Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 581 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 heldQ2 2024: $16.8B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2024.

Institutions holding ESS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Boothbay Fund Management, LLC3,159$859.9K0.03%−2,173−40.8%Reduced
Jefferies Financial Group Inc.3,071$835.9K0.02%−35−1.1%Reduced
MML Investors Services, LLC2,967$808.0K0.00%−306−9.3%Reduced
Virtu Financial LLC2,925$796.0K0.06%+2,925New
Sound Financial Strategies Group, LLC2,910$792.1K0.69%+2,910New
Iron Financial, LLC2,895$788.0K0.44%+25+0.9%Added
Sigma Planning Corp2,884$785.2K0.02%+10.0%Added
Cetera Investment Advisers2,859$778.2K0.00%−249−8.0%Reduced
Cambridge Investment Research Advisors, Inc.2,857$778.0K0.00%−9−0.3%Reduced
WealthTrust Asset Management, LLC2,810$764.9K0.56%−540−16.1%Reduced
Vinva Investment Management Ltd2,771$757.5K0.04%+625+29.1%Added
Rakuten Investment Management, Inc.2,734$747.4K0.00%+1,008+58.4%Added
ORG Partners LLC2,725$743.3K0.09%+2,725New
Penserra Capital Management LLC2,701$736.0K0.01%−22−0.8%Reduced
Commerzbank Aktiengesellschaft2,647$721.0K0.02%+17+0.6%Added
Crossmark Global Holdings, Inc.2,641$719.0K0.01%+128+5.1%Added
Advisors Asset Management, Inc.2,626$714.8K0.01%+462+21.3%Added
TownSquare Capital, LLC2,617$712.3K0.01%−711−21.4%Reduced
RB Capital Management, LLC2,563$697.7K0.18%−70−2.7%Reduced
Federated Hermes, Inc.2,502$681.0K0.00%+1,761+237.7%Added
Aviva PLC2,475$673.7K0.00%+41+1.7%Added
BBJS Financial Advisors, LLC2,406$655.0K0.24%−2,394−49.9%Reduced
Ieq Capital, LLC2,391$651.0K0.01%+143+6.4%Added
Cerity Partners LLC2,300$626.1K0.00%−577−20.1%Reduced
Bailard, Inc.2,289$623.1K0.02%−50−2.1%Reduced
Scientech Research LLC2,263$616.0K0.13%+2,263New
SlateStone Wealth, LLC2,260$615.0K0.07%+84+3.9%Added
Citadel Advisors LLC2,254$613.5K0.00%+1,105+96.2%Added
Tiaa Trust, National Association2,245$611.1K0.00%+2+0.1%Added
Claro Advisors LLC2,160$588.0K0.09%+26+1.2%Added
HST Ventures, LLC2,147$584.4K0.26%−6,208−74.3%Reduced
Agf Management Ltd2,146$584.1K0.00%+2,146New
FJ Capital Management LLC2,126$578.7K0.06%+2,126New
Gen-Wealth Partners Inc2,124$578.2K0.28%+189+9.8%Added
iA Global Asset Management Inc.2,103$572.0K0.01%+2,103New
Kentucky Retirement Systems Insurance Trust Fund2,071$563.7K0.04%−48−2.3%Reduced
Parallel Advisors, LLC2,056$559.8K0.01%+6+0.3%Added
Banco Bilbao Vizcaya Argentaria, S.A.2,057$559.5K0.01%−264−11.4%Reduced
Northwestern Mutual Investment Management Company, LLC2,044$556.4K0.01%+7+0.3%Added
Catalytic Wealth RIA, LLC2,001$544.7K0.11%+813+68.4%Added
Ilmarinen Mutual Pension Insurance Co2,000$544.0K0.01%00.0%Unchanged
Independent Advisor Alliance1,993$542.6K0.02%−15−0.7%Reduced
Lockheed Martin Investment Management Co1,970$536.2K0.03%−1,241−38.6%Reduced
Tokio Marine Asset Management Co Ltd1,963$534.3K0.03%+216+12.4%Added
Valeo Financial Advisors, LLC1,954$531.9K0.02%−5−0.3%Reduced
Ritholtz Wealth Management1,907$519.1K0.02%+9+0.5%Added
WESCAP Management Group, Inc.1,905$518.5K0.15%00.0%Unchanged
