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, Q1 2025
Institutional positions in Essex Property Trust, Inc. as of Mar 31, 2025. 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
- 626
- +2 vs. Q4 2024
- Shares held
- 64.4M
- +3.86M (+6.4%) vs. Q4 2024
- Total value
- $19.1B
- +$1.79B (+10.4%) vs. Q4 2024
- New holders
- 80
- 259 more added
- Sold out
- 78
- 196 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 0 | $28 | 0.00% | 0 | Unchanged |
| Chilton Capital Management LLC | 0 | $216 | 0.00% | 0 | New |
| Harbour Investments, Inc. | 1 | $307 | 0.00% | −4−80.0% | Reduced |
| Colonial Trust Co | 1 | $307 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $307 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $307 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2 | $456 | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 2 | $554 | 0.00% | +1+100.0% | Added |
| Spire Wealth Management | 2 | $613 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $613 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $613 | 0.00% | +2 | New |
| Clark Wealth Partners | 3 | $920 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $920 | 0.00% | +2+200.0% | Added |
| Motco | 3 | $920 | 0.00% | +3 | New |
| Rise Advisors, LLC | 3 | $920 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.23K | 0.00% | +4 | New |
| Sachetta, LLC | 4 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $1.84K | 0.00% | +5+500.0% | Added |
| TFC Financial Management | 6 | $1.84K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $1.84K | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 7 | $2.15K | 0.00% | +2+40.0% | Added |
| Raffa Wealth Management, LLC | 8 | $2.45K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $2.76K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.85K | 0.00% | −4−30.8% | Reduced |
| Hemington Wealth Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $3.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.07K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $3.09K | 0.01% | −1−9.1% | Reduced |
| AdvisorNet Financial, Inc | 12 | $3.68K | 0.00% | +10+500.0% | Added |
| IFP Advisors, Inc | 13 | $3.98K | 0.00% | −17−56.7% | Reduced |
| Red Tortoise LLC | 13 | $3.98K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $4.29K | 0.00% | +14 | New |
| GWM Advisors LLC | 17 | $5.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 18 | $5.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $5.52K | 0.00% | +13+260.0% | Added |
| Kozak & Associates, Inc. | 21 | $5.73K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 19 | $5.83K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $6.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $6.44K | 0.00% | +21 | New |
| Investors Research Corp | 22 | $6.75K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 22 | $6.80K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23 | $7.05K | 0.00% | −13−36.1% | Reduced |
| MV Capital Management, Inc. | 23 | $7.05K | 0.00% | −3−11.5% | Reduced |
| Richardson Financial Services Inc. | 25 | $7.66K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 25 | $7.66K | 0.04% | +25 | New |
| Manchester Capital Management LLC | 25 | $7.67K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $8.28K | 0.00% | +27 | New |
| CVA Family Office, LLC | 30 | $9.20K | 0.00% | −28−48.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 30 | $9.20K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $9.81K | 0.00% | +10+45.5% | Added |
| Sierra Ocean, LLC | 35 | $10.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $11.0K | 0.00% | −1−2.7% | Reduced |
| MB, Levis & Associates, LLC | 37 | $11.3K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 39 | $12.0K | 0.00% | −47−54.7% | Reduced |
| Lazard Asset Management LLC | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 40 | $12.3K | 0.00% | +20+100.0% | Added |
| TD Private Client Wealth LLC | 42 | $12.9K | 0.00% | −4−8.7% | Reduced |
| Aspect Partners, LLC | 42 | $12.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $13.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 44 | $13.5K | 0.00% | +43+4,300.0% | Added |
| Ronald Blue Trust, Inc. | 45 | $13.8K | 0.00% | +14+45.2% | Added |
| SOA Wealth Advisors, LLC. | 47 | $14.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $14.8K | 0.01% | −19−28.4% | Reduced |
| Tobam | 49 | $15.0K | 0.01% | −50−50.5% | Reduced |
| Covestor Ltd | 49 | $15.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 53 | $16.5K | 0.01% | +53 | New |
| Park Place Capital Corp | 59 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 62 | $19.0K | 0.00% | −673−91.6% | Reduced |
| Quest Partners LLC | 64 | $19.6K | 0.00% | −7,280−99.1% | Reduced |
| Smithfield Trust Co | 66 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 71 | $21.8K | 0.00% | +15+26.8% | Added |
| Wayfinding Financial, LLC | 73 | $22.0K | 0.01% | +73 | New |
| Larson Financial Group LLC | 72 | $22.1K | 0.00% | +6+9.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $28.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $30.4K | 0.00% | +2+2.1% | Added |
| Ransom Advisory, Ltd | 100 | $30.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 100 | $30.7K | 0.03% | +70+233.3% | Added |
| Washington Trust Advisors, Inc. | 101 | $31.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 103 | $31.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 103 | $31.7K | 0.00% | +103 | New |
| Zions Bancorporation, National Association | 111 | $34.0K | 0.00% | +111 | New |
| Dynamic Wealth Strategies, LLC | 114 | $34.9K | 0.03% | +114 | New |
| Muzinich & Co., Inc. | 116 | $35.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 136 | $41.7K | 0.01% | −23−14.5% | Reduced |
| Capital Analysts, LLC | 136 | $42.0K | 0.00% | +49+56.3% | Added |
| Massmutual Trust Co FSB | 147 | $45.1K | 0.00% | +5+3.5% | Added |
| Capital Advisors, Ltd. LLC | 158 | $48.0K | 0.01% | −11−6.5% | Reduced |
| Umb Bank N A | 158 | $48.4K | 0.00% | +4+2.6% | Added |
| EverSource Wealth Advisors, LLC | 164 | $50.4K | 0.00% | +77+88.5% | Added |
| Bruce G. Allen Investments, LLC | 165 | $50.6K | 0.04% | −12−6.8% | Reduced |
| Sentry Investment Management LLC | 200 | $52.0K | 0.04% | −60−23.1% | Reduced |
| Lindbrook Capital, LLC | 171 | $52.4K | 0.00% | +55+47.4% | Added |
| HM Payson & Co | 180 | $55.2K | 0.00% | −14−7.2% | Reduced |