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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 980 | $279.9K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,011 | $288.6K | 0.01% | +1,011 | New |
| Avantax Planning Partners, Inc. | 1,014 | $289.4K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,017 | $290.3K | 0.00% | +58+6.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,022 | $291.7K | 0.00% | −2,905−74.0% | Reduced |
| Man Group plc | 1,028 | $293.4K | 0.00% | +180+21.2% | Added |
| Profund Advisors LLC | 1,031 | $294.3K | 0.01% | −768−42.7% | Reduced |
| Intech Investment Management LLC | 1,040 | $296.9K | 0.00% | +1,040 | New |
| Savant Capital, LLC | 1,049 | $299.4K | 0.00% | +111+11.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $301.7K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,060 | $302.6K | 0.13% | +1,060 | New |
| Allianz SE | 1,072 | $306.0K | 0.01% | +1,072 | New |
| Boston Private Wealth LLC | 1,102 | $314.6K | 0.01% | +1,102 | New |
| Paradigm Financial Partners, LLC | 1,119 | $319.4K | 0.04% | +20+1.8% | Added |
| 111 Capital | 1,166 | $332.8K | 0.07% | +1,166 | New |
| GF Fund Management Co. Ltd. | 1,167 | $333.1K | 0.01% | +1,167 | New |
| Park Avenue Securities LLC | 1,173 | $335.0K | 0.00% | +185+18.7% | Added |
| Empowered Funds, LLC | 1,195 | $338.2K | 0.00% | +38+3.3% | Added |
| Checchi Capital Advisers, LLC | 1,194 | $340.8K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 1,198 | $341.9K | 0.04% | +1+0.1% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $342.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,220 | $348.0K | 0.00% | +24+2.0% | Added |
| EP Wealth Advisors, LLC | 1,228 | $350.5K | 0.00% | −1−0.1% | Reduced |
| Alpha Cubed Investments, LLC | 1,229 | $350.8K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,236 | $352.8K | 0.04% | +168+15.7% | Added |
| Capstone Investment Advisors, LLC | 1,245 | $355.4K | 0.00% | +317+34.2% | Added |
| Yoffe Investment Management, LLC | 1,255 | $358.1K | 0.53% | +1,255 | New |
| GAMMA Investing LLC | 1,259 | $359.4K | 0.03% | +162+14.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,261 | $359.9K | 0.00% | +22+1.8% | Added |
| Landscape Capital Management, L.L.C. | 1,279 | $365.1K | 0.04% | +1,279 | New |
| KCM Investment Advisors LLC | 1,280 | $365.4K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $366.8K | 0.00% | −900−41.2% | Reduced |
| Stratos Wealth Partners, LTD. | 1,287 | $367.6K | 0.01% | −4−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,294 | $369.0K | 0.00% | −999−43.6% | Reduced |
| Sienna Gestion | 1,303 | $371.9K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,304 | $372.2K | 0.02% | +990+315.3% | Added |
| Algert Global LLC | 1,310 | $373.9K | 0.01% | +1,310 | New |
| Harbor Capital Advisors, Inc. | 1,320 | $377.0K | 0.02% | +31+2.4% | Added |
| Federated Hermes, Inc. | 1,342 | $383.1K | 0.00% | −1,930−59.0% | Reduced |
| Parcion Private Wealth LLC | 1,343 | $383.3K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,369 | $387.7K | 0.01% | −132−8.8% | Reduced |
| Coldstream Capital Management Inc | 1,371 | $391.2K | 0.01% | +297+27.7% | Added |
| Whittier Trust Co | 1,385 | $395.3K | 0.01% | −325−19.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,416 | $404.4K | 0.00% | −731−34.0% | Reduced |
| CAPROCK Group, Inc. | 1,548 | $441.9K | 0.01% | +1,548 | New |
| Wolverine Trading, LLC | 1,572 | $444.6K | 0.01% | +1,572 | New |
| Wulff, Hansen & Co. | 1,564 | $446.4K | 0.42% | 00.0% | Unchanged |
| Washington Trust Bank | 1,573 | $449.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,583 | $451.9K | 0.07% | −838−34.6% | Reduced |
| Van Hulzen Asset Management, LLC | 1,590 | $453.8K | 0.03% | 00.0% | Unchanged |
