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 |
|---|---|---|---|---|---|
| POM Investment Strategies, LLC | 190 | $56.1K | 0.04% | +2+1.1% | Added |
| Central Trust Co | 195 | $57.6K | 0.00% | −13−6.3% | Reduced |
| Cromwell Holdings LLC | 196 | $58.4K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $59.1K | 0.04% | −200−50.0% | Reduced |
| Ridgewood Investments LLC | 215 | $63.5K | 0.03% | −28−11.5% | Reduced |
| Pacific Center for Financial Services | 216 | $63.9K | 0.02% | −18−7.7% | Reduced |
| Smartleaf Asset Management LLC | 217 | $63.9K | 0.01% | +169+352.1% | Added |
| Bear Mountain Capital, Inc. | 221 | $64.7K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 225 | $68.1K | 0.01% | +115+104.5% | Added |
| Alpine Bank Wealth Management | 267 | $78.9K | 0.01% | +267 | New |
| DT Investment Partners, LLC | 297 | $87.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $87.7K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 302 | $89.0K | 0.04% | +302 | New |
| Brown, Lisle/Cummings, Inc. | 304 | $89.8K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 305 | $90.1K | 0.04% | +305 | New |
| CoreCap Advisors, LLC | 310 | $91.5K | 0.00% | +310 | New |
| Venturi Wealth Management, LLC | 314 | $92.8K | 0.00% | +32+11.3% | Added |
| Geneos Wealth Management Inc. | 323 | $95.4K | 0.00% | +321+16,050.0% | Added |
| Center for Financial Planning, Inc. | 350 | $103.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 365 | $107.8K | 0.02% | +62+20.5% | Added |
| Signaturefd, LLC | 410 | $121.1K | 0.00% | +25+6.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 439 | $130.8K | 0.01% | +439 | New |
| Simplex Trading, LLC | 476 | $140.0K | 0.00% | +45+10.4% | Added |
| Principal Securities, Inc. | 474 | $140.0K | 0.00% | −17−3.5% | Reduced |
| Optiver Holding B.V. | 479 | $141.5K | 0.00% | +479 | New |
| Exchange Traded Concepts, LLC | 485 | $143.3K | 0.00% | +449+1,247.2% | Added |
| Whittier Trust Co of Nevada Inc | 486 | $143.6K | 0.00% | +293+151.8% | Added |
| North Star Investment Management Corp. | 500 | $147.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 500 | $147.7K | 0.03% | +200+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 536 | $158.3K | 0.00% | +459+596.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 539 | $159.2K | 0.04% | +58+12.1% | Added |
| Quadrant Capital Group LLC | 543 | $160.4K | 0.01% | −2−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 650 | $192.0K | 0.01% | −44−6.3% | Reduced |
| Harvest Fund Management Co., Ltd | 678 | $200.0K | 0.01% | −38−5.3% | Reduced |
| FourThought Financial Partners, LLC | 680 | $201.0K | 0.02% | −171−20.1% | Reduced |
| Liberty Wealth Management LLC | 681 | $201.0K | 0.03% | +681 | New |
| ORG Partners LLC | 686 | $202.6K | 0.03% | −2,039−74.8% | Reduced |
| Atomi Financial Group, Inc. | 690 | $203.8K | 0.01% | +690 | New |
| American Investment Services, Inc. | 692 | $204.4K | 0.03% | +692 | New |
| Snowden Capital Advisors LLC | 688 | $204.9K | 0.01% | +688 | New |
| Ironwood Investment Counsel, LLC | 700 | $206.8K | 0.03% | −150−17.6% | Reduced |
| Code Waechter LLC | 700 | $207.0K | 0.20% | +700 | New |
| Siemens Fonds Invest GmbH | 702 | $207.1K | 0.02% | +702 | New |
| Kathmere Capital Management, LLC | 710 | $209.7K | 0.02% | +710 | New |
| Quest Partners LLC | 710 | $209.7K | 0.02% | +710 | New |
| Allie Family Office LLC | 712 | $210.3K | 0.11% | +712 | New |
| Allworth Financial LP | 726 | $214.4K | 0.00% | +12+1.7% | Added |
| Bryn Mawr Trust Co | 735 | $217.1K | 0.00% | +735 | New |
| American State Bank (Iowa) | 748 | $221.0K | 0.13% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 758 | $225.8K | 0.01% | −6−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 830 | $225.9K | 0.00% | +521+168.6% | Added |
