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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 894 | $218.9K | 0.01% | −17−1.9% | Reduced |
| Simplicity Wealth,LLC | 894 | $218.9K | 0.01% | +894 | New |
| NEOS Investment Management LLC | 894 | $218.9K | 0.01% | −14−1.5% | Reduced |
| Coldstream Capital Management Inc | 883 | $216.0K | 0.01% | −13−1.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 835 | $212.9K | 0.18% | +835 | New |
| Cypress Capital Group | 862 | $211.0K | 0.03% | −120−12.2% | Reduced |
| Copperwynd Financial, LLC | 861 | $210.8K | 0.08% | +861 | New |
| Ironwood Investment Counsel, LLC | 850 | $208.1K | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 847 | $207.2K | 0.06% | +5+0.6% | Added |
| MAI Capital Management | 841 | $205.9K | 0.00% | +841 | New |
| Brinker Capital Investments, LLC | 841 | $205.9K | 0.00% | −162−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 841 | $205.9K | 0.00% | −162−16.2% | Reduced |
| Greenleaf Trust | 841 | $205.9K | 0.00% | +841 | New |
| WESPAC Advisors, LLC | 840 | $205.6K | 0.12% | +840 | New |
| Conscious Wealth Investments, LLC | 869 | $202.2K | 0.15% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 823 | $201.5K | 0.02% | −1−0.1% | Reduced |
| Empowered Funds, LLC | 822 | $201.2K | 0.00% | +822 | New |
| Wedbush Securities Inc | 823 | $201.0K | 0.01% | +823 | New |
| Caldwell Sutter Capital, Inc. | 765 | $187.3K | 0.09% | +21+2.8% | Added |
| Federated Hermes, Inc. | 741 | $181.4K | 0.00% | +206+38.5% | Added |
| Allworth Financial LP | 714 | $174.8K | 0.00% | +29+4.2% | Added |
| Mather Group, LLC. | 697 | $172.8K | 0.00% | +697 | New |
| Ci Investments Inc. | 693 | $170.0K | 0.00% | +116+20.1% | Added |
| Ameritas Investment Partners, Inc. | 694 | $169.9K | 0.01% | −67−8.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 675 | $165.8K | 0.00% | +502+290.2% | Added |
| Farther Finance Advisors, LLC | 621 | $148.9K | 0.01% | −29−4.5% | Reduced |
| GAMMA Investing LLC | 591 | $144.7K | 0.03% | +55+10.3% | Added |
| Bessemer Group Inc | 578 | $141.0K | 0.00% | +132+29.6% | Added |
| Principal Securities, Inc. | 572 | $140.0K | 0.00% | +32+5.9% | Added |
| Quadrant Capital Group LLC | 542 | $132.7K | 0.01% | +28+5.4% | Added |
| North Star Investment Management Corp. | 500 | $122.4K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 489 | $120.4K | 0.02% | −32−6.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 457 | $112.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 451 | $110.4K | 0.00% | +93+26.0% | Added |
| Center for Financial Planning, Inc. | 350 | $85.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 320 | $78.3K | 0.00% | +320 | New |
| Larson Financial Group LLC | 308 | $75.4K | 0.01% | +307+30,700.0% | Added |
| Alta Advisers Ltd | 300 | $73.4K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $72.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $72.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 295 | $72.2K | 0.00% | 00.0% | Unchanged |
| Tobam | 241 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 221 | $51.4K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 207 | $50.7K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 186 | $45.6K | 0.04% | +1+0.5% | Added |
| Vima LLC | 211 | $44.2K | 0.05% | +51+31.9% | Added |
| HM Payson & Co | 180 | $44.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 171 | $41.9K | 0.03% | +7+4.3% | Added |
| CoreCap Advisors, LLC | 162 | $39.6K | 0.00% | +162 | New |
| Capital Advisors, Ltd. LLC | 158 | $39.0K | 0.01% | +3+1.9% | Added |
| PSI Advisors, LLC | 159 | $38.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 147 | $36.0K | 0.01% | +1+0.7% | Added |
| Venturi Wealth Management, LLC | 138 | $33.8K | 0.00% | +73+112.3% | Added |
| Huntington National Bank | 135 | $33.1K | 0.00% | −68−33.5% | Reduced |
| State of Wyoming | 134 | $32.8K | 0.01% | +2+1.5% | Added |
| Lindbrook Capital, LLC | 130 | $31.8K | 0.00% | +20+18.2% | Added |
| Northwestern Mutual Wealth Management Co | 126 | $30.8K | 0.00% | +38+43.2% | Added |
| Muzinich & Co., Inc. | 116 | $28.8K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 116 | $28.7K | 0.01% | +116 | New |
| Private Trust Co NA | 107 | $26.2K | 0.00% | +101+1,683.3% | Added |
| Washington Trust Advisors, Inc. | 101 | $24.7K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $24.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $24.5K | 0.01% | +100 | New |
| Brown Brothers Harriman & Co | 97 | $23.7K | 0.00% | −3−3.0% | Reduced |
| Parkside Financial Bank & Trust | 95 | $23.3K | 0.00% | +5+5.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $22.3K | 0.01% | +5+5.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $22.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 87 | $21.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81 | $19.8K | 0.00% | −19−19.0% | Reduced |
| Massmutual Trust Co FSB | 80 | $19.6K | 0.00% | −2,757−97.2% | Reduced |
| Capital Analysts, LLC | 79 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 62 | $15.2K | 0.01% | +38+158.3% | Added |
| Montag A & Associates Inc | 59 | $14.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 59 | $14.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 59 | $14.4K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 56 | $14.0K | 0.01% | −18−24.3% | Reduced |
| Aspect Partners, LLC | 55 | $13.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $13.5K | 0.00% | +8+17.0% | Added |
| Covestor Ltd | 52 | $13.0K | 0.01% | −1−1.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $12.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 44 | $11.5K | 0.00% | −5−10.2% | Reduced |
| SOA Wealth Advisors, LLC. | 46 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $10.8K | 0.00% | +44 | New |
| Bangor Savings Bank | 42 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $10.0K | 0.00% | −190−82.3% | Reduced |
| HHM Wealth Advisors, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $9.90K | 0.00% | +38+1,266.7% | Added |
| Continuum Advisory, LLC | 35 | $9.09K | 0.00% | +35 | New |
| MB, Levis & Associates, LLC | 37 | $9.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $8.00K | 0.00% | +1+3.3% | Added |
| Grayhawk Investment Strategies Inc. | 30 | $7.34K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 30 | $7.34K | 0.00% | +30 | New |
| IFP Advisors, Inc | 27 | $6.73K | 0.00% | +3+12.5% | Added |
| Manchester Capital Management LLC | 25 | $6.12K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $6.12K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $5.88K | 0.00% | +11+84.6% | Added |
| EverSource Wealth Advisors, LLC | 22 | $5.42K | 0.00% | −2−8.3% | Reduced |