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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 207 | $50.7K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 221 | $51.4K | 0.02% | 00.0% | Unchanged |
| Tobam | 241 | $59.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 295 | $72.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $72.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $72.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $73.4K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 308 | $75.4K | 0.01% | +307+30,700.0% | Added |
| Walleye Trading LLC | 320 | $78.3K | 0.00% | +320 | New |
| Center for Financial Planning, Inc. | 350 | $85.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 451 | $110.4K | 0.00% | +93+26.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $112.8K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 489 | $120.4K | 0.02% | −32−6.1% | Reduced |
| North Star Investment Management Corp. | 500 | $122.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 542 | $132.7K | 0.01% | +28+5.4% | Added |
| Principal Securities, Inc. | 572 | $140.0K | 0.00% | +32+5.9% | Added |
| Bessemer Group Inc | 578 | $141.0K | 0.00% | +132+29.6% | Added |
| GAMMA Investing LLC | 591 | $144.7K | 0.03% | +55+10.3% | Added |
| Farther Finance Advisors, LLC | 621 | $148.9K | 0.01% | −29−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 675 | $165.8K | 0.00% | +502+290.2% | Added |
| Ameritas Investment Partners, Inc. | 694 | $169.9K | 0.01% | −67−8.8% | Reduced |
| Ci Investments Inc. | 693 | $170.0K | 0.00% | +116+20.1% | Added |
| Mather Group, LLC. | 697 | $172.8K | 0.00% | +697 | New |
| Allworth Financial LP | 714 | $174.8K | 0.00% | +29+4.2% | Added |
| Federated Hermes, Inc. | 741 | $181.4K | 0.00% | +206+38.5% | Added |
| Caldwell Sutter Capital, Inc. | 765 | $187.3K | 0.09% | +21+2.8% | Added |
| Wedbush Securities Inc | 823 | $201.0K | 0.01% | +823 | New |
| Empowered Funds, LLC | 822 | $201.2K | 0.00% | +822 | New |
| TRUE Private Wealth Advisors | 823 | $201.5K | 0.02% | −1−0.1% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $202.2K | 0.15% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 840 | $205.6K | 0.12% | +840 | New |
| Brinker Capital Investments, LLC | 841 | $205.9K | 0.00% | −162−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 841 | $205.9K | 0.00% | −162−16.2% | Reduced |
| Greenleaf Trust | 841 | $205.9K | 0.00% | +841 | New |
| MAI Capital Management | 841 | $205.9K | 0.00% | +841 | New |
| Sovereign Financial Group, Inc. | 847 | $207.2K | 0.06% | +5+0.6% | Added |
| Ironwood Investment Counsel, LLC | 850 | $208.1K | 0.04% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 861 | $210.8K | 0.08% | +861 | New |
| Cypress Capital Group | 862 | $211.0K | 0.03% | −120−12.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 835 | $212.9K | 0.18% | +835 | New |
| Coldstream Capital Management Inc | 883 | $216.0K | 0.01% | −13−1.5% | Reduced |
| NEOS Investment Management LLC | 894 | $218.9K | 0.01% | −14−1.5% | Reduced |
| Bleakley Financial Group, LLC | 894 | $218.9K | 0.01% | −17−1.9% | Reduced |
| Simplicity Wealth,LLC | 894 | $218.9K | 0.01% | +894 | New |
| Glenmede Trust Co NA | 919 | $225.0K | 0.00% | +20+2.2% | Added |
| Renaissance Group LLC | 927 | $226.9K | 0.01% | +6+0.7% | Added |
| Savant Capital, LLC | 933 | $228.4K | 0.00% | +7+0.8% | Added |
| Boston Private Wealth LLC | 937 | $229.4K | 0.01% | +66+7.6% | Added |
| V-Square Quantitative Management LLC | 954 | $233.5K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 956 | $234.1K | 0.02% | +64+7.2% | Added |
| M&R Capital Management Inc | 962 | $235.4K | 0.06% | +42+4.6% | Added |
