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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 1,812 | $443.6K | 0.05% | +30+1.7% | Added |
| Whittier Trust Co | 1,820 | $445.5K | 0.01% | −39−2.1% | Reduced |
| Norden Group LLC | 1,881 | $460.5K | 0.09% | +26+1.4% | Added |
| Toroso Investments, LLC | 1,898 | $464.6K | 0.01% | −1,702−47.3% | Reduced |
| Ritholtz Wealth Management | 1,898 | $464.6K | 0.02% | +142+8.1% | Added |
| WESCAP Management Group, Inc. | 1,905 | $466.4K | 0.14% | −343−15.3% | Reduced |
| Gen-Wealth Partners Inc | 1,935 | $473.7K | 0.23% | +1,935 | New |
| Valeo Financial Advisors, LLC | 1,959 | $485.4K | 0.02% | −5−0.3% | Reduced |
| Walleye Capital LLC | 2,000 | $489.6K | 0.01% | +2,000 | New |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $490.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,008 | $491.5K | 0.02% | +48+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,029 | $496.7K | 0.00% | −601−22.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,037 | $498.7K | 0.01% | +6+0.3% | Added |
| Parallel Advisors, LLC | 2,050 | $501.9K | 0.01% | +37+1.8% | Added |
| Intech Investment Management LLC | 2,052 | $502.4K | 0.01% | +231+12.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,060 | $504.3K | 0.03% | +1,109+116.6% | Added |
| HGI Capital Management, LLC | 2,109 | $516.3K | 0.56% | +2,109 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,119 | $518.8K | 0.04% | −168−7.3% | Reduced |
| Claro Advisors LLC | 2,134 | $522.3K | 0.09% | +19+0.9% | Added |
| Vinva Investment Management Ltd | 2,146 | $525.4K | 0.03% | −1,788−45.4% | Reduced |
| Advisors Asset Management, Inc. | 2,164 | $529.8K | 0.01% | +1,291+147.9% | Added |
| Caxton Associates LP | 2,172 | $531.7K | 0.04% | +2,172 | New |
| SlateStone Wealth, LLC | 2,176 | $533.0K | 0.05% | +2,176 | New |
| Tiaa Trust, National Association | 2,243 | $549.1K | 0.00% | −76−3.3% | Reduced |
| Ieq Capital, LLC | 2,248 | $550.4K | 0.01% | −240−9.6% | Reduced |
| APG Asset Management N.V. | 2,444 | $554.0K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,268 | $558.8K | 0.25% | +1,235+119.6% | Added |
| Alberta Investment Management Corp | 2,300 | $563.1K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,321 | $567.8K | 0.01% | +181+8.5% | Added |
| Bailard, Inc. | 2,339 | $572.6K | 0.02% | +2,339 | New |
| Tower Research Capital LLC (TRC) | 2,423 | $593.2K | 0.01% | −9,628−79.9% | Reduced |
| Aviva PLC | 2,434 | $595.9K | 0.00% | −4−0.2% | Reduced |
| SpiderRock Advisors, LLC | 2,530 | $601.1K | 0.02% | +2,530 | New |
| Natixis | 2,472 | $605.2K | 0.00% | −17,245−87.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,513 | $615.0K | 0.01% | −18−0.7% | Reduced |
| Gateway Investment Advisers LLC | 2,627 | $643.1K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,630 | $644.0K | 0.02% | +78+3.1% | Added |
| RB Capital Management, LLC | 2,633 | $644.5K | 0.17% | −68−2.5% | Reduced |
| Penserra Capital Management LLC | 2,723 | $666.0K | 0.01% | −291−9.7% | Reduced |
| MainStreet Investment Advisors LLC | 2,835 | $694.0K | 0.08% | −216−7.1% | Reduced |
| Verition Fund Management LLC | 2,860 | $700.2K | 0.01% | +228+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,866 | $702.0K | 0.00% | +750+35.4% | Added |
| Iron Financial, LLC | 2,870 | $702.6K | 0.39% | +118+4.3% | Added |
| Cerity Partners LLC | 2,877 | $704.3K | 0.00% | +1,254+77.3% | Added |
| Simplex Trading, LLC | 2,882 | $705.0K | 0.02% | +2,882 | New |
| Sigma Planning Corp | 2,883 | $705.9K | 0.02% | +1,737+151.6% | Added |
| Panagora Asset Management Inc | 2,942 | $720.2K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 2,954 | $723.2K | 0.02% | +2,954 | New |
| PEAK6 Investments LLC | 2,985 | $730.8K | 0.04% | −146−4.7% | Reduced |
| Jefferies Financial Group Inc. | 3,106 | $760.4K | 0.02% | −29−0.9% | Reduced |
