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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 10,348 | $2.53M | 0.03% | −3,624−25.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,303 | $2.52M | 0.01% | +1,316+14.6% | Added |
| Xponance, Inc. | 10,104 | $2.47M | 0.03% | +818+8.8% | Added |
| Schroder Investment Management Group | 9,824 | $2.41M | 0.00% | +1,969+25.1% | Added |
| Allstate Corp | 9,434 | $2.31M | 0.16% | +2,619+38.4% | Added |
| The PNC Financial Services Group, Inc. | 9,182 | $2.25M | 0.00% | −270−2.9% | Reduced |
| CIBC Asset Management Inc | 9,122 | $2.23M | 0.01% | +270+3.1% | Added |
| Gries Financial LLC | 8,707 | $2.13M | 0.36% | +8,707 | New |
| Quilter Plc | 8,646 | $2.12M | 0.05% | +909+11.7% | Added |
| FIL Ltd | 8,450 | $2.07M | 0.00% | −350−4.0% | Reduced |
| LM Advisors LLC | 8,442 | $2.07M | 0.33% | −164−1.9% | Reduced |
| Mutual of America Capital Management LLC | 8,418 | $2.06M | 0.02% | −172−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 8,381 | $2.05M | 0.00% | −1,488−15.1% | Reduced |
| HST Ventures, LLC | 8,355 | $2.05M | 0.83% | +8,355 | New |
| Clifford Swan Investment Counsel LLC | 8,251 | $2.02M | 0.08% | −450−5.2% | Reduced |
| Bank of Nova Scotia | 8,241 | $2.02M | 0.00% | −1,058−11.4% | Reduced |
| M&T Bank Corp | 7,870 | $1.93M | 0.01% | −185−2.3% | Reduced |
| Cozad Asset Management Inc | 7,846 | $1.92M | 0.20% | +1,605+25.7% | Added |
| Rafferty Asset Management, LLC | 7,685 | $1.88M | 0.01% | −932−10.8% | Reduced |
| British Columbia Investment Management Corp | 7,663 | $1.88M | 0.01% | +275+3.7% | Added |
| Public Sector Pension Investment Board | 7,624 | $1.87M | 0.01% | −67−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,544 | $1.85M | 0.00% | +297+4.1% | Added |
| Lighthouse Investment Partners, LLC | 7,500 | $1.84M | 0.11% | +3,000+66.7% | Added |
| Pensionfund Sabic | 6,750 | $1.65M | 0.49% | +1,300+23.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,715 | $1.64M | 0.00% | −508−7.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,543 | $1.60M | 0.01% | −257−3.8% | Reduced |
| AXA S.A. | 6,229 | $1.52M | 0.00% | +2,529+68.4% | Added |
| Beacon Pointe Advisors, LLC | 6,054 | $1.48M | 0.02% | −58−0.9% | Reduced |
| Creative Planning | 6,030 | $1.48M | 0.00% | +777+14.8% | Added |
| Spirit of America Management Corp | 5,936 | $1.45M | 0.29% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,871 | $1.44M | 0.00% | −1,167−16.6% | Reduced |
| Oppenheimer Asset Management Inc. | 5,834 | $1.43M | 0.02% | +1,194+25.7% | Added |
| Pathstone Holdings, LLC | 5,814 | $1.43M | 0.01% | +415+7.7% | Added |
| Nicola Wealth Management Ltd. | 4,300 | $1.43M | 0.14% | +4,300 | New |
| Commerce Bank | 5,819 | $1.42M | 0.01% | +12+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 5,783 | $1.42M | 0.37% | +654+12.8% | Added |
| ING Groep NV | 5,727 | $1.40M | 0.01% | +40+0.7% | Added |
| Azzad Asset Management Inc | 5,707 | $1.40M | 0.16% | +148+2.7% | Added |
| Oregon Public Employees Retirement Fund | 5,479 | $1.34M | 0.03% | +500+10.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,390 | $1.32M | 0.52% | +5+0.1% | Added |
| Boothbay Fund Management, LLC | 5,332 | $1.31M | 0.04% | +5,332 | New |
| Gulf International Bank (UK) Ltd | 5,322 | $1.30M | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,307 | $1.30M | 0.01% | −127−2.3% | Reduced |
| Norinchukin Bank, The | 5,306 | $1.30M | 0.04% | −71−1.3% | Reduced |
| Camelot Portfolios, LLC | 5,270 | $1.29M | 1.26% | −1,648−23.8% | Reduced |
| AQR Capital Management LLC | 5,266 | $1.29M | 0.00% | +924+21.3% | Added |
| Teachers Retirement System of the State of Kentucky | 5,240 | $1.28M | 0.01% | −299−5.4% | Reduced |
| Ossiam | 5,078 | $1.24M | 0.02% | −2,241−30.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,067 | $1.24M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,046 | $1.24M | 0.00% | −10.0% | Reduced |
