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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 11,500 | $3.40M | 0.03% | +1,600+16.2% | Added |
| Schroder Investment Management Group | 11,478 | $3.35M | 0.00% | +900+8.5% | Added |
| Public Sector Pension Investment Board | 11,238 | $3.32M | 0.02% | +2,247+25.0% | Added |
| Montag A & Associates Inc | 11,086 | $3.30M | 0.16% | +11,027+18,689.8% | Added |
| PGGM Investments | 11,072 | $3.27M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 10,933 | $3.23M | 0.01% | −9,774−47.2% | Reduced |
| Bessemer Group Inc | 10,824 | $3.20M | 0.01% | +10,461+2,881.8% | Added |
| Worldquant Millennium Advisors LLC | 10,793 | $3.19M | 0.02% | +699+6.9% | Added |
| British Columbia Investment Management Corp | 10,713 | $3.16M | 0.02% | −1,583−12.9% | Reduced |
| Centiva Capital, LP | 10,436 | $3.08M | 0.14% | +3,984+61.7% | Added |
| Provident Investment Management, Inc. | 10,324 | $3.05M | 0.27% | −845−7.6% | Reduced |
| Tredje AP-fonden | 10,190 | $3.01M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,909 | $2.93M | 0.08% | +1,646+19.9% | Added |
| Brookfield Asset Management Inc. | 9,633 | $2.85M | 0.02% | −97,343−91.0% | Reduced |
| Diversify Advisory Services, LLC | 9,630 | $2.83M | 0.15% | −2,550−20.9% | Reduced |
| AQR Capital Management LLC | 9,444 | $2.78M | 0.00% | +4,283+83.0% | Added |
| CIBC Asset Management Inc | 9,396 | $2.78M | 0.01% | +724+8.3% | Added |
| Xponance, Inc. | 9,341 | $2.76M | 0.03% | −581−5.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 9,263 | $2.74M | 0.00% | −5,337−36.6% | Reduced |
| Quilter Plc | 9,231 | $2.73M | 0.06% | +533+6.1% | Added |
| Rafferty Asset Management, LLC | 9,125 | $2.70M | 0.01% | +266+3.0% | Added |
| Credit Agricole S A | 9,063 | $2.68M | 0.01% | +1,357+17.6% | Added |
| The PNC Financial Services Group, Inc. | 8,881 | $2.62M | 0.00% | +66+0.7% | Added |
| ING Groep NV | 8,587 | $2.54M | 0.01% | +3,018+54.2% | Added |
| Bank of Nova Scotia | 8,427 | $2.49M | 0.01% | +1,562+22.8% | Added |
| Engineers Gate Manager LP | 8,415 | $2.49M | 0.05% | +8,415 | New |
| Mission Creek Capital Partners, Inc. | 8,094 | $2.39M | 0.56% | +175+2.2% | Added |
| M&T Bank Corp | 8,040 | $2.37M | 0.01% | +21+0.3% | Added |
| Mutual of America Capital Management LLC | 7,907 | $2.34M | 0.02% | −192−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,892 | $2.33M | 0.01% | +140+1.8% | Added |
| LM Advisors LLC | 7,866 | $2.32M | 0.47% | −325−4.0% | Reduced |
| Diversify Wealth Management, LLC | 7,604 | $2.28M | 0.22% | +866+12.9% | Added |
| Clifford Swan Investment Counsel LLC | 7,711 | $2.28M | 0.08% | −299−3.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,578 | $2.21M | 0.02% | +1,485+24.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,364 | $2.18M | 0.00% | +306+4.3% | Added |
| Marex Group plc | 7,348 | $2.17M | 0.05% | −7,996−52.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,115 | $2.10M | 0.00% | −238−3.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,994 | $2.07M | 0.00% | +524+8.1% | Added |
| Neuberger Berman Group LLC | 6,892 | $2.04M | 0.00% | −336−4.6% | Reduced |
| Gries Financial LLC | 6,827 | $2.02M | 0.38% | −1,701−19.9% | Reduced |
| Spirit of America Management Corp | 6,536 | $1.93M | 0.38% | +600+10.1% | Added |
| Cozad Asset Management Inc | 6,529 | $1.93M | 0.18% | −1,284−16.4% | Reduced |
| Oppenheimer Asset Management Inc. | 6,502 | $1.92M | 0.02% | −99−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,404 | $1.89M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,302 | $1.86M | 0.00% | −48−0.8% | Reduced |
| Creative Planning | 6,166 | $1.82M | 0.00% | +120+2.0% | Added |
| Pathstone Holdings, LLC | 5,823 | $1.72M | 0.01% | +127+2.2% | Added |
| Allstate Corp | 5,775 | $1.71M | 0.16% | −2,326−28.7% | Reduced |
| Vinva Investment Management Ltd | 5,788 | $1.71M | 0.07% | +3,017+108.9% | Added |
