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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.

Institutional holdersQ1 2024: 544 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ1 2024: $15.4B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$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.

Institutions holding ESS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cerity Partners LLC2,877$704.3K0.00%+1,254+77.3%Added
Iron Financial, LLC2,870$702.6K0.39%+118+4.3%Added
Cambridge Investment Research Advisors, Inc.2,866$702.0K0.00%+750+35.4%Added
Verition Fund Management LLC2,860$700.2K0.01%+228+8.7%Added
MainStreet Investment Advisors LLC2,835$694.0K0.08%−216−7.1%Reduced
Penserra Capital Management LLC2,723$666.0K0.01%−291−9.7%Reduced
RB Capital Management, LLC2,633$644.5K0.17%−68−2.5%Reduced
Commerzbank Aktiengesellschaft2,630$644.0K0.02%+78+3.1%Added
Gateway Investment Advisers LLC2,627$643.1K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.2,513$615.0K0.01%−18−0.7%Reduced
Natixis2,472$605.2K0.00%−17,245−87.5%Reduced
SpiderRock Advisors, LLC2,530$601.1K0.02%+2,530New
Aviva PLC2,434$595.9K0.00%−4−0.2%Reduced
Tower Research Capital LLC (TRC)2,423$593.2K0.01%−9,628−79.9%Reduced
Bailard, Inc.2,339$572.6K0.02%+2,339New
Banco Bilbao Vizcaya Argentaria, S.A.2,321$567.8K0.01%+181+8.5%Added
Alberta Investment Management Corp2,300$563.1K0.01%00.0%Unchanged
Revisor Wealth Management LLC2,268$558.8K0.25%+1,235+119.6%Added
APG Asset Management N.V.2,444$554.0K0.00%00.0%Unchanged
Ieq Capital, LLC2,248$550.4K0.01%−240−9.6%Reduced
Tiaa Trust, National Association2,243$549.1K0.00%−76−3.3%Reduced
SlateStone Wealth, LLC2,176$533.0K0.05%+2,176New
Caxton Associates LP2,172$531.7K0.04%+2,172New
Advisors Asset Management, Inc.2,164$529.8K0.01%+1,291+147.9%Added
Vinva Investment Management Ltd2,146$525.4K0.03%−1,788−45.4%Reduced
Claro Advisors LLC2,134$522.3K0.09%+19+0.9%Added
Kentucky Retirement Systems Insurance Trust Fund2,119$518.8K0.04%−168−7.3%Reduced
HGI Capital Management, LLC2,109$516.3K0.56%+2,109New
Hennion & Walsh Asset Management, Inc.2,060$504.3K0.03%+1,109+116.6%Added
Intech Investment Management LLC2,052$502.4K0.01%+231+12.7%Added
Parallel Advisors, LLC2,050$501.9K0.01%+37+1.8%Added
Northwestern Mutual Investment Management Company, LLC2,037$498.7K0.01%+6+0.3%Added
Raymond James Financial Services Advisors, Inc.2,029$496.7K0.00%−601−22.9%Reduced
Independent Advisor Alliance2,008$491.5K0.02%+48+2.4%Added
Ilmarinen Mutual Pension Insurance Co2,000$490.0K0.01%00.0%Unchanged
Walleye Capital LLC2,000$489.6K0.01%+2,000New
Valeo Financial Advisors, LLC1,959$485.4K0.02%−5−0.3%Reduced
Gen-Wealth Partners Inc1,935$473.7K0.23%+1,935New
WESCAP Management Group, Inc.1,905$466.4K0.14%−343−15.3%Reduced
Ritholtz Wealth Management1,898$464.6K0.02%+142+8.1%Added
Toroso Investments, LLC1,898$464.6K0.01%−1,702−47.3%Reduced
Norden Group LLC1,881$460.5K0.09%+26+1.4%Added
Whittier Trust Co1,820$445.5K0.01%−39−2.1%Reduced
CWM Advisors, LLC1,812$443.6K0.05%+30+1.7%Added
Tokio Marine Asset Management Co Ltd1,747$427.7K0.02%−119−6.4%Reduced
Choate Investment Advisors1,742$426.5K0.01%+1,742New
