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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 3,007 | $858.3K | 0.16% | +119+4.1% | Added |
| Cetera Investment Advisers | 3,014 | $860.4K | 0.00% | +115+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,047 | $869.7K | 0.07% | −800−20.8% | Reduced |
| Sound Financial Strategies Group, LLC | 3,069 | $876.0K | 0.73% | +379+14.1% | Added |
| Toroso Investments, LLC | 3,119 | $882.7K | 0.01% | −178−5.4% | Reduced |
| New Mexico Educational Retirement Board | 3,100 | $885.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,200 | $913.4K | 0.00% | +3,200 | New |
| Horst & Graben Wealth Management LLC | 3,220 | $919.1K | 0.16% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 3,330 | $941.7K | 0.04% | −2,458−42.5% | Reduced |
| Summit Global Investments | 3,322 | $948.0K | 0.06% | +3,322 | New |
| MML Investors Services, LLC | 3,350 | $956.0K | 0.00% | +326+10.8% | Added |
| Securian Asset Management, Inc | 3,379 | $964.5K | 0.03% | −203−5.7% | Reduced |
| GTS Securities LLC | 3,407 | $972.5K | 0.05% | +1,577+86.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,442 | $982.5K | 0.00% | 00.0% | Unchanged |
| Ossiam | 3,451 | $985.1K | 0.02% | −497−12.6% | Reduced |
| Louisiana State Employees Retirement System | 3,500 | $999.0K | 0.02% | −100−2.8% | Reduced |
| Swiss Life Asset Management Ltd | 3,538 | $1.01M | 0.01% | +3,538 | New |
| Maryland State Retirement & Pension System | 3,533 | $1.01M | 0.02% | −114−3.1% | Reduced |
| J. Safra Sarasin Holding AG | 3,564 | $1.02M | 0.02% | +3,564 | New |
| Fifth Third Bancorp | 3,810 | $1.09M | 0.00% | −4−0.1% | Reduced |
| Bridgefront Capital, LLC | 3,810 | $1.09M | 0.37% | +3,810 | New |
| Crawford Investment Counsel Inc | 3,831 | $1.09M | 0.02% | +98+2.6% | Added |
| Ostrum Asset Management | 3,894 | $1.11M | 0.10% | −161−4.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,953 | $1.13M | 0.66% | −673−14.5% | Reduced |
| Sigma Planning Corp | 3,988 | $1.14M | 0.04% | +1,145+40.3% | Added |
| Hartford Investment Management Co | 3,992 | $1.14M | 0.04% | −77−1.9% | Reduced |
| Osterweis Capital Management Inc | 4,000 | $1.14M | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,069 | $1.16M | 0.52% | −10.0% | Reduced |
| Camelot Portfolios, LLC | 4,083 | $1.17M | 1.26% | −225−5.2% | Reduced |
| US Bancorp | 4,126 | $1.18M | 0.00% | +49+1.2% | Added |
| Cerity Partners LLC | 4,098 | $1.19M | 0.00% | +79+2.0% | Added |
| Ieq Capital, LLC | 4,221 | $1.20M | 0.01% | +705+20.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,322 | $1.23M | 0.00% | −103−2.3% | Reduced |
| Allstate Corp | 4,333 | $1.24M | 0.04% | −1,442−25.0% | Reduced |
| Naviter Wealth, LLC | 4,382 | $1.25M | 0.15% | +326+8.0% | Added |
| Kestra Private Wealth Services, LLC | 4,385 | $1.25M | 0.02% | +963+28.1% | Added |
| Kentucky Retirement Systems | 4,412 | $1.26M | 0.04% | −61−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 4,504 | $1.29M | 0.00% | +89+2.0% | Added |
| Vanderbilt University | 4,547 | $1.30M | 0.25% | +1,113+32.4% | Added |
| Candriam Luxembourg S.C.A. | 4,553 | $1.30M | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 4,624 | $1.32M | 0.36% | +38+0.8% | Added |
| Nordea Investment Management AB | 4,675 | $1.33M | 0.00% | +294+6.7% | Added |
| Ontario Teachers Pension Plan Board | 4,684 | $1.34M | 0.02% | +1,381+41.8% | Added |
| Teachers Retirement System of the State of Kentucky | 4,815 | $1.38M | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,299 | $1.44M | 0.08% | −4,331−45.0% | Reduced |
| Avanza Fonder AB | 5,056 | $1.44M | 0.04% | +5,056 | New |
| Gulf International Bank (UK) Ltd | 5,064 | $1.45M | 0.04% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 5,067 | $1.45M | 0.04% | 00.0% | Unchanged |
| Tredje AP-fonden | 5,095 | $1.45M | 0.01% | −5,095−50.0% | Reduced |
