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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 1,229 | $363.1K | 0.00% | +1+0.1% | Added |
| Vestcor Inc | 1,213 | $358.0K | 0.01% | −5,436−81.8% | Reduced |
| Azimuth Capital Investment Management LLC | 1,200 | $354.5K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 1,197 | $353.5K | 0.04% | +54+4.7% | Added |
| CWM, LLC | 1,196 | $353.0K | 0.00% | −386−24.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,194 | $352.7K | 0.03% | −7−0.6% | Reduced |
| Empowered Funds, LLC | 1,157 | $341.8K | 0.01% | +312+36.9% | Added |
| Paradigm Financial Partners, LLC | 1,099 | $337.6K | 0.05% | +179+19.5% | Added |
| Revisor Wealth Management LLC | 1,099 | $324.7K | 0.20% | −65−5.6% | Reduced |
| GAMMA Investing LLC | 1,097 | $324.1K | 0.03% | +190+20.9% | Added |
| MBB Public Markets I LLC | 1,080 | $319.1K | 0.03% | −3,430−76.1% | Reduced |
| Coldstream Capital Management Inc | 1,074 | $318.9K | 0.01% | +145+15.6% | Added |
| Aaron Wealth Advisors | 1,068 | $315.5K | 0.04% | +1,068 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $314.3K | 0.02% | +800+311.3% | Added |
| M&R Capital Management Inc | 1,025 | $302.7K | 0.07% | +11+1.1% | Added |
| 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 |
| Stephens Inc | 997 | $294.6K | 0.00% | −57−5.4% | Reduced |
| Park Avenue Securities LLC | 988 | $292.0K | 0.00% | −109−9.9% | Reduced |
| NewEdge Wealth, LLC | 984 | $290.7K | 0.01% | +7+0.7% | Added |
| Delta Investment Management, LLC | 980 | $289.6K | 0.06% | −568−36.7% | Reduced |
| Roman Butler Fullerton & Co | 982 | $287.3K | 0.09% | 00.0% | Unchanged |
| Trust Co of Vermont | 972 | $287.1K | 0.01% | −50−4.9% | Reduced |
| 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 |
| Glenmede Trust Co NA | 959 | $283.3K | 0.00% | +15+1.6% | Added |
| Renaissance Group LLC | 958 | $283.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 952 | $281.2K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 938 | $277.1K | 0.00% | −8−0.8% | Reduced |
| Bleakley Financial Group, LLC | 936 | $276.5K | 0.01% | +57+6.5% | Added |
| Paloma Partners Management Co | 930 | $274.7K | 0.01% | +930 | New |
| Capstone Investment Advisors, LLC | 928 | $274.1K | 0.01% | −115−11.0% | Reduced |
| Two Sigma Securities, LLC | 904 | $267.1K | 0.02% | +904 | New |
| Greenleaf Trust | 902 | $266.5K | 0.00% | +11+1.2% | Added |
| V-Square Quantitative Management LLC | 898 | $265.3K | 0.04% | +117+15.0% | Added |
| NEOS Investment Management LLC | 894 | $264.1K | 0.01% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 869 | $260.7K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 882 | $260.6K | 0.01% | +113+14.7% | Added |
| Horizon Investments, LLC | 880 | $260.0K | 0.01% | −193−18.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 873 | $257.9K | 0.02% | −4−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 889 | $256.2K | 0.06% | −12−1.3% | Reduced |
| Wealthspire Advisors, LLC | 862 | $254.5K | 0.00% | +862 | New |
| Sovereign Financial Group, Inc. | 852 | $251.6K | 0.06% | +1+0.1% | Added |
| Man Group plc | 848 | $250.5K | 0.00% | +848 | New |
| Kirtland Hills Capital Management, LLC | 837 | $247.2K | 0.14% | +2+0.2% | Added |
| Mutual Advisors, LLC | 798 | $240.9K | 0.01% | −4−0.5% | Reduced |
| TRUE Private Wealth Advisors | 814 | $240.5K | 0.03% | −9−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 800 | $236.0K | 0.02% | +800 | New |
| Concurrent Investment Advisors, LLC | 793 | $234.3K | 0.01% | +3+0.4% | Added |
