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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 4,098 | $1.19M | 0.00% | +79+2.0% | Added |
| US Bancorp | 4,126 | $1.18M | 0.00% | +49+1.2% | Added |
| Camelot Portfolios, LLC | 4,083 | $1.17M | 1.26% | −225−5.2% | Reduced |
| Tiemann Investment Advisors, LLC | 4,069 | $1.16M | 0.52% | −10.0% | Reduced |
| Osterweis Capital Management Inc | 4,000 | $1.14M | 0.05% | 00.0% | Unchanged |
| Hartford Investment Management Co | 3,992 | $1.14M | 0.04% | −77−1.9% | Reduced |
| Sigma Planning Corp | 3,988 | $1.14M | 0.04% | +1,145+40.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,953 | $1.13M | 0.66% | −673−14.5% | Reduced |
| Ostrum Asset Management | 3,894 | $1.11M | 0.10% | −161−4.0% | Reduced |
| Crawford Investment Counsel Inc | 3,831 | $1.09M | 0.02% | +98+2.6% | Added |
| 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 |
| J. Safra Sarasin Holding AG | 3,564 | $1.02M | 0.02% | +3,564 | New |
| Maryland State Retirement & Pension System | 3,533 | $1.01M | 0.02% | −114−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 3,538 | $1.01M | 0.01% | +3,538 | New |
| Louisiana State Employees Retirement System | 3,500 | $999.0K | 0.02% | −100−2.8% | Reduced |
| Ossiam | 3,451 | $985.1K | 0.02% | −497−12.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,442 | $982.5K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 3,407 | $972.5K | 0.05% | +1,577+86.2% | Added |
| Securian Asset Management, Inc | 3,379 | $964.5K | 0.03% | −203−5.7% | Reduced |
| MML Investors Services, LLC | 3,350 | $956.0K | 0.00% | +326+10.8% | Added |
| Summit Global Investments | 3,322 | $948.0K | 0.06% | +3,322 | New |
| Vinva Investment Management Ltd | 3,330 | $941.7K | 0.04% | −2,458−42.5% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $919.1K | 0.16% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,200 | $913.4K | 0.00% | +3,200 | New |
| New Mexico Educational Retirement Board | 3,100 | $885.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,119 | $882.7K | 0.01% | −178−5.4% | Reduced |
| Sound Financial Strategies Group, LLC | 3,069 | $876.0K | 0.73% | +379+14.1% | Added |
| Campbell & CO Investment Adviser LLC | 3,047 | $869.7K | 0.07% | −800−20.8% | Reduced |
| Cetera Investment Advisers | 3,014 | $860.4K | 0.00% | +115+4.0% | Added |
| Fox Run Management, L.L.C. | 3,007 | $858.3K | 0.16% | +119+4.1% | Added |
| Kestra Advisory Services, LLC | 2,954 | $843.2K | 0.00% | +2,954 | New |
| Tower Research Capital LLC (TRC) | 2,899 | $827.5K | 0.02% | −7,010−70.7% | Reduced |
| Atria Investments LLC | 2,884 | $823.3K | 0.01% | −102−3.4% | Reduced |
| Holocene Advisors, LP | 2,876 | $820.9K | 0.00% | −2,052−41.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,934 | $820.1K | 0.00% | −136−4.4% | Reduced |
| Catalytic Wealth RIA, LLC | 2,835 | $809.2K | 0.14% | +545+23.8% | Added |
| Omers Administration Corp | 2,684 | $766.1K | 0.01% | −1,250−31.8% | Reduced |
| Penserra Capital Management LLC | 2,665 | $759.0K | 0.01% | +19+0.7% | Added |
| Polymer Capital Management (US) LLC | 2,483 | $708.7K | 0.23% | +2,483 | New |
| Bramshill Investments, LLC | 2,452 | $699.9K | 0.11% | +2,452 | New |
| Aviva PLC | 2,422 | $691.3K | 0.00% | −41−1.7% | Reduced |
| RB Capital Management, LLC | 2,400 | $684.9K | 0.16% | −142−5.6% | Reduced |
| Unigestion Holding SA | 2,366 | $675.4K | 0.04% | +242+11.4% | Added |
| SlateStone Wealth, LLC | 2,345 | $669.0K | 0.07% | +85+3.8% | Added |
| Bailard, Inc. | 2,289 | $653.4K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,285 | $652.3K | 0.01% | −801−26.0% | Reduced |
| Tiaa Trust, National Association | 2,263 | $646.0K | 0.00% | +3+0.1% | Added |
| FIL Ltd | 2,224 | $634.8K | 0.00% | −10,403−82.4% | Reduced |
| Advisors Asset Management, Inc. | 2,204 | $629.1K | 0.01% | −394−15.2% | Reduced |