| Engineers Gate Manager LP | 5,123 | $1.46M | 0.03% | −3,292−39.1% | Reduced |
| Wealthfront Advisers LLC | 5,197 | $1.48M | 0.00% | +158+3.1% | Added |
| Walleye Trading LLC | 5,327 | $1.52M | 0.03% | +5,327 | New |
| Avantax Advisory Services, Inc. | 5,334 | $1.52M | 0.01% | +69+1.3% | Added |
| Pacer Advisors, Inc. | 5,359 | $1.53M | 0.00% | +639+13.5% | Added |
| Beacon Pointe Advisors, LLC | 5,449 | $1.56M | 0.02% | −254−4.5% | Reduced |
| Neuberger Berman Group LLC | 5,463 | $1.56M | 0.00% | −1,429−20.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,496 | $1.57M | 0.03% | −18−0.3% | Reduced |
| Jane Street Group, LLC | 5,532 | $1.58M | 0.00% | −63,716−92.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,533 | $1.58M | 0.60% | +2,100+61.2% | Added |
| Pensionfund Sabic | 5,550 | $1.58M | 0.42% | 00.0% | Unchanged |
| Ethic Inc. | 5,572 | $1.59M | 0.03% | +605+12.2% | Added |
| Commerce Bank | 5,647 | $1.61M | 0.01% | +93+1.7% | Added |
| Blackhawk Capital Partners LLC. | 5,657 | $1.61M | 0.84% | +563+11.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,749 | $1.64M | 0.07% | +1,195+26.2% | Added |
| GeoWealth Management, LLC | 5,750 | $1.64M | 0.05% | +1,147+24.9% | Added |
| Norinchukin Bank, The | 5,772 | $1.65M | 0.03% | +205+3.7% | Added |
| Pathstone Holdings, LLC | 5,978 | $1.71M | 0.01% | +155+2.7% | Added |
| JustInvest LLC | 5,990 | $1.71M | 0.03% | +995+19.9% | Added |
| Mizuho Securities USA LLC | 6,091 | $1.74M | 0.03% | +1,927+46.3% | Added |
| CIBC World Markets Inc. | 6,177 | $1.76M | 0.00% | +4,081+194.7% | Added |
| Oppenheimer Asset Management Inc. | 6,251 | $1.78M | 0.02% | −251−3.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,301 | $1.80M | 0.01% | −103−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,351 | $1.81M | 0.00% | −1,541−19.5% | Reduced |
| Cozad Asset Management Inc | 6,470 | $1.85M | 0.17% | −59−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,632 | $1.89M | 0.00% | +2,330+37.0% | Added |
| Centiva Capital, LP | 6,638 | $1.89M | 0.07% | −3,798−36.4% | Reduced |
| AQR Capital Management LLC | 6,740 | $1.92M | 0.00% | −2,704−28.6% | Reduced |
| Groupama Asset Managment | 6,856 | $1.94M | 0.04% | +6,856 | New |
| Creative Planning | 6,838 | $1.95M | 0.00% | +672+10.9% | Added |
| Gries Financial LLC | 6,840 | $1.95M | 0.35% | +13+0.2% | Added |
| Provident Investment Management, Inc. | 6,974 | $1.99M | 0.19% | −3,350−32.4% | Reduced |
| Spirit of America Management Corp | 7,236 | $2.07M | 0.42% | +700+10.7% | Added |
| Abc Arbitrage SA | 7,294 | $2.08M | 0.30% | +7,294 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,334 | $2.09M | 0.00% | +340+4.9% | Added |
| Quest Partners LLC | 7,344 | $2.10M | 0.28% | +6,634+934.4% | Added |
| Clifford Swan Investment Counsel LLC | 7,593 | $2.17M | 0.08% | −118−1.5% | Reduced |
| M&T Bank Corp | 7,692 | $2.20M | 0.01% | −348−4.3% | Reduced |
| Mutual of America Capital Management LLC | 7,698 | $2.20M | 0.02% | −209−2.6% | Reduced |
| LM Advisors LLC | 7,741 | $2.21M | 0.40% | −125−1.6% | Reduced |
| XTX Topco Ltd | 7,945 | $2.27M | 0.19% | +5,463+220.1% | Added |
| Mission Creek Capital Partners, Inc. | 8,182 | $2.34M | 0.51% | +88+1.1% | Added |
| ING Groep NV | 8,208 | $2.34M | 0.02% | −379−4.4% | Reduced |
| Mackenzie Financial Corp | 8,302 | $2.37M | 0.00% | +2,725+48.9% | Added |
| AXA S.A. | 8,338 | $2.38M | 0.01% | −7,079−45.9% | Reduced |
| Vestcor Inc | 8,346 | $2.38M | 0.08% | +7,133+588.0% | Added |
| Rafferty Asset Management, LLC | 8,451 | $2.41M | 0.01% | −674−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,572 | $2.45M | 0.00% | −309−3.5% | Reduced |
| Bank of Nova Scotia | 8,582 | $2.45M | 0.00% | +155+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,691 | $2.48M | 0.01% | +1,576+22.2% | Added |
| Mizuho Markets Americas LLC | 8,767 | $2.50M | 0.05% | −11,751−57.3% | Reduced |