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 |
|---|---|---|---|---|---|
| Ossiam | 3,815 | $1.17M | 0.02% | +364+10.5% | Added |
| Ostrum Asset Management | 3,792 | $1.16M | 0.06% | −102−2.6% | Reduced |
| Cetera Investment Advisers | 3,775 | $1.16M | 0.00% | +761+25.2% | Added |
| Entropy Technologies, LP | 3,741 | $1.15M | 0.11% | −5,945−61.4% | Reduced |
| DoubleLine ETF Adviser LP | 3,724 | $1.14M | 0.38% | −900−19.5% | Reduced |
| Kestra Private Wealth Services, LLC | 3,719 | $1.14M | 0.02% | −666−15.2% | Reduced |
| US Bancorp | 3,671 | $1.13M | 0.00% | −455−11.0% | Reduced |
| Bessemer Group Inc | 3,665 | $1.12M | 0.00% | −7,149−66.1% | Reduced |
| Mizuho Markets Americas LLC | 3,615 | $1.11M | 0.02% | −5,152−58.8% | Reduced |
| Gulf International Bank (UK) Ltd | 3,539 | $1.08M | 0.04% | −1,525−30.1% | Reduced |
| MML Investors Services, LLC | 3,499 | $1.07M | 0.00% | +149+4.4% | Added |
| Louisiana State Employees Retirement System | 3,500 | $1.07M | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,497 | $1.07M | 0.02% | −1,187−25.3% | Reduced |
| Kestra Advisory Services, LLC | 3,444 | $1.06M | 0.01% | +490+16.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,442 | $1.06M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,398 | $1.04M | 0.01% | +514+17.8% | Added |
| Securian Asset Management, Inc | 3,379 | $1.04M | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,325 | $1.02M | 0.00% | −2,034−38.0% | Reduced |
| Horst & Graben Wealth Management LLC | 3,220 | $987.1K | 0.18% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 3,000 | $920.0K | 0.03% | −100−3.2% | Reduced |
| Greenland Capital Management LP | 3,000 | $919.7K | 0.16% | +3,000 | New |
| Maryland State Retirement & Pension System | 2,984 | $914.8K | 0.02% | −549−15.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,904 | $887.2K | 0.00% | −30−1.0% | Reduced |
| Engineers Gate Manager LP | 2,845 | $872.2K | 0.01% | −2,278−44.5% | Reduced |
| Consolidated Planning Corp | 2,832 | $868.3K | 0.12% | +749+36.0% | Added |
| Toroso Investments, LLC | 2,824 | $865.8K | 0.01% | −295−9.5% | Reduced |
| Man Group plc | 2,639 | $809.0K | 0.00% | +1,611+156.7% | Added |
| CI Private Wealth, LLC | 2,574 | $789.4K | 0.00% | +743+40.6% | Added |
| TownSquare Capital, LLC | 2,554 | $783.3K | 0.01% | +269+11.8% | Added |
| Fisher Asset Management, LLC | 2,502 | $767.1K | 0.00% | −9,787−79.6% | Reduced |
| Sound Financial Strategies Group, LLC | 2,486 | $762.1K | 0.68% | −583−19.0% | Reduced |
| Sanctuary Advisors, LLC | 2,476 | $759.1K | 0.01% | +249+11.2% | Added |
| Bramshill Investments, LLC | 2,457 | $753.2K | 0.08% | +5+0.2% | Added |
| Invst, LLC | 2,441 | $748.3K | 0.10% | +2,441 | New |
| Catalytic Wealth RIA, LLC | 2,429 | $744.7K | 0.14% | −406−14.3% | Reduced |
| Aviva PLC | 2,424 | $743.1K | 0.00% | +2+0.1% | Added |
| RB Capital Management, LLC | 2,329 | $714.0K | 0.17% | −71−3.0% | Reduced |
| SlateStone Wealth, LLC | 2,310 | $708.0K | 0.07% | −35−1.5% | Reduced |
| Intact Investment Management Inc. | 2,300 | $705.1K | 0.02% | +2,300 | New |
| Omers Administration Corp | 2,299 | $704.8K | 0.01% | −385−14.3% | Reduced |
| NEOS Investment Management LLC | 2,270 | $695.9K | 0.01% | +1,382+155.6% | Added |
| Penserra Capital Management LLC | 2,270 | $695.0K | 0.01% | −395−14.8% | Reduced |
| Tiaa Trust, National Association | 2,259 | $692.5K | 0.00% | −4−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,253 | $690.7K | 0.05% | −794−26.1% | Reduced |
| Claro Advisors LLC | 2,247 | $688.7K | 0.09% | +46+2.1% | Added |
| ASR Vermogensbeheer N.V. | 2,226 | $682.4K | 0.01% | +2,226 | New |
| LVW Advisors, LLC | 2,180 | $668.3K | 0.08% | +1,297+146.9% | Added |
| Global X Japan Co., Ltd. | 2,178 | $667.7K | 0.08% | +454+26.3% | Added |
| Tokio Marine Asset Management Co Ltd | 2,172 | $665.9K | 0.02% | +144+7.1% | Added |