| CWA Asset Management Group, LLC | 765 | $226.0K | 0.01% | +765 | New |
| Ci Investments Inc. | 764 | $226.0K | 0.00% | +76+11.0% | Added |
| Schnieders Capital Management LLC | 769 | $227.2K | 0.04% | +12+1.6% | Added |
| Legacy Wealth Asset Management, LLC | 775 | $229.0K | 0.06% | +35+4.7% | Added |
| Prudential PLC | 778 | $229.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 781 | $230.7K | 0.00% | +54+7.4% | Added |
| Caldwell Sutter Capital, Inc. | 786 | $232.2K | 0.11% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 788 | $232.8K | 0.07% | −38−4.6% | Reduced |
| Phoenix Holdings Ltd. | 790 | $233.9K | 0.00% | +790 | New |
| Frank, Rimerman Advisors LLC | 793 | $234.3K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 793 | $234.3K | 0.01% | +3+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 800 | $236.0K | 0.02% | +800 | New |
| TRUE Private Wealth Advisors | 814 | $240.5K | 0.03% | −9−1.1% | Reduced |
| Mutual Advisors, LLC | 798 | $240.9K | 0.01% | −4−0.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 837 | $247.2K | 0.14% | +2+0.2% | Added |
| Man Group plc | 848 | $250.5K | 0.00% | +848 | New |
| Sovereign Financial Group, Inc. | 852 | $251.6K | 0.06% | +1+0.1% | Added |
| Wealthspire Advisors, LLC | 862 | $254.5K | 0.00% | +862 | New |
| Castle Rock Wealth Management, LLC | 889 | $256.2K | 0.06% | −12−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 873 | $257.9K | 0.02% | −4−0.5% | Reduced |
| Horizon Investments, LLC | 880 | $260.0K | 0.01% | −193−18.0% | Reduced |
| Farther Finance Advisors, LLC | 882 | $260.6K | 0.01% | +113+14.7% | Added |
| Conscious Wealth Investments, LLC | 869 | $260.7K | 0.18% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 894 | $264.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 898 | $265.3K | 0.04% | +117+15.0% | Added |
| Greenleaf Trust | 902 | $266.5K | 0.00% | +11+1.2% | Added |
| Two Sigma Securities, LLC | 904 | $267.1K | 0.02% | +904 | New |
| Capstone Investment Advisors, LLC | 928 | $274.1K | 0.01% | −115−11.0% | Reduced |
| Paloma Partners Management Co | 930 | $274.7K | 0.01% | +930 | New |
| Bleakley Financial Group, LLC | 936 | $276.5K | 0.01% | +57+6.5% | Added |
| Savant Capital, LLC | 938 | $277.1K | 0.00% | −8−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 952 | $281.2K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 958 | $283.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 959 | $283.3K | 0.00% | +15+1.6% | Added |
| CWM Advisors, LLC | 965 | $285.1K | 0.03% | −11−1.1% | Reduced |
| Sherbrooke Park Advisers LLC | 965 | $285.1K | 0.07% | +23+2.4% | Added |
| Trust Co of Vermont | 972 | $287.1K | 0.01% | −50−4.9% | Reduced |
| Roman Butler Fullerton & Co | 982 | $287.3K | 0.09% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 980 | $289.6K | 0.06% | −568−36.7% | Reduced |
| NewEdge Wealth, LLC | 984 | $290.7K | 0.01% | +7+0.7% | Added |
| Park Avenue Securities LLC | 988 | $292.0K | 0.00% | −109−9.9% | Reduced |
| Stephens Inc | 997 | $294.6K | 0.00% | −57−5.4% | Reduced |
| WESCAP Management Group, Inc. | 1,014 | $299.6K | 0.08% | −891−46.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,014 | $299.6K | 0.01% | +37+3.8% | Added |
| M&R Capital Management Inc | 1,025 | $302.7K | 0.07% | +11+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $314.3K | 0.02% | +800+311.3% | Added |
| Aaron Wealth Advisors | 1,068 | $315.5K | 0.04% | +1,068 | New |
| Coldstream Capital Management Inc | 1,074 | $318.9K | 0.01% | +145+15.6% | Added |
| MBB Public Markets I LLC | 1,080 | $319.1K | 0.03% | −3,430−76.1% | Reduced |