| Claro Advisors LLC | 2,201 | $628.4K | 0.09% | +20+0.9% | Added |
| Sanctuary Advisors, LLC | 2,227 | $626.2K | 0.00% | −483−17.8% | Reduced |
| Adelante Capital Management LLC | 2,161 | $617.0K | 0.04% | +62+3.0% | Added |
| Guggenheim Capital LLC | 2,146 | $612.6K | 0.01% | −48,119−95.7% | Reduced |
| MAI Capital Management | 2,126 | $606.9K | 0.00% | +2,126 | New |
| Consolidated Planning Corp | 2,083 | $594.7K | 0.08% | +491+30.8% | Added |
| Parallel Advisors, LLC | 2,068 | $590.4K | 0.01% | −64−3.0% | Reduced |
| Groupe la Francaise | 2,074 | $586.1K | 0.02% | +2,074 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,041 | $582.6K | 0.01% | +7+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 2,028 | $578.9K | 0.02% | −17−0.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $571.0K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 2,000 | $570.9K | 0.15% | +2,000 | New |
| ORG Wealth Partners, LLC | 1,976 | $564.0K | 0.17% | −74−3.6% | Reduced |
| Agf Management Ltd | 1,975 | $563.7K | 0.00% | −133−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,968 | $561.7K | 0.02% | +18+0.9% | Added |
| Gsa Capital Partners LLP | 1,957 | $559.0K | 0.04% | −1,441−42.4% | Reduced |
| Gen-Wealth Partners Inc | 1,952 | $557.2K | 0.24% | +45+2.4% | Added |
| Qtron Investments LLC | 1,915 | $546.6K | 0.08% | −353−15.6% | Reduced |
| Oak Thistle LLC | 1,902 | $542.9K | 0.16% | −2,555−57.3% | Reduced |
| Independent Advisor Alliance | 1,889 | $539.3K | 0.01% | −36−1.9% | Reduced |
| CI Private Wealth, LLC | 1,831 | $522.7K | 0.00% | +335+22.4% | Added |
| Ritholtz Wealth Management | 1,816 | $518.5K | 0.02% | −12−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 1,777 | $507.2K | 0.01% | −171−8.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,768 | $505.0K | 0.01% | −515−22.6% | Reduced |
| Global X Japan Co., Ltd. | 1,724 | $492.1K | 0.06% | +249+16.9% | Added |
| Golden State Equity Partners | 1,690 | $482.4K | 0.09% | −1,134−40.2% | Reduced |
| Plato Investment Management Ltd | 1,673 | $479.3K | 0.04% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,670 | $476.7K | 0.19% | −16−0.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,653 | $471.8K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,629 | $464.9K | 0.00% | +168+11.5% | Added |
| Summitry LLC | 1,599 | $456.4K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,590 | $453.8K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,583 | $451.9K | 0.07% | −838−34.6% | Reduced |
| Washington Trust Bank | 1,573 | $449.0K | 0.04% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 1,564 | $446.4K | 0.42% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,572 | $444.6K | 0.01% | +1,572 | New |
| CAPROCK Group, Inc. | 1,548 | $441.9K | 0.01% | +1,548 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,416 | $404.4K | 0.00% | −731−34.0% | Reduced |
| Whittier Trust Co | 1,385 | $395.3K | 0.01% | −325−19.0% | Reduced |
| Coldstream Capital Management Inc | 1,371 | $391.2K | 0.01% | +297+27.7% | Added |
| RSM US Wealth Management LLC | 1,369 | $387.7K | 0.01% | −132−8.8% | Reduced |
| Parcion Private Wealth LLC | 1,343 | $383.3K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,342 | $383.1K | 0.00% | −1,930−59.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,320 | $377.0K | 0.02% | +31+2.4% | Added |
| Algert Global LLC | 1,310 | $373.9K | 0.01% | +1,310 | New |
| Venturi Wealth Management, LLC | 1,304 | $372.2K | 0.02% | +990+315.3% | Added |
| Sienna Gestion | 1,303 | $371.9K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,294 | $369.0K | 0.00% | −999−43.6% | Reduced |
| Stratos Wealth Partners, LTD. | 1,287 | $367.6K | 0.01% | −4−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $366.8K | 0.00% | −900−41.2% | Reduced |