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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 159 | $45.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 169 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 177 | $50.5K | 0.04% | +2+1.1% | Added |
| Point72 (DIFC) Ltd | 187 | $53.3K | 0.00% | +187 | New |
| POM Investment Strategies, LLC | 191 | $54.6K | 0.04% | +1+0.5% | Added |
| Global Retirement Partners, LLC | 193 | $55.1K | 0.00% | +5+2.7% | Added |
| HM Payson & Co | 194 | $55.4K | 0.00% | +14+7.8% | Added |
| Central Trust Co | 195 | $55.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 196 | $55.9K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $57.1K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 208 | $59.2K | 0.03% | +208 | New |
| Bear Mountain Capital, Inc. | 221 | $61.4K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 215 | $61.4K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $61.4K | 0.02% | +35+19.4% | Added |
| Pacific Center for Financial Services | 217 | $62.0K | 0.02% | +1+0.5% | Added |
| Jones Financial Companies LLLP | 223 | $63.7K | 0.00% | +185+486.8% | Added |
| Assetmark, Inc | 224 | $63.9K | 0.00% | +124+124.0% | Added |
| Ci Investments Inc. | 242 | $69.0K | 0.00% | −522−68.3% | Reduced |
| Continuum Advisory, LLC | 255 | $72.8K | 0.01% | +30+13.3% | Added |
| Sentry Investment Management LLC | 260 | $74.0K | 0.04% | −42−13.9% | Reduced |
| DT Investment Partners, LLC | 297 | $84.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $84.8K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 300 | $85.6K | 0.00% | +138+85.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 275 | $86.5K | 0.00% | −1,380−83.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 304 | $86.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 317 | $89.6K | 0.01% | +100+46.1% | Added |
| Geneos Wealth Management Inc. | 323 | $92.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $99.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $103.6K | 0.00% | +303+505.0% | Added |
| CoreCap Advisors, LLC | 365 | $104.2K | 0.00% | +55+17.7% | Added |
| Quarry LP | 367 | $104.8K | 0.02% | −1,861−83.5% | Reduced |
| Signaturefd, LLC | 424 | $121.0K | 0.00% | +14+3.4% | Added |
| Principal Securities, Inc. | 491 | $140.2K | 0.00% | +17+3.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $142.7K | 0.03% | −39−7.2% | Reduced |
| North Star Investment Management Corp. | 500 | $142.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 509 | $145.3K | 0.03% | +144+39.5% | Added |
| Whittier Trust Co of Nevada Inc | 510 | $145.6K | 0.00% | +24+4.9% | Added |
| Principia Wealth Advisory, LLC | 515 | $147.1K | 0.14% | +515 | New |
| Northwestern Mutual Wealth Management Co | 534 | $152.4K | 0.00% | −2−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 538 | $153.6K | 0.00% | +53+10.9% | Added |
| Quadrant Capital Group LLC | 571 | $163.0K | 0.01% | +28+5.2% | Added |
| Headlands Technologies LLC | 575 | $164.1K | 0.02% | +575 | New |
| Ameritas Investment Partners, Inc. | 650 | $185.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 650 | $185.5K | 0.02% | +488+301.2% | Added |
| ORG Partners LLC | 661 | $188.6K | 0.03% | −25−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 671 | $191.6K | 0.00% | +671 | New |
| Allie Family Office LLC | 712 | $203.2K | 0.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 712 | $203.2K | 0.02% | +2+0.3% | Added |
| Atomi Financial Group, Inc. | 715 | $204.1K | 0.01% | +25+3.6% | Added |
| Dorsey & Whitney Trust CO LLC | 717 | $204.7K | 0.01% | +717 | New |
| Nebula Research & Development LLC | 722 | $206.1K | 0.02% | +722 | New |
