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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 995 | $270.8K | 0.01% | +26+2.7% | Added |
| 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 |
| CWM Advisors, LLC | 976 | $265.7K | 0.03% | −836−46.1% | Reduced |
| Renaissance Group LLC | 958 | $260.8K | 0.01% | +31+3.3% | Added |
| Pinnacle Associates Ltd | 955 | $260.0K | 0.00% | +955 | New |
| Vestmark Advisory Solutions, Inc. | 952 | $259.1K | 0.01% | −28−2.9% | Reduced |
| Savant Capital, LLC | 946 | $257.5K | 0.00% | +13+1.4% | Added |
| Glenmede Trust Co NA | 944 | $257.0K | 0.00% | +25+2.7% | Added |
| Sherbrooke Park Advisers LLC | 942 | $256.4K | 0.04% | −64−6.4% | Reduced |
| Nomura Holdings Inc | 930 | $253.1K | 0.00% | +930 | New |
| Conscious Wealth Investments, LLC | 869 | $252.9K | 0.18% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 929 | $252.7K | 0.01% | +46+5.2% | Added |
| Paradigm Financial Partners, LLC | 920 | $250.3K | 0.04% | +920 | New |
| Wedbush Securities Inc | 910 | $248.0K | 0.01% | +87+10.6% | Added |
| GAMMA Investing LLC | 907 | $246.9K | 0.03% | +316+53.5% | Added |
| Castle Rock Wealth Management, LLC | 901 | $245.8K | 0.06% | +901 | New |
| NEOS Investment Management LLC | 894 | $243.3K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 891 | $242.5K | 0.00% | +50+5.9% | Added |
| Quarry LP | 880 | $239.5K | 0.10% | +818+1,319.4% | Added |
| 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 |
| Pinnacle Wealth Management Advisory Group, LLC | 877 | $238.7K | 0.02% | +877 | New |
| State of Wyoming | 864 | $235.2K | 0.04% | +730+544.8% | Added |
| Sovereign Financial Group, Inc. | 851 | $231.7K | 0.06% | +4+0.5% | Added |
| Bayesian Capital Management, LP | 851 | $231.6K | 0.03% | +851 | New |
| FourThought Financial Partners, LLC | 851 | $231.6K | 0.03% | −3,468−80.3% | Reduced |
| Ironwood Investment Counsel, LLC | 850 | $231.4K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 845 | $230.0K | 0.00% | +23+2.8% | Added |
| Copperwynd Financial, LLC | 826 | $229.9K | 0.08% | −35−4.1% | Reduced |
| MAI Capital Management | 843 | $229.5K | 0.00% | +2+0.2% | Added |
| Mutual Advisors, LLC | 802 | $229.5K | 0.01% | +802 | New |
| Kirtland Hills Capital Management, LLC | 835 | $227.4K | 0.19% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 823 | $224.0K | 0.03% | 00.0% | Unchanged |
| Trust Investment Advisors | 799 | $217.5K | 0.14% | +799 | New |
| Frank, Rimerman Advisors LLC | 793 | $215.9K | 0.02% | +793 | New |
| Concurrent Investment Advisors, LLC | 790 | $215.1K | 0.01% | +790 | New |
| Caldwell Sutter Capital, Inc. | 786 | $213.9K | 0.11% | +21+2.7% | Added |
| V-Square Quantitative Management LLC | 781 | $212.6K | 0.03% | −173−18.1% | Reduced |
| Prudential PLC | 778 | $211.8K | 0.00% | +778 | New |
| Napa Wealth Management | 775 | $211.0K | 0.14% | +775 | New |
| Farther Finance Advisors, LLC | 769 | $209.8K | 0.01% | +148+23.8% | Added |
| Robertson Stephens Wealth Management, LLC | 764 | $209.8K | 0.01% | +764 | New |
| Schnieders Capital Management LLC | 757 | $206.1K | 0.04% | +757 | New |
| American State Bank (Iowa) | 748 | $203.6K | 0.13% | +748 | New |
| Allworth Financial LP | 714 | $203.3K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 740 | $201.4K | 0.06% | +740 | New |
| Harvest Fund Management Co., Ltd | 716 | $195.0K | 0.01% | +716 | New |
