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, Q1 2024
Institutional positions in Essex Property Trust, Inc. as of Mar 31, 2024. 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
- 544
- +1 vs. Q4 2023
- Shares held
- 62.9M
- +978.2K (+1.6%) vs. Q4 2023
- Total value
- $15.4B
- +$39.3M (+0.3%) vs. Q4 2023
- New holders
- 59
- 206 more added
- Sold out
- 58
- 178 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Bokf, NA | 1 | $240 | 0.00% | −1−50.0% | Reduced |
| Colonial Trust Advisors | 1 | $245 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $245 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 1 | $245 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $490 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $495 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $735 | 0.00% | −2−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $742 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $979 | 0.00% | −7−63.6% | Reduced |
| Spire Wealth Management | 4 | $979 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $980 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $980 | 0.00% | +4 | New |
| FNY Investment Advisers, LLC | 7 | $1.00K | 0.00% | −103−93.6% | Reduced |
| CVA Family Office, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5 | $1.22K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.23K | 0.00% | +1+25.0% | Added |
| Jamison Private Wealth Management, Inc. | 5 | $1.23K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 6 | $1.47K | 0.00% | −45−88.2% | Reduced |
| Tidemark, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.47K | 0.00% | +1+20.0% | Added |
| Eagle Bay Advisors LLC | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.20K | 0.00% | +9 | New |
| Archer Investment Corp | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $2.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $3.68K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $3.92K | 0.00% | +13+433.3% | Added |
| Umb Bank N A | 16 | $3.92K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $4.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $4.65K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $4.65K | 0.00% | +19 | New |
| GWM Advisors LLC | 19 | $4.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $4.90K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $4.90K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 21 | $5.14K | 0.00% | −187−89.9% | Reduced |
| Twin Lakes Capital Management, LLC | 21 | $5.24K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $5.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $5.42K | 0.00% | −2−8.3% | Reduced |
| Raleigh Capital Management Inc. | 24 | $5.88K | 0.00% | +11+84.6% | Added |
| Mechanics Financial Corp | 25 | $6.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 25 | $6.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $6.73K | 0.00% | +3+12.5% | Added |
| Grayhawk Investment Strategies Inc. | 30 | $7.34K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 30 | $7.34K | 0.00% | +30 | New |
| GW&K Investment Management, LLC | 31 | $8.00K | 0.00% | +1+3.3% | Added |
| MB, Levis & Associates, LLC | 37 | $9.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 35 | $9.09K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 41 | $9.90K | 0.00% | +38+1,266.7% | Added |
| Ronald Blue Trust, Inc. | 41 | $10.0K | 0.00% | −190−82.3% | Reduced |
| HHM Wealth Advisors, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 42 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $10.8K | 0.00% | +44 | New |
| SOA Wealth Advisors, LLC. | 46 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 44 | $11.5K | 0.00% | −5−10.2% | Reduced |
| TD Private Client Wealth LLC | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $12.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 52 | $13.0K | 0.01% | −1−1.9% | Reduced |
| Aspect Partners, LLC | 55 | $13.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $13.5K | 0.00% | +8+17.0% | Added |
| Dynamic Wealth Strategies, LLC | 56 | $14.0K | 0.01% | −18−24.3% | Reduced |
| Deseret Mutual Benefit Administrators | 59 | $14.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 59 | $14.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 59 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 62 | $15.2K | 0.01% | +38+158.3% | Added |
| Smithfield Trust Co | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 79 | $19.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $19.6K | 0.00% | −2,757−97.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 81 | $19.8K | 0.00% | −19−19.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 87 | $21.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $22.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $22.3K | 0.01% | +5+5.9% | Added |
| Parkside Financial Bank & Trust | 95 | $23.3K | 0.00% | +5+5.6% | Added |
| Brown Brothers Harriman & Co | 97 | $23.7K | 0.00% | −3−3.0% | Reduced |
| Orion Capital Management LLC | 100 | $24.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $24.5K | 0.01% | +100 | New |
| Washington Trust Advisors, Inc. | 101 | $24.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $26.2K | 0.00% | +101+1,683.3% | Added |
| Front Row Advisors LLC | 116 | $28.7K | 0.01% | +116 | New |
| Muzinich & Co., Inc. | 116 | $28.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 126 | $30.8K | 0.00% | +38+43.2% | Added |
| Lindbrook Capital, LLC | 130 | $31.8K | 0.00% | +20+18.2% | Added |
| State of Wyoming | 134 | $32.8K | 0.01% | +2+1.5% | Added |
| Huntington National Bank | 135 | $33.1K | 0.00% | −68−33.5% | Reduced |
| Venturi Wealth Management, LLC | 138 | $33.8K | 0.00% | +73+112.3% | Added |
| Pacific Center for Financial Services | 147 | $36.0K | 0.01% | +1+0.7% | Added |
| PSI Advisors, LLC | 159 | $38.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 158 | $39.0K | 0.01% | +3+1.9% | Added |
| CoreCap Advisors, LLC | 162 | $39.6K | 0.00% | +162 | New |
| Bruce G. Allen Investments, LLC | 171 | $41.9K | 0.03% | +7+4.3% | Added |
| HM Payson & Co | 180 | $44.1K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 211 | $44.2K | 0.05% | +51+31.9% | Added |
| POM Investment Strategies, LLC | 186 | $45.6K | 0.04% | +1+0.5% | Added |