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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 5,306 | $1.30M | 0.04% | −71−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,307 | $1.30M | 0.01% | −127−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 5,322 | $1.30M | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,332 | $1.31M | 0.04% | +5,332 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,390 | $1.32M | 0.52% | +5+0.1% | Added |
| Oregon Public Employees Retirement Fund | 5,479 | $1.34M | 0.03% | +500+10.0% | Added |
| Azzad Asset Management Inc | 5,707 | $1.40M | 0.16% | +148+2.7% | Added |
| ING Groep NV | 5,727 | $1.40M | 0.01% | +40+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 5,783 | $1.42M | 0.37% | +654+12.8% | Added |
| Commerce Bank | 5,819 | $1.42M | 0.01% | +12+0.2% | Added |
| Nicola Wealth Management Ltd. | 4,300 | $1.43M | 0.14% | +4,300 | New |
| Pathstone Holdings, LLC | 5,814 | $1.43M | 0.01% | +415+7.7% | Added |
| Oppenheimer Asset Management Inc. | 5,834 | $1.43M | 0.02% | +1,194+25.7% | Added |
| Mackenzie Financial Corp | 5,871 | $1.44M | 0.00% | −1,167−16.6% | Reduced |
| Spirit of America Management Corp | 5,936 | $1.45M | 0.29% | 00.0% | Unchanged |
| Creative Planning | 6,030 | $1.48M | 0.00% | +777+14.8% | Added |
| Beacon Pointe Advisors, LLC | 6,054 | $1.48M | 0.02% | −58−0.9% | Reduced |
| AXA S.A. | 6,229 | $1.52M | 0.00% | +2,529+68.4% | Added |
| Public Employees Retirement Association of Colorado | 6,543 | $1.60M | 0.01% | −257−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,715 | $1.64M | 0.00% | −508−7.0% | Reduced |
| Pensionfund Sabic | 6,750 | $1.65M | 0.49% | +1,300+23.9% | Added |
| Lighthouse Investment Partners, LLC | 7,500 | $1.84M | 0.11% | +3,000+66.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,544 | $1.85M | 0.00% | +297+4.1% | Added |
| Public Sector Pension Investment Board | 7,624 | $1.87M | 0.01% | −67−0.9% | Reduced |
| British Columbia Investment Management Corp | 7,663 | $1.88M | 0.01% | +275+3.7% | Added |
| Rafferty Asset Management, LLC | 7,685 | $1.88M | 0.01% | −932−10.8% | Reduced |
| Cozad Asset Management Inc | 7,846 | $1.92M | 0.20% | +1,605+25.7% | Added |
| M&T Bank Corp | 7,870 | $1.93M | 0.01% | −185−2.3% | Reduced |
| Bank of Nova Scotia | 8,241 | $2.02M | 0.00% | −1,058−11.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,251 | $2.02M | 0.08% | −450−5.2% | Reduced |
| HST Ventures, LLC | 8,355 | $2.05M | 0.83% | +8,355 | New |
| Advisor Group Holdings, Inc. | 8,381 | $2.05M | 0.00% | −1,488−15.1% | Reduced |
| Mutual of America Capital Management LLC | 8,418 | $2.06M | 0.02% | −172−2.0% | Reduced |
| LM Advisors LLC | 8,442 | $2.07M | 0.33% | −164−1.9% | Reduced |
| FIL Ltd | 8,450 | $2.07M | 0.00% | −350−4.0% | Reduced |
| Quilter Plc | 8,646 | $2.12M | 0.05% | +909+11.7% | Added |
| Gries Financial LLC | 8,707 | $2.13M | 0.36% | +8,707 | New |
| CIBC Asset Management Inc | 9,122 | $2.23M | 0.01% | +270+3.1% | Added |
| The PNC Financial Services Group, Inc. | 9,182 | $2.25M | 0.00% | −270−2.9% | Reduced |
| Allstate Corp | 9,434 | $2.31M | 0.16% | +2,619+38.4% | Added |
| Schroder Investment Management Group | 9,824 | $2.41M | 0.00% | +1,969+25.1% | Added |
| Xponance, Inc. | 10,104 | $2.47M | 0.03% | +818+8.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,303 | $2.52M | 0.01% | +1,316+14.6% | Added |
| Tredje AP-fonden | 10,348 | $2.53M | 0.03% | −3,624−25.9% | Reduced |
| Aurora Investment Managers, LLC. | 10,441 | $2.56M | 1.88% | +2,105+25.3% | Added |
| Kingswood Wealth Advisors, LLC | 10,456 | $2.56M | 0.30% | −2,871−21.5% | Reduced |
| Two Sigma Investments, LP | 10,594 | $2.59M | 0.01% | +2,894+37.6% | Added |
| Neuberger Berman Group LLC | 10,606 | $2.60M | 0.00% | −178,901−94.4% | Reduced |
| Metis Global Partners, LLC | 11,063 | $2.71M | 0.10% | +405+3.8% | Added |
| DnB Asset Management AS | 11,078 | $2.71M | 0.01% | −5,909−34.8% | Reduced |
