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 |
|---|---|---|---|---|---|
| Investors Research Corp | 22 | $5.39K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 21 | $5.24K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 21 | $5.14K | 0.00% | −187−89.9% | Reduced |
| MV Capital Management, Inc. | 20 | $4.90K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $4.90K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19 | $4.69K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $4.65K | 0.00% | +19 | New |
| Cullen/Frost Bankers, Inc. | 19 | $4.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $4.65K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.16K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $3.92K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $3.92K | 0.00% | +13+433.3% | Added |
| Abound Wealth Management | 15 | $3.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.18K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $2.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.20K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $1.47K | 0.00% | −45−88.2% | Reduced |
| Tidemark, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.47K | 0.00% | +1+20.0% | Added |
| Private Wealth Management Group, LLC | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.23K | 0.00% | +1+25.0% | Added |
| Jamison Private Wealth Management, Inc. | 5 | $1.23K | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5 | $1.22K | 0.00% | +5 | New |
| FNY Investment Advisers, LLC | 7 | $1.00K | 0.00% | −103−93.6% | Reduced |
| Bell Investment Advisors, Inc | 4 | $980 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $980 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 4 | $979 | 0.00% | −7−63.6% | Reduced |
| Spire Wealth Management | 4 | $979 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $742 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $735 | 0.00% | −2−40.0% | Reduced |
| Sachetta, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $495 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 2 | $490 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $245 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $245 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 1 | $245 | 0.00% | +1 | New |
| Bokf, NA | 1 | $240 | 0.00% | −1−50.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| 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 |