| Cetera Investment Advisers | 3,108 | $761.0K | 0.00% | +3,108 | New |
| Lockheed Martin Investment Management Co | 3,211 | $769.7K | 0.06% | −1,000−23.7% | Reduced |
| New Mexico Educational Retirement Board | 3,200 | $783.0K | 0.03% | −100−3.0% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $788.3K | 0.16% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,273 | $801.0K | 0.00% | +568+21.0% | Added |
| TownSquare Capital, LLC | 3,328 | $814.8K | 0.01% | +209+6.7% | Added |
| WealthTrust Asset Management, LLC | 3,350 | $820.1K | 0.62% | +790+30.9% | Added |
| Kestra Private Wealth Services, LLC | 3,540 | $875.3K | 0.02% | +290+8.9% | Added |
| Wealthfront Advisers LLC | 3,597 | $880.6K | 0.00% | +417+13.1% | Added |
| Delta Investment Management, LLC | 3,674 | $899.4K | 0.20% | −62−1.7% | Reduced |
| Louisiana State Employees Retirement System | 3,700 | $905.8K | 0.02% | −200−5.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $915.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,753 | $918.8K | 0.04% | +3,753 | New |
| Securian Asset Management, Inc | 3,782 | $925.9K | 0.03% | −269−6.6% | Reduced |
| FORA Capital, LLC | 3,795 | $929.1K | 0.08% | −5,736−60.2% | Reduced |
| Fifth Third Bancorp | 3,810 | $932.7K | 0.00% | +674+21.5% | Added |
| Credit Agricole S A | 4,052 | $948.0K | 0.02% | +1,879+86.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,926 | $961.1K | 0.00% | +461+13.3% | Added |
| Ashton Thomas Private Wealth, LLC | 3,953 | $967.7K | 0.06% | +3,953 | New |
| Tiemann Investment Advisors, LLC | 4,019 | $984.1K | 0.44% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,983 | $984.8K | 0.01% | +3,983 | New |
| Osterweis Capital Management Inc | 4,055 | $992.7K | 0.06% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 4,082 | $999.3K | 0.01% | +341+9.1% | Added |
| Vanderbilt University | 4,088 | $1.00M | 0.21% | +2,695+193.5% | Added |
| US Bancorp | 4,127 | $1.01M | 0.00% | −437−9.6% | Reduced |
| JustInvest LLC | 4,143 | $1.01M | 0.02% | +802+24.0% | Added |
| Hartford Investment Management Co | 4,146 | $1.01M | 0.04% | −169−3.9% | Reduced |
| Naviter Wealth, LLC | 4,154 | $1.03M | 0.17% | +452+12.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $1.03M | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 4,298 | $1.05M | 0.06% | −1,727−28.7% | Reduced |
| Pacer Advisors, Inc. | 4,299 | $1.05M | 0.00% | +116+2.8% | Added |
| Ostrum Asset Management | 4,317 | $1.06M | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,319 | $1.06M | 0.12% | −64−1.5% | Reduced |
| Nordea Investment Management AB | 4,381 | $1.07M | 0.00% | +266+6.5% | Added |
| Commonwealth Equity Services, LLC | 4,423 | $1.08M | 0.00% | −121−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 4,546 | $1.11M | 0.02% | +63+1.4% | Added |
| Crawford Investment Counsel Inc | 4,561 | $1.12M | 0.02% | −8−0.2% | Reduced |
| Metropolitan Life Insurance Co | 4,572 | $1.12M | 0.05% | −6−0.1% | Reduced |
| Strategic Global Advisors, LLC | 4,654 | $1.14M | 0.25% | −132−2.8% | Reduced |
| Maryland State Retirement & Pension System | 4,987 | $1.16M | 0.02% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 4,800 | $1.18M | 0.42% | +1,257+35.5% | Added |
| Kentucky Retirement Systems | 4,876 | $1.19M | 0.04% | −259−5.0% | Reduced |
| DoubleLine ETF Adviser LP | 4,890 | $1.20M | 0.30% | +448+10.1% | Added |
| Ethic Inc. | 4,967 | $1.22M | 0.03% | +282+6.0% | Added |
| Mercer Global Advisors Inc | 5,046 | $1.24M | 0.00% | −10.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,067 | $1.24M | 0.03% | 00.0% | Unchanged |
| Ossiam | 5,078 | $1.24M | 0.02% | −2,241−30.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,240 | $1.28M | 0.01% | −299−5.4% | Reduced |
| AQR Capital Management LLC | 5,266 | $1.29M | 0.00% | +924+21.3% | Added |
| Camelot Portfolios, LLC | 5,270 | $1.29M | 1.26% | −1,648−23.8% | Reduced |