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 |
|---|---|---|---|---|---|
| Alpine Bank Wealth Management | 267 | $78.9K | 0.01% | +267 | New |
| Continuum Advisory, LLC | 225 | $68.1K | 0.01% | +115+104.5% | Added |
| Bear Mountain Capital, Inc. | 221 | $64.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 217 | $63.9K | 0.01% | +169+352.1% | Added |
| Pacific Center for Financial Services | 216 | $63.9K | 0.02% | −18−7.7% | Reduced |
| Ridgewood Investments LLC | 215 | $63.5K | 0.03% | −28−11.5% | Reduced |
| 1620 Investment Advisors, Inc. | 200 | $59.1K | 0.04% | −200−50.0% | Reduced |
| Cromwell Holdings LLC | 196 | $58.4K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 195 | $57.6K | 0.00% | −13−6.3% | Reduced |
| POM Investment Strategies, LLC | 190 | $56.1K | 0.04% | +2+1.1% | Added |
| Global Retirement Partners, LLC | 188 | $55.5K | 0.00% | +99+111.2% | Added |
| HM Payson & Co | 180 | $53.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $53.2K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 175 | $51.7K | 0.04% | +1+0.6% | Added |
| Capital Advisors, Ltd. LLC | 169 | $50.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 162 | $47.9K | 0.01% | −702−81.3% | Reduced |
| Huntington National Bank | 162 | $47.9K | 0.00% | +15+10.2% | Added |
| PSI Advisors, LLC | 159 | $46.8K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 150 | $44.2K | 0.00% | +150 | New |
| Skopos Labs, Inc. | 132 | $39.0K | 0.01% | +132 | New |
| Tobam | 127 | $38.0K | 0.01% | +31+32.3% | Added |
| Coppell Advisory Solutions LLC | 125 | $36.8K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 116 | $34.3K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 114 | $34.0K | 0.03% | +58+103.6% | Added |
| Massmutual Trust Co FSB | 113 | $33.4K | 0.00% | +15+15.3% | Added |
| Umb Bank N A | 112 | $33.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 108 | $31.9K | 0.00% | −17−13.6% | Reduced |
| Parkside Financial Bank & Trust | 103 | $30.4K | 0.00% | −58−36.0% | Reduced |
| Private Trust Co NA | 103 | $30.4K | 0.00% | −4−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 101 | $29.8K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $29.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $29.5K | 0.00% | +96+2,400.0% | Added |
| Brown Brothers Harriman & Co | 97 | $28.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $28.7K | 0.00% | +76+361.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $27.4K | 0.01% | −2−2.1% | Reduced |
| Capital Analysts, LLC | 81 | $24.0K | 0.00% | +1+1.3% | Added |
| EverSource Wealth Advisors, LLC | 68 | $20.1K | 0.00% | +41+151.9% | Added |
| Smithfield Trust Co | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $18.3K | 0.00% | +61+6,100.0% | Added |
| Catalyst Capital Advisors LLC | 60 | $17.7K | 0.00% | +60 | New |
| Park Place Capital Corp | 59 | $17.4K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 57 | $16.8K | 0.00% | +57 | New |
| Steward Partners Investment Advisory, LLC | 51 | $15.1K | 0.00% | +14+37.8% | Added |
| Covestor Ltd | 49 | $15.0K | 0.01% | −3−5.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 46 | $13.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 45 | $13.3K | 0.00% | +3+7.1% | Added |
| Farmers & Merchants Investments Inc | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 42 | $12.4K | 0.01% | −13−23.6% | Reduced |
| Bangor Savings Bank | 42 | $12.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 39 | $11.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $11.2K | 0.00% | +38 | New |
| Lazard Asset Management LLC | 39 | $11.0K | 0.00% | −416−91.4% | Reduced |
| GW&K Investment Management, LLC | 36 | $11.0K | 0.00% | +1+2.9% | Added |
| Meeder Asset Management Inc | 37 | $10.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 37 | $10.9K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 36 | $10.6K | 0.00% | +36 | New |
| IFP Advisors, Inc | 30 | $8.86K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $8.86K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $7.98K | 0.00% | +8+42.1% | Added |
| Raleigh Capital Management Inc. | 26 | $7.68K | 0.00% | −2−7.1% | Reduced |
| Manchester Capital Management LLC | 25 | $7.39K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $6.79K | 0.00% | −1−4.2% | Reduced |
| Clearstead Advisors, LLC | 22 | $6.50K | 0.00% | −22−50.0% | Reduced |
| Investors Research Corp | 22 | $6.50K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 22 | $6.50K | 0.00% | +22 | New |
| Twin Lakes Capital Management, LLC | 22 | $6.44K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $5.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $5.61K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 18 | $5.32K | 0.00% | +9+100.0% | Added |
| GWM Advisors LLC | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $5.02K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $4.43K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.84K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 12 | $3.60K | 0.00% | +12 | New |
| Stephens Consulting, LLC | 12 | $3.55K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.75K | 0.00% | +4+80.0% | Added |
| Reston Wealth Management LLC | 9 | $2.69K | 0.00% | +9 | New |
| Zions Bancorporation, N.A. | 9 | $2.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $2.66K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Eagle Bay Advisors LLC | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $1.48K | 0.00% | +1+25.0% | Added |
| Sachetta, LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.18K | 0.00% | −4−50.0% | Reduced |
| Bell Investment Advisors, Inc | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.18K | 0.00% | −2−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $894 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $596 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $591 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $591 | 0.00% | +2 | New |