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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 12,289 | $3.77M | 0.02% | −60.0% | Reduced |
| Sterling Capital Management LLC | 12,090 | $3.71M | 0.06% | −293−2.4% | Reduced |
| Forsta Ap-Fonden | 11,800 | $3.62M | 0.03% | +300+2.6% | Added |
| First Trust Advisors LP | 11,743 | $3.60M | 0.00% | −11,868−50.3% | Reduced |
| Allstate Corp | 11,701 | $3.59M | 0.11% | +7,368+170.0% | Added |
| J. Safra Sarasin Holding AG | 11,491 | $3.52M | 0.06% | +7,927+222.4% | Added |
| PGGM Investments | 11,072 | $3.39M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 11,013 | $3.38M | 0.01% | +160+1.5% | Added |
| Kingswood Wealth Advisors, LLC | 10,967 | $3.36M | 0.31% | −1,502−12.0% | Reduced |
| Westpac Banking Corp | 10,440 | $3.20M | 0.24% | −842−7.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,092 | $3.09M | 0.01% | +1,321+15.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,018 | $3.07M | 0.04% | −1,700−14.5% | Reduced |
| CIBC Asset Management Inc | 9,724 | $2.98M | 0.01% | −100−1.0% | Reduced |
| Pensionfund DSM Netherlands | 9,695 | $2.97M | 1.97% | −1,500−13.4% | Reduced |
| AXA S.A. | 9,636 | $2.95M | 0.01% | +1,298+15.6% | Added |
| New York Life Investment Management LLC | 9,498 | $2.91M | 0.03% | −50−0.5% | Reduced |
| Xponance, Inc. | 9,382 | $2.88M | 0.03% | +64+0.7% | Added |
| Landscape Capital Management, L.L.C. | 9,321 | $2.86M | 0.25% | +8,042+628.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,253 | $2.84M | 0.03% | 00.0% | Unchanged |
| Quilter Plc | 9,091 | $2.79M | 0.06% | −145−1.6% | Reduced |
| CIBC World Markets Inc. | 8,825 | $2.71M | 0.01% | +2,648+42.9% | Added |
| Mackenzie Financial Corp | 8,655 | $2.65M | 0.00% | +353+4.3% | Added |
| Graham Capital Management, L.P. | 8,494 | $2.60M | 0.08% | +7,483+740.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,353 | $2.56M | 0.01% | −338−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 8,324 | $2.55M | 0.00% | −248−2.9% | Reduced |
| ING Groep NV | 8,206 | $2.52M | 0.02% | −20.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,054 | $2.47M | 0.60% | −128−1.6% | Reduced |
| Spirit of America Management Corp | 8,036 | $2.46M | 0.50% | +800+11.1% | Added |
| GAM Holding AG | 7,624 | $2.34M | 0.18% | +7,624 | New |
| Mutual of America Capital Management LLC | 7,473 | $2.29M | 0.03% | −225−2.9% | Reduced |
| Bank of Nova Scotia | 7,463 | $2.29M | 0.01% | −1,119−13.0% | Reduced |
| Vanderbilt University | 7,326 | $2.25M | 0.43% | +2,779+61.1% | Added |
| Ieq Capital, LLC | 7,248 | $2.22M | 0.02% | +3,027+71.7% | Added |
| M&T Bank Corp | 7,242 | $2.22M | 0.01% | −450−5.9% | Reduced |
| Groupama Asset Managment | 7,156 | $2.19M | 0.04% | +300+4.4% | Added |
| Clifford Swan Investment Counsel LLC | 7,136 | $2.19M | 0.08% | −457−6.0% | Reduced |
| Rafferty Asset Management, LLC | 7,007 | $2.15M | 0.01% | −1,444−17.1% | Reduced |
| LM Advisors LLC | 6,927 | $2.12M | 0.38% | −814−10.5% | Reduced |
| Cozad Asset Management Inc | 6,897 | $2.11M | 0.21% | +427+6.6% | Added |
| Oppenheimer Asset Management Inc. | 6,844 | $2.10M | 0.03% | +593+9.5% | Added |
| Creative Planning | 6,777 | $2.08M | 0.00% | −61−0.9% | Reduced |
| Susquehanna International Group, LLP | 6,731 | $2.06M | 0.00% | −18,090−72.9% | Reduced |
| OP Asset Management Ltd | 6,693 | $2.05M | 0.03% | +6,693 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,663 | $2.04M | 0.00% | −671−9.1% | Reduced |
| JustInvest LLC | 6,630 | $2.03M | 0.03% | +640+10.7% | Added |
| Elevatus Welath Management | 6,622 | $2.03M | 1.15% | +6,622 | New |
| Pathstone Holdings, LLC | 6,540 | $2.01M | 0.01% | +562+9.4% | Added |
| Gries Financial LLC | 6,374 | $1.95M | 0.38% | −466−6.8% | Reduced |
| Norinchukin Bank, The | 6,354 | $1.95M | 0.04% | +582+10.1% | Added |
