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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, 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.

Institutional holdersQ3 2024: 610 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 heldQ3 2024: $17.8B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2024.

Institutions holding ESS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GAMMA Investing LLC1,097$324.1K0.03%+190+20.9%Added
Revisor Wealth Management LLC1,099$324.7K0.20%−65−5.6%Reduced
Paradigm Financial Partners, LLC1,099$337.6K0.05%+179+19.5%Added
Empowered Funds, LLC1,157$341.8K0.01%+312+36.9%Added
Checchi Capital Advisers, LLC1,194$352.7K0.03%−7−0.6%Reduced
CWM, LLC1,196$353.0K0.00%−386−24.4%Reduced
Norden Group LLC1,197$353.5K0.04%+54+4.7%Added
Azimuth Capital Investment Management LLC1,200$354.5K0.01%00.0%Unchanged
Vestcor Inc1,213$358.0K0.01%−5,436−81.8%Reduced
Alpha Cubed Investments, LLC1,229$363.1K0.02%00.0%Unchanged
EP Wealth Advisors, LLC1,229$363.1K0.00%+1+0.1%Added
Federation des caisses Desjardins du Quebec1,239$365.9K0.00%−182−12.8%Reduced
KCM Investment Advisors LLC1,280$378.1K0.01%−50−3.8%Reduced
Harbor Capital Advisors, Inc.1,289$381.0K0.02%+5+0.4%Added
Stratos Wealth Partners, LTD.1,291$381.5K0.01%+61+5.0%Added
Sienna Gestion1,303$384.0K0.03%00.0%Unchanged
Parcion Private Wealth LLC1,343$396.7K0.03%00.0%Unchanged
Captrust Financial Advisors1,461$431.5K0.00%+51+3.6%Added
Global X Japan Co., Ltd.1,475$435.7K0.06%−277−15.8%Reduced
CI Private Wealth, LLC1,496$442.1K0.00%−123−7.6%Reduced
RSM US Wealth Management LLC1,501$442.8K0.01%+144+10.6%Added
Wulff, Hansen & Co.1,564$462.0K0.43%00.0%Unchanged
Washington Trust Bank1,573$464.7K0.04%00.0%Unchanged
Van Hulzen Asset Management, LLC1,590$470.0K0.03%00.0%Unchanged
Consolidated Planning Corp1,592$470.3K0.07%+1,592New
Summitry LLC1,599$472.4K0.02%00.0%Unchanged
Concentric Wealth Management, LLC1,607$474.8K0.12%+12+0.8%Added
Stableford Capital II LLC1,686$485.7K0.19%+1,686New
Contravisory Investment Management, Inc.1,653$488.3K0.10%+1,653New
Boothbay Fund Management, LLC1,658$489.8K0.02%−1,501−47.5%Reduced
Plato Investment Management Ltd1,673$493.7K0.04%00.0%Unchanged
Two Sigma Advisers, LP1,700$502.2K0.00%+200+13.3%Added
Bank Julius Baer & Co. Ltd, Zurich1,655$502.8K0.00%−16−1.0%Reduced
Whittier Trust Co1,710$505.1K0.01%−27−1.6%Reduced
United Capital Financial Advisers, LLC1,731$511.4K0.00%+111+6.9%Added
Scientech Research LLC1,739$513.7K0.10%−524−23.2%Reduced
Profund Advisors LLC1,799$531.5K0.02%+804+80.8%Added
Ritholtz Wealth Management1,828$540.1K0.02%−79−4.1%Reduced
GTS Securities LLC1,830$540.6K0.01%+1,830New
Quadrature Capital Ltd1,832$541.3K0.01%+1,832New
Raymond James Financial Services Advisors, Inc.1,852$547.2K0.00%+19+1.0%Added
Veriti Management LLC1,873$553.4K0.03%+734+64.4%Added
Gen-Wealth Partners Inc1,907$560.8K0.24%−217−10.2%Reduced
Kentucky Retirement Systems Insurance Trust Fund1,901$561.6K0.04%−170−8.2%Reduced
Independent Advisor Alliance1,925$568.8K0.02%−68−3.4%Reduced
Pensionmark Financial Group, LLC1,948$575.5K0.02%+1,948New
Valeo Financial Advisors, LLC1,950$576.1K0.02%−4−0.2%Reduced
