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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 970,753 | $286.8M | 0.08% | −18,549−1.9% | Reduced |
| Massachusetts Financial Services Co | 1,329,516 | $392.8M | 0.12% | +183,947+16.1% | Added |
| Principal Financial Group Inc | 1,423,513 | $420.5M | 0.23% | −309,641−17.9% | Reduced |
| Norges Bank | 1,643,388 | $485.5M | 0.07% | −1,093,208−39.9% | Reduced |
| Price T Rowe Associates Inc | 1,720,764 | $508.4M | 0.06% | −148,854−8.0% | Reduced |
| Geode Capital Management, LLC | 1,726,072 | $508.4M | 0.04% | +25,591+1.5% | Added |
| Cohen & Steers, Inc. | 3,929,899 | $1.16B | 2.07% | −1,099,526−21.9% | Reduced |
| State Street Corp | 5,172,064 | $1.54B | 0.06% | −109,662−2.1% | Reduced |
| BlackRock, Inc. | 6,846,607 | $2.02B | 0.04% | +6,846,607 | New |
| Vanguard Group Inc | 10,291,512 | $3.04B | 0.05% | +77,477+0.8% | Added |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −210,989−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −95,982−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −53,545−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −24,581−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −21,550−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,349−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −4,273−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,851−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,071−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hazelview Securities Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |