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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 184 | $56.5K | 0.00% | −181−49.6% | Reduced |
| Skopos Labs, Inc. | 190 | $57.9K | 0.01% | +49+34.8% | Added |
| Central Trust Co | 195 | $59.8K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 221 | $60.8K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $61.3K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 200 | $61.8K | 0.04% | +4+2.0% | Added |
| Ameriflex Group, Inc. | 208 | $63.8K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 215 | $65.9K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 218 | $66.8K | 0.02% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 218 | $66.8K | 0.00% | +104+91.2% | Added |
| Ci Investments Inc. | 231 | $71.0K | 0.00% | −11−4.5% | Reduced |
| Assetmark, Inc | 234 | $71.7K | 0.00% | +10+4.5% | Added |
| Huntington National Bank | 248 | $76.0K | 0.00% | −52−17.3% | Reduced |
| Alpine Bank Wealth Management | 267 | $81.9K | 0.01% | +267 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 275 | $84.3K | 0.03% | +60+27.9% | Added |
| Jones Financial Companies LLLP | 297 | $90.8K | 0.00% | +74+33.2% | Added |
| DT Investment Partners, LLC | 297 | $91.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $91.1K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $92.9K | 0.00% | +28+10.2% | Added |
| Brown, Lisle/Cummings, Inc. | 304 | $93.2K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 307 | $94.1K | 0.00% | +210+216.5% | Added |
| Smartleaf Asset Management LLC | 324 | $99.1K | 0.01% | +7+2.2% | Added |
| Center for Financial Planning, Inc. | 350 | $107.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 366 | $112.0K | 0.01% | +366 | New |
| Geneos Wealth Management Inc. | 387 | $118.6K | 0.00% | +64+19.8% | Added |
| Continuum Advisory, LLC | 390 | $119.6K | 0.02% | +135+52.9% | Added |
| Signaturefd, LLC | 433 | $132.7K | 0.00% | +9+2.1% | Added |
| Principal Securities, Inc. | 491 | $140.2K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 520 | $141.3K | 0.14% | +5+1.0% | Added |
| Exchange Traded Concepts, LLC | 463 | $141.9K | 0.00% | −75−13.9% | Reduced |
| CX Institutional | 496 | $152.0K | 0.01% | +496 | New |
| North Star Investment Management Corp. | 500 | $153.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 529 | $162.2K | 0.00% | −5−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 542 | $166.2K | 0.00% | +32+6.3% | Added |
| Ameritas Investment Partners, Inc. | 612 | $187.6K | 0.01% | −38−5.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 643 | $197.1K | 0.03% | +143+28.6% | Added |
| ORG Partners LLC | 649 | $198.2K | 0.05% | −12−1.8% | Reduced |
| Nilsine Partners, LLC | 659 | $202.0K | 0.02% | +659 | New |
| Commerzbank Aktiengesellschaft | 662 | $203.0K | 0.00% | +662 | New |
| Farther Finance Advisors, LLC | 666 | $203.6K | 0.01% | −166−20.0% | Reduced |
| Wealthspire Advisors, LLC | 666 | $204.1K | 0.00% | +666 | New |
| Silvia McColl Wealth Management, LLC | 667 | $204.5K | 0.16% | +667 | New |
| Atomi Financial Group, Inc. | 679 | $208.2K | 0.01% | −36−5.0% | Reduced |
| Liberty Wealth Management LLC | 681 | $208.8K | 0.04% | +681 | New |
| FIL Ltd | 688 | $210.9K | 0.00% | −1,536−69.1% | Reduced |
| Inceptionr LLC | 692 | $212.1K | 0.06% | +692 | New |
| American Investment Services, Inc. | 692 | $212.1K | 0.04% | +692 | New |
| Snowden Capital Advisors LLC | 690 | $213.3K | 0.01% | +690 | New |
| Ironwood Investment Counsel, LLC | 700 | $214.6K | 0.04% | +700 | New |
| Allie Family Office LLC | 712 | $218.3K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 719 | $220.4K | 0.01% | +2+0.3% | Added |
