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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 2,824 | $865.8K | 0.01% | −295−9.5% | Reduced |
| Consolidated Planning Corp | 2,832 | $868.3K | 0.12% | +749+36.0% | Added |
| Engineers Gate Manager LP | 2,845 | $872.2K | 0.01% | −2,278−44.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,904 | $887.2K | 0.00% | −30−1.0% | Reduced |
| Maryland State Retirement & Pension System | 2,984 | $914.8K | 0.02% | −549−15.5% | Reduced |
| Greenland Capital Management LP | 3,000 | $919.7K | 0.16% | +3,000 | New |
| New Mexico Educational Retirement Board | 3,000 | $920.0K | 0.03% | −100−3.2% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $987.1K | 0.18% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,325 | $1.02M | 0.00% | −2,034−38.0% | Reduced |
| Securian Asset Management, Inc | 3,379 | $1.04M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 3,398 | $1.04M | 0.01% | +514+17.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,442 | $1.06M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,444 | $1.06M | 0.01% | +490+16.6% | Added |
| Ontario Teachers Pension Plan Board | 3,497 | $1.07M | 0.02% | −1,187−25.3% | Reduced |
| Louisiana State Employees Retirement System | 3,500 | $1.07M | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,499 | $1.07M | 0.00% | +149+4.4% | Added |
| Gulf International Bank (UK) Ltd | 3,539 | $1.08M | 0.04% | −1,525−30.1% | Reduced |
| Mizuho Markets Americas LLC | 3,615 | $1.11M | 0.02% | −5,152−58.8% | Reduced |
| Bessemer Group Inc | 3,665 | $1.12M | 0.00% | −7,149−66.1% | Reduced |
| US Bancorp | 3,671 | $1.13M | 0.00% | −455−11.0% | Reduced |
| Kestra Private Wealth Services, LLC | 3,719 | $1.14M | 0.02% | −666−15.2% | Reduced |
| DoubleLine ETF Adviser LP | 3,724 | $1.14M | 0.38% | −900−19.5% | Reduced |
| Entropy Technologies, LP | 3,741 | $1.15M | 0.11% | −5,945−61.4% | Reduced |
| Cetera Investment Advisers | 3,775 | $1.16M | 0.00% | +761+25.2% | Added |
| Ostrum Asset Management | 3,792 | $1.16M | 0.06% | −102−2.6% | Reduced |
| Ossiam | 3,815 | $1.17M | 0.02% | +364+10.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,139 | $1.18M | 0.06% | +4,139 | New |
| Fifth Third Bancorp | 3,871 | $1.19M | 0.00% | +61+1.6% | Added |
| Blackhawk Capital Partners LLC. | 3,918 | $1.20M | 0.62% | −1,739−30.7% | Reduced |
| Hartford Investment Management Co | 3,951 | $1.21M | 0.04% | −41−1.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,963 | $1.21M | 0.66% | +10+0.3% | Added |
| Osterweis Capital Management Inc | 4,000 | $1.23M | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,053 | $1.24M | 0.04% | +65+1.6% | Added |
| Tiemann Investment Advisors, LLC | 4,069 | $1.25M | 0.57% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,094 | $1.26M | 0.02% | +263+6.9% | Added |
| SG Americas Securities, LLC | 4,123 | $1.26M | 0.00% | −23,737−85.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,123 | $1.26M | 0.01% | +2,862+227.0% | Added |
| Tower Research Capital LLC (TRC) | 4,160 | $1.28M | 0.04% | +1,261+43.5% | Added |
| Worldquant Millennium Advisors LLC | 4,177 | $1.28M | 0.01% | −7,221−63.4% | Reduced |
| Cerity Partners LLC | 4,262 | $1.31M | 0.00% | +164+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,269 | $1.31M | 0.00% | −53−1.2% | Reduced |
| Kentucky Retirement Systems | 4,358 | $1.34M | 0.04% | −54−1.2% | Reduced |
| CAPROCK Group, Inc. | 4,312 | $1.34M | 0.04% | +2,764+178.6% | Added |
| Naviter Wealth, LLC | 4,489 | $1.37M | 0.17% | +107+2.4% | Added |
| Commonwealth Equity Services, LLC | 4,584 | $1.41M | 0.00% | +80+1.8% | Added |
| Two Sigma Investments, LP | 4,600 | $1.41M | 0.00% | −6,659−59.1% | Reduced |
| Walleye Capital LLC | 4,636 | $1.42M | 0.02% | +4,636 | New |
| Pensionfund Sabic | 4,650 | $1.43M | 0.43% | −900−16.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,654 | $1.43M | 0.04% | −413−8.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,768 | $1.46M | 0.06% | −981−17.1% | Reduced |
