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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 1,304 | $399.8K | 0.00% | +76+6.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $393.9K | 0.00% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,254 | $384.6K | 0.56% | −1−0.1% | Reduced |
| KCM Investment Advisors LLC | 1,245 | $381.7K | 0.01% | −35−2.7% | Reduced |
| GF Fund Management Co. Ltd. | 1,217 | $373.1K | 0.01% | +50+4.3% | Added |
| Empowered Funds, LLC | 1,215 | $372.5K | 0.01% | +20+1.7% | Added |
| Vestcor Inc | 1,215 | $372.0K | 0.01% | −7,131−85.4% | Reduced |
| Bridgefront Capital, LLC | 1,207 | $370.0K | 0.11% | −2,603−68.3% | Reduced |
| Azimuth Capital Investment Management LLC | 1,200 | $367.9K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 1,190 | $364.9K | 0.04% | −8−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,182 | $362.4K | 0.01% | −105−8.2% | Reduced |
| Two Sigma Securities, LLC | 1,150 | $352.6K | 0.05% | +1,150 | New |
| MUFG Securities Americas Inc. | 1,138 | $348.9K | 0.04% | +189+19.9% | Added |
| Camden Capital, LLC | 1,128 | $345.7K | 0.04% | +339+43.0% | Added |
| MBB Public Markets I LLC | 1,080 | $331.1K | 0.04% | +1,080 | New |
| Glenmede Trust Co NA | 1,080 | $331.1K | 0.00% | +63+6.2% | Added |
| Kera Capital Partners, Inc. | 1,078 | $330.5K | 0.10% | +174+19.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $326.4K | 0.02% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 1,047 | $321.0K | 0.24% | +1,047 | New |
| Aaron Wealth Advisors | 1,035 | $317.3K | 0.04% | −201−16.3% | Reduced |
| Simplex Trading, LLC | 1,032 | $316.0K | 0.01% | +935+963.9% | Added |
| CWM Advisors, LLC | 1,017 | $311.8K | 0.04% | +108+11.9% | Added |
| Avantax Planning Partners, Inc. | 1,014 | $310.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,003 | $307.5K | 0.08% | +241+31.6% | Added |
| Capital World Investors | 1,002 | $307.2K | 0.00% | +1,002 | New |
| Greenleaf Trust | 1,001 | $306.9K | 0.00% | +53+5.6% | Added |
| Bailard, Inc. | 989 | $303.2K | 0.01% | −1,300−56.8% | Reduced |
| Stephens Inc | 985 | $302.0K | 0.00% | +43+4.6% | Added |
| Prestige Wealth Management Group LLC | 976 | $301.7K | 0.06% | +973+32,433.3% | Added |
| Sovereign Financial Group, Inc. | 974 | $298.7K | 0.07% | +117+13.7% | Added |
| United Capital Financial Advisers, LLC | 958 | $293.7K | 0.00% | +139+17.0% | Added |
| Frank, Rimerman Advisors LLC | 946 | $290.0K | 0.02% | +80+9.2% | Added |
| Simon Quick Advisors, LLC | 942 | $288.8K | 0.02% | +942 | New |
| Allworth Financial LP | 1,036 | $286.5K | 0.00% | +286+38.1% | Added |
| Horizon Investments, LLC | 929 | $284.8K | 0.01% | +44+5.0% | Added |
| Jump Financial, LLC | 888 | $272.2K | 0.00% | −9,163−91.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 885 | $271.3K | 0.07% | +885 | New |
| CWA Asset Management Group, LLC | 883 | $270.7K | 0.01% | +80+10.0% | Added |
| Mesirow Financial Investment Management, Inc. | 876 | $268.6K | 0.01% | +876 | New |
| V-Square Quantitative Management LLC | 864 | $264.9K | 0.04% | −33−3.7% | Reduced |
| Profund Advisors LLC | 860 | $263.6K | 0.01% | −171−16.6% | Reduced |
| Trust Co of Vermont | 850 | $260.6K | 0.01% | −122−12.6% | Reduced |
| Point72 (DIFC) Ltd | 840 | $257.6K | 0.02% | +653+349.2% | Added |
| Roman Butler Fullerton & Co | 941 | $257.4K | 0.10% | 00.0% | Unchanged |
| Renaissance Group LLC | 828 | $253.8K | 0.01% | −50−5.7% | Reduced |
| TRUE Private Wealth Advisors | 809 | $248.0K | 0.03% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 869 | $245.7K | 0.17% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 856 | $243.9K | 0.01% | +856 | New |
