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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, Q2 2025

Institutional positions in Essex Property Trust, Inc. as of Jun 30, 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
620
+2 vs. Q1 2025
Shares held
64.0M
−321.6K (−0.5%) vs. Q1 2025
Total value
$18.1B
−$898.9M (−4.7%) vs. Q1 2025
New holders
70
239 more added
Sold out
68
220 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 620 institutions
Q1 2021: 519 institutionsQ2 2021: 515 institutionsQ3 2021: 526 institutionsQ4 2021: 562 institutionsQ1 2022: 561 institutionsQ2 2022: 544 institutionsQ3 2022: 525 institutionsQ4 2022: 528 institutionsQ1 2023: 531 institutionsQ2 2023: 529 institutionsQ3 2023: 525 institutionsQ4 2023: 548 institutionsQ1 2024: 544 institutionsQ2 2024: 581 institutionsQ3 2024: 610 institutionsQ4 2024: 631 institutionsQ1 2025: 626 institutionsQ2 2025: 620 institutionsQ3 2025: 607 institutionsQ4 2025: 618 institutionsQ1 2026: 612 institutionsQ2 2026: 633 institutions
Value heldQ2 2025: $18.1B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $21.8BQ1 2022: $21.7BQ2 2022: $16.0BQ3 2022: $15.0BQ4 2022: $12.8BQ1 2023: $12.9BQ2 2023: $14.5BQ3 2023: $12.9BQ4 2023: $15.4BQ1 2024: $15.4BQ2 2024: $16.8BQ3 2024: $17.8BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.1BQ3 2025: $17.1BQ4 2025: $16.9BQ1 2026: $15.1BQ2 2026: $19.0B
Institutions holding ESS and their total value by quarter
QuarterHoldersValue
Q2 2026633$19.0B
Q1 2026612$15.1B
Q4 2025618$16.9B
Q3 2025607$17.1B
Q2 2025620$18.1B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$17.8B
Q2 2024581$16.8B
Q1 2024544$15.4B
Q4 2023548$15.4B
Q3 2023525$12.9B
Q2 2023529$14.5B
Q1 2023531$12.9B
Q4 2022528$12.8B
Q3 2022525$15.0B
Q2 2022544$16.0B
Q1 2022561$21.7B
Q4 2021562$21.8B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2025.

Institutions holding ESS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%−1−50.0%Reduced
Retirement Wealth Solutions LLC0$260.00%0Unchanged
Talon Private Wealth, LLC0$310.00%0New
Kozak & Associates, Inc.0$560.00%−21−100.0%Reduced
Parkworth Wealth Management, Inc.1$2830.00%+1New
Essential Partners LLC1$2830.00%+1New
Quaker Wealth Management, LLC1$2840.00%+1New
Financial Management Professionals, Inc.1$2860.00%−2−66.7%Reduced
Bartlett & Co. Wealth Management LLC1$2860.00%+1New
TD Capital Management LLC1$2970.00%00.0%Unchanged
Rialto Wealth Management, LLC2$5670.00%−2−50.0%Reduced
Stephens Consulting, LLC2$5670.00%+2New
Motco3$7810.00%00.0%Unchanged
AdvisorNet Financial, Inc3$8500.00%−9−75.0%Reduced
Activest Wealth Management3$8500.00%−3−50.0%Reduced
Rise Advisors, LLC3$8500.00%00.0%Unchanged
Clark Wealth Partners3$8500.00%00.0%Unchanged
Tortoise Investment Management, LLC3$8500.00%+3New
Rossby Financial, LCC3$8500.00%+3New
WealthTrak Capital Management LLC3$8510.00%−4−57.1%Reduced
Prestige Wealth Management Group LLC3$8580.00%−973−99.7%Reduced
Hughes Financial Services, LLC4$1.02K0.00%+4New
Cornerstone Planning Group LLC4$1.03K0.00%+2+100.0%Added
Bayforest Capital Ltd4$1.13K0.00%+4New
CBIZ Investment Advisory Services, LLC4$1.14K0.00%+4New
Private Wealth Management Group, LLC5$1.42K0.00%00.0%Unchanged
Dunhill Financial, LLC5$1.46K0.00%−4−44.4%Reduced
Ancora Advisors, LLC6$1.70K0.00%+6New
TFC Financial Management6$1.70K0.00%00.0%Unchanged
Harbour Investments, Inc.7$1.98K0.00%+6+600.0%Added
Hemington Wealth Management10$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.27K0.00%00.0%Unchanged
Pacifica Partners Inc.8$2.28K0.00%+8New
