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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 1,001 | $306.9K | 0.00% | +53+5.6% | Added |
| Capital World Investors | 1,002 | $307.2K | 0.00% | +1,002 | New |
| Legacy Wealth Asset Management, LLC | 1,003 | $307.5K | 0.08% | +241+31.6% | Added |
| Avantax Planning Partners, Inc. | 1,014 | $310.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,017 | $311.8K | 0.04% | +108+11.9% | Added |
| Simplex Trading, LLC | 1,032 | $316.0K | 0.01% | +935+963.9% | Added |
| Aaron Wealth Advisors | 1,035 | $317.3K | 0.04% | −201−16.3% | Reduced |
| Perbak Capital Partners LLP | 1,047 | $321.0K | 0.24% | +1,047 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $326.4K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,078 | $330.5K | 0.10% | +174+19.2% | Added |
| Glenmede Trust Co NA | 1,080 | $331.1K | 0.00% | +63+6.2% | Added |
| MBB Public Markets I LLC | 1,080 | $331.1K | 0.04% | +1,080 | New |
| Camden Capital, LLC | 1,128 | $345.7K | 0.04% | +339+43.0% | Added |
| MUFG Securities Americas Inc. | 1,138 | $348.9K | 0.04% | +189+19.9% | Added |
| Two Sigma Securities, LLC | 1,150 | $352.6K | 0.05% | +1,150 | New |
| Stratos Wealth Partners, LTD. | 1,182 | $362.4K | 0.01% | −105−8.2% | Reduced |
| Norden Group LLC | 1,190 | $364.9K | 0.04% | −8−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 1,200 | $367.9K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,207 | $370.0K | 0.11% | −2,603−68.3% | Reduced |
| Vestcor Inc | 1,215 | $372.0K | 0.01% | −7,131−85.4% | Reduced |
| Empowered Funds, LLC | 1,215 | $372.5K | 0.01% | +20+1.7% | Added |
| GF Fund Management Co. Ltd. | 1,217 | $373.1K | 0.01% | +50+4.3% | Added |
| KCM Investment Advisors LLC | 1,245 | $381.7K | 0.01% | −35−2.7% | Reduced |
| Yoffe Investment Management, LLC | 1,254 | $384.6K | 0.56% | −1−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $393.9K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,304 | $399.8K | 0.00% | +76+6.2% | Added |
| Alpha Cubed Investments, LLC | 1,308 | $401.1K | 0.02% | +79+6.4% | Added |
| Parcion Private Wealth LLC | 1,343 | $411.7K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,363 | $418.0K | 0.00% | +143+11.7% | Added |
| Revisor Wealth Management LLC | 1,384 | $427.8K | 0.19% | +568+69.6% | Added |
| Whittier Trust Co | 1,447 | $443.6K | 0.01% | +62+4.5% | Added |
| Checchi Capital Advisers, LLC | 1,450 | $444.5K | 0.03% | +256+21.4% | Added |
| GAMMA Investing LLC | 1,462 | $448.2K | 0.03% | +203+16.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,491 | $456.9K | 0.00% | +75+5.3% | Added |
| United Services Automobile Association | 1,517 | $464.2K | 0.01% | +1,517 | New |
| Paradigm Financial Partners, LLC | 1,516 | $464.7K | 0.06% | +397+35.5% | Added |
| Vestmark Advisory Solutions, Inc. | 1,554 | $476.4K | 0.01% | +622+66.7% | Added |
| Turning Point Benefit Group, Inc. | 1,819 | $477.3K | 0.45% | +1,819 | New |
| Washington Trust Bank | 1,573 | $482.2K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,566 | $484.1K | 0.01% | +197+14.4% | Added |
| Van Hulzen Asset Management, LLC | 1,592 | $488.0K | 0.04% | +2+0.1% | Added |
| Golden State Equity Partners | 1,594 | $488.7K | 0.10% | −96−5.7% | Reduced |
| Summitry LLC | 1,606 | $492.4K | 0.02% | +7+0.4% | Added |
| Independent Advisor Alliance | 1,606 | $492.4K | 0.02% | −283−15.0% | Reduced |
| Versant Capital Management, Inc | 1,610 | $493.6K | 0.08% | +1,101+216.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,613 | $494.5K | 0.00% | −11,916−88.1% | Reduced |
| Fox Run Management, L.L.C. | 1,623 | $497.6K | 0.08% | −1,384−46.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,655 | $507.4K | 0.11% | +2+0.1% | Added |
| Plato Investment Management Ltd | 1,673 | $518.5K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,696 | $519.8K | 0.01% | +325+23.7% | Added |
