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, Q2 2024
Institutional positions in Essex Property Trust, Inc. as of Jun 30, 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
- 581
- +41 vs. Q1 2024
- Shares held
- 61.6M
- −1.13M (−1.8%) vs. Q1 2024
- Total value
- $16.8B
- +$1.40B (+9.1%) vs. Q1 2024
- New holders
- 86
- 196 more added
- Sold out
- 45
- 211 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davis Selected Advisers | 46,271 | $0 | 0.00% | −40−0.1% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Unique Wealth Strategies, LLC | 1 | $245 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $272 | 0.00% | −307−99.7% | Reduced |
| Bokf, NA | 1 | $272 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $273 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $273 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $544 | 0.00% | −4−66.7% | Reduced |
| Spire Wealth Management | 2 | $544 | 0.00% | −2−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $545 | 0.00% | −1−33.3% | Reduced |
| MCF Advisors LLC | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 3 | $817 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $824 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $1.09K | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 4 | $1.09K | 0.00% | +4 | New |
| Concord Wealth Partners | 4 | $1.09K | 0.00% | +4 | New |
| Sachetta, LLC | 4 | $1.12K | 0.00% | +2+100.0% | Added |
| Private Wealth Management Group, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5 | $1.36K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.63K | 0.00% | −10−62.5% | Reduced |
| TFC Financial Management | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $2.21K | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 9 | $2.45K | 0.00% | −11−55.0% | Reduced |
| Globeflex Capital L P | 9 | $2.45K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $3.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.54K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 17 | $4.00K | 0.00% | +10+142.9% | Added |
| Cullen/Frost Bankers, Inc. | 15 | $4.08K | 0.00% | −4−21.1% | Reduced |
| Abound Wealth Management | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $4.36K | 0.00% | +16 | New |
| Anchor Investment Management, LLC | 17 | $4.63K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17 | $4.68K | 0.00% | −2−10.5% | Reduced |
| Crewe Advisors LLC | 19 | $5.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $5.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $5.17K | 0.00% | +14+280.0% | Added |
| VisionPoint Advisory Group, LLC | 21 | $5.72K | 0.00% | −9−30.0% | Reduced |
| SRS Capital Advisors, Inc. | 21 | $5.72K | 0.00% | +17+425.0% | Added |
| Twin Lakes Capital Management, LLC | 22 | $5.88K | 0.00% | +1+4.8% | Added |
| Investors Research Corp | 22 | $5.99K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $6.53K | 0.00% | +4+20.0% | Added |
| Manchester Capital Management LLC | 25 | $6.80K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $7.51K | 0.00% | +5+22.7% | Added |
| Raleigh Capital Management Inc. | 28 | $7.62K | 0.00% | +4+16.7% | Added |
| Grayhawk Investment Strategies Inc. | 30 | $8.17K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $8.17K | 0.00% | +3+11.1% | Added |
| Opal Wealth Advisors, LLC | 32 | $8.71K | 0.00% | +32 | New |
| Gradient Investments LLC | 33 | $8.98K | 0.00% | +33 | New |
| Exchange Traded Concepts, LLC | 36 | $9.80K | 0.00% | +36 | New |
| GW&K Investment Management, LLC | 35 | $10.0K | 0.00% | +4+12.9% | Added |
| Hantz Financial Services, Inc. | 38 | $10.0K | 0.00% | +38 | New |
| Steward Partners Investment Advisory, LLC | 37 | $10.1K | 0.00% | −44−54.3% | Reduced |
| MB, Levis & Associates, LLC | 37 | $10.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 37 | $10.1K | 0.00% | +37 | New |
| Deseret Mutual Benefit Administrators | 39 | $10.6K | 0.00% | −20−33.9% | Reduced |
| TD Private Client Wealth LLC | 42 | $11.4K | 0.00% | −7−14.3% | Reduced |
| Bangor Savings Bank | 42 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 46 | $12.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 48 | $13.1K | 0.00% | +7+17.1% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 50 | $13.7K | 0.00% | −2,935−98.3% | Reduced |
| Covestor Ltd | 52 | $14.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 55 | $15.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 56 | $15.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 59 | $16.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 59 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 66 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $21.0K | 0.00% | −49−38.9% | Reduced |
| Capital Analysts, LLC | 80 | $22.0K | 0.00% | +1+1.3% | Added |
| Global Retirement Partners, LLC | 89 | $24.2K | 0.00% | +34+61.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $25.8K | 0.01% | +4+4.4% | Added |
| Tobam | 96 | $26.0K | 0.00% | −145−60.2% | Reduced |
| Brown Brothers Harriman & Co | 97 | $26.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $26.7K | 0.00% | +18+22.5% | Added |
| Ransom Advisory, Ltd | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $27.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $29.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 110 | $29.9K | 0.00% | +75+214.3% | Added |
| Umb Bank N A | 112 | $30.5K | 0.00% | +96+600.0% | Added |
| Family Firm, Inc. | 115 | $31.3K | 0.01% | +115 | New |
| Front Row Advisors LLC | 114 | $31.3K | 0.01% | −2−1.7% | Reduced |
| Muzinich & Co., Inc. | 116 | $31.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 125 | $34.0K | 0.00% | −5−3.8% | Reduced |
| Coppell Advisory Solutions LLC | 125 | $34.0K | 0.01% | +125 | New |
| Huntington National Bank | 147 | $40.0K | 0.00% | +12+8.9% | Added |
| PSI Advisors, LLC | 159 | $43.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $43.8K | 0.01% | +66+69.5% | Added |
| Capital Advisors, Ltd. LLC | 169 | $46.0K | 0.01% | +11+7.0% | Added |
| Bruce G. Allen Investments, LLC | 174 | $47.4K | 0.04% | +3+1.8% | Added |
| HM Payson & Co | 180 | $49.0K | 0.00% | 00.0% | Unchanged |