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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 390 | $119.6K | 0.02% | +135+52.9% | Added |
| Geneos Wealth Management Inc. | 387 | $118.6K | 0.00% | +64+19.8% | Added |
| Harvest Fund Management Co., Ltd | 366 | $112.0K | 0.01% | +366 | New |
| Center for Financial Planning, Inc. | 350 | $107.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 324 | $99.1K | 0.01% | +7+2.2% | Added |
| Brown Brothers Harriman & Co | 307 | $94.1K | 0.00% | +210+216.5% | Added |
| Brown, Lisle/Cummings, Inc. | 304 | $93.2K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $92.9K | 0.00% | +28+10.2% | Added |
| DT Investment Partners, LLC | 297 | $91.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $91.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 297 | $90.8K | 0.00% | +74+33.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 275 | $84.3K | 0.03% | +60+27.9% | Added |
| Alpine Bank Wealth Management | 267 | $81.9K | 0.01% | +267 | New |
| Huntington National Bank | 248 | $76.0K | 0.00% | −52−17.3% | Reduced |
| Assetmark, Inc | 234 | $71.7K | 0.00% | +10+4.5% | Added |
| Ci Investments Inc. | 231 | $71.0K | 0.00% | −11−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 218 | $66.8K | 0.00% | +104+91.2% | Added |
| Pacific Center for Financial Services | 218 | $66.8K | 0.02% | +1+0.5% | Added |
| Ridgewood Investments LLC | 215 | $65.9K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 208 | $63.8K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 200 | $61.8K | 0.04% | +4+2.0% | Added |
| 1620 Investment Advisors, Inc. | 200 | $61.3K | 0.05% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 221 | $60.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 195 | $59.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 190 | $57.9K | 0.01% | +49+34.8% | Added |
| CoreCap Advisors, LLC | 184 | $56.5K | 0.00% | −181−49.6% | Reduced |
| HM Payson & Co | 180 | $55.2K | 0.00% | −14−7.2% | Reduced |
| Lindbrook Capital, LLC | 171 | $52.4K | 0.00% | +55+47.4% | Added |
| Sentry Investment Management LLC | 200 | $52.0K | 0.04% | −60−23.1% | Reduced |
| Bruce G. Allen Investments, LLC | 165 | $50.6K | 0.04% | −12−6.8% | Reduced |
| EverSource Wealth Advisors, LLC | 164 | $50.4K | 0.00% | +77+88.5% | Added |
| Umb Bank N A | 158 | $48.4K | 0.00% | +4+2.6% | Added |
| Capital Advisors, Ltd. LLC | 158 | $48.0K | 0.01% | −11−6.5% | Reduced |
| Massmutual Trust Co FSB | 147 | $45.1K | 0.00% | +5+3.5% | Added |
| Capital Analysts, LLC | 136 | $42.0K | 0.00% | +49+56.3% | Added |
| PSI Advisors, LLC | 136 | $41.7K | 0.01% | −23−14.5% | Reduced |
| Muzinich & Co., Inc. | 116 | $35.6K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 114 | $34.9K | 0.03% | +114 | New |
| Zions Bancorporation, National Association | 111 | $34.0K | 0.00% | +111 | New |
| PEAK6 LLC | 103 | $31.7K | 0.00% | +103 | New |
| Private Trust Co NA | 103 | $31.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $30.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 100 | $30.7K | 0.03% | +70+233.3% | Added |
| Parkside Financial Bank & Trust | 99 | $30.4K | 0.00% | +2+2.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $28.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 72 | $22.1K | 0.00% | +6+9.1% | Added |
| Wayfinding Financial, LLC | 73 | $22.0K | 0.01% | +73 | New |
| Steward Partners Investment Advisory, LLC | 71 | $21.8K | 0.00% | +15+26.8% | Added |
| Smithfield Trust Co | 66 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 64 | $19.6K | 0.00% | −7,280−99.1% | Reduced |
| Bryn Mawr Trust Co | 62 | $19.0K | 0.00% | −673−91.6% | Reduced |
| Park Place Capital Corp | 59 | $18.1K | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 53 | $16.5K | 0.01% | +53 | New |
| Plante Moran Financial Advisors, LLC | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tobam | 49 | $15.0K | 0.01% | −50−50.5% | Reduced |
| Covestor Ltd | 49 | $15.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 48 | $14.8K | 0.01% | −19−28.4% | Reduced |
| SOA Wealth Advisors, LLC. | 47 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 45 | $13.8K | 0.00% | +14+45.2% | Added |
| Farmers & Merchants Investments Inc | 44 | $13.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 44 | $13.5K | 0.00% | +43+4,300.0% | Added |
| TD Private Client Wealth LLC | 42 | $12.9K | 0.00% | −4−8.7% | Reduced |
| Aspect Partners, LLC | 42 | $12.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 40 | $12.3K | 0.00% | +20+100.0% | Added |
| Lazard Asset Management LLC | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 39 | $12.0K | 0.00% | −47−54.7% | Reduced |
| MB, Levis & Associates, LLC | 37 | $11.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $11.0K | 0.00% | −1−2.7% | Reduced |
| Sierra Ocean, LLC | 35 | $10.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $9.81K | 0.00% | +10+45.5% | Added |
| CVA Family Office, LLC | 30 | $9.20K | 0.00% | −28−48.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 30 | $9.20K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $8.28K | 0.00% | +27 | New |
| Manchester Capital Management LLC | 25 | $7.67K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 25 | $7.66K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 25 | $7.66K | 0.04% | +25 | New |
| MV Capital Management, Inc. | 23 | $7.05K | 0.00% | −3−11.5% | Reduced |
| Meeder Asset Management Inc | 23 | $7.05K | 0.00% | −13−36.1% | Reduced |
| Twin Lakes Capital Management, LLC | 22 | $6.80K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $6.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $6.44K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 20 | $6.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $5.83K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $5.73K | 0.00% | +21 | New |
| Quent Capital, LLC | 18 | $5.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $5.52K | 0.00% | +13+260.0% | Added |
| GWM Advisors LLC | 17 | $5.33K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $4.29K | 0.00% | +14 | New |
| IFP Advisors, Inc | 13 | $3.98K | 0.00% | −17−56.7% | Reduced |
| Red Tortoise LLC | 13 | $3.98K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $3.68K | 0.00% | +10+500.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $3.09K | 0.01% | −1−9.1% | Reduced |
| HHM Wealth Advisors, LLC | 10 | $3.07K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.85K | 0.00% | −4−30.8% | Reduced |
| Grove Bank & Trust | 9 | $2.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.45K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $2.15K | 0.00% | +2+40.0% | Added |