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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 3,582 | $1.06M | 0.03% | −100−2.7% | Reduced |
| Ieq Capital, LLC | 3,516 | $1.04M | 0.01% | +1,125+47.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,482 | $1.03M | 0.05% | −161−4.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,442 | $1.02M | 0.00% | 00.0% | Unchanged |
| Vanderbilt University | 3,434 | $1.01M | 0.19% | −156−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,433 | $1.01M | 0.22% | +3,433 | New |
| Kestra Private Wealth Services, LLC | 3,422 | $1.01M | 0.02% | −62−1.8% | Reduced |
| Gsa Capital Partners LLP | 3,398 | $1.00M | 0.08% | +3,398 | New |
| Verition Fund Management LLC | 3,313 | $978.7K | 0.01% | −276−7.7% | Reduced |
| Ontario Teachers Pension Plan Board | 3,303 | $975.8K | 0.01% | −3,303−50.0% | Reduced |
| Toroso Investments, LLC | 3,297 | $974.0K | 0.01% | +1,648+99.9% | Added |
| International Assets Investment Management, LLC | 285,671 | $967.0K | 0.00% | +285,671 | New |
| Federated Hermes, Inc. | 3,272 | $966.6K | 0.00% | +770+30.8% | Added |
| Horst & Graben Wealth Management LLC | 3,220 | $951.2K | 0.17% | 00.0% | Unchanged |
| MQS Management LLC | 3,154 | $931.8K | 0.52% | −1,132−26.4% | Reduced |
| New Mexico Educational Retirement Board | 3,100 | $916.0K | 0.03% | −100−3.1% | Reduced |
| TownSquare Capital, LLC | 3,086 | $911.6K | 0.01% | +469+17.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,070 | $906.9K | 0.00% | −200−6.1% | Reduced |
| Laurion Capital Management LP | 3,024 | $893.4K | 0.06% | +3,024 | New |
| MML Investors Services, LLC | 3,024 | $893.0K | 0.00% | +57+1.9% | Added |
| Atria Investments LLC | 2,986 | $882.2K | 0.01% | −567−16.0% | Reduced |
| Machina Capital S.A.S. | 2,911 | $860.0K | 0.34% | +2,911 | New |
| Cetera Investment Advisers | 2,899 | $856.3K | 0.00% | +40+1.4% | Added |
| Fox Run Management, L.L.C. | 2,888 | $853.2K | 0.19% | −943−24.6% | Reduced |
| Sigma Planning Corp | 2,843 | $840.0K | 0.03% | −41−1.4% | Reduced |
| Golden State Equity Partners | 2,824 | $834.2K | 0.13% | +2,824 | New |
| Sanctuary Advisors, LLC | 2,710 | $828.0K | 0.01% | +1,300+92.2% | Added |
| Sound Financial Strategies Group, LLC | 2,690 | $794.7K | 0.64% | −220−7.6% | Reduced |
| Penserra Capital Management LLC | 2,646 | $780.0K | 0.02% | −55−2.0% | Reduced |
| Advisors Asset Management, Inc. | 2,598 | $767.5K | 0.01% | −28−1.1% | Reduced |
| Jupiter Asset Management Ltd | 2,587 | $764.3K | 0.01% | +2,587 | New |
| RB Capital Management, LLC | 2,542 | $750.9K | 0.18% | −21−0.8% | Reduced |
| XTX Topco Ltd | 2,482 | $733.2K | 0.05% | +2,482 | New |
| Tudor Investment Corp Et Al | 2,476 | $731.5K | 0.01% | +2,476 | New |
| Aviva PLC | 2,463 | $727.6K | 0.00% | −12−0.5% | Reduced |
| Entropy Technologies, LP | 2,442 | $721.4K | 0.08% | +2,442 | New |
| HRT Financial LP | 2,440 | $720.0K | 0.00% | −2,185−47.2% | Reduced |
| Dark Forest Capital Management LP | 2,421 | $715.2K | 0.09% | +2,421 | New |
| BBJS Financial Advisors, LLC | 2,365 | $698.6K | 0.25% | −41−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,293 | $677.0K | 0.01% | +2,293 | New |
| Catalytic Wealth RIA, LLC | 2,290 | $676.5K | 0.12% | +289+14.4% | Added |
| Bailard, Inc. | 2,289 | $676.2K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,283 | $674.0K | 0.01% | −358−13.6% | Reduced |
| Qtron Investments LLC | 2,268 | $670.0K | 0.09% | +2,268 | New |
| SlateStone Wealth, LLC | 2,260 | $668.0K | 0.06% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,260 | $667.6K | 0.00% | +15+0.7% | Added |
| Quarry LP | 2,228 | $658.2K | 0.20% | +1,348+153.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,185 | $645.5K | 0.01% | −2,100−49.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 2,185 | $645.5K | 0.01% | +2,185 | New |
