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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $49.0K | 0.02% | +90+100.0% | Added |
| POM Investment Strategies, LLC | 188 | $51.2K | 0.04% | +2+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 193 | $52.5K | 0.00% | +106+121.8% | Added |
| SYSTM Wealth Solutions LLC | 193 | $52.9K | 0.01% | −296−60.5% | Reduced |
| Cromwell Holdings LLC | 196 | $53.8K | 0.03% | +196 | New |
| Private Ocean, LLC | 207 | $56.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 208 | $56.6K | 0.00% | −87−29.5% | Reduced |
| Bear Mountain Capital, Inc. | 221 | $60.6K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 234 | $63.8K | 0.02% | +87+59.2% | Added |
| Ridgewood Investments LLC | 243 | $66.2K | 0.03% | +243 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 257 | $70.5K | 0.01% | −200−43.8% | Reduced |
| Ronald Blue Trust, Inc. | 309 | $75.6K | 0.00% | +268+653.7% | Added |
| Venturi Wealth Management, LLC | 282 | $76.8K | 0.00% | +144+104.3% | Added |
| DT Investment Partners, LLC | 297 | $80.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $80.8K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $81.7K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $81.7K | 0.02% | +300 | New |
| Versant Capital Management, Inc | 303 | $82.5K | 0.02% | +301+15,050.0% | Added |
| Brown, Lisle/Cummings, Inc. | 304 | $82.7K | 0.03% | +304 | New |
| Center for Financial Planning, Inc. | 350 | $95.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 363 | $99.0K | 0.00% | −215−37.2% | Reduced |
| Signaturefd, LLC | 385 | $104.8K | 0.00% | −66−14.6% | Reduced |
| 1620 Investment Advisors, Inc. | 400 | $108.9K | 0.08% | +400 | New |
| EntryPoint Capital, LLC | 402 | $109.4K | 0.05% | +402 | New |
| Simplex Trading, LLC | 431 | $117.0K | 0.00% | −2,451−85.0% | Reduced |
| Lazard Asset Management LLC | 455 | $123.0K | 0.00% | +455 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 481 | $130.9K | 0.04% | +481 | New |
| Principal Securities, Inc. | 491 | $133.7K | 0.00% | −81−14.2% | Reduced |
| North Star Investment Management Corp. | 500 | $136.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 545 | $148.3K | 0.01% | +3+0.6% | Added |
| Mather Group, LLC. | 727 | $178.0K | 0.00% | +30+4.3% | Added |
| Ci Investments Inc. | 688 | $187.0K | 0.00% | −5−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 694 | $188.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 716 | $195.0K | 0.01% | +716 | New |
| Legacy Wealth Asset Management, LLC | 740 | $201.4K | 0.06% | +740 | New |
| Allworth Financial LP | 714 | $203.3K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 748 | $203.6K | 0.13% | +748 | New |
| Schnieders Capital Management LLC | 757 | $206.1K | 0.04% | +757 | New |
| Robertson Stephens Wealth Management, LLC | 764 | $209.8K | 0.01% | +764 | New |
| Farther Finance Advisors, LLC | 769 | $209.8K | 0.01% | +148+23.8% | Added |
| Napa Wealth Management | 775 | $211.0K | 0.14% | +775 | New |
| Prudential PLC | 778 | $211.8K | 0.00% | +778 | New |
| V-Square Quantitative Management LLC | 781 | $212.6K | 0.03% | −173−18.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 786 | $213.9K | 0.11% | +21+2.7% | Added |
| Concurrent Investment Advisors, LLC | 790 | $215.1K | 0.01% | +790 | New |
| Frank, Rimerman Advisors LLC | 793 | $215.9K | 0.02% | +793 | New |
| Trust Investment Advisors | 799 | $217.5K | 0.14% | +799 | New |
| TRUE Private Wealth Advisors | 823 | $224.0K | 0.03% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 835 | $227.4K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 802 | $229.5K | 0.01% | +802 | New |