| Czech National Bank | 11,296 | $2.77M | 0.04% | +55+0.5% | Added |
| Ontario Teachers Pension Plan Board | 11,341 | $2.78M | 0.03% | +6,833+151.6% | Added |
| Mariner, LLC | 11,429 | $2.80M | 0.01% | −1,759−13.3% | Reduced |
| Provident Investment Management, Inc. | 11,471 | $2.81M | 0.25% | +322+2.9% | Added |
| Weiss Asset Management LP | 11,675 | $2.86M | 0.13% | +11,675 | New |
| Vident Advisory, LLC | 11,993 | $2.94M | 0.06% | −682−5.4% | Reduced |
| Forsta Ap-Fonden | 12,300 | $3.01M | 0.03% | +1,300+11.8% | Added |
| Peapack Gladstone Financial Corp | 12,703 | $3.11M | 0.05% | +18+0.1% | Added |
| Amalgamated Bank | 13,259 | $3.25M | 0.03% | −3,023−18.6% | Reduced |
| Texas Permanent School Fund | 13,268 | $3.25M | 0.03% | +19+0.1% | Added |
| Susquehanna International Group, LLP | 13,654 | $3.34M | 0.00% | −6,638−32.7% | Reduced |
| First Citizens Bank & Trust Co | 13,890 | $3.40M | 0.07% | +1,937+16.2% | Added |
| IFM Investors Pty Ltd | 13,897 | $3.40M | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,096 | $3.45M | 0.09% | +10.0% | Added |
| Pensionfund DSM Netherlands | 14,195 | $3.48M | 1.86% | +1,500+11.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,109 | $3.63M | 0.01% | +1,466+10.0% | Added |
| Fisher Asset Management, LLC | 14,818 | $3.63M | 0.00% | −136−0.9% | Reduced |
| National Bank of Canada | 14,187 | $3.67M | 0.01% | −783−5.2% | Reduced |
| MetLife Investment Management | 15,025 | $3.68M | 0.02% | −549−3.5% | Reduced |
| HighTower Advisors, LLC | 15,238 | $3.70M | 0.01% | −602−3.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,117 | $3.70M | 0.01% | +2,233+17.3% | Added |
| Bright Financial Advisors, Inc. | 11,943 | $3.76M | 3.00% | +11,943 | New |
| Diversify Advisory Services, LLC | 15,795 | $3.79M | 0.22% | +15,795 | New |
| Loudon Investment Management, LLC | 15,817 | $3.87M | 2.22% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 15,886 | $3.89M | 2.00% | +3,187+25.1% | Added |
| Nissay Asset Management Corp | 15,897 | $3.89M | 0.03% | +406+2.6% | Added |
| Achmea Investment Management B.V. | 16,222 | $3.97M | 0.08% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 16,257 | $3.98M | 0.01% | +340+2.1% | Added |
| American International Group, Inc. | 16,786 | $4.11M | 0.01% | −42−0.2% | Reduced |
| Natixis Advisors, L.P. | 16,965 | $4.15M | 0.01% | −5,330−23.9% | Reduced |
| Sarasin & Partners LLP | 17,024 | $4.17M | 0.04% | 00.0% | Unchanged |
| Swedbank AB | 17,559 | $4.30M | 0.01% | +1,753+11.1% | Added |
| State of Michigan Retirement System | 17,560 | $4.30M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,561 | $4.30M | 0.05% | +1,671+10.5% | Added |
| Arizona State Retirement System | 17,654 | $4.32M | 0.03% | +14+0.1% | Added |
| Janus Henderson Group PLC | 18,664 | $4.57M | 0.00% | +10.0% | Added |
| Guggenheim Capital LLC | 19,205 | $4.70M | 0.03% | −2,661−12.2% | Reduced |
| Dean Investment Associates, LLC | 19,244 | $4.71M | 0.65% | −10.0% | Reduced |
| New York Life Investment Management LLC | 19,281 | $4.72M | 0.05% | −382−1.9% | Reduced |
| First Trust Advisors LP | 19,931 | $4.88M | 0.00% | +12,160+156.5% | Added |
| Quantinno Capital Management LP | 20,613 | $5.05M | 0.11% | +4,500+27.9% | Added |
| Truist Financial Corp | 20,652 | $5.06M | 0.01% | +5,089+32.7% | Added |
| Gotham Asset Management, LLC | 20,703 | $5.07M | 0.08% | +6,450+45.3% | Added |
| Voya Investment Management LLC | 20,832 | $5.10M | 0.00% | −738−3.4% | Reduced |
| Holocene Advisors, LP | 21,105 | $5.17M | 0.02% | +5,075+31.7% | Added |
| Westpac Banking Corp | 21,127 | $5.17M | 0.39% | 00.0% | Unchanged |
| TD Asset Management Inc | 21,194 | $5.19M | 0.00% | +182+0.9% | Added |
| Masterton Capital Management, LP | 21,200 | $5.19M | 4.07% | −12,000−36.1% | Reduced |
| Easterly Investment Partners LLC | 21,986 | $5.38M | 0.41% | +21,986 | New |
| Balyasny Asset Management LLC | 22,128 | $5.42M | 0.01% | −116,811−84.1% | Reduced |