| Public Employees Retirement Association of Colorado | 6,301 | $1.93M | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 5,874 | $1.80M | 0.01% | +5,874 | New |
| Wealthfront Advisers LLC | 5,831 | $1.79M | 0.00% | +634+12.2% | Added |
| GeoWealth Management, LLC | 5,787 | $1.77M | 0.07% | +37+0.6% | Added |
| Ethic Inc. | 5,788 | $1.77M | 0.04% | +216+3.9% | Added |
| Azzad Asset Management Inc | 5,619 | $1.72M | 0.20% | +5,619 | New |
| Diversify Advisory Services, LLC | 6,224 | $1.71M | 0.11% | +925+17.5% | Added |
| Commerce Bank | 5,551 | $1.70M | 0.01% | −96−1.7% | Reduced |
| Avantax Advisory Services, Inc. | 5,521 | $1.69M | 0.01% | +187+3.5% | Added |
| Advisor Group Holdings, Inc. | 5,499 | $1.69M | 0.00% | −3,133−36.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,496 | $1.68M | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,462 | $1.67M | 0.00% | −10.0% | Reduced |
| Woodline Partners LP | 5,429 | $1.66M | 0.01% | +5,429 | New |
| Beacon Pointe Advisors, LLC | 5,423 | $1.66M | 0.02% | −26−0.5% | Reduced |
| Ritholtz Wealth Management | 5,356 | $1.64M | 0.05% | +3,540+194.9% | Added |
| Provident Investment Management, Inc. | 5,302 | $1.63M | 0.15% | −1,672−24.0% | Reduced |
| Mizuho Securities USA LLC | 5,146 | $1.58M | 0.03% | −945−15.5% | Reduced |
| Tredje AP-fonden | 5,095 | $1.56M | 0.01% | 00.0% | Unchanged |
| Avanza Fonder AB | 5,056 | $1.55M | 0.05% | 00.0% | Unchanged |
| Unigestion Holding SA | 5,063 | $1.55M | 0.09% | +2,697+114.0% | Added |
| Swiss Life Asset Management Ltd | 5,011 | $1.54M | 0.01% | +1,473+41.6% | Added |
| Teachers Retirement System of the State of Kentucky | 4,954 | $1.52M | 0.01% | +139+2.9% | Added |
| S-Bank Fund Management Ltd | 4,902 | $1.50M | 0.28% | +4,902 | New |
| Candriam Luxembourg S.C.A. | 4,885 | $1.50M | 0.01% | +332+7.3% | Added |
| Wealthstar Advisors, LLC | 4,855 | $1.49M | 0.68% | +4,855 | New |
| Camelot Portfolios, LLC | 4,848 | $1.49M | 0.92% | +765+18.7% | Added |
| Nordea Investment Management AB | 4,782 | $1.47M | 0.00% | +107+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,768 | $1.46M | 0.06% | −981−17.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,654 | $1.43M | 0.04% | −413−8.2% | Reduced |
| Pensionfund Sabic | 4,650 | $1.43M | 0.43% | −900−16.2% | Reduced |
| Walleye Capital LLC | 4,636 | $1.42M | 0.02% | +4,636 | New |
| Two Sigma Investments, LP | 4,600 | $1.41M | 0.00% | −6,659−59.1% | Reduced |
| Commonwealth Equity Services, LLC | 4,584 | $1.41M | 0.00% | +80+1.8% | Added |
| Naviter Wealth, LLC | 4,489 | $1.37M | 0.17% | +107+2.4% | Added |
| CAPROCK Group, Inc. | 4,312 | $1.34M | 0.04% | +2,764+178.6% | Added |
| Kentucky Retirement Systems | 4,358 | $1.34M | 0.04% | −54−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,269 | $1.31M | 0.00% | −53−1.2% | Reduced |
| Cerity Partners LLC | 4,262 | $1.31M | 0.00% | +164+4.0% | Added |
| Worldquant Millennium Advisors LLC | 4,177 | $1.28M | 0.01% | −7,221−63.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,160 | $1.28M | 0.04% | +1,261+43.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,123 | $1.26M | 0.01% | +2,862+227.0% | Added |
| SG Americas Securities, LLC | 4,123 | $1.26M | 0.00% | −23,737−85.2% | Reduced |
| Crawford Investment Counsel Inc | 4,094 | $1.26M | 0.02% | +263+6.9% | Added |
| Tiemann Investment Advisors, LLC | 4,069 | $1.25M | 0.57% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,053 | $1.24M | 0.04% | +65+1.6% | Added |
| Osterweis Capital Management Inc | 4,000 | $1.23M | 0.06% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,963 | $1.21M | 0.66% | +10+0.3% | Added |
| Hartford Investment Management Co | 3,951 | $1.21M | 0.04% | −41−1.0% | Reduced |
| Blackhawk Capital Partners LLC. | 3,918 | $1.20M | 0.62% | −1,739−30.7% | Reduced |
| Fifth Third Bancorp | 3,871 | $1.19M | 0.00% | +61+1.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,139 | $1.18M | 0.06% | +4,139 | New |