| Frank, Rimerman Advisors LLC | 793 | $234.3K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 790 | $233.9K | 0.00% | +790 | New |
| Copperwynd Financial, LLC | 788 | $232.8K | 0.07% | −38−4.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 786 | $232.2K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 781 | $230.7K | 0.00% | +54+7.4% | Added |
| Prudential PLC | 778 | $229.8K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 775 | $229.0K | 0.06% | +35+4.7% | Added |
| Schnieders Capital Management LLC | 769 | $227.2K | 0.04% | +12+1.6% | Added |
| Ci Investments Inc. | 764 | $226.0K | 0.00% | +76+11.0% | Added |
| CWA Asset Management Group, LLC | 765 | $226.0K | 0.01% | +765 | New |
| Ronald Blue Trust, Inc. | 830 | $225.9K | 0.00% | +521+168.6% | Added |
| Robertson Stephens Wealth Management, LLC | 758 | $225.8K | 0.01% | −6−0.8% | Reduced |
| American State Bank (Iowa) | 748 | $221.0K | 0.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 735 | $217.1K | 0.00% | +735 | New |
| Allworth Financial LP | 726 | $214.4K | 0.00% | +12+1.7% | Added |
| Allie Family Office LLC | 712 | $210.3K | 0.11% | +712 | New |
| Kathmere Capital Management, LLC | 710 | $209.7K | 0.02% | +710 | New |
| Quest Partners LLC | 710 | $209.7K | 0.02% | +710 | New |
| Siemens Fonds Invest GmbH | 702 | $207.1K | 0.02% | +702 | New |
| Code Waechter LLC | 700 | $207.0K | 0.20% | +700 | New |
| Ironwood Investment Counsel, LLC | 700 | $206.8K | 0.03% | −150−17.6% | Reduced |
| Snowden Capital Advisors LLC | 688 | $204.9K | 0.01% | +688 | New |
| American Investment Services, Inc. | 692 | $204.4K | 0.03% | +692 | New |
| Atomi Financial Group, Inc. | 690 | $203.8K | 0.01% | +690 | New |
| ORG Partners LLC | 686 | $202.6K | 0.03% | −2,039−74.8% | Reduced |
| Liberty Wealth Management LLC | 681 | $201.0K | 0.03% | +681 | New |
| FourThought Financial Partners, LLC | 680 | $201.0K | 0.02% | −171−20.1% | Reduced |
| Harvest Fund Management Co., Ltd | 678 | $200.0K | 0.01% | −38−5.3% | Reduced |
| Ameritas Investment Partners, Inc. | 650 | $192.0K | 0.01% | −44−6.3% | Reduced |
| Quadrant Capital Group LLC | 543 | $160.4K | 0.01% | −2−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 539 | $159.2K | 0.04% | +58+12.1% | Added |
| Northwestern Mutual Wealth Management Co | 536 | $158.3K | 0.00% | +459+596.1% | 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 |
| Whittier Trust Co of Nevada Inc | 486 | $143.6K | 0.00% | +293+151.8% | Added |
| Exchange Traded Concepts, LLC | 485 | $143.3K | 0.00% | +449+1,247.2% | Added |
| Optiver Holding B.V. | 479 | $141.5K | 0.00% | +479 | New |
| Principal Securities, Inc. | 474 | $140.0K | 0.00% | −17−3.5% | Reduced |
| Simplex Trading, LLC | 476 | $140.0K | 0.00% | +45+10.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 439 | $130.8K | 0.01% | +439 | New |
| Signaturefd, LLC | 410 | $121.1K | 0.00% | +25+6.5% | Added |
| Versant Capital Management, Inc | 365 | $107.8K | 0.02% | +62+20.5% | Added |
| Center for Financial Planning, Inc. | 350 | $103.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 323 | $95.4K | 0.00% | +321+16,050.0% | Added |
| Venturi Wealth Management, LLC | 314 | $92.8K | 0.00% | +32+11.3% | Added |
| CoreCap Advisors, LLC | 310 | $91.5K | 0.00% | +310 | New |
| Planned Solutions, Inc. | 305 | $90.1K | 0.04% | +305 | New |
| Brown, Lisle/Cummings, Inc. | 304 | $89.8K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 302 | $89.0K | 0.04% | +302 | New |
| DT Investment Partners, LLC | 297 | $87.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $87.7K | 0.02% | 00.0% | Unchanged |