| 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 |
| Copperwynd Financial, LLC | 789 | $241.8K | 0.07% | −9−1.1% | Reduced |
| NewEdge Wealth, LLC | 786 | $241.0K | 0.00% | −153−16.3% | Reduced |
| Meeder Advisory Services, Inc. | 779 | $238.8K | 0.01% | +779 | New |
| Sequoia Financial Advisors, LLC | 778 | $238.5K | 0.00% | +46+6.3% | Added |
| Prudential PLC | 778 | $238.5K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 775 | $237.6K | 0.02% | +775 | New |
| Robertson Stephens Wealth Management, LLC | 767 | $237.1K | 0.01% | +6+0.8% | Added |
| Sowell Financial Services LLC | 772 | $236.7K | 0.01% | +772 | New |
| Schnieders Capital Management LLC | 769 | $235.8K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 768 | $235.4K | 0.00% | −7−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 766 | $234.8K | 0.00% | −16,442−95.5% | Reduced |
| WESCAP Management Group, Inc. | 761 | $233.3K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 758 | $232.4K | 0.00% | −641,693−99.9% | Reduced |
| D.A. Davidson & Co. | 750 | $229.9K | 0.00% | +750 | New |
| American State Bank (Iowa) | 748 | $229.3K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 748 | $229.3K | 0.02% | +748 | New |
| U.S. Capital Wealth Advisors, LLC | 746 | $228.8K | 0.01% | +746 | New |
| Payne Capital Management, LLC | 742 | $227.5K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 742 | $227.5K | 0.02% | +742 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 735 | $225.3K | 0.01% | +735 | New |
| Kathmere Capital Management, LLC | 733 | $224.7K | 0.02% | +21+2.9% | Added |
| Evergreen Capital Management LLC | 722 | $223.1K | 0.01% | +722 | New |
| Pinnacle Associates Ltd | 727 | $222.9K | 0.00% | −241−24.9% | Reduced |
| Colony Group, LLC | 725 | $222.6K | 0.00% | +725 | New |
| Mutual Advisors, LLC | 805 | $221.9K | 0.01% | +11+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 719 | $220.4K | 0.01% | +2+0.3% | Added |
| Allie Family Office LLC | 712 | $218.3K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 700 | $214.6K | 0.04% | +700 | New |
| Snowden Capital Advisors LLC | 690 | $213.3K | 0.01% | +690 | New |
| American Investment Services, Inc. | 692 | $212.1K | 0.04% | +692 | New |
| Inceptionr LLC | 692 | $212.1K | 0.06% | +692 | New |
| FIL Ltd | 688 | $210.9K | 0.00% | −1,536−69.1% | Reduced |
| Liberty Wealth Management LLC | 681 | $208.8K | 0.04% | +681 | New |
| Atomi Financial Group, Inc. | 679 | $208.2K | 0.01% | −36−5.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 667 | $204.5K | 0.16% | +667 | New |
| Wealthspire Advisors, LLC | 666 | $204.1K | 0.00% | +666 | New |
| Farther Finance Advisors, LLC | 666 | $203.6K | 0.01% | −166−20.0% | Reduced |
| Commerzbank Aktiengesellschaft | 662 | $203.0K | 0.00% | +662 | New |
| Nilsine Partners, LLC | 659 | $202.0K | 0.02% | +659 | New |
| ORG Partners LLC | 649 | $198.2K | 0.05% | −12−1.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 643 | $197.1K | 0.03% | +143+28.6% | Added |
| Ameritas Investment Partners, Inc. | 612 | $187.6K | 0.01% | −38−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 542 | $166.2K | 0.00% | +32+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 529 | $162.2K | 0.00% | −5−0.9% | Reduced |
| North Star Investment Management Corp. | 500 | $153.3K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 496 | $152.0K | 0.01% | +496 | New |
| Exchange Traded Concepts, LLC | 463 | $141.9K | 0.00% | −75−13.9% | Reduced |
| Principia Wealth Advisory, LLC | 520 | $141.3K | 0.14% | +5+1.0% | Added |
| Principal Securities, Inc. | 491 | $140.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 433 | $132.7K | 0.00% | +9+2.1% | Added |