| Wulff, Hansen & Co. | 1,717 | $526.4K | 0.48% | +153+9.8% | Added |
| Squarepoint Ops LLC | 1,726 | $529.1K | 0.00% | −24,161−93.3% | Reduced |
| Captrust Financial Advisors | 1,734 | $531.5K | 0.00% | +105+6.4% | Added |
| Guggenheim Capital LLC | 1,736 | $532.2K | 0.00% | −410−19.1% | Reduced |
| Agf Management Ltd | 1,803 | $552.7K | 0.00% | −172−8.7% | Reduced |
| Investment Management Corp of Ontario | 1,838 | $563.5K | 0.01% | +1,838 | New |
| Gen-Wealth Partners Inc | 1,853 | $568.2K | 0.24% | −99−5.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,856 | $569.0K | 0.04% | +1,856 | New |
| Federated Hermes, Inc. | 1,862 | $570.8K | 0.00% | +520+38.7% | Added |
| Concurrent Investment Advisors, LLC | 1,911 | $585.9K | 0.01% | +1,130+144.7% | Added |
| Qtron Investments LLC | 1,915 | $587.1K | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,955 | $599.3K | 0.02% | +178+10.0% | Added |
| Parallel Advisors, LLC | 1,963 | $601.9K | 0.01% | −105−5.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,965 | $602.4K | 0.02% | −3−0.2% | Reduced |
| Intech Investment Management LLC | 1,965 | $602.4K | 0.01% | +925+88.9% | Added |
| Groupe la Francaise | 1,989 | $606.2K | 0.01% | −85−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,984 | $608.0K | 0.01% | +690+53.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $613.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,013 | $617.1K | 0.01% | +2,013 | New |
| Crossmark Global Holdings, Inc. | 2,025 | $620.8K | 0.01% | +257+14.5% | Added |
| ORG Wealth Partners, LLC | 2,037 | $622.4K | 0.19% | +61+3.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,044 | $626.6K | 0.01% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 2,074 | $635.8K | 0.02% | +1,503+263.2% | Added |
| Vinva Investment Management Ltd | 2,091 | $639.8K | 0.03% | −1,239−37.2% | Reduced |
| Advisors Asset Management, Inc. | 2,108 | $646.3K | 0.01% | −96−4.4% | Reduced |
| QRG Capital Management, Inc. | 2,130 | $653.0K | 0.01% | +2,130 | New |
| MAI Capital Management | 2,139 | $655.6K | 0.00% | +13+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 2,172 | $665.9K | 0.02% | +144+7.1% | Added |
| Global X Japan Co., Ltd. | 2,178 | $667.7K | 0.08% | +454+26.3% | Added |
| LVW Advisors, LLC | 2,180 | $668.3K | 0.08% | +1,297+146.9% | Added |
| ASR Vermogensbeheer N.V. | 2,226 | $682.4K | 0.01% | +2,226 | New |
| Claro Advisors LLC | 2,247 | $688.7K | 0.09% | +46+2.1% | Added |
| Campbell & CO Investment Adviser LLC | 2,253 | $690.7K | 0.05% | −794−26.1% | Reduced |
| Tiaa Trust, National Association | 2,259 | $692.5K | 0.00% | −4−0.2% | Reduced |
| Penserra Capital Management LLC | 2,270 | $695.0K | 0.01% | −395−14.8% | Reduced |
| NEOS Investment Management LLC | 2,270 | $695.9K | 0.01% | +1,382+155.6% | Added |
| Omers Administration Corp | 2,299 | $704.8K | 0.01% | −385−14.3% | Reduced |
| Intact Investment Management Inc. | 2,300 | $705.1K | 0.02% | +2,300 | New |
| SlateStone Wealth, LLC | 2,310 | $708.0K | 0.07% | −35−1.5% | Reduced |
| RB Capital Management, LLC | 2,329 | $714.0K | 0.17% | −71−3.0% | Reduced |
| Aviva PLC | 2,424 | $743.1K | 0.00% | +2+0.1% | Added |
| Catalytic Wealth RIA, LLC | 2,429 | $744.7K | 0.14% | −406−14.3% | Reduced |
| Invst, LLC | 2,441 | $748.3K | 0.10% | +2,441 | New |
| Bramshill Investments, LLC | 2,457 | $753.2K | 0.08% | +5+0.2% | Added |
| Sanctuary Advisors, LLC | 2,476 | $759.1K | 0.01% | +249+11.2% | Added |
| Sound Financial Strategies Group, LLC | 2,486 | $762.1K | 0.68% | −583−19.0% | Reduced |
| Fisher Asset Management, LLC | 2,502 | $767.1K | 0.00% | −9,787−79.6% | Reduced |
| TownSquare Capital, LLC | 2,554 | $783.3K | 0.01% | +269+11.8% | Added |
| CI Private Wealth, LLC | 2,574 | $789.4K | 0.00% | +743+40.6% | Added |
| Man Group plc | 2,639 | $809.0K | 0.00% | +1,611+156.7% | Added |