| Mutual Advisors, LLC | 805 | $221.9K | 0.01% | +11+1.4% | Added |
| Colony Group, LLC | 725 | $222.6K | 0.00% | +725 | New |
| Pinnacle Associates Ltd | 727 | $222.9K | 0.00% | −241−24.9% | Reduced |
| Evergreen Capital Management LLC | 722 | $223.1K | 0.01% | +722 | New |
| Kathmere Capital Management, LLC | 733 | $224.7K | 0.02% | +21+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 735 | $225.3K | 0.01% | +735 | New |
| Payne Capital Management, LLC | 742 | $227.5K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 742 | $227.5K | 0.02% | +742 | New |
| U.S. Capital Wealth Advisors, LLC | 746 | $228.8K | 0.01% | +746 | New |
| American State Bank (Iowa) | 748 | $229.3K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 748 | $229.3K | 0.02% | +748 | New |
| D.A. Davidson & Co. | 750 | $229.9K | 0.00% | +750 | New |
| Citadel Advisors LLC | 758 | $232.4K | 0.00% | −641,693−99.9% | Reduced |
| WESCAP Management Group, Inc. | 761 | $233.3K | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 766 | $234.8K | 0.00% | −16,442−95.5% | Reduced |
| Mather Group, LLC. | 768 | $235.4K | 0.00% | −7−0.9% | Reduced |
| Schnieders Capital Management LLC | 769 | $235.8K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 772 | $236.7K | 0.01% | +772 | New |
| Robertson Stephens Wealth Management, LLC | 767 | $237.1K | 0.01% | +6+0.8% | Added |
| Spinnaker Trust | 775 | $237.6K | 0.02% | +775 | New |
| Prudential PLC | 778 | $238.5K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 778 | $238.5K | 0.00% | +46+6.3% | Added |
| Meeder Advisory Services, Inc. | 779 | $238.8K | 0.01% | +779 | New |
| NewEdge Wealth, LLC | 786 | $241.0K | 0.00% | −153−16.3% | Reduced |
| Copperwynd Financial, LLC | 789 | $241.8K | 0.07% | −9−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 794 | $243.4K | 0.12% | +8+1.0% | Added |
| Baker Avenue Asset Management, LP | 794 | $243.4K | 0.01% | +794 | New |
| Chicago Partners Investment Group LLC | 856 | $243.9K | 0.01% | +856 | New |
| Conscious Wealth Investments, LLC | 869 | $245.7K | 0.17% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 809 | $248.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 828 | $253.8K | 0.01% | −50−5.7% | Reduced |
| Roman Butler Fullerton & Co | 941 | $257.4K | 0.10% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 840 | $257.6K | 0.02% | +653+349.2% | Added |
| Trust Co of Vermont | 850 | $260.6K | 0.01% | −122−12.6% | Reduced |
| Profund Advisors LLC | 860 | $263.6K | 0.01% | −171−16.6% | Reduced |
| V-Square Quantitative Management LLC | 864 | $264.9K | 0.04% | −33−3.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 876 | $268.6K | 0.01% | +876 | New |
| CWA Asset Management Group, LLC | 883 | $270.7K | 0.01% | +80+10.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 885 | $271.3K | 0.07% | +885 | New |
| Jump Financial, LLC | 888 | $272.2K | 0.00% | −9,163−91.2% | Reduced |
| Horizon Investments, LLC | 929 | $284.8K | 0.01% | +44+5.0% | Added |
| Allworth Financial LP | 1,036 | $286.5K | 0.00% | +286+38.1% | Added |
| Simon Quick Advisors, LLC | 942 | $288.8K | 0.02% | +942 | New |
| Frank, Rimerman Advisors LLC | 946 | $290.0K | 0.02% | +80+9.2% | Added |
| United Capital Financial Advisers, LLC | 958 | $293.7K | 0.00% | +139+17.0% | Added |
| Sovereign Financial Group, Inc. | 974 | $298.7K | 0.07% | +117+13.7% | Added |
| Prestige Wealth Management Group LLC | 976 | $301.7K | 0.06% | +973+32,433.3% | Added |
| Stephens Inc | 985 | $302.0K | 0.00% | +43+4.6% | Added |
| Bailard, Inc. | 989 | $303.2K | 0.01% | −1,300−56.8% | Reduced |