| Ameritas Investment Partners, Inc. | 694 | $188.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 688 | $187.0K | 0.00% | −5−0.7% | Reduced |
| Mather Group, LLC. | 727 | $178.0K | 0.00% | +30+4.3% | Added |
| Quadrant Capital Group LLC | 545 | $148.3K | 0.01% | +3+0.6% | Added |
| North Star Investment Management Corp. | 500 | $136.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 491 | $133.7K | 0.00% | −81−14.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 481 | $130.9K | 0.04% | +481 | New |
| Lazard Asset Management LLC | 455 | $123.0K | 0.00% | +455 | New |
| Simplex Trading, LLC | 431 | $117.0K | 0.00% | −2,451−85.0% | Reduced |
| EntryPoint Capital, LLC | 402 | $109.4K | 0.05% | +402 | New |
| 1620 Investment Advisors, Inc. | 400 | $108.9K | 0.08% | +400 | New |
| Signaturefd, LLC | 385 | $104.8K | 0.00% | −66−14.6% | Reduced |
| Bessemer Group Inc | 363 | $99.0K | 0.00% | −215−37.2% | Reduced |
| Center for Financial Planning, Inc. | 350 | $95.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $82.7K | 0.03% | +304 | New |
| Versant Capital Management, Inc | 303 | $82.5K | 0.02% | +301+15,050.0% | Added |
| Alta Advisers Ltd | 300 | $81.7K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $81.7K | 0.02% | +300 | New |
| DT Investment Partners, LLC | 297 | $80.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $80.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 282 | $76.8K | 0.00% | +144+104.3% | Added |
| Ronald Blue Trust, Inc. | 309 | $75.6K | 0.00% | +268+653.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 257 | $70.5K | 0.01% | −200−43.8% | Reduced |
| Ridgewood Investments LLC | 243 | $66.2K | 0.03% | +243 | New |
| Pacific Center for Financial Services | 234 | $63.8K | 0.02% | +87+59.2% | Added |
| Bear Mountain Capital, Inc. | 221 | $60.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 208 | $56.6K | 0.00% | −87−29.5% | Reduced |
| Private Ocean, LLC | 207 | $56.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 196 | $53.8K | 0.03% | +196 | New |
| SYSTM Wealth Solutions LLC | 193 | $52.9K | 0.01% | −296−60.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 193 | $52.5K | 0.00% | +106+121.8% | Added |
| POM Investment Strategies, LLC | 188 | $51.2K | 0.04% | +2+1.1% | Added |
| HM Payson & Co | 180 | $49.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $49.0K | 0.02% | +90+100.0% | Added |
| Bruce G. Allen Investments, LLC | 174 | $47.4K | 0.04% | +3+1.8% | Added |
| Capital Advisors, Ltd. LLC | 169 | $46.0K | 0.01% | +11+7.0% | Added |
| Parkside Financial Bank & Trust | 161 | $43.8K | 0.01% | +66+69.5% | Added |
| PSI Advisors, LLC | 159 | $43.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 147 | $40.0K | 0.00% | +12+8.9% | Added |
| Lindbrook Capital, LLC | 125 | $34.0K | 0.00% | −5−3.8% | Reduced |
| Coppell Advisory Solutions LLC | 125 | $34.0K | 0.01% | +125 | New |
| Muzinich & Co., Inc. | 116 | $31.6K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 114 | $31.3K | 0.01% | −2−1.7% | Reduced |
| Family Firm, Inc. | 115 | $31.3K | 0.01% | +115 | New |
| Umb Bank N A | 112 | $30.5K | 0.00% | +96+600.0% | Added |
| Continuum Advisory, LLC | 110 | $29.9K | 0.00% | +75+214.3% | Added |
| Private Trust Co NA | 107 | $29.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $27.5K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $26.7K | 0.00% | +18+22.5% | Added |
| Brown Brothers Harriman & Co | 97 | $26.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 96 | $26.0K | 0.00% | −145−60.2% | Reduced |