| MAI Capital Management | 843 | $229.5K | 0.00% | +2+0.2% | Added |
| Copperwynd Financial, LLC | 826 | $229.9K | 0.08% | −35−4.1% | Reduced |
| Empowered Funds, LLC | 845 | $230.0K | 0.00% | +23+2.8% | Added |
| Ironwood Investment Counsel, LLC | 850 | $231.4K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 851 | $231.6K | 0.03% | −3,468−80.3% | Reduced |
| Bayesian Capital Management, LP | 851 | $231.6K | 0.03% | +851 | New |
| Sovereign Financial Group, Inc. | 851 | $231.7K | 0.06% | +4+0.5% | Added |
| State of Wyoming | 864 | $235.2K | 0.04% | +730+544.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 877 | $238.7K | 0.02% | +877 | New |
| Simplicity Wealth,LLC | 879 | $239.3K | 0.01% | −15−1.7% | Reduced |
| Bleakley Financial Group, LLC | 879 | $239.3K | 0.01% | −15−1.7% | Reduced |
| Quarry LP | 880 | $239.5K | 0.10% | +818+1,319.4% | Added |
| Greenleaf Trust | 891 | $242.5K | 0.00% | +50+5.9% | Added |
| NEOS Investment Management LLC | 894 | $243.3K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 901 | $245.8K | 0.06% | +901 | New |
| GAMMA Investing LLC | 907 | $246.9K | 0.03% | +316+53.5% | Added |
| Wedbush Securities Inc | 910 | $248.0K | 0.01% | +87+10.6% | Added |
| Paradigm Financial Partners, LLC | 920 | $250.3K | 0.04% | +920 | New |
| Coldstream Capital Management Inc | 929 | $252.7K | 0.01% | +46+5.2% | Added |
| Conscious Wealth Investments, LLC | 869 | $252.9K | 0.18% | 00.0% | Unchanged |
| Nomura Holdings Inc | 930 | $253.1K | 0.00% | +930 | New |
| Sherbrooke Park Advisers LLC | 942 | $256.4K | 0.04% | −64−6.4% | Reduced |
| Glenmede Trust Co NA | 944 | $257.0K | 0.00% | +25+2.7% | Added |
| Savant Capital, LLC | 946 | $257.5K | 0.00% | +13+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 952 | $259.1K | 0.01% | −28−2.9% | Reduced |
| Pinnacle Associates Ltd | 955 | $260.0K | 0.00% | +955 | New |
| Renaissance Group LLC | 958 | $260.8K | 0.01% | +31+3.3% | Added |
| CWM Advisors, LLC | 976 | $265.7K | 0.03% | −836−46.1% | Reduced |
| NewEdge Wealth, LLC | 977 | $265.9K | 0.01% | −65−6.2% | Reduced |
| Avantax Planning Partners, Inc. | 977 | $265.9K | 0.01% | −48−4.7% | Reduced |
| Profund Advisors LLC | 995 | $270.8K | 0.01% | +26+2.7% | Added |
| Roman Butler Fullerton & Co | 982 | $271.3K | 0.09% | −240−19.6% | Reduced |
| M&R Capital Management Inc | 1,014 | $276.1K | 0.07% | +52+5.4% | Added |
| Trust Co of Vermont | 1,022 | $278.2K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,038 | $282.5K | 0.03% | +1,038 | New |
| Capstone Investment Advisors, LLC | 1,043 | $283.9K | 0.01% | −89−7.9% | Reduced |
| Stephens Inc | 1,054 | $286.9K | 0.00% | −61−5.5% | Reduced |
| Horizon Investments, LLC | 1,073 | $292.1K | 0.01% | −2−0.2% | Reduced |
| Walleye Capital LLC | 1,080 | $294.0K | 0.00% | −920−46.0% | Reduced |
| Systematic Portfolios LLC | 1,088 | $296.2K | 2.06% | +1,088 | New |
| Inceptionr LLC | 1,094 | $297.8K | 0.08% | +1,094 | New |
| Park Avenue Securities LLC | 1,097 | $298.0K | 0.00% | −228−17.2% | Reduced |
| Signet Financial Management, LLC | 1,135 | $308.8K | 0.04% | −19−1.6% | Reduced |
| Veriti Management LLC | 1,139 | $310.1K | 0.02% | +183+19.1% | Added |
| Norden Group LLC | 1,143 | $311.2K | 0.06% | −738−39.2% | Reduced |
| Revisor Wealth Management LLC | 1,164 | $316.9K | 0.22% | −1,104−48.7% | Reduced |
| Azimuth Capital Investment Management LLC | 1,200 | $326.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,201 | $326.9K | 0.03% | +79+7.0% | Added |
| EP Wealth Advisors, LLC | 1,228 | $334.3K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,229 | $334.5K | 0.02% | 00.0% | Unchanged |