| Nordea Investment Management AB | 4,782 | $1.47M | 0.00% | +107+2.3% | Added |
| Camelot Portfolios, LLC | 4,848 | $1.49M | 0.92% | +765+18.7% | Added |
| Wealthstar Advisors, LLC | 4,855 | $1.49M | 0.68% | +4,855 | New |
| Candriam Luxembourg S.C.A. | 4,885 | $1.50M | 0.01% | +332+7.3% | Added |
| S-Bank Fund Management Ltd | 4,902 | $1.50M | 0.28% | +4,902 | New |
| Teachers Retirement System of the State of Kentucky | 4,954 | $1.52M | 0.01% | +139+2.9% | Added |
| Swiss Life Asset Management Ltd | 5,011 | $1.54M | 0.01% | +1,473+41.6% | Added |
| Unigestion Holding SA | 5,063 | $1.55M | 0.09% | +2,697+114.0% | Added |
| Avanza Fonder AB | 5,056 | $1.55M | 0.05% | 00.0% | Unchanged |
| Tredje AP-fonden | 5,095 | $1.56M | 0.01% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 5,146 | $1.58M | 0.03% | −945−15.5% | Reduced |
| Provident Investment Management, Inc. | 5,302 | $1.63M | 0.15% | −1,672−24.0% | Reduced |
| Ritholtz Wealth Management | 5,356 | $1.64M | 0.05% | +3,540+194.9% | Added |
| Beacon Pointe Advisors, LLC | 5,423 | $1.66M | 0.02% | −26−0.5% | Reduced |
| Woodline Partners LP | 5,429 | $1.66M | 0.01% | +5,429 | New |
| Neuberger Berman Group LLC | 5,462 | $1.67M | 0.00% | −10.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,496 | $1.68M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,499 | $1.69M | 0.00% | −3,133−36.3% | Reduced |
| Avantax Advisory Services, Inc. | 5,521 | $1.69M | 0.01% | +187+3.5% | Added |
| Commerce Bank | 5,551 | $1.70M | 0.01% | −96−1.7% | Reduced |
| Diversify Advisory Services, LLC | 6,224 | $1.71M | 0.11% | +925+17.5% | Added |
| Azzad Asset Management Inc | 5,619 | $1.72M | 0.20% | +5,619 | New |
| Ethic Inc. | 5,788 | $1.77M | 0.04% | +216+3.9% | Added |
| GeoWealth Management, LLC | 5,787 | $1.77M | 0.07% | +37+0.6% | Added |
| Wealthfront Advisers LLC | 5,831 | $1.79M | 0.00% | +634+12.2% | Added |
| Rakuten Investment Management, Inc. | 5,874 | $1.80M | 0.01% | +5,874 | New |
| Public Employees Retirement Association of Colorado | 6,301 | $1.93M | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,354 | $1.95M | 0.04% | +582+10.1% | Added |
| Gries Financial LLC | 6,374 | $1.95M | 0.38% | −466−6.8% | Reduced |
| Pathstone Holdings, LLC | 6,540 | $2.01M | 0.01% | +562+9.4% | Added |
| Elevatus Welath Management | 6,622 | $2.03M | 1.15% | +6,622 | New |
| JustInvest LLC | 6,630 | $2.03M | 0.03% | +640+10.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,663 | $2.04M | 0.00% | −671−9.1% | Reduced |
| OP Asset Management Ltd | 6,693 | $2.05M | 0.03% | +6,693 | New |
| Susquehanna International Group, LLP | 6,731 | $2.06M | 0.00% | −18,090−72.9% | Reduced |
| Creative Planning | 6,777 | $2.08M | 0.00% | −61−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 6,844 | $2.10M | 0.03% | +593+9.5% | Added |
| Cozad Asset Management Inc | 6,897 | $2.11M | 0.21% | +427+6.6% | Added |
| LM Advisors LLC | 6,927 | $2.12M | 0.38% | −814−10.5% | Reduced |
| Rafferty Asset Management, LLC | 7,007 | $2.15M | 0.01% | −1,444−17.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,136 | $2.19M | 0.08% | −457−6.0% | Reduced |
| Groupama Asset Managment | 7,156 | $2.19M | 0.04% | +300+4.4% | Added |
| M&T Bank Corp | 7,242 | $2.22M | 0.01% | −450−5.9% | Reduced |
| Ieq Capital, LLC | 7,248 | $2.22M | 0.02% | +3,027+71.7% | Added |
| Vanderbilt University | 7,326 | $2.25M | 0.43% | +2,779+61.1% | Added |
| Bank of Nova Scotia | 7,463 | $2.29M | 0.01% | −1,119−13.0% | Reduced |
| Mutual of America Capital Management LLC | 7,473 | $2.29M | 0.03% | −225−2.9% | Reduced |
| GAM Holding AG | 7,624 | $2.34M | 0.18% | +7,624 | New |
| Spirit of America Management Corp | 8,036 | $2.46M | 0.50% | +800+11.1% | Added |
| Mission Creek Capital Partners, Inc. | 8,054 | $2.47M | 0.60% | −128−1.6% | Reduced |