Ilmarinen Mutual Pension Insurance Co2,000$591.0K0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC2,034$600.9K0.01%−10−0.5%Reduced
Tokio Marine Asset Management Co Ltd2,045$604.1K0.03%+82+4.2%Added
ORG Wealth Partners, LLC2,050$605.6K0.20%+2,050New
Panagora Asset Management Inc2,078$613.9K0.00%−1,118−35.0%Reduced
CIBC World Markets Inc.2,096$619.0K0.00%+816+63.7%Added
Adelante Capital Management LLC2,099$620.0K0.04%−2,470−54.1%Reduced
iA Global Asset Management Inc.2,098$620.0K0.01%−5−0.2%Reduced
Agf Management Ltd2,108$622.7K0.00%−38−1.8%Reduced
Unigestion Holding SA2,124$627.5K0.03%+2,124New
Parallel Advisors, LLC2,132$630.0K0.01%+76+3.7%Added
Investment Management Corp of Ontario2,138$631.6K0.01%+700+48.7%Added
Banco Bilbao Vizcaya Argentaria, S.A.2,147$634.8K0.01%+90+4.4%Added
Claro Advisors LLC2,181$644.4K0.08%+21+1.0%Added
B. Metzler seel. Sohn & Co. AG2,185$645.5K0.01%−2,100−49.0%Reduced
B. Metzler seel. Sohn & Co. Holding AG2,185$645.5K0.01%+2,185New
Quarry LP2,228$658.2K0.20%+1,348+153.2%Added
Tiaa Trust, National Association2,260$667.6K0.00%+15+0.7%Added
SlateStone Wealth, LLC2,260$668.0K0.06%00.0%Unchanged
Qtron Investments LLC2,268$670.0K0.09%+2,268New
Crossmark Global Holdings, Inc.2,283$674.0K0.01%−358−13.6%Reduced
Bailard, Inc.2,289$676.2K0.02%00.0%Unchanged
Catalytic Wealth RIA, LLC2,290$676.5K0.12%+289+14.4%Added
BI Asset Management Fondsmaeglerselskab A/S2,293$677.0K0.01%+2,293New
BBJS Financial Advisors, LLC2,365$698.6K0.25%−41−1.7%Reduced
Dark Forest Capital Management LP2,421$715.2K0.09%+2,421New
HRT Financial LP2,440$720.0K0.00%−2,185−47.2%Reduced
Entropy Technologies, LP2,442$721.4K0.08%+2,442New
Aviva PLC2,463$727.6K0.00%−12−0.5%Reduced
Tudor Investment Corp Et Al2,476$731.5K0.01%+2,476New
XTX Topco Ltd2,482$733.2K0.05%+2,482New
RB Capital Management, LLC2,542$750.9K0.18%−21−0.8%Reduced
Jupiter Asset Management Ltd2,587$764.3K0.01%+2,587New
Advisors Asset Management, Inc.2,598$767.5K0.01%−28−1.1%Reduced
Penserra Capital Management LLC2,646$780.0K0.02%−55−2.0%Reduced
Sound Financial Strategies Group, LLC2,690$794.7K0.64%−220−7.6%Reduced
Sanctuary Advisors, LLC2,710$828.0K0.01%+1,300+92.2%Added
Golden State Equity Partners2,824$834.2K0.13%+2,824New
Sigma Planning Corp2,843$840.0K0.03%−41−1.4%Reduced
Fox Run Management, L.L.C.2,888$853.2K0.19%−943−24.6%Reduced
Cetera Investment Advisers2,899$856.3K0.00%+40+1.4%Added
Machina Capital S.A.S.2,911$860.0K0.34%+2,911New
Atria Investments LLC2,986$882.2K0.01%−567−16.0%Reduced
MML Investors Services, LLC3,024$893.0K0.00%+57+1.9%Added
Laurion Capital Management LP3,024$893.4K0.06%+3,024New
Allspring Global Investments Holdings, LLC3,070$906.9K0.00%−200−6.1%Reduced
TownSquare Capital, LLC3,086$911.6K0.01%+469+17.9%Added
New Mexico Educational Retirement Board3,100$916.0K0.03%−100−3.1%Reduced
MQS Management LLC3,154$931.8K0.52%−1,132−26.4%Reduced
Horst & Graben Wealth Management LLC3,220$951.2K0.17%00.0%Unchanged
Federated Hermes, Inc.3,272$966.6K0.00%+770+30.8%Added
International Assets Investment Management, LLC285,671$967.0K0.00%+285,671New
Toroso Investments, LLC3,297$974.0K0.01%+1,648+99.9%Added