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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 158 | $45.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 161 | $46.0K | 0.03% | +112+228.6% | Added |
| Bruce G. Allen Investments, LLC | 167 | $47.3K | 0.04% | +2+1.2% | Added |
| Onefund, LLC | 168 | $48.0K | 0.03% | +168 | New |
| Bogart Wealth, LLC | 176 | $50.0K | 0.00% | +174+8,700.0% | Added |
| Massmutual Trust Co FSB | 178 | $50.4K | 0.00% | +31+21.1% | Added |
| Clearstead Advisors, LLC | 184 | $52.1K | 0.00% | +152+475.0% | Added |
| Ameritas Advisory Services, LLC | 185 | $52.4K | 0.00% | +185 | New |
| MUFG Securities EMEA plc | 189 | $53.6K | 0.00% | +189 | New |
| Pacific Center for Financial Services | 192 | $54.4K | 0.01% | −26−11.9% | Reduced |
| Central Trust Co | 195 | $55.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 195 | $55.3K | 0.00% | +11+6.0% | Added |
| 1620 Investment Advisors, Inc. | 200 | $56.7K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 200 | $57.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 206 | $58.9K | 0.04% | +6+3.0% | Added |
| Ameriflex Group, Inc. | 208 | $59.8K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 215 | $60.9K | 0.02% | −60−21.8% | Reduced |
| Ridgewood Investments LLC | 215 | $60.9K | 0.03% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 221 | $63.5K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 228 | $65.0K | 0.00% | −3−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 224 | $66.0K | 0.00% | +6+2.8% | Added |
| Spire Wealth Management | 243 | $68.9K | 0.00% | +241+12,050.0% | Added |
| Smartleaf Asset Management LLC | 269 | $76.8K | 0.01% | −55−17.0% | Reduced |
| EverSource Wealth Advisors, LLC | 279 | $79.1K | 0.00% | +115+70.1% | Added |
| Huntington National Bank | 288 | $81.6K | 0.00% | +40+16.1% | Added |
| Global Retirement Partners, LLC | 296 | $83.9K | 0.00% | +296 | New |
| DT Investment Partners, LLC | 297 | $84.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $84.2K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $85.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $86.2K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $99.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 354 | $100.1K | 0.01% | +164+86.3% | Added |
| ORG Partners LLC | 673 | $103.6K | 0.02% | +24+3.7% | Added |
| Harvest Fund Management Co., Ltd | 378 | $107.0K | 0.01% | +12+3.3% | Added |
| Assetmark, Inc | 383 | $108.6K | 0.00% | +149+63.7% | Added |
| Brown Brothers Harriman & Co | 397 | $112.5K | 0.00% | +90+29.3% | Added |
| Geneos Wealth Management Inc. | 402 | $113.9K | 0.00% | +15+3.9% | Added |
| Jones Financial Companies LLLP | 409 | $116.6K | 0.00% | +112+37.7% | Added |
| Signaturefd, LLC | 427 | $121.0K | 0.00% | −6−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 446 | $126.4K | 0.00% | −17−3.7% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $128.4K | 0.00% | +453 | New |
| CX Institutional | 495 | $140.0K | 0.00% | −1−0.2% | Reduced |
| FIL Ltd | 495 | $140.3K | 0.00% | −193−28.1% | Reduced |
| North Star Investment Management Corp. | 500 | $141.7K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 525 | $148.7K | 0.13% | +5+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 542 | $153.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 547 | $155.0K | 0.00% | +18+3.4% | Added |
| Farther Finance Advisors, LLC | 576 | $163.2K | 0.00% | −90−13.5% | Reduced |
| Ameritas Investment Partners, Inc. | 612 | $173.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 637 | $180.5K | 0.00% | +146+29.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 642 | $181.9K | 0.02% | −1−0.2% | Reduced |
