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 |
|---|---|---|---|---|---|
| Quarry LP | 367 | $104.8K | 0.02% | −1,861−83.5% | Reduced |
| CoreCap Advisors, LLC | 365 | $104.2K | 0.00% | +55+17.7% | Added |
| Catalyst Capital Advisors LLC | 363 | $103.6K | 0.00% | +303+505.0% | Added |
| Center for Financial Planning, Inc. | 350 | $99.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 323 | $92.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 317 | $89.6K | 0.01% | +100+46.1% | Added |
| Brown, Lisle/Cummings, Inc. | 304 | $86.8K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 275 | $86.5K | 0.00% | −1,380−83.4% | Reduced |
| Huntington National Bank | 300 | $85.6K | 0.00% | +138+85.2% | Added |
| DT Investment Partners, LLC | 297 | $84.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $84.8K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 260 | $74.0K | 0.04% | −42−13.9% | Reduced |
| Continuum Advisory, LLC | 255 | $72.8K | 0.01% | +30+13.3% | Added |
| Ci Investments Inc. | 242 | $69.0K | 0.00% | −522−68.3% | Reduced |
| Assetmark, Inc | 224 | $63.9K | 0.00% | +124+124.0% | Added |
| Jones Financial Companies LLLP | 223 | $63.7K | 0.00% | +185+486.8% | Added |
| Pacific Center for Financial Services | 217 | $62.0K | 0.02% | +1+0.5% | Added |
| Ridgewood Investments LLC | 215 | $61.4K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $61.4K | 0.02% | +35+19.4% | Added |
| Bear Mountain Capital, Inc. | 221 | $61.4K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 208 | $59.2K | 0.03% | +208 | New |
| 1620 Investment Advisors, Inc. | 200 | $57.1K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 196 | $55.9K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 195 | $55.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 194 | $55.4K | 0.00% | +14+7.8% | Added |
| Global Retirement Partners, LLC | 193 | $55.1K | 0.00% | +5+2.7% | Added |
| POM Investment Strategies, LLC | 191 | $54.6K | 0.04% | +1+0.5% | Added |
| Point72 (DIFC) Ltd | 187 | $53.3K | 0.00% | +187 | New |
| Bruce G. Allen Investments, LLC | 177 | $50.5K | 0.04% | +2+1.1% | Added |
| Capital Advisors, Ltd. LLC | 169 | $48.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 159 | $45.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 158 | $45.1K | 0.01% | +158 | New |
| Umb Bank N A | 154 | $44.0K | 0.00% | +42+37.5% | Added |
| Massmutual Trust Co FSB | 142 | $40.5K | 0.00% | +29+25.7% | Added |
| Skopos Labs, Inc. | 141 | $40.2K | 0.01% | +9+6.8% | Added |
| Coppell Advisory Solutions LLC | 125 | $35.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 120 | $33.6K | 0.00% | +120 | New |
| Muzinich & Co., Inc. | 116 | $33.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 116 | $33.1K | 0.00% | +8+7.4% | Added |
| SRS Capital Advisors, Inc. | 114 | $32.5K | 0.00% | +17+17.5% | Added |
| Private Trust Co NA | 103 | $29.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $28.8K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $28.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 99 | $28.0K | 0.01% | −28−22.0% | Reduced |
| Parkside Financial Bank & Trust | 97 | $27.7K | 0.00% | −6−5.8% | Reduced |
| Brown Brothers Harriman & Co | 97 | $27.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 97 | $27.0K | 0.00% | −379−79.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $26.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 87 | $25.0K | 0.00% | +6+7.4% | Added |
| EverSource Wealth Advisors, LLC | 87 | $24.7K | 0.00% | +19+27.9% | Added |
| Kestra Investment Management, LLC | 86 | $24.5K | 0.00% | +86 | New |
| Raleigh Capital Management Inc. | 67 | $19.1K | 0.01% | +41+157.7% | Added |
| Smithfield Trust Co | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 66 | $18.8K | 0.00% | +4+6.5% | Added |
| Park Place Capital Corp | 59 | $16.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 58 | $16.6K | 0.00% | +31+114.8% | Added |
| Steward Partners Investment Advisory, LLC | 56 | $16.0K | 0.00% | +5+9.8% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $14.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 47 | $13.3K | 0.00% | +1+2.2% | Added |
| TD Private Client Wealth LLC | 46 | $13.1K | 0.00% | +1+2.2% | Added |
| Farmers & Merchants Investments Inc | 44 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 42 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $11.0K | 0.00% | +1+2.8% | Added |
| Lazard Asset Management LLC | 41 | $11.0K | 0.00% | +2+5.1% | Added |
| MB, Levis & Associates, LLC | 37 | $10.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 36 | $10.3K | 0.00% | −1−2.7% | Reduced |
| Sierra Ocean, LLC | 35 | $10.1K | 0.01% | +35 | New |
| Ronald Blue Trust, Inc. | 31 | $8.85K | 0.00% | −799−96.3% | Reduced |
| IFP Advisors, Inc | 30 | $8.56K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 30 | $8.56K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $8.56K | 0.01% | +30 | New |
| MV Capital Management, Inc. | 26 | $7.42K | 0.00% | +3+13.0% | Added |
| Asset Dedication, LLC | 26 | $7.42K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 25 | $7.14K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 25 | $7.07K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 22 | $6.28K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $6.28K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 22 | $6.28K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 22 | $6.00K | 0.00% | +5+29.4% | Added |
| TCTC Holdings, LLC | 20 | $5.71K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 20 | $5.71K | 0.00% | +20 | New |
| Tucker Asset Management LLC | 20 | $5.71K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 19 | $5.42K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 18 | $5.14K | 0.00% | +2+12.5% | Added |
| Cullen/Frost Bankers, Inc. | 18 | $5.14K | 0.00% | +3+20.0% | Added |
| Quent Capital, LLC | 18 | $5.14K | 0.00% | +18 | New |
| GWM Advisors LLC | 17 | $4.95K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.71K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $3.58K | 0.00% | +4+44.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $3.14K | 0.01% | +11 | New |
| Legacy Investment Solutions, LLC | 10 | $2.92K | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $2.92K | 0.00% | +10 | New |
| HHM Wealth Advisors, LLC | 10 | $2.85K | 0.00% | +10 | New |
| Archer Investment Corp | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $2.57K | 0.00% | 00.0% | Unchanged |