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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 8,771 | $2.50M | 0.00% | +1,407+19.1% | Added |
| O'Shaughnessy Asset Management, LLC | 9,214 | $2.63M | 0.02% | +1,636+21.6% | Added |
| Quilter Plc | 9,236 | $2.64M | 0.05% | +5+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,253 | $2.64M | 0.03% | +9,253 | New |
| Xponance, Inc. | 9,318 | $2.66M | 0.02% | −23−0.2% | Reduced |
| New York Life Investment Management LLC | 9,548 | $2.73M | 0.03% | −7,477−43.9% | Reduced |
| Nomura Holdings Inc | 9,576 | $2.73M | 0.01% | +9,576 | New |
| Entropy Technologies, LP | 9,686 | $2.76M | 0.28% | +7,244+296.6% | Added |
| CIBC Asset Management Inc | 9,824 | $2.80M | 0.01% | +428+4.6% | Added |
| Jump Financial, LLC | 10,051 | $2.87M | 0.06% | −25,391−71.6% | Reduced |
| Alberta Investment Management Corp | 10,810 | $3.09M | 0.02% | +10,810 | New |
| Bessemer Group Inc | 10,814 | $3.09M | 0.01% | −10−0.1% | Reduced |
| Truist Financial Corp | 10,853 | $3.10M | 0.00% | −80−0.7% | Reduced |
| PGGM Investments | 11,072 | $3.16M | 0.04% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 11,195 | $3.20M | 1.99% | −3,000−21.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,254 | $3.21M | 0.21% | +5,965+112.8% | Added |
| Two Sigma Investments, LP | 11,259 | $3.21M | 0.01% | −20,915−65.0% | Reduced |
| Westpac Banking Corp | 11,282 | $3.22M | 0.21% | −1,369−10.8% | Reduced |
| Worldquant Millennium Advisors LLC | 11,398 | $3.25M | 0.02% | +605+5.6% | Added |
| Forsta Ap-Fonden | 11,500 | $3.28M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,549 | $3.30M | 0.01% | +6,342+121.8% | Added |
| Verition Fund Management LLC | 11,625 | $3.32M | 0.02% | +8,312+250.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11,718 | $3.35M | 0.03% | −7,400−38.7% | Reduced |
| Mariner, LLC | 11,997 | $3.42M | 0.01% | −410−3.3% | Reduced |
| Montag A & Associates Inc | 12,139 | $3.46M | 0.16% | +1,053+9.5% | Added |
| Fisher Asset Management, LLC | 12,289 | $3.51M | 0.00% | +33+0.3% | Added |
| British Columbia Investment Management Corp | 12,295 | $3.51M | 0.02% | +1,582+14.8% | Added |
| Sterling Capital Management LLC | 12,383 | $3.53M | 0.05% | +826+7.1% | Added |
| Amalgamated Bank | 12,413 | $3.54M | 0.03% | −184−1.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,469 | $3.56M | 0.27% | +324+2.7% | Added |
| First Citizens Bank & Trust Co | 12,586 | $3.59M | 0.07% | −10,776−46.1% | Reduced |
| Peapack Gladstone Financial Corp | 12,629 | $3.60M | 0.05% | −33−0.3% | Reduced |
| Diversify Wealth Management, LLC | 13,528 | $3.68M | 0.29% | +5,924+77.9% | Added |
| HighTower Advisors, LLC | 12,956 | $3.70M | 0.01% | +254+2.0% | Added |
| Aurora Investment Managers, LLC. | 13,194 | $3.77M | 2.36% | +719+5.8% | Added |
| DnB Asset Management AS | 13,256 | $3.78M | 0.02% | +667+5.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,529 | $3.86M | 0.01% | −10,096−42.7% | Reduced |
| Martingale Asset Management L P | 13,596 | $3.88M | 0.09% | +1,412+11.6% | Added |
| Two Sigma Advisers, LP | 13,800 | $3.94M | 0.01% | +12,100+711.8% | Added |
| Czech National Bank | 13,935 | $3.98M | 0.04% | +855+6.5% | Added |
| Loudon Investment Management, LLC | 13,952 | $3.98M | 2.26% | −1,550−10.0% | Reduced |
| Miracle Mile Advisors, LLC | 14,157 | $4.04M | 0.08% | +46+0.3% | Added |
| Vident Advisory, LLC | 14,518 | $4.14M | 0.07% | +2,682+22.7% | Added |
| Masterton Capital Management, LP | 14,700 | $4.20M | 2.38% | +14,700 | New |
| Carronade Capital Management, LP | 14,831 | $4.23M | 0.74% | +1,166+8.5% | Added |
| Swedbank AB | 14,939 | $4.26M | 0.01% | −1,911−11.3% | Reduced |
| Fisher Funds Management LTD | 15,254 | $4.33M | 0.10% | +15,254 | New |
| Metis Global Partners, LLC | 15,230 | $4.35M | 0.13% | +988+6.9% | Added |
| Sarasin & Partners LLP | 15,285 | $4.36M | 0.05% | −1,005−6.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,527 | $4.41M | 0.02% | +1,516+10.8% | Added |