| Summitry LLC | 1,599 | $456.4K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,629 | $464.9K | 0.00% | +168+11.5% | Added |
| Contravisory Investment Management, Inc. | 1,653 | $471.8K | 0.10% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,670 | $476.7K | 0.19% | −16−0.9% | Reduced |
| Plato Investment Management Ltd | 1,673 | $479.3K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,690 | $482.4K | 0.09% | −1,134−40.2% | Reduced |
| Global X Japan Co., Ltd. | 1,724 | $492.1K | 0.06% | +249+16.9% | Added |
| Crossmark Global Holdings, Inc. | 1,768 | $505.0K | 0.01% | −515−22.6% | Reduced |
| Pensionmark Financial Group, LLC | 1,777 | $507.2K | 0.01% | −171−8.8% | Reduced |
| Ritholtz Wealth Management | 1,816 | $518.5K | 0.02% | −12−0.7% | Reduced |
| CI Private Wealth, LLC | 1,831 | $522.7K | 0.00% | +335+22.4% | Added |
| Independent Advisor Alliance | 1,889 | $539.3K | 0.01% | −36−1.9% | Reduced |
| Oak Thistle LLC | 1,902 | $542.9K | 0.16% | −2,555−57.3% | Reduced |
| Qtron Investments LLC | 1,915 | $546.6K | 0.08% | −353−15.6% | Reduced |
| Gen-Wealth Partners Inc | 1,952 | $557.2K | 0.24% | +45+2.4% | Added |
| Gsa Capital Partners LLP | 1,957 | $559.0K | 0.04% | −1,441−42.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,968 | $561.7K | 0.02% | +18+0.9% | Added |
| Agf Management Ltd | 1,975 | $563.7K | 0.00% | −133−6.3% | Reduced |
| ORG Wealth Partners, LLC | 1,976 | $564.0K | 0.17% | −74−3.6% | Reduced |
| Wexford Capital LP | 2,000 | $570.9K | 0.15% | +2,000 | New |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $571.0K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,028 | $578.9K | 0.02% | −17−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,041 | $582.6K | 0.01% | +7+0.3% | Added |
| Groupe la Francaise | 2,074 | $586.1K | 0.02% | +2,074 | New |
| Parallel Advisors, LLC | 2,068 | $590.4K | 0.01% | −64−3.0% | Reduced |
| Consolidated Planning Corp | 2,083 | $594.7K | 0.08% | +491+30.8% | Added |
| MAI Capital Management | 2,126 | $606.9K | 0.00% | +2,126 | New |
| Guggenheim Capital LLC | 2,146 | $612.6K | 0.01% | −48,119−95.7% | Reduced |
| Adelante Capital Management LLC | 2,161 | $617.0K | 0.04% | +62+3.0% | Added |
| Sanctuary Advisors, LLC | 2,227 | $626.2K | 0.00% | −483−17.8% | Reduced |
| Claro Advisors LLC | 2,201 | $628.4K | 0.09% | +20+0.9% | Added |
| Advisors Asset Management, Inc. | 2,204 | $629.1K | 0.01% | −394−15.2% | Reduced |
| FIL Ltd | 2,224 | $634.8K | 0.00% | −10,403−82.4% | Reduced |
| Tiaa Trust, National Association | 2,263 | $646.0K | 0.00% | +3+0.1% | Added |
| TownSquare Capital, LLC | 2,285 | $652.3K | 0.01% | −801−26.0% | Reduced |
| Bailard, Inc. | 2,289 | $653.4K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,345 | $669.0K | 0.07% | +85+3.8% | Added |
| Unigestion Holding SA | 2,366 | $675.4K | 0.04% | +242+11.4% | Added |
| RB Capital Management, LLC | 2,400 | $684.9K | 0.16% | −142−5.6% | Reduced |
| Aviva PLC | 2,422 | $691.3K | 0.00% | −41−1.7% | Reduced |
| Bramshill Investments, LLC | 2,452 | $699.9K | 0.11% | +2,452 | New |
| Polymer Capital Management (US) LLC | 2,483 | $708.7K | 0.23% | +2,483 | New |
| Penserra Capital Management LLC | 2,665 | $759.0K | 0.01% | +19+0.7% | Added |
| Omers Administration Corp | 2,684 | $766.1K | 0.01% | −1,250−31.8% | Reduced |
| Catalytic Wealth RIA, LLC | 2,835 | $809.2K | 0.14% | +545+23.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,934 | $820.1K | 0.00% | −136−4.4% | Reduced |
| Holocene Advisors, LP | 2,876 | $820.9K | 0.00% | −2,052−41.6% | Reduced |
| Atria Investments LLC | 2,884 | $823.3K | 0.01% | −102−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,899 | $827.5K | 0.02% | −7,010−70.7% | Reduced |
| Kestra Advisory Services, LLC | 2,954 | $843.2K | 0.00% | +2,954 | New |