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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
Annis Gardner Whiting Capital Advisors, LLC94$25.8K0.01%+4+4.4%Added
Global Retirement Partners, LLC89$24.2K0.00%+34+61.8%Added
Capital Analysts, LLC80$22.0K0.00%+1+1.3%Added
Northwestern Mutual Wealth Management Co77$21.0K0.00%−49−38.9%Reduced
Smithfield Trust Co66$18.0K0.00%00.0%Unchanged
Montag A & Associates Inc59$16.2K0.00%00.0%Unchanged
Park Place Capital Corp59$16.1K0.01%00.0%Unchanged
Dynamic Wealth Strategies, LLC56$15.0K0.01%00.0%Unchanged
Aspect Partners, LLC55$15.0K0.01%00.0%Unchanged
Covestor Ltd52$14.0K0.01%00.0%Unchanged
PEAK6 Investments LLC50$13.7K0.00%−2,935−98.3%Reduced
Plante Moran Financial Advisors, LLC50$13.6K0.00%00.0%Unchanged
Smartleaf Asset Management LLC48$13.1K0.00%+7+17.1%Added
SOA Wealth Advisors, LLC.46$12.5K0.00%00.0%Unchanged
Clearstead Advisors, LLC44$12.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc44$12.0K0.00%00.0%Unchanged
Hilltop National Bank44$12.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC42$11.4K0.00%−7−14.3%Reduced
Bangor Savings Bank42$11.4K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators39$10.6K0.00%−20−33.9%Reduced
Steward Partners Investment Advisory, LLC37$10.1K0.00%−44−54.3%Reduced
MB, Levis & Associates, LLC37$10.1K0.01%00.0%Unchanged
Meeder Asset Management Inc37$10.1K0.00%+37New
GW&K Investment Management, LLC35$10.0K0.00%+4+12.9%Added
Hantz Financial Services, Inc.38$10.0K0.00%+38New
Exchange Traded Concepts, LLC36$9.80K0.00%+36New
Gradient Investments LLC33$8.98K0.00%+33New
Opal Wealth Advisors, LLC32$8.71K0.00%+32New
Grayhawk Investment Strategies Inc.30$8.17K0.04%00.0%Unchanged
IFP Advisors, Inc30$8.17K0.00%+3+11.1%Added
Raleigh Capital Management Inc.28$7.62K0.00%+4+16.7%Added
EverSource Wealth Advisors, LLC27$7.51K0.00%+5+22.7%Added
Manchester Capital Management LLC25$6.80K0.00%00.0%Unchanged
MV Capital Management, Inc.24$6.53K0.00%+4+20.0%Added
Investors Research Corp22$5.99K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC22$5.88K0.00%+1+4.8%Added
SRS Capital Advisors, Inc.21$5.72K0.00%+17+425.0%Added
VisionPoint Advisory Group, LLC21$5.72K0.00%−9−30.0%Reduced
Crewe Advisors LLC19$5.17K0.00%00.0%Unchanged
Fortitude Family Office, LLC19$5.17K0.00%00.0%Unchanged
CVA Family Office, LLC19$5.17K0.00%+14+280.0%Added
GWM Advisors LLC17$4.68K0.00%−2−10.5%Reduced
Anchor Investment Management, LLC17$4.63K0.00%00.0%Unchanged
Leonteq Securities AG16$4.36K0.00%+16New
Abound Wealth Management15$4.09K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.15$4.08K0.00%−4−21.1%Reduced
FNY Investment Advisers, LLC17$4.00K0.00%+10+142.9%Added
Red Tortoise LLC13$3.54K0.00%00.0%Unchanged
Stephens Consulting, LLC12$3.27K0.00%00.0%Unchanged
Archer Investment Corp10$2.72K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$2.45K0.00%−11−55.0%Reduced
Globeflex Capital L P9$2.45K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC8$2.21K0.00%+8New
Raffa Wealth Management, LLC8$2.18K0.00%00.0%Unchanged
Eagle Bay Advisors LLC6$1.65K0.00%00.0%Unchanged
TFC Financial Management6$1.63K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$1.63K0.00%−10−62.5%Reduced
Dunhill Financial, LLC5$1.39K0.00%00.0%Unchanged
Private Wealth Management Group, LLC5$1.36K0.00%00.0%Unchanged
West Paces Advisors Inc.5$1.36K0.00%00.0%Unchanged
Baldwin Brothers Inc5$1.36K0.00%+5New
Sachetta, LLC4$1.12K0.00%+2+100.0%Added
Bell Investment Advisors, Inc4$1.09K0.00%00.0%Unchanged
Harbour Investments, Inc.4$1.09K0.00%00.0%Unchanged
Assetmark, Inc4$1.09K0.00%+4New
Institutional & Family Asset Management, LLC4$1.09K0.00%+4New
Concord Wealth Partners4$1.09K0.00%+4New
Prestige Wealth Management Group LLC3$8240.00%00.0%Unchanged
Innealta Capital, LLC3$8170.00%+3New
MCF Advisors LLC2$5500.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$5450.00%−1−33.3%Reduced
Geneos Wealth Management Inc.2$5440.00%−4−66.7%Reduced
Spire Wealth Management2$5440.00%−2−50.0%Reduced
TD Capital Management LLC1$2750.00%00.0%Unchanged
Cornerstone Planning Group LLC1$2730.00%+1New
TD Waterhouse Canada Inc.1$2730.00%+1New
Larson Financial Group LLC1$2720.00%−307−99.7%Reduced
Bokf, NA1$2720.00%00.0%Unchanged
Unique Wealth Strategies, LLC1$2450.00%+1New
Dogwood Wealth Management LLC0$20.00%0Unchanged
Davis Selected Advisers46,271$00.00%−40−0.1%Reduced
Schonfeld Strategic Advisors LLC0$00.00%−111,795−100.0%Sold out
Renaissance Technologies LLC0$00.00%−64,026−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−37,900−100.0%Sold out
Long Pond Capital, LP0$00.00%−34,250−100.0%Sold out
Easterly Investment Partners LLC0$00.00%−21,986−100.0%Sold out
Masterton Capital Management, LP0$00.00%−21,200−100.0%Sold out
Holocene Advisors, LP0$00.00%−21,105−100.0%Sold out
American International Group, Inc.0$00.00%−16,786−100.0%Sold out
Bright Financial Advisors, Inc.0$00.00%−11,943−100.0%Sold out
Texas Permanent School Fund0$00.00%−13,268−100.0%Sold out
Weiss Asset Management LP0$00.00%−11,675−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−7,500−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−4,890−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−4,654−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−4,572−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−4,546−100.0%Sold out
FORA Capital, LLC0$00.00%−3,795−100.0%Sold out
Allianz SE0$00.00%−2,954−100.0%Sold out
MainStreet Investment Advisors LLC0$00.00%−2,835−100.0%Sold out