| Kinloch Capital, LLC | 15,484 | $4.42M | 2.21% | +351+2.3% | Added |
| Janus Henderson Group PLC | 15,488 | $4.42M | 0.00% | −653−4.0% | Reduced |
| Corebridge Financial, Inc. | 15,730 | $4.49M | 0.02% | −210−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 16,033 | $4.58M | 0.01% | +10,510+190.3% | Added |
| USS Investment Management Ltd | 16,166 | $4.62M | 0.03% | −7,242−30.9% | Reduced |
| Crestline Management, LP | 16,528 | $4.72M | 0.16% | +16,528 | New |
| Public Sector Pension Investment Board | 16,669 | $4.76M | 0.02% | +5,431+48.3% | Added |
| Credit Agricole S A | 16,965 | $4.84M | 0.02% | +7,902+87.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,208 | $4.91M | 0.01% | +4,092+31.2% | Added |
| Nissay Asset Management Corp | 17,452 | $4.96M | 0.03% | +375+2.2% | Added |
| State of Michigan Retirement System | 17,460 | $4.98M | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 17,499 | $4.99M | 0.02% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 18,063 | $5.16M | 0.73% | −178−1.0% | Reduced |
| Arizona State Retirement System | 18,652 | $5.32M | 0.03% | +255+1.4% | Added |
| MetLife Investment Management | 18,889 | $5.39M | 0.03% | +250+1.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 19,221 | $5.49M | 0.16% | −1,192−5.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,656 | $5.61M | 0.06% | +986+5.3% | Added |
| Natixis Advisors, L.P. | 19,787 | $5.65M | 0.01% | +2,390+13.7% | Added |
| Achmea Investment Management B.V. | 21,352 | $6.09M | 0.10% | +9,354+78.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 21,780 | $6.22M | 0.29% | −101,050−82.3% | Reduced |
| TD Asset Management Inc | 22,473 | $6.41M | 0.01% | +634+2.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 23,095 | $6.59M | 0.04% | +23,095 | New |
| KLP Kapitalforvaltning AS | 23,311 | $6.65M | 0.03% | +23,311 | New |
| First Trust Advisors LP | 23,611 | $6.74M | 0.01% | −11,587−32.9% | Reduced |
| New Age Alpha Advisors, LLC | 23,731 | $6.77M | 0.27% | +23,731 | New |
| NFJ Investment Group, LLC | 23,865 | $6.81M | 0.22% | −130−0.5% | Reduced |
| Raymond James Financial Inc | 24,616 | $7.03M | 0.00% | +24,616 | New |
| Susquehanna International Group, LLP | 24,821 | $7.08M | 0.01% | −6,492−20.7% | Reduced |
| Natixis | 24,914 | $7.11M | 0.05% | +12,956+108.3% | Added |
| Nisa Investment Advisors, LLC | 25,101 | $7.16M | 0.03% | −353−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 26,480 | $7.22M | 0.01% | −4,584−14.8% | Reduced |
| Squarepoint Ops LLC | 25,887 | $7.39M | 0.02% | −5,905−18.6% | Reduced |
| UniSuper Management Pty Ltd | 25,995 | $7.42M | 0.05% | +1,627+6.7% | Added |
| Quinn Opportunity Partners LLC | 26,567 | $7.58M | 0.55% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 27,398 | $7.77M | 0.19% | +90.0% | Added |
| IFM Investors Pty Ltd | 27,644 | $7.89M | 0.08% | −1,401−4.8% | Reduced |
| SG Americas Securities, LLC | 27,860 | $7.95M | 0.03% | −116,751−80.7% | Reduced |
| Vert Asset Management LLC | 28,367 | $8.10M | 2.77% | +2,366+9.1% | Added |
| Treasurer of the State of North Carolina | 28,403 | $8.11M | 0.03% | −1,709−5.7% | Reduced |
| CIBC World Markets Corp | 28,850 | $8.23M | 0.05% | +3,151+12.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 28,968 | $8.27M | 0.02% | −26,143−47.4% | Reduced |
| Van Eck Associates Corp | 29,092 | $8.30M | 0.01% | −144−0.5% | Reduced |
| Stifel Financial Corp | 29,524 | $8.43M | 0.01% | −713−2.4% | Reduced |
| Leeward Investments, LLC - MA | 30,336 | $8.66M | 0.43% | −1,055−3.4% | Reduced |
| Capital Fund Management S.A. | 31,079 | $8.87M | 0.09% | +31,079 | New |
| State of New Jersey Common Pension Fund D | 31,145 | $8.89M | 0.04% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 31,342 | $8.95M | 0.58% | −42,382−57.5% | Reduced |
| LPL Financial LLC | 32,382 | $9.24M | 0.00% | +3,537+12.3% | Added |
| Davis Selected Advisers | 33,241 | $9.49M | 0.06% | −210−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 33,724 | $9.63M | 0.03% | −710−2.1% | Reduced |