Squarepoint Ops LLC1,741$426.2K0.00%+2+0.1%Added
Rakuten Investment Management, Inc.1,726$422.5K0.00%+1,567+985.5%Added
BI Asset Management Fondsmaeglerselskab A/S1,689$413.0K0.01%−422−20.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,702$411.9K0.00%+10+0.6%Added
United Capital Financial Advisers, LLC1,661$406.6K0.00%−430−20.6%Reduced
Teacher Retirement System of Texas1,632$400.0K0.00%−30,205−94.9%Reduced
Global X Japan Co., Ltd.1,562$394.8K0.08%00.0%Unchanged
Summitry LLC1,599$391.5K0.02%00.0%Unchanged
Van Hulzen Asset Management, LLC1,590$389.0K0.03%00.0%Unchanged
Concentric Wealth Management, LLC1,580$386.9K0.10%−215−12.0%Reduced
KCM Investment Advisors LLC1,580$386.8K0.01%−915−36.7%Reduced
Washington Trust Bank1,573$385.1K0.04%00.0%Unchanged
Wulff, Hansen & Co.1,564$382.9K0.38%00.0%Unchanged
Captrust Financial Advisors1,512$370.2K0.00%+7+0.5%Added
CI Private Wealth, LLC1,470$359.9K0.00%+427+40.9%Added
Jump Financial, LLC1,451$355.2K0.01%+1,451New
Parcion Private Wealth LLC1,343$328.8K0.03%00.0%Unchanged
Park Avenue Securities LLC1,325$324.0K0.00%+474+55.7%Added
Degroof Petercam Asset Management1,300$318.3K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.1,279$313.0K0.04%+135+11.8%Added
CWA Asset Management Group, LLC1,276$312.4K0.02%+260+25.6%Added
D. E. Shaw & Co., Inc.1,248$305.5K0.00%−352−22.0%Reduced
Alpha Cubed Investments, LLC1,229$300.9K0.02%−204−14.2%Reduced
EP Wealth Advisors, LLC1,228$300.6K0.00%+44+3.7%Added
Vestcor Inc1,213$297.0K0.01%−3,619−74.9%Reduced
Stratos Wealth Partners, LTD.1,208$295.7K0.00%−22−1.8%Reduced
Azimuth Capital Investment Management LLC1,200$293.8K0.01%00.0%Unchanged
Roman Butler Fullerton & Co1,222$293.1K0.11%00.0%Unchanged
Catalytic Wealth RIA, LLC1,188$290.8K0.06%+269+29.3%Added
Avantax Advisory Services, Inc.1,164$285.1K0.00%−82−6.6%Reduced
CWM, LLC1,160$284.0K0.00%+185+19.0%Added
Sienna Gestion1,158$283.5K0.03%+1,158New
Signet Financial Management, LLC1,154$282.6K0.04%+8+0.7%Added
Citadel Advisors LLC1,149$281.3K0.00%−52−4.3%Reduced
Capstone Investment Advisors, LLC1,132$277.1K0.01%+1,132New
Checchi Capital Advisers, LLC1,122$274.7K0.02%+139+14.1%Added
Stephens Inc1,115$273.0K0.00%−21−1.8%Reduced
Horizon Investments, LLC1,075$263.2K0.01%+128+13.5%Added
NewEdge Wealth, LLC1,042$260.3K0.01%−20−1.9%Reduced
Jane Street Group, LLC1,045$255.8K0.00%−14,861−93.4%Reduced
Investment Management Corp of Ontario1,038$254.1K0.01%−500−32.5%Reduced
Avantax Planning Partners, Inc.1,025$250.9K0.01%+81+8.6%Added
Trust Co of Vermont1,022$250.2K0.01%−7−0.7%Reduced
Sherbrooke Park Advisers LLC1,006$246.3K0.05%+1,006New
Vestmark Advisory Solutions, Inc.980$239.9K0.01%−34−3.4%Reduced
Profund Advisors LLC969$237.2K0.01%−176−15.4%Reduced
Lincoln National Corp967$236.7K0.00%+147+17.9%Added
M&R Capital Management Inc962$235.4K0.06%+42+4.6%Added
Veriti Management LLC956$234.1K0.02%+64+7.2%Added
V-Square Quantitative Management LLC954$233.5K0.04%00.0%Unchanged
Boston Private Wealth LLC937$229.4K0.01%+66+7.6%Added
Savant Capital, LLC933$228.4K0.00%+7+0.8%Added
Renaissance Group LLC927$226.9K0.01%+6+0.7%Added
Glenmede Trust Co NA919$225.0K0.00%+20+2.2%Added