| Cetera Trust Company, N.A | 645 | $182.8K | 0.11% | +645 | New |
| Dorsey & Whitney Trust CO LLC | 709 | $200.9K | 0.01% | −10−1.4% | Reduced |
| Allie Family Office LLC | 712 | $201.8K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 713 | $202.1K | 0.02% | −20−2.7% | Reduced |
| Brevan Howard Capital Management LP | 723 | $204.9K | 0.00% | +723 | New |
| Sagespring Wealth Partners, LLC | 737 | $208.9K | 0.00% | +737 | New |
| Payne Capital Management, LLC | 742 | $210.3K | 0.08% | 00.0% | Unchanged |
| American State Bank (Iowa) | 748 | $212.0K | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 750 | $212.6K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 753 | $213.4K | 0.00% | +753 | New |
| Schnieders Capital Management LLC | 757 | $214.5K | 0.04% | −12−1.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 761 | $215.7K | 0.10% | −33−4.2% | Reduced |
| WESCAP Management Group, Inc. | 761 | $215.7K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 775 | $219.6K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 775 | $219.6K | 0.01% | +775 | New |
| Sowell Financial Services LLC | 775 | $219.7K | 0.01% | +3+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 770 | $220.2K | 0.01% | +3+0.4% | Added |
| Snowden Capital Advisors LLC | 771 | $220.5K | 0.01% | +81+11.7% | Added |
| Corton Capital Inc. | 785 | $222.5K | 0.26% | +785 | New |
| Merit Financial Group, LLC | 789 | $223.7K | 0.00% | +789 | New |
| Patton Fund Management, Inc. | 799 | $226.4K | 0.05% | +799 | New |
| Renaissance Group LLC | 802 | $227.3K | 0.01% | −26−3.1% | Reduced |
| Evergreen Capital Management LLC | 795 | $227.3K | 0.01% | +73+10.1% | Added |
| Mutual Advisors, LLC | 792 | $227.4K | 0.01% | −13−1.6% | Reduced |
| CWA Asset Management Group, LLC | 803 | $227.6K | 0.01% | −80−9.1% | Reduced |
| Meeder Advisory Services, Inc. | 803 | $227.6K | 0.01% | +24+3.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 806 | $228.4K | 0.00% | +806 | New |
| NewEdge Wealth, LLC | 896 | $230.3K | 0.00% | +110+14.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 829 | $234.8K | 0.01% | +83+11.1% | Added |
| Copperwynd Financial, LLC | 842 | $238.7K | 0.06% | +53+6.7% | Added |
| Greenleaf Trust | 844 | $239.2K | 0.00% | −157−15.7% | Reduced |
| GTS Securities LLC | 846 | $239.8K | 0.01% | +846 | New |
| Profund Advisors LLC | 847 | $240.0K | 0.01% | −13−1.5% | Reduced |
| Trust Co of Vermont | 850 | $240.9K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 870 | $246.6K | 0.01% | +870 | New |
| MBB Public Markets I LLC | 879 | $249.1K | 0.03% | −201−18.6% | Reduced |
| ORG Wealth Partners, LLC | 885 | $251.9K | 0.06% | −1,152−56.6% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $252.6K | 0.16% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 893 | $253.1K | 0.01% | +145+19.4% | Added |
| Kera Capital Partners, Inc. | 905 | $256.5K | 0.05% | −173−16.0% | Reduced |
| Baker Avenue Asset Management, LP | 905 | $256.5K | 0.01% | +111+14.0% | Added |
| V-Square Quantitative Management LLC | 912 | $258.5K | 0.03% | +48+5.6% | Added |
| Roman Butler Fullerton & Co | 902 | $259.0K | 0.08% | −39−4.1% | Reduced |
| Wealthspire Advisors, LLC | 923 | $261.5K | 0.00% | +257+38.6% | Added |
| Stevens Capital Management LP | 950 | $269.0K | 0.07% | +950 | New |
| Pinnacle Associates Ltd | 954 | $270.4K | 0.00% | +227+31.2% | Added |
| Camden Capital, LLC | 957 | $271.2K | 0.03% | −171−15.2% | Reduced |
| Colony Group, LLC | 961 | $272.8K | 0.00% | +236+32.6% | Added |
| United Capital Financial Advisers, LLC | 976 | $276.6K | 0.00% | +18+1.9% | Added |