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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 1,280 | $365.4K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,279 | $365.1K | 0.04% | +1,279 | New |
| Federation des caisses Desjardins du Quebec | 1,261 | $359.9K | 0.00% | +22+1.8% | Added |
| GAMMA Investing LLC | 1,259 | $359.4K | 0.03% | +162+14.8% | Added |
| Yoffe Investment Management, LLC | 1,255 | $358.1K | 0.53% | +1,255 | New |
| Capstone Investment Advisors, LLC | 1,245 | $355.4K | 0.00% | +317+34.2% | Added |
| Aaron Wealth Advisors | 1,236 | $352.8K | 0.04% | +168+15.7% | Added |
| Alpha Cubed Investments, LLC | 1,229 | $350.8K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,228 | $350.5K | 0.00% | −1−0.1% | Reduced |
| CWM, LLC | 1,220 | $348.0K | 0.00% | +24+2.0% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $342.5K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 1,198 | $341.9K | 0.04% | +1+0.1% | Added |
| Checchi Capital Advisers, LLC | 1,194 | $340.8K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,195 | $338.2K | 0.00% | +38+3.3% | Added |
| Park Avenue Securities LLC | 1,173 | $335.0K | 0.00% | +185+18.7% | Added |
| GF Fund Management Co. Ltd. | 1,167 | $333.1K | 0.01% | +1,167 | New |
| 111 Capital | 1,166 | $332.8K | 0.07% | +1,166 | New |
| Paradigm Financial Partners, LLC | 1,119 | $319.4K | 0.04% | +20+1.8% | Added |
| Boston Private Wealth LLC | 1,102 | $314.6K | 0.01% | +1,102 | New |
| Allianz SE | 1,072 | $306.0K | 0.01% | +1,072 | New |
| Farringdon Capital, Ltd. | 1,060 | $302.6K | 0.13% | +1,060 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $301.7K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,049 | $299.4K | 0.00% | +111+11.8% | Added |
| Intech Investment Management LLC | 1,040 | $296.9K | 0.00% | +1,040 | New |
| Profund Advisors LLC | 1,031 | $294.3K | 0.01% | −768−42.7% | Reduced |
| Man Group plc | 1,028 | $293.4K | 0.00% | +180+21.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,022 | $291.7K | 0.00% | −2,905−74.0% | Reduced |
| Glenmede Trust Co NA | 1,017 | $290.3K | 0.00% | +58+6.0% | Added |
| Avantax Planning Partners, Inc. | 1,014 | $289.4K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,011 | $288.6K | 0.01% | +1,011 | New |
| Delta Investment Management, LLC | 980 | $279.9K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 972 | $277.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 968 | $276.3K | 0.00% | +968 | New |
| MUFG Securities Americas Inc. | 949 | $270.9K | 0.03% | +949 | New |
| Greenleaf Trust | 948 | $270.6K | 0.00% | +46+5.1% | Added |
| Stephens Inc | 942 | $269.0K | 0.00% | −55−5.5% | Reduced |
| NewEdge Wealth, LLC | 939 | $268.0K | 0.00% | −45−4.6% | Reduced |
| Roman Butler Fullerton & Co | 941 | $266.5K | 0.08% | −41−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 932 | $266.0K | 0.01% | −20−2.1% | Reduced |
| Bleakley Financial Group, LLC | 920 | $262.6K | 0.01% | −16−1.7% | Reduced |
| CWM Advisors, LLC | 909 | $259.5K | 0.03% | −56−5.8% | Reduced |
| Virtu Financial LLC | 909 | $259.0K | 0.01% | −2,753−75.2% | Reduced |
| Kera Capital Partners, Inc. | 904 | $258.0K | 0.07% | +904 | New |
| V-Square Quantitative Management LLC | 897 | $256.0K | 0.04% | −1−0.1% | Reduced |
| LVW Advisors, LLC | 883 | $252.0K | 0.03% | +883 | New |
| NEOS Investment Management LLC | 888 | $251.3K | 0.01% | −6−0.7% | Reduced |
| Renaissance Group LLC | 878 | $250.6K | 0.01% | −80−8.4% | Reduced |
| Horizon Investments, LLC | 885 | $250.4K | 0.01% | +5+0.6% | Added |
| MQS Management LLC | 873 | $249.2K | 7.09% | −2,281−72.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 872 | $248.9K | 0.02% | −1−0.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 870 | $248.3K | 0.01% | +870 | New |
| Frank, Rimerman Advisors LLC | 866 | $247.2K | 0.02% | +73+9.2% | Added |
| Conscious Wealth Investments, LLC | 869 | $246.3K | 0.17% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 857 | $244.7K | 0.06% | +5+0.6% | Added |
| Boothbay Fund Management, LLC | 854 | $243.8K | 0.01% | −804−48.5% | Reduced |
| Castle Rock Wealth Management, LLC | 827 | $238.3K | 0.06% | −62−7.0% | Reduced |
| Farther Finance Advisors, LLC | 832 | $237.6K | 0.01% | −50−5.7% | Reduced |
| United Capital Financial Advisers, LLC | 819 | $233.8K | 0.00% | −912−52.7% | Reduced |
| Revisor Wealth Management LLC | 816 | $233.3K | 0.22% | −283−25.8% | Reduced |
| TRUE Private Wealth Advisors | 809 | $230.9K | 0.03% | −5−0.6% | Reduced |
| CWA Asset Management Group, LLC | 803 | $229.2K | 0.01% | +38+5.0% | Added |
| Copperwynd Financial, LLC | 798 | $227.8K | 0.06% | +10+1.3% | Added |
| Mutual Advisors, LLC | 794 | $225.4K | 0.01% | −4−0.5% | Reduced |
| Camden Capital, LLC | 789 | $225.1K | 0.02% | +789 | New |
| Caldwell Sutter Capital, Inc. | 786 | $224.4K | 0.10% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 784 | $223.7K | 0.14% | −53−6.3% | Reduced |
| Concurrent Investment Advisors, LLC | 781 | $223.0K | 0.01% | −12−1.5% | Reduced |
| Prudential PLC | 778 | $222.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 775 | $221.2K | 0.00% | −6−0.8% | Reduced |
| Schnieders Capital Management LLC | 769 | $219.5K | 0.04% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 763 | $217.8K | 0.19% | +763 | New |
| Legacy Wealth Asset Management, LLC | 762 | $217.5K | 0.06% | −13−1.7% | Reduced |
| 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 |
| American State Bank (Iowa) | 748 | $213.5K | 0.13% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 742 | $211.8K | 0.09% | +742 | New |
| Allworth Financial LP | 750 | $210.0K | 0.00% | +24+3.3% | Added |
| Bryn Mawr Trust Co | 735 | $209.8K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 732 | $208.9K | 0.00% | +732 | New |
| Ferguson Wellman Capital Management, Inc | 727 | $207.5K | 0.00% | +727 | New |
| Nebula Research & Development LLC | 722 | $206.1K | 0.02% | +722 | New |
| Dorsey & Whitney Trust CO LLC | 717 | $204.7K | 0.01% | +717 | New |
| Atomi Financial Group, Inc. | 715 | $204.1K | 0.01% | +25+3.6% | Added |
| Kathmere Capital Management, LLC | 712 | $203.2K | 0.02% | +2+0.3% | Added |
| Allie Family Office LLC | 712 | $203.2K | 0.11% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 671 | $191.6K | 0.00% | +671 | New |
| ORG Partners LLC | 661 | $188.6K | 0.03% | −25−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 650 | $185.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 650 | $185.5K | 0.02% | +488+301.2% | Added |
| Headlands Technologies LLC | 575 | $164.1K | 0.02% | +575 | New |
| Quadrant Capital Group LLC | 571 | $163.0K | 0.01% | +28+5.2% | Added |
| Exchange Traded Concepts, LLC | 538 | $153.6K | 0.00% | +53+10.9% | Added |
| Northwestern Mutual Wealth Management Co | 534 | $152.4K | 0.00% | −2−0.4% | Reduced |
| Principia Wealth Advisory, LLC | 515 | $147.1K | 0.14% | +515 | New |
| Whittier Trust Co of Nevada Inc | 510 | $145.6K | 0.00% | +24+4.9% | Added |
| Versant Capital Management, Inc | 509 | $145.3K | 0.03% | +144+39.5% | Added |
| North Star Investment Management Corp. | 500 | $142.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $142.7K | 0.03% | −39−7.2% | Reduced |
| Principal Securities, Inc. | 491 | $140.2K | 0.00% | +17+3.6% | Added |
| Signaturefd, LLC | 424 | $121.0K | 0.00% | +14+3.4% | Added |