| MAI Capital Management | 2,139 | $655.6K | 0.00% | +13+0.6% | Added |
| QRG Capital Management, Inc. | 2,130 | $653.0K | 0.01% | +2,130 | New |
| Advisors Asset Management, Inc. | 2,108 | $646.3K | 0.01% | −96−4.4% | Reduced |
| Vinva Investment Management Ltd | 2,091 | $639.8K | 0.03% | −1,239−37.2% | Reduced |
| Quadrant Capital Group LLC | 2,074 | $635.8K | 0.02% | +1,503+263.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,044 | $626.6K | 0.01% | +3+0.1% | Added |
| ORG Wealth Partners, LLC | 2,037 | $622.4K | 0.19% | +61+3.1% | Added |
| Crossmark Global Holdings, Inc. | 2,025 | $620.8K | 0.01% | +257+14.5% | Added |
| Jefferies Financial Group Inc. | 2,013 | $617.1K | 0.01% | +2,013 | New |
| Ilmarinen Mutual Pension Insurance Co | 2,000 | $613.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,984 | $608.0K | 0.01% | +690+53.3% | Added |
| Groupe la Francaise | 1,989 | $606.2K | 0.01% | −85−4.1% | 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 |
| Parallel Advisors, LLC | 1,963 | $601.9K | 0.01% | −105−5.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,955 | $599.3K | 0.02% | +178+10.0% | Added |
| Qtron Investments LLC | 1,915 | $587.1K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,911 | $585.9K | 0.01% | +1,130+144.7% | Added |
| Federated Hermes, Inc. | 1,862 | $570.8K | 0.00% | +520+38.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,856 | $569.0K | 0.04% | +1,856 | New |
| Gen-Wealth Partners Inc | 1,853 | $568.2K | 0.24% | −99−5.1% | Reduced |
| Investment Management Corp of Ontario | 1,838 | $563.5K | 0.01% | +1,838 | New |
| Agf Management Ltd | 1,803 | $552.7K | 0.00% | −172−8.7% | Reduced |
| Guggenheim Capital LLC | 1,736 | $532.2K | 0.00% | −410−19.1% | Reduced |
| Captrust Financial Advisors | 1,734 | $531.5K | 0.00% | +105+6.4% | Added |
| Squarepoint Ops LLC | 1,726 | $529.1K | 0.00% | −24,161−93.3% | Reduced |
| Wulff, Hansen & Co. | 1,717 | $526.4K | 0.48% | +153+9.8% | Added |
| Coldstream Capital Management Inc | 1,696 | $519.8K | 0.01% | +325+23.7% | Added |
| Plato Investment Management Ltd | 1,673 | $518.5K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,655 | $507.4K | 0.11% | +2+0.1% | Added |
| Fox Run Management, L.L.C. | 1,623 | $497.6K | 0.08% | −1,384−46.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,613 | $494.5K | 0.00% | −11,916−88.1% | Reduced |
| Versant Capital Management, Inc | 1,610 | $493.6K | 0.08% | +1,101+216.3% | Added |
| Independent Advisor Alliance | 1,606 | $492.4K | 0.02% | −283−15.0% | Reduced |
| Summitry LLC | 1,606 | $492.4K | 0.02% | +7+0.4% | Added |
| Golden State Equity Partners | 1,594 | $488.7K | 0.10% | −96−5.7% | Reduced |
| Van Hulzen Asset Management, LLC | 1,592 | $488.0K | 0.04% | +2+0.1% | Added |
| RSM US Wealth Management LLC | 1,566 | $484.1K | 0.01% | +197+14.4% | Added |
| Washington Trust Bank | 1,573 | $482.2K | 0.05% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,819 | $477.3K | 0.45% | +1,819 | New |
| Vestmark Advisory Solutions, Inc. | 1,554 | $476.4K | 0.01% | +622+66.7% | Added |
| Paradigm Financial Partners, LLC | 1,516 | $464.7K | 0.06% | +397+35.5% | Added |
| United Services Automobile Association | 1,517 | $464.2K | 0.01% | +1,517 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,491 | $456.9K | 0.00% | +75+5.3% | Added |
| GAMMA Investing LLC | 1,462 | $448.2K | 0.03% | +203+16.1% | Added |
| Checchi Capital Advisers, LLC | 1,450 | $444.5K | 0.03% | +256+21.4% | Added |
| Whittier Trust Co | 1,447 | $443.6K | 0.01% | +62+4.5% | Added |
| Revisor Wealth Management LLC | 1,384 | $427.8K | 0.19% | +568+69.6% | Added |
| CWM, LLC | 1,363 | $418.0K | 0.00% | +143+11.7% | Added |
| Parcion Private Wealth LLC | 1,343 | $411.7K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,308 | $401.1K | 0.02% | +79+6.4% | Added |