| Ethic Inc. | 4,967 | $1.22M | 0.03% | +282+6.0% | Added |
| DoubleLine ETF Adviser LP | 4,890 | $1.20M | 0.30% | +448+10.1% | Added |
| Kentucky Retirement Systems | 4,876 | $1.19M | 0.04% | −259−5.0% | Reduced |
| BBJS Financial Advisors, LLC | 4,800 | $1.18M | 0.42% | +1,257+35.5% | Added |
| Maryland State Retirement & Pension System | 4,987 | $1.16M | 0.02% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,654 | $1.14M | 0.25% | −132−2.8% | Reduced |
| Metropolitan Life Insurance Co | 4,572 | $1.12M | 0.05% | −6−0.1% | Reduced |
| Crawford Investment Counsel Inc | 4,561 | $1.12M | 0.02% | −8−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,546 | $1.11M | 0.02% | +63+1.4% | Added |
| Commonwealth Equity Services, LLC | 4,423 | $1.08M | 0.00% | −121−2.7% | Reduced |
| Nordea Investment Management AB | 4,381 | $1.07M | 0.00% | +266+6.5% | Added |
| FourThought Financial Partners, LLC | 4,319 | $1.06M | 0.12% | −64−1.5% | Reduced |
| Ostrum Asset Management | 4,317 | $1.06M | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,299 | $1.05M | 0.00% | +116+2.8% | Added |
| LMCG Investments, LLC | 4,298 | $1.05M | 0.06% | −1,727−28.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,224 | $1.03M | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,154 | $1.03M | 0.17% | +452+12.2% | Added |
| Hartford Investment Management Co | 4,146 | $1.01M | 0.04% | −169−3.9% | Reduced |
| JustInvest LLC | 4,143 | $1.01M | 0.02% | +802+24.0% | Added |
| US Bancorp | 4,127 | $1.01M | 0.00% | −437−9.6% | Reduced |
| Vanderbilt University | 4,088 | $1.00M | 0.21% | +2,695+193.5% | Added |
| Candriam Luxembourg S.C.A. | 4,082 | $999.3K | 0.01% | +341+9.1% | Added |
| Osterweis Capital Management Inc | 4,055 | $992.7K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,983 | $984.8K | 0.01% | +3,983 | New |
| Tiemann Investment Advisors, LLC | 4,019 | $984.1K | 0.44% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,953 | $967.7K | 0.06% | +3,953 | New |
| Allspring Global Investments Holdings, LLC | 3,926 | $961.1K | 0.00% | +461+13.3% | Added |
| Credit Agricole S A | 4,052 | $948.0K | 0.02% | +1,879+86.5% | Added |
| Fifth Third Bancorp | 3,810 | $932.7K | 0.00% | +674+21.5% | Added |
| FORA Capital, LLC | 3,795 | $929.1K | 0.08% | −5,736−60.2% | Reduced |
| Securian Asset Management, Inc | 3,782 | $925.9K | 0.03% | −269−6.6% | Reduced |
| GeoWealth Management, LLC | 3,753 | $918.8K | 0.04% | +3,753 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,741 | $915.8K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 3,700 | $905.8K | 0.02% | −200−5.1% | Reduced |
| Delta Investment Management, LLC | 3,674 | $899.4K | 0.20% | −62−1.7% | Reduced |
| Wealthfront Advisers LLC | 3,597 | $880.6K | 0.00% | +417+13.1% | Added |
| Kestra Private Wealth Services, LLC | 3,540 | $875.3K | 0.02% | +290+8.9% | Added |
| WealthTrust Asset Management, LLC | 3,350 | $820.1K | 0.62% | +790+30.9% | Added |
| TownSquare Capital, LLC | 3,328 | $814.8K | 0.01% | +209+6.7% | Added |
| MML Investors Services, LLC | 3,273 | $801.0K | 0.00% | +568+21.0% | Added |
| Horst & Graben Wealth Management LLC | 3,220 | $788.3K | 0.16% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,200 | $783.0K | 0.03% | −100−3.0% | Reduced |
| Lockheed Martin Investment Management Co | 3,211 | $769.7K | 0.06% | −1,000−23.7% | Reduced |
| Cetera Investment Advisers | 3,108 | $761.0K | 0.00% | +3,108 | New |
| Jefferies Financial Group Inc. | 3,106 | $760.4K | 0.02% | −29−0.9% | Reduced |
| PEAK6 Investments LLC | 2,985 | $730.8K | 0.04% | −146−4.7% | Reduced |
| Allianz SE | 2,954 | $723.2K | 0.02% | +2,954 | New |
| Panagora Asset Management Inc | 2,942 | $720.2K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,883 | $705.9K | 0.02% | +1,737+151.6% | Added |
| Simplex Trading, LLC | 2,882 | $705.0K | 0.02% | +2,882 | New |