| Beacon Pointe Advisors, LLC | 5,703 | $1.68M | 0.02% | −171−2.9% | Reduced |
| Mackenzie Financial Corp | 5,577 | $1.65M | 0.00% | −239−4.1% | Reduced |
| Norinchukin Bank, The | 5,567 | $1.64M | 0.04% | +355+6.8% | Added |
| Commerce Bank | 5,554 | $1.64M | 0.01% | −72−1.3% | Reduced |
| Pensionfund Sabic | 5,550 | $1.64M | 0.51% | −1,200−17.8% | Reduced |
| D. E. Shaw & Co., Inc. | 5,523 | $1.63M | 0.00% | +5,523 | New |
| Oregon Public Employees Retirement Fund | 5,514 | $1.63M | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,450 | $1.61M | 0.01% | +5,450 | New |
| Azzad Asset Management Inc | 5,356 | $1.58M | 0.18% | +155+3.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,289 | $1.56M | 0.10% | +5,289 | New |
| Avantax Advisory Services, Inc. | 5,265 | $1.56M | 0.01% | −355−6.3% | Reduced |
| Mercer Global Advisors Inc | 5,207 | $1.52M | 0.00% | +153+3.0% | Added |
| Blackhawk Capital Partners LLC. | 5,094 | $1.50M | 0.80% | −179−3.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,067 | $1.50M | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,064 | $1.50M | 0.04% | −258−4.8% | Reduced |
| Wealthfront Advisers LLC | 5,039 | $1.49M | 0.00% | −50−1.0% | Reduced |
| JustInvest LLC | 4,995 | $1.48M | 0.02% | +401+8.7% | Added |
| Holocene Advisors, LP | 4,928 | $1.46M | 0.01% | +4,928 | New |
| Teachers Retirement System of the State of Kentucky | 4,815 | $1.42M | 0.01% | −425−8.1% | Reduced |
| Pacer Advisors, Inc. | 4,720 | $1.39M | 0.00% | +228+5.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,626 | $1.37M | 0.58% | −791−14.6% | Reduced |
| GeoWealth Management, LLC | 4,603 | $1.36M | 0.05% | +9+0.2% | Added |
| DoubleLine ETF Adviser LP | 4,586 | $1.35M | 0.33% | +4,586 | New |
| Hennion & Walsh Asset Management, Inc. | 4,554 | $1.35M | 0.06% | +1,310+40.4% | Added |
| Candriam Luxembourg S.C.A. | 4,553 | $1.34M | 0.01% | +471+11.5% | Added |
| Kentucky Retirement Systems | 4,473 | $1.32M | 0.04% | −366−7.6% | Reduced |
| Oak Thistle LLC | 4,457 | $1.32M | 0.43% | +906+25.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,425 | $1.31M | 0.00% | +1,568+54.9% | Added |
| Commonwealth Equity Services, LLC | 4,415 | $1.30M | 0.00% | +117+2.7% | Added |
| Nordea Investment Management AB | 4,381 | $1.29M | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 4,308 | $1.27M | 1.25% | −2,105−32.8% | Reduced |
| Mizuho Securities USA LLC | 4,164 | $1.23M | 0.03% | −783−15.8% | Reduced |
| Ethic Inc. | 4,967 | $1.22M | 0.03% | −190−3.7% | Reduced |
| Naviter Wealth, LLC | 4,056 | $1.21M | 0.17% | −237−5.5% | Reduced |
| US Bancorp | 4,077 | $1.20M | 0.00% | −97−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 4,070 | $1.20M | 0.52% | +10.0% | Added |
| Hartford Investment Management Co | 4,069 | $1.20M | 0.04% | −48−1.2% | Reduced |
| Ostrum Asset Management | 4,055 | $1.20M | 0.10% | +50+1.2% | Added |
| Cerity Partners LLC | 4,019 | $1.19M | 0.00% | +1,719+74.7% | Added |
| Osterweis Capital Management Inc | 4,000 | $1.18M | 0.06% | −55−1.4% | Reduced |
| Ossiam | 3,948 | $1.17M | 0.02% | −901−18.6% | Reduced |
| Omers Administration Corp | 3,934 | $1.16M | 0.01% | −2,600−39.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,927 | $1.16M | 0.01% | +3,927 | New |
| Campbell & CO Investment Adviser LLC | 3,847 | $1.14M | 0.08% | +3,847 | New |
| Fifth Third Bancorp | 3,814 | $1.13M | 0.00% | +12+0.3% | Added |
| Crawford Investment Counsel Inc | 3,733 | $1.10M | 0.02% | −983−20.8% | Reduced |
| Paradigm Asset Management Co LLC | 3,700 | $1.09M | 0.29% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,662 | $1.08M | 0.06% | +737+25.2% | Added |
| Maryland State Retirement & Pension System | 3,647 | $1.08M | 0.02% | −1,340−26.9% | Reduced |
| Rakuten Investment Management, Inc. | 3,639 | $1.07M | 0.01% | +905+33.1% | Added |
| Louisiana State Employees Retirement System | 3,600 | $1.06M | 0.02% | 00.0% | Unchanged |