222.0K | 0.01% | −197−18.0% | Reduced |
| Veriti Management LLC | 892 | $221.2K | 0.02% | −55−5.8% | Reduced |
| Advisors Asset Management, Inc. | 873 | $216.5K | 0.00% | −103−10.6% | Reduced |
| Boston Private Wealth LLC | 871 | $216.0K | 0.01% | +871 | New |
| Park Avenue Securities LLC | 851 | $211.0K | 0.00% | +851 | New |
| Ironwood Investment Counsel, LLC | 850 | $210.7K | 0.04% | +850 | New |
| American State Bank (Iowa) | 843 | $209.0K | 0.13% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 842 | $208.9K | 0.06% | +842 | New |
| Coppell Advisory Solutions LLC | 825 | $204.6K | 0.04% | +825 | New |
| TRUE Private Wealth Advisors | 824 | $204.3K | 0.03% | +824 | New |
| Conscious Wealth Investments, LLC | 869 | $203.3K | 0.16% | +869 | New |
| Lincoln National Corp | 820 | $203.3K | 0.00% | −177−17.8% | Reduced |
| Ameritas Investment Partners, Inc. | 761 | $188.7K | 0.01% | −800−51.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 744 | $184.5K | 0.09% | +19+2.6% | Added |
| Allworth Financial LP | 685 | $169.7K | 0.00% | −26−3.7% | Reduced |
| Heritage Wealth Advisors | 668 | $165.6K | 0.01% | +668 | New |
| Farther Finance Advisors, LLC | 650 | $161.2K | 0.01% | +247+61.3% | Added |
| Ci Investments Inc. | 577 | $143.0K | 0.00% | +16+2.9% | Added |
| Desjardins Global Asset Management Inc. | 572 | $141.8K | 0.02% | +108+23.3% | Added |
| Principal Securities, Inc. | 540 | $133.9K | 0.00% | +540 | New |
| Federated Hermes, Inc. | 535 | $132.6K | 0.00% | −280−34.4% | Reduced |
| SYSTM Wealth Solutions LLC | 521 | $129.9K | 0.02% | +521 | New |
| Quadrant Capital Group LLC | 514 | $127.4K | 0.01% | −69−11.8% | Reduced |
| GAMMA Investing LLC | 536 | $125.0K | 0.03% | +536 | New |
| North Star Investment Management Corp. | 500 | $124.0K | 0.01% | −2−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $114.2K | 0.01% | +257+128.5% | Added |
| Lazard Asset Management LLC | 455 | $112.0K | 0.00% | −614−57.4% | Reduced |
| Bessemer Group Inc | 446 | $111.0K | 0.00% | +91+25.6% | Added |
| Signaturefd, LLC | 358 | $88.8K | 0.00% | −356−49.9% | Reduced |
| Center for Financial Planning, Inc. | 350 | $86.8K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 337 | $84.0K | 0.04% | −36−9.7% | Reduced |
| Glassman Wealth Services | 317 | $78.6K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 305 | $75.6K | 0.04% | +305 | New |
| Alta Advisers Ltd | 300 | $74.4K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $73.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 295 | $73.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $69.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 253 | $62.7K | 0.00% | +253 | New |
| Tobam | 241 | $60.0K | 0.01% | +241 | New |
| Bear Mountain Capital, Inc. | 221 | $55.0K | 0.02% | +221 | New |
| Rogco, LP | 208 | $51.6K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 207 | $51.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 203 | $50.3K | 0.00% | −10−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 231 | $50.0K | 0.00% | +200+645.2% | Added |
| POM Investment Strategies, LLC | 185 | $45.7K | 0.04% | +185 | New |
| HM Payson & Co | 180 | $44.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 173 | $42.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 164 | $40.7K | 0.04% | +164 | New |
| Rakuten Investment Management, Inc. | 159 | $40.2K | 0.00% | +159 | New |
| Vima LLC | 160 | $39.6K | 0.09% | +160 | New |
| PSI Advisors, LLC | 159 | $39.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 155 | $38.0K | 0.01% | +3+2.0% | Added |
| Pacific Center for Financial Services | 146 | $36.3K | 0.01% | +1+0.7% | Added |
| State of Wyoming | 132 | $32.7K | 0.01% | −360−73.2% | Reduced |
| Muzinich & Co., Inc. | 116 | $28.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 110 | $27.3K | 0.00% | +58+111.5% | Added |
| FNY Investment Advisers, LLC | 110 | $27.0K | 0.03% | −10−8.3% | Reduced |
| Washington Trust Advisors, Inc. | 101 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $25.0K | 0.01% | +100 | New |
| Brown Brothers Harriman & Co | 100 | $24.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $24.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $24.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $22.3K | 0.00% | −19−17.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $22.3K | 0.01% | +90 | New |
| Northwestern Mutual Wealth Management Co | 88 | $21.8K | 0.00% | +48+120.0% | Added |
| Whittier Trust Co of Nevada Inc | 87 | $21.6K | 0.00% | −135−60.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $21.3K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 81 | $20.1K | 0.01% | +81 | New |
| Capital Analysts, LLC | 79 | $20.0K | 0.00% | −43−35.2% | Reduced |
| DAGCO, Inc. | 74 | $18.3K | 0.02% | +74 | New |
| Dynamic Wealth Strategies, LLC | 74 | $18.3K | 0.02% | +74 | New |
| Venturi Wealth Management, LLC | 65 | $16.1K | 0.00% | +51+364.3% | Added |
| Smithfield Trust Co | 66 | $16.0K | 0.00% | −9−12.0% | Reduced |
| Montag A & Associates Inc | 59 | $14.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 59 | $14.6K | 0.01% | −24−28.9% | Reduced |
| Park Place Capital Corp | 59 | $14.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 55 | $13.6K | 0.01% | +55 | New |
| Covestor Ltd | 53 | $13.0K | 0.01% | +2+3.9% | Added |
| Geneos Wealth Management Inc. | 51 | $12.6K | 0.00% | +2+4.1% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 49 | $12.2K | 0.00% | −17−25.8% | Reduced |
| TD Private Client Wealth LLC | 49 | $12.1K | 0.00% | −33−40.2% | Reduced |
| Global Retirement Partners, LLC | 47 | $11.7K | 0.00% | −4−7.8% | Reduced |
| SOA Wealth Advisors, LLC. | 46 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $10.9K | 0.00% | 00.0% | Unchanged |
| Paralel Advisors LLC | 44 | $10.9K | 0.00% | +44 | New |
| Bangor Savings Bank | 42 | $10.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $10.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 37 | $9.17K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $7.44K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $7.00K | 0.00% | −5−14.3% | Reduced |