| Lincoln National Corp | 967 | $236.7K | 0.00% | +147+17.9% | Added |
| Profund Advisors LLC | 969 | $237.2K | 0.01% | −176−15.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 980 | $239.9K | 0.01% | −34−3.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,006 | $246.3K | 0.05% | +1,006 | New |
| Trust Co of Vermont | 1,022 | $250.2K | 0.01% | −7−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 1,025 | $250.9K | 0.01% | +81+8.6% | Added |
| Investment Management Corp of Ontario | 1,038 | $254.1K | 0.01% | −500−32.5% | Reduced |
| Jane Street Group, LLC | 1,045 | $255.8K | 0.00% | −14,861−93.4% | Reduced |
| NewEdge Wealth, LLC | 1,042 | $260.3K | 0.01% | −20−1.9% | Reduced |
| Horizon Investments, LLC | 1,075 | $263.2K | 0.01% | +128+13.5% | Added |
| Stephens Inc | 1,115 | $273.0K | 0.00% | −21−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,122 | $274.7K | 0.02% | +139+14.1% | Added |
| Capstone Investment Advisors, LLC | 1,132 | $277.1K | 0.01% | +1,132 | New |
| Citadel Advisors LLC | 1,149 | $281.3K | 0.00% | −52−4.3% | Reduced |
| Signet Financial Management, LLC | 1,154 | $282.6K | 0.04% | +8+0.7% | Added |
| Sienna Gestion | 1,158 | $283.5K | 0.03% | +1,158 | New |
| CWM, LLC | 1,160 | $284.0K | 0.00% | +185+19.0% | Added |
| Avantax Advisory Services, Inc. | 1,164 | $285.1K | 0.00% | −82−6.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,188 | $290.8K | 0.06% | +269+29.3% | Added |
| Roman Butler Fullerton & Co | 1,222 | $293.1K | 0.11% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,200 | $293.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,208 | $295.7K | 0.00% | −22−1.8% | Reduced |
| Vestcor Inc | 1,213 | $297.0K | 0.01% | −3,619−74.9% | Reduced |
| EP Wealth Advisors, LLC | 1,228 | $300.6K | 0.00% | +44+3.7% | Added |
| Alpha Cubed Investments, LLC | 1,229 | $300.9K | 0.02% | −204−14.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,248 | $305.5K | 0.00% | −352−22.0% | Reduced |
| CWA Asset Management Group, LLC | 1,276 | $312.4K | 0.02% | +260+25.6% | Added |
| Harbor Capital Advisors, Inc. | 1,279 | $313.0K | 0.04% | +135+11.8% | Added |
| Degroof Petercam Asset Management | 1,300 | $318.3K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,325 | $324.0K | 0.00% | +474+55.7% | Added |
| Parcion Private Wealth LLC | 1,343 | $328.8K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,451 | $355.2K | 0.01% | +1,451 | New |
| CI Private Wealth, LLC | 1,470 | $359.9K | 0.00% | +427+40.9% | Added |
| Captrust Financial Advisors | 1,512 | $370.2K | 0.00% | +7+0.5% | Added |
| Wulff, Hansen & Co. | 1,564 | $382.9K | 0.38% | 00.0% | Unchanged |
| Washington Trust Bank | 1,573 | $385.1K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,580 | $386.8K | 0.01% | −915−36.7% | Reduced |
| Concentric Wealth Management, LLC | 1,580 | $386.9K | 0.10% | −215−12.0% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $389.0K | 0.03% | 00.0% | Unchanged |
| Summitry LLC | 1,599 | $391.5K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,562 | $394.8K | 0.08% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,632 | $400.0K | 0.00% | −30,205−94.9% | Reduced |
| United Capital Financial Advisers, LLC | 1,661 | $406.6K | 0.00% | −430−20.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,702 | $411.9K | 0.00% | +10+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,689 | $413.0K | 0.01% | −422−20.0% | Reduced |
| Rakuten Investment Management, Inc. | 1,726 | $422.5K | 0.00% | +1,567+985.5% | Added |
| Squarepoint Ops LLC | 1,741 | $426.2K | 0.00% | +2+0.1% | Added |
| Choate Investment Advisors | 1,742 | $426.5K | 0.01% | +1,742 | New |
| Tokio Marine Asset Management Co Ltd | 1,747 | $427.7K | 0.02% | −119−6.4% | Reduced |