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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 154,928 | $37.9M | 1.01% | +29,607+23.6% | Added |
| Lido Advisors, LLC | 170,227 | $42.1M | 0.38% | −1,415−0.8% | Reduced |
| Cbre Clarion Securities LLC | 186,166 | $45.6M | 0.84% | −290,139−60.9% | Reduced |
| Swiss National Bank | 192,252 | $47.1M | 0.03% | −8,400−4.2% | Reduced |
| Bank of America Corp | 209,571 | $51.3M | 0.01% | +76,189+57.1% | Added |
| Nomura Asset Management Co Ltd | 221,122 | $54.1M | 0.20% | +14,033+6.8% | Added |
| California Public Employees Retirement System | 221,971 | $54.3M | 0.04% | +863+0.4% | Added |
| Canada Pension Plan Investment Board | 225,045 | $55.1M | 0.06% | +18,000+8.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 233,526 | $57.2M | 0.04% | −4,164−1.8% | Reduced |
| HSBC Holdings PLC | 234,821 | $57.5M | 0.04% | +26,498+12.7% | Added |
| Heitman Real Estate Securities LLC | 259,044 | $63.4M | 3.61% | +253,514+4,584.3% | Added |
| UBS Group AG | 277,587 | $68.0M | 0.02% | +41,447+17.6% | Added |
| Goldman Sachs Group Inc | 293,288 | $71.8M | 0.02% | +20,627+7.6% | Added |
| SEI Investments Co | 311,704 | $76.3M | 0.11% | −46,621−13.0% | Reduced |
| PGGM Investments | 362,252 | $88.7M | 1.29% | 00.0% | Unchanged |
| Wellington Management Group LLP | 377,052 | $92.3M | 0.02% | +62,219+19.8% | Added |
| Nuveen Asset Management, LLC | 426,984 | $104.8M | 0.03% | −94,113−18.1% | Reduced |
| American Century Companies Inc | 458,280 | $112.2M | 0.07% | −328,102−41.7% | Reduced |
| Bank of New York Mellon Corp | 545,488 | $133.5M | 0.03% | −12,126−2.2% | Reduced |
| Russell Investments Group, Ltd. | 553,015 | $135.3M | 0.21% | +140,294+34.0% | Added |
| Invesco Ltd. | 680,226 | $166.5M | 0.04% | −4,207−0.6% | Reduced |
| UBS Asset Management Americas Inc | 686,671 | $168.1M | 0.06% | −26,421−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 696,272 | $170.5M | 0.04% | +6,664+1.0% | Added |
| Morgan Stanley | 699,718 | $171.3M | 0.01% | −51,840−6.9% | Reduced |
| ProShare Advisors LLC | 734,837 | $179.9M | 0.48% | −13,169−1.8% | Reduced |
| Northern Trust Corp | 736,720 | $180.4M | 0.03% | −27,709−3.6% | Reduced |
| Boston Partners | 744,175 | $182.2M | 0.22% | +23,673+3.3% | Added |
| Resolution Capital Ltd | 746,288 | $182.7M | 3.27% | −66,825−8.2% | Reduced |
| Ameriprise Financial Inc | 756,786 | $184.5M | 0.05% | +6,734+0.9% | Added |
| Deutsche Bank AG | 809,644 | $198.2M | 0.09% | +86,689+12.0% | Added |
| Dimensional Fund Advisors LP | 928,679 | $227.3M | 0.06% | −9,103−1.0% | Reduced |
| JPMorgan Chase & Co | 969,193 | $237.3M | 0.02% | +188,416+24.1% | Added |
| Daiwa Securities Group Inc. | 997,792 | $244.3M | 1.38% | +462,828+86.5% | Added |
| Legal & General Group Plc | 1,017,456 | $249.1M | 0.07% | −5,628−0.6% | Reduced |
| Massachusetts Financial Services Co | 1,117,999 | $273.7M | 0.08% | +52,369+4.9% | Added |
| FMR LLC | 1,280,963 | $313.6M | 0.02% | −843,887−39.7% | Reduced |
| Geode Capital Management, LLC | 1,583,206 | $386.6M | 0.04% | +43,254+2.8% | Added |
| Price T Rowe Associates Inc | 1,832,845 | $448.7M | 0.06% | +147,130+8.7% | Added |
| Principal Financial Group Inc | 2,486,997 | $608.8M | 0.36% | −236,814−8.7% | Reduced |
| Norges Bank | 2,724,662 | $667.0M | 0.11% | +1,493+0.1% | Added |
| Cohen & Steers, Inc. | 5,022,022 | $1.23B | 2.57% | +1,950,018+63.5% | Added |
| State Street Corp | 5,503,972 | $1.36B | 0.06% | −334,064−5.7% | Reduced |
| BlackRock Inc. | 6,529,001 | $1.60B | 0.04% | +61,145+0.9% | Added |
| Vanguard Group Inc | 10,235,835 | $2.51B | 0.05% | +19,342+0.2% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −123,790−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −48,047−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −39,172−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −32,231−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −13,040−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −11,633−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,389−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −9,390−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −8,951−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Apexium Financial, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −5,265−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Windham Capital Management, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Zega Financial, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |