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, Q3 2024
Institutional positions in Essex Property Trust, Inc. as of Sep 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
- 610
- +34 vs. Q2 2024
- Shares held
- 60.7M
- +5.63M (+10.2%) vs. Q2 2024
- Total value
- $17.8B
- +$2.87B (+19.1%) vs. Q2 2024
- New holders
- 81
- 216 more added
- Sold out
- 47
- 211 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Talon Private Wealth, LLC | 0 | $16 | 0.00% | 0 | New |
| Bokf, NA | 1 | $290 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1 | $295 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $296 | 0.00% | +1 | New |
| Baldwin Brothers Inc | 1 | $298 | 0.00% | −4−80.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $301 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $591 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $591 | 0.00% | +2 | New |
| Heritage Wealth Advisors | 2 | $591 | 0.00% | +2 | New |
| MCF Advisors LLC | 2 | $596 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $894 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.18K | 0.00% | −2−33.3% | Reduced |
| Financial Network Wealth Advisors LLC | 4 | $1.18K | 0.00% | −4−50.0% | Reduced |
| Bell Investment Advisors, Inc | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $1.48K | 0.00% | +1+25.0% | Added |
| Private Wealth Management Group, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $2.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $2.66K | 0.00% | +9 | New |
| Reston Wealth Management LLC | 9 | $2.69K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $2.75K | 0.00% | +4+80.0% | Added |
| Archer Investment Corp | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $3.55K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 12 | $3.60K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $4.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $4.44K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $4.73K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $5.02K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 18 | $5.32K | 0.00% | +9+100.0% | Added |
| Crewe Advisors LLC | 19 | $5.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $5.61K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 22 | $6.44K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $6.50K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 22 | $6.50K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 22 | $6.50K | 0.00% | −22−50.0% | Reduced |
| MV Capital Management, Inc. | 23 | $6.79K | 0.00% | −1−4.2% | Reduced |
| Manchester Capital Management LLC | 25 | $7.39K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 26 | $7.68K | 0.00% | −2−7.1% | Reduced |
| CVA Family Office, LLC | 27 | $7.98K | 0.00% | +8+42.1% | Added |
| IFP Advisors, Inc | 30 | $8.86K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $8.86K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 36 | $10.6K | 0.00% | +36 | New |
| Meeder Asset Management Inc | 37 | $10.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 37 | $10.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 39 | $11.0K | 0.00% | −416−91.4% | Reduced |
| GW&K Investment Management, LLC | 36 | $11.0K | 0.00% | +1+2.9% | Added |
| Jones Financial Companies LLLP | 38 | $11.2K | 0.00% | +38 | New |
| Deseret Mutual Benefit Administrators | 39 | $11.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 42 | $12.4K | 0.01% | −13−23.6% | Reduced |
| Bangor Savings Bank | 42 | $12.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 45 | $13.3K | 0.00% | +3+7.1% | Added |
| SOA Wealth Advisors, LLC. | 46 | $13.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $15.0K | 0.01% | −3−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 51 | $15.1K | 0.00% | +14+37.8% | Added |
| Twin Tree Management, LP | 57 | $16.8K | 0.00% | +57 | New |
| Park Place Capital Corp | 59 | $17.4K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 60 | $17.7K | 0.00% | +60 | New |
| Larson Financial Group LLC | 62 | $18.3K | 0.00% | +61+6,100.0% | Added |
| Smithfield Trust Co | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $20.1K | 0.00% | +41+151.9% | Added |
| Capital Analysts, LLC | 81 | $24.0K | 0.00% | +1+1.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $27.4K | 0.01% | −2−2.1% | Reduced |
| Brown Brothers Harriman & Co | 97 | $28.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $28.7K | 0.00% | +76+361.9% | Added |
| Ransom Advisory, Ltd | 100 | $29.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $29.5K | 0.00% | +96+2,400.0% | Added |
| Washington Trust Advisors, Inc. | 101 | $29.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 103 | $30.4K | 0.00% | −4−3.7% | Reduced |
| Parkside Financial Bank & Trust | 103 | $30.4K | 0.00% | −58−36.0% | Reduced |
| Lindbrook Capital, LLC | 108 | $31.9K | 0.00% | −17−13.6% | Reduced |
| Umb Bank N A | 112 | $33.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 113 | $33.4K | 0.00% | +15+15.3% | Added |
| Dynamic Wealth Strategies, LLC | 114 | $34.0K | 0.03% | +58+103.6% | Added |
| Muzinich & Co., Inc. | 116 | $34.3K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 125 | $36.8K | 0.01% | 00.0% | Unchanged |
| Tobam | 127 | $38.0K | 0.01% | +31+32.3% | Added |
| Skopos Labs, Inc. | 132 | $39.0K | 0.01% | +132 | New |
| Jaffetilchin Investment Partners, LLC | 150 | $44.2K | 0.00% | +150 | New |
| PSI Advisors, LLC | 159 | $46.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 162 | $47.9K | 0.00% | +15+10.2% | Added |
| State of Wyoming | 162 | $47.9K | 0.01% | −702−81.3% | Reduced |
| Capital Advisors, Ltd. LLC | 169 | $50.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 175 | $51.7K | 0.04% | +1+0.6% | Added |
| HM Payson & Co | 180 | $53.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $53.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 188 | $55.5K | 0.00% | +99+111.2% | Added |