Twin Peaks Wealth Advisors, LLC9$2.29K0.00%+9New
Zions Bancorporation, National Association9$2.55K0.00%−102−91.9%Reduced
Grove Bank & Trust9$2.55K0.00%00.0%Unchanged
South State Corp.9$2.55K0.00%+3+50.0%Added
Sachetta, LLC9$2.56K0.00%+5+125.0%Added
GWM Advisors LLC10$2.83K0.00%−7−41.2%Reduced
Archer Investment Corp10$2.83K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC10$2.86K0.00%00.0%Unchanged
Creative Financial Designs Inc11$3.12K0.00%−10−47.6%Reduced
Red Tortoise LLC13$3.68K0.00%00.0%Unchanged
Howard Hughes Medical Institute13$3.68K0.00%+13New
MJT & Associates Financial Advisory Group, Inc.14$3.97K0.00%00.0%Unchanged
Rothschild Investment LLC16$4.53K0.00%−2−11.1%Reduced
Fortitude Family Office, LLC19$5.38K0.00%00.0%Unchanged
Park Place Capital Corp20$5.70K0.00%−39−66.1%Reduced
Simplex Trading, LLC22$6.00K0.00%−1,010−97.9%Reduced
Dogwood Wealth Management LLC21$6.01K0.00%+21New
Investors Research Corp22$6.24K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC22$6.35K0.00%00.0%Unchanged
MV Capital Management, Inc.23$6.52K0.00%00.0%Unchanged
UMA Financial Services, Inc.24$6.80K0.00%+4+20.0%Added
Manchester Capital Management LLC25$7.08K0.00%00.0%Unchanged
Bell Investment Advisors, Inc25$7.08K0.00%+21+525.0%Added
CVA Family Office, LLC30$8.50K0.00%00.0%Unchanged
Sagard Holdings Management Inc.30$8.50K0.02%+30New
TD Private Client Wealth LLC31$8.79K0.00%−11−26.2%Reduced
GW&K Investment Management, LLC36$10.0K0.00%00.0%Unchanged
Sierra Ocean, LLC35$10.1K0.01%00.0%Unchanged
MB, Levis & Associates, LLC37$10.5K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC37$10.5K0.01%+37New
Mount Yale Investment Advisors, LLC38$10.8K0.00%+38New
Lazard Asset Management LLC40$11.0K0.00%−1−2.4%Reduced
NewSquare Capital LLC39$11.1K0.00%−5−11.4%Reduced
TCTC Holdings, LLC40$11.3K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.41$11.7K0.00%−6−12.8%Reduced
Farmers & Merchants Investments Inc43$12.2K0.00%−1−2.3%Reduced
Clear Street Markets LLC43$12.2K0.00%+43New
Hilltop National Bank44$12.5K0.00%+44New
Ronald Blue Trust, Inc.45$12.8K0.00%00.0%Unchanged
True Wealth Design, LLC47$13.3K0.00%+20+74.1%Added
Plante Moran Financial Advisors, LLC50$14.2K0.00%00.0%Unchanged
GoalVest Advisory LLC50$14.2K0.00%+50New
Raleigh Capital Management Inc.54$15.3K0.01%+6+12.5%Added
Keystone Global Partners, LLC53$15.3K0.01%00.0%Unchanged
Dynamic Wealth Strategies, LLC58$16.4K0.01%−56−49.1%Reduced
Meeder Asset Management Inc58$16.4K0.00%+35+152.2%Added
Quest Partners LLC64$18.1K0.00%00.0%Unchanged
Smithfield Trust Co66$19.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.73$21.0K0.00%+72+7,200.0%Added
Bryn Mawr Trust Co76$21.5K0.00%+14+22.6%Added
Kestra Investment Management, LLC78$23.0K0.00%+39+100.0%Added
Fulcrum Asset Management LLP88$24.9K0.01%+88New
Parkside Financial Bank & Trust99$28.1K0.00%00.0%Unchanged
Ransom Advisory, Ltd100$28.3K0.01%00.0%Unchanged
WPG Advisers, LLC100$28.3K0.02%00.0%Unchanged
Richardson Financial Services Inc.100$28.5K0.02%+75+300.0%Added
Washington Trust Advisors, Inc.101$28.6K0.00%00.0%Unchanged
Private Trust Co NA103$29.2K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC104$29.7K0.01%+12+13.0%Added
Muzinich & Co., Inc.116$32.9K0.02%00.0%Unchanged
Princeton Global Asset Management LLC120$34.0K0.01%+120New
Tobam131$37.0K0.01%+82+167.3%Added
IFP Advisors, Inc0$38.8K0.00%−13−100.0%Reduced
Capital Analysts, LLC136$39.0K0.00%00.0%Unchanged
Umb Bank N A147$41.7K0.00%−11−7.0%Reduced
Larson Financial Group LLC150$42.5K0.00%+78+108.3%Added
Trust Co of Toledo NA155$43.9K0.00%+155New