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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 25 | $6.20K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $6.20K | 0.00% | +25 | New |
| IFP Advisors, Inc | 24 | $6.06K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $5.95K | 0.00% | −24−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $5.95K | 0.00% | −5−17.2% | Reduced |
| Investors Research Corp | 22 | $5.46K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 21 | $5.26K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $4.96K | 0.00% | −12−37.5% | Reduced |
| Zions Bancorporation, N.A. | 20 | $4.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $4.73K | 0.00% | +2+11.8% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $4.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $4.71K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 17 | $4.21K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 14 | $4.00K | 0.00% | +14 | New |
| Umb Bank N A | 16 | $3.97K | 0.00% | −13−44.8% | Reduced |
| Abound Wealth Management | 15 | $3.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.22K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $3.22K | 0.00% | +13 | New |
| Stephens Consulting, LLC | 12 | $2.98K | 0.00% | +12 | New |
| Harbour Investments, Inc. | 11 | $2.80K | 0.00% | +2+22.2% | Added |
| Lee Financial Co | 10 | $2.50K | 0.00% | +10 | New |
| Archer Investment Corp | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $1.49K | 0.00% | −1−14.3% | Reduced |
| Eagle Bay Advisors LLC | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $1.49K | 0.00% | +6 | New |
| Quent Capital, LLC | 5 | $1.24K | 0.00% | −42−89.4% | Reduced |
| West Paces Advisors Inc. | 5 | $1.24K | 0.00% | −3−37.5% | Reduced |
| TFC Financial Management | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $1.24K | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $1.24K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $1.24K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $1.05K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $992 | 0.00% | −6−60.0% | Reduced |
| Arlington Trust Co LLC | 4 | $992 | 0.00% | +4 | New |
| Spire Wealth Management | 4 | $963 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 3 | $758 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $751 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $743 | 0.00% | −189−98.4% | Reduced |
| Sachetta, LLC | 2 | $501 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 2 | $496 | 0.00% | +1+100.0% | Added |
| Bokf, NA | 2 | $495 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $248 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $248 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $244 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −149,886−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −36,276−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −33,723−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,479−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −18,801−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −17,067−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −8,805−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,110−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,274−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −5,931−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,741−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −3,121−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Wealth Advisors, Inc. | – | – | – | – | Not filed |