| Claro Advisors LLC | 2,181 | $644.4K | 0.08% | +21+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,147 | $634.8K | 0.01% | +90+4.4% | Added |
| Investment Management Corp of Ontario | 2,138 | $631.6K | 0.01% | +700+48.7% | Added |
| Parallel Advisors, LLC | 2,132 | $630.0K | 0.01% | +76+3.7% | Added |
| Unigestion Holding SA | 2,124 | $627.5K | 0.03% | +2,124 | New |
| Agf Management Ltd | 2,108 | $622.7K | 0.00% | −38−1.8% | Reduced |
| Adelante Capital Management LLC | 2,099 | $620.0K | 0.04% | −2,470−54.1% | Reduced |
| iA Global Asset Management Inc. | 2,098 | $620.0K | 0.01% | −5−0.2% | Reduced |
| CIBC World Markets Inc. | 2,096 | $619.0K | 0.00% | +816+63.7% | Added |
| Panagora Asset Management Inc | 2,078 | $613.9K | 0.00% | −1,118−35.0% | Reduced |
| ORG Wealth Partners, LLC | 2,050 | $605.6K | 0.20% | +2,050 | New |
| Tokio Marine Asset Management Co Ltd | 2,045 | $604.1K | 0.03% | +82+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,034 | $600.9K | 0.01% | −10−0.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $591.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,950 | $576.1K | 0.02% | −4−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,948 | $575.5K | 0.02% | +1,948 | New |
| Independent Advisor Alliance | 1,925 | $568.8K | 0.02% | −68−3.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,901 | $561.6K | 0.04% | −170−8.2% | Reduced |
| Gen-Wealth Partners Inc | 1,907 | $560.8K | 0.24% | −217−10.2% | Reduced |
| Veriti Management LLC | 1,873 | $553.4K | 0.03% | +734+64.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,852 | $547.2K | 0.00% | +19+1.0% | Added |
| Quadrature Capital Ltd | 1,832 | $541.3K | 0.01% | +1,832 | New |
| GTS Securities LLC | 1,830 | $540.6K | 0.01% | +1,830 | New |
| Ritholtz Wealth Management | 1,828 | $540.1K | 0.02% | −79−4.1% | Reduced |
| Profund Advisors LLC | 1,799 | $531.5K | 0.02% | +804+80.8% | Added |
| Scientech Research LLC | 1,739 | $513.7K | 0.10% | −524−23.2% | Reduced |
| United Capital Financial Advisers, LLC | 1,731 | $511.4K | 0.00% | +111+6.9% | Added |
| Whittier Trust Co | 1,710 | $505.1K | 0.01% | −27−1.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,655 | $502.8K | 0.00% | −16−1.0% | Reduced |
| Two Sigma Advisers, LP | 1,700 | $502.2K | 0.00% | +200+13.3% | Added |
| Plato Investment Management Ltd | 1,673 | $493.7K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,658 | $489.8K | 0.02% | −1,501−47.5% | Reduced |
| Contravisory Investment Management, Inc. | 1,653 | $488.3K | 0.10% | +1,653 | New |
| Stableford Capital II LLC | 1,686 | $485.7K | 0.19% | +1,686 | New |
| Concentric Wealth Management, LLC | 1,607 | $474.8K | 0.12% | +12+0.8% | Added |
| Summitry LLC | 1,599 | $472.4K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,592 | $470.3K | 0.07% | +1,592 | New |
| Van Hulzen Asset Management, LLC | 1,590 | $470.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 1,573 | $464.7K | 0.04% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 1,564 | $462.0K | 0.43% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,501 | $442.8K | 0.01% | +144+10.6% | Added |
| CI Private Wealth, LLC | 1,496 | $442.1K | 0.00% | −123−7.6% | Reduced |
| Global X Japan Co., Ltd. | 1,475 | $435.7K | 0.06% | −277−15.8% | Reduced |
| Captrust Financial Advisors | 1,461 | $431.5K | 0.00% | +51+3.6% | Added |
| Parcion Private Wealth LLC | 1,343 | $396.7K | 0.03% | 00.0% | Unchanged |
| Sienna Gestion | 1,303 | $384.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,291 | $381.5K | 0.01% | +61+5.0% | Added |
| Harbor Capital Advisors, Inc. | 1,289 | $381.0K | 0.02% | +5+0.4% | Added |
| KCM Investment Advisors LLC | 1,280 | $378.1K | 0.01% | −50−3.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,239 | $365.9K | 0.00% | −182−12.8% | Reduced |
| Alpha Cubed Investments, LLC | 1,229 | $363.1K | 0.02% | 00.0% | Unchanged |