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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, Q4 2024

Institutional positions in Essex Property Trust, Inc. as of Dec 31, 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
631
+30 vs. Q3 2024
Shares held
60.8M
+209.9K (+0.3%) vs. Q3 2024
Total value
$17.4B
−$479.7M (−2.7%) vs. Q3 2024
New holders
89
229 more added
Sold out
59
207 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 631 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ4 2024: $17.4B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2024.

Institutions holding ESS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Talon Private Wealth, LLC0$160.00%0Unchanged
Retirement Wealth Solutions LLC0$240.00%0New
Winnow Wealth LLC1$2770.00%+1New
Cornerstone Planning Group LLC1$2830.00%00.0%Unchanged
Eagle Bay Advisors LLC1$2850.00%−5−83.3%Reduced
NewSquare Capital LLC1$2850.00%+1New
Financial Management Professionals, Inc.1$2850.00%+1New
Activest Wealth Management1$2850.00%+1New
Sugar Maple Asset Management, LLC1$2850.00%+1New
TD Capital Management LLC1$2930.00%00.0%Unchanged
Colonial Trust Co1$2940.00%00.0%Unchanged
AdvisorNet Financial, Inc2$5710.00%00.0%Unchanged
Heritage Wealth Advisors2$5710.00%00.0%Unchanged
Spire Wealth Management2$5710.00%00.0%Unchanged
Old Second National Bank of Aurora2$5710.00%+2New
BOK Financial Private Wealth, Inc.2$5710.00%+2New
Cassady Schiller Wealth Management, LLC3$8560.00%+3New
Clark Wealth Partners3$8560.00%+3New
Prestige Wealth Management Group LLC3$8570.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.14K0.00%00.0%Unchanged
Sachetta, LLC4$1.14K0.00%00.0%Unchanged
Bell Investment Advisors, Inc4$1.14K0.00%00.0%Unchanged
Harbour Investments, Inc.5$1.43K0.00%00.0%Unchanged
West Paces Advisors Inc.5$1.43K0.00%00.0%Unchanged
Rothschild Investment LLC5$1.43K0.00%+5New
Private Wealth Management Group, LLC5$1.43K0.00%00.0%Unchanged
WealthTrak Capital Management LLC5$1.43K0.00%+5New
TFC Financial Management6$1.71K0.00%00.0%Unchanged
Hemington Wealth Management10$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.28K0.00%00.0%Unchanged
Grove Bank & Trust9$2.57K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$2.57K0.00%00.0%Unchanged
Archer Investment Corp10$2.85K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC10$2.85K0.00%+10New
Legacy Investment Solutions, LLC10$2.92K0.00%+10New
Legacy Wealth Managment, LLC10$2.92K0.00%+10New
Mowery & Schoenfeld Wealth Management, LLC11$3.14K0.01%+11New
Dunhill Financial, LLC13$3.58K0.00%+4+44.4%Added
Red Tortoise LLC13$3.71K0.00%00.0%Unchanged
Abound Wealth Management15$4.29K0.00%00.0%Unchanged
Anchor Investment Management, LLC17$4.85K0.00%00.0%Unchanged
GWM Advisors LLC17$4.95K0.00%00.0%Unchanged
Leonteq Securities AG18$5.14K0.00%+2+12.5%Added
Cullen/Frost Bankers, Inc.18$5.14K0.00%+3+20.0%Added
Quent Capital, LLC18$5.14K0.00%+18New
Fortitude Family Office, LLC19$5.42K0.00%00.0%Unchanged
TCTC Holdings, LLC20$5.71K0.00%+20New
UMA Financial Services, Inc.20$5.71K0.00%+20New
Tucker Asset Management LLC20$5.71K0.00%+20New
FNY Investment Advisers, LLC22$6.00K0.00%+5+29.4%Added
Twin Lakes Capital Management, LLC22$6.28K0.00%00.0%Unchanged
Clearstead Advisors, LLC22$6.28K0.00%00.0%Unchanged
Investors Research Corp22$6.28K0.00%00.0%Unchanged
Richardson Financial Services Inc.25$7.07K0.00%+25New
Manchester Capital Management LLC25$7.14K0.00%00.0%Unchanged
MV Capital Management, Inc.26$7.42K0.00%+3+13.0%Added
Asset Dedication, LLC26$7.42K0.00%+26New
IFP Advisors, Inc30$8.56K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.30$8.56K0.02%00.0%Unchanged
WPG Advisers, LLC30$8.56K0.01%+30New
Ronald Blue Trust, Inc.31$8.85K0.00%−799−96.3%Reduced
Sierra Ocean, LLC35$10.1K0.01%+35New
Meeder Asset Management Inc36$10.3K0.00%−1−2.7%Reduced
MB, Levis & Associates, LLC37$10.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC37$11.0K0.00%+1+2.8%Added
Lazard Asset Management LLC41$11.0K0.00%+2+5.1%Added
Bangor Savings Bank42$12.0K0.00%00.0%Unchanged
Aspect Partners, LLC42$12.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc44$12.6K0.00%00.0%Unchanged
Hilltop National Bank44$12.6K0.00%00.0%Unchanged
TD Private Client Wealth LLC46$13.1K0.00%+1+2.2%Added
SOA Wealth Advisors, LLC.47$13.3K0.00%+1+2.2%Added
Covestor Ltd49$14.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$14.3K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC56$16.0K0.00%+5+9.8%Added
CVA Family Office, LLC58$16.6K0.00%+31+114.8%Added
Park Place Capital Corp59$16.8K0.00%00.0%Unchanged
Larson Financial Group LLC66$18.8K0.00%+4+6.5%Added
Smithfield Trust Co66$19.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.67$19.1K0.01%+41+157.7%Added
Kestra Investment Management, LLC86$24.5K0.00%+86New
EverSource Wealth Advisors, LLC87$24.7K0.00%+19+27.9%Added
Capital Analysts, LLC87$25.0K0.00%+6+7.4%Added
Annis Gardner Whiting Capital Advisors, LLC92$26.3K0.01%00.0%Unchanged
Simplex Trading, LLC97$27.0K0.00%−379−79.6%Reduced
Brown Brothers Harriman & Co97$27.7K0.00%00.0%Unchanged
Parkside Financial Bank & Trust97$27.7K0.00%−6−5.8%Reduced
Tobam99$28.0K0.01%−28−22.0%Reduced
Ransom Advisory, Ltd100$28.5K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.101$28.8K0.00%00.0%Unchanged
Private Trust Co NA103$29.4K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.114$32.5K0.00%+17+17.5%Added
Muzinich & Co., Inc.116$33.1K0.02%00.0%Unchanged
Lindbrook Capital, LLC116$33.1K0.00%+8+7.4%Added
Proequities, Inc.120$33.6K0.00%+120New
Coppell Advisory Solutions LLC125$35.4K0.01%00.0%Unchanged
Skopos Labs, Inc.141$40.2K0.01%+9+6.8%Added
Massmutual Trust Co FSB142$40.5K0.00%+29+25.7%Added
Umb Bank N A154$44.0K0.00%+42+37.5%Added
Newbridge Financial Services Group, Inc.158$45.1K0.01%+158New