| Ferguson Wellman Capital Management, Inc | 727 | $207.5K | 0.00% | +727 | New |
| Sequoia Financial Advisors, LLC | 732 | $208.9K | 0.00% | +732 | New |
| Bryn Mawr Trust Co | 735 | $209.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 750 | $210.0K | 0.00% | +24+3.3% | Added |
| Payne Capital Management, LLC | 742 | $211.8K | 0.09% | +742 | New |
| American State Bank (Iowa) | 748 | $213.5K | 0.13% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 761 | $217.2K | 0.05% | −253−25.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 761 | $217.2K | 0.01% | +3+0.4% | Added |
| Legacy Wealth Asset Management, LLC | 762 | $217.5K | 0.06% | −13−1.7% | Reduced |
| Alethea Capital Management, LLC | 763 | $217.8K | 0.19% | +763 | New |
| Schnieders Capital Management LLC | 769 | $219.5K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 775 | $221.2K | 0.00% | −6−0.8% | Reduced |
| Prudential PLC | 778 | $222.1K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 781 | $223.0K | 0.01% | −12−1.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 784 | $223.7K | 0.14% | −53−6.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 786 | $224.4K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 789 | $225.1K | 0.02% | +789 | New |
| Mutual Advisors, LLC | 794 | $225.4K | 0.01% | −4−0.5% | Reduced |
| Copperwynd Financial, LLC | 798 | $227.8K | 0.06% | +10+1.3% | Added |
| CWA Asset Management Group, LLC | 803 | $229.2K | 0.01% | +38+5.0% | Added |
| TRUE Private Wealth Advisors | 809 | $230.9K | 0.03% | −5−0.6% | Reduced |
| Revisor Wealth Management LLC | 816 | $233.3K | 0.22% | −283−25.8% | Reduced |
| United Capital Financial Advisers, LLC | 819 | $233.8K | 0.00% | −912−52.7% | Reduced |
| Farther Finance Advisors, LLC | 832 | $237.6K | 0.01% | −50−5.7% | Reduced |
| Castle Rock Wealth Management, LLC | 827 | $238.3K | 0.06% | −62−7.0% | Reduced |
| Boothbay Fund Management, LLC | 854 | $243.8K | 0.01% | −804−48.5% | Reduced |
| Sovereign Financial Group, Inc. | 857 | $244.7K | 0.06% | +5+0.6% | Added |
| Conscious Wealth Investments, LLC | 869 | $246.3K | 0.17% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 866 | $247.2K | 0.02% | +73+9.2% | Added |
| Canada Post Corp Registered Pension Plan | 870 | $248.3K | 0.01% | +870 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 872 | $248.9K | 0.02% | −1−0.1% | Reduced |
| MQS Management LLC | 873 | $249.2K | 7.09% | −2,281−72.3% | Reduced |
| Horizon Investments, LLC | 885 | $250.4K | 0.01% | +5+0.6% | Added |
| Renaissance Group LLC | 878 | $250.6K | 0.01% | −80−8.4% | Reduced |
| NEOS Investment Management LLC | 888 | $251.3K | 0.01% | −6−0.7% | Reduced |
| LVW Advisors, LLC | 883 | $252.0K | 0.03% | +883 | New |
| V-Square Quantitative Management LLC | 897 | $256.0K | 0.04% | −1−0.1% | Reduced |
| Kera Capital Partners, Inc. | 904 | $258.0K | 0.07% | +904 | New |
| Virtu Financial LLC | 909 | $259.0K | 0.01% | −2,753−75.2% | Reduced |
| CWM Advisors, LLC | 909 | $259.5K | 0.03% | −56−5.8% | Reduced |
| Bleakley Financial Group, LLC | 920 | $262.6K | 0.01% | −16−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 932 | $266.0K | 0.01% | −20−2.1% | Reduced |
| Roman Butler Fullerton & Co | 941 | $266.5K | 0.08% | −41−4.2% | Reduced |
| NewEdge Wealth, LLC | 939 | $268.0K | 0.00% | −45−4.6% | Reduced |
| Stephens Inc | 942 | $269.0K | 0.00% | −55−5.5% | Reduced |
| Greenleaf Trust | 948 | $270.6K | 0.00% | +46+5.1% | Added |
| MUFG Securities Americas Inc. | 949 | $270.9K | 0.03% | +949 | New |
| Pinnacle Associates Ltd | 968 | $276.3K | 0.00% | +968 | New |
| Trust Co of Vermont | 972 | $277.4K | 0.01% | 00.0% | Unchanged |