Walleye Trading LLC1,845$502.2K0.01%+1,525+476.6%Added
Raymond James Financial Services Advisors, Inc.1,833$499.0K0.00%−196−9.7%Reduced
Global X Japan Co., Ltd.1,752$476.9K0.07%+190+12.2%Added
Whittier Trust Co1,737$472.8K0.01%−83−4.6%Reduced
Plato Investment Management Ltd1,673$455.4K0.04%+1,673New
Toroso Investments, LLC1,649$448.9K0.01%−249−13.1%Reduced
Jump Financial, LLC1,647$448.3K0.01%+196+13.5%Added
Edgestream Partners, L.P.1,628$443.1K0.02%+1,628New
United Capital Financial Advisers, LLC1,620$441.0K0.00%−41−2.5%Reduced
CI Private Wealth, LLC1,619$440.8K0.00%+149+10.1%Added
Summitry LLC1,599$435.2K0.02%00.0%Unchanged
Concentric Wealth Management, LLC1,595$434.1K0.11%+15+0.9%Added
Van Hulzen Asset Management, LLC1,590$433.0K0.03%00.0%Unchanged
CWM, LLC1,582$431.0K0.00%+422+36.4%Added
Washington Trust Bank1,573$428.2K0.04%00.0%Unchanged
Wulff, Hansen & Co.1,564$425.7K0.42%00.0%Unchanged
Wolverine Trading, LLC1,561$424.9K0.01%+1,561New
Delta Investment Management, LLC1,548$421.3K0.09%−2,126−57.9%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,671$420.2K0.00%−31−1.8%Reduced
Two Sigma Advisers, LP1,500$408.3K0.00%+1,500New
Voloridge Investment Management, LLC1,454$395.8K0.00%+1,454New
Investment Management Corp of Ontario1,438$391.4K0.01%+400+38.5%Added
Federation des caisses Desjardins du Quebec1,421$386.8K0.00%+746+110.5%Added
Captrust Financial Advisors1,410$383.9K0.00%−102−6.7%Reduced
RSM US Wealth Management LLC1,357$370.0K0.01%+1,357New
Parcion Private Wealth LLC1,343$365.6K0.03%00.0%Unchanged
KCM Investment Advisors LLC1,330$362.0K0.01%−250−15.8%Reduced
Sienna Gestion1,303$354.5K0.03%+145+12.5%Added
Harbor Capital Advisors, Inc.1,284$350.0K0.03%+5+0.4%Added
Sanctuary Advisors, LLC1,410$348.1K0.00%+1,410New
CIBC World Markets Inc.1,280$348.0K0.00%+1,280New
Intech Investment Management LLC1,250$340.3K0.00%−802−39.1%Reduced
Teacher Retirement System of Texas1,248$340.0K0.00%−384−23.5%Reduced
Stratos Wealth Partners, LTD.1,230$334.8K0.01%+22+1.8%Added
Alpha Cubed Investments, LLC1,229$334.5K0.02%00.0%Unchanged
EP Wealth Advisors, LLC1,228$334.3K0.00%00.0%Unchanged
Checchi Capital Advisers, LLC1,201$326.9K0.03%+79+7.0%Added
Azimuth Capital Investment Management LLC1,200$326.6K0.01%00.0%Unchanged
Revisor Wealth Management LLC1,164$316.9K0.22%−1,104−48.7%Reduced
Norden Group LLC1,143$311.2K0.06%−738−39.2%Reduced
Veriti Management LLC1,139$310.1K0.02%+183+19.1%Added
Signet Financial Management, LLC1,135$308.8K0.04%−19−1.6%Reduced
Park Avenue Securities LLC1,097$298.0K0.00%−228−17.2%Reduced
Inceptionr LLC1,094$297.8K0.08%+1,094New
Systematic Portfolios LLC1,088$296.2K2.06%+1,088New
Walleye Capital LLC1,080$294.0K0.00%−920−46.0%Reduced
Horizon Investments, LLC1,073$292.1K0.01%−2−0.2%Reduced
Stephens Inc1,054$286.9K0.00%−61−5.5%Reduced
Capstone Investment Advisors, LLC1,043$283.9K0.01%−89−7.9%Reduced
AlphaStar Capital Management, LLC1,038$282.5K0.03%+1,038New
Trust Co of Vermont1,022$278.2K0.02%00.0%Unchanged
M&R Capital Management Inc1,014$276.1K0.07%+52+5.4%Added
Roman Butler Fullerton & Co982$271.3K0.09%−240−19.6%Reduced