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Livermore
Livermore
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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
CWM Advisors, LLC986$279.4K0.03%−31−3.0%Reduced
Stephens Inc988$280.0K0.00%+3+0.3%Added
Bailard, Inc.989$280.3K0.01%00.0%Unchanged
Coldstream Capital Management Inc992$281.0K0.00%−704−41.5%Reduced
Cantor Fitzgerald, L. P.1,000$283.4K0.01%+1,000New
Avantax Planning Partners, Inc.1,005$284.8K0.01%−9−0.9%Reduced
TCG Advisory Services, LLC1,012$286.8K0.01%+1,012New
Legacy Wealth Asset Management, LLC1,015$287.7K0.07%+12+1.2%Added
AlphaStar Capital Management, LLC1,040$294.8K0.02%+1,040New
EntryPoint Capital, LLC1,051$297.9K0.15%+1,051New
Livforsakringsbolaget Skandia, Omsesidigt1,057$301.6K0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.1,068$302.8K0.00%−545−33.8%Reduced
Crawford Investment Counsel Inc1,071$303.5K0.01%−3,023−73.8%Reduced
Steward Partners Investment Advisory, LLC1,095$310.3K0.00%+1,024+1,442.3%Added
GF Fund Management Co. Ltd.1,135$321.7K0.01%−82−6.7%Reduced
EP Wealth Advisors, LLC1,147$325.2K0.00%−157−12.0%Reduced
Glenmede Investment Management, LP1,159$328.5K0.00%+1,159New
Norden Group LLC1,167$330.6K0.04%−23−1.9%Reduced
Azimuth Capital Investment Management LLC1,200$340.1K0.01%00.0%Unchanged
Boothbay Fund Management, LLC1,200$340.1K0.01%+1,200New
KCM Investment Advisors LLC1,245$352.8K0.01%00.0%Unchanged
Yoffe Investment Management, LLC1,255$355.5K0.49%+1+0.1%Added
Alpha Cubed Investments, LLC1,268$359.5K0.01%−40−3.1%Reduced
CWM, LLC1,273$361.0K0.00%−90−6.6%Reduced
B. Metzler seel. Sohn & Co. AG1,285$364.2K0.00%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.1,315$372.3K0.00%−176−11.8%Reduced
Aaron Wealth Advisors1,334$378.1K0.04%+299+28.9%Added
Parcion Private Wealth LLC1,343$380.6K0.03%00.0%Unchanged
Inscription Capital, LLC1,369$388.0K0.06%+1,369New
GAMMA Investing LLC1,383$391.9K0.02%−79−5.4%Reduced
Empowered Funds, LLC1,401$397.0K0.00%+186+15.3%Added
Whittier Trust Co1,406$398.4K0.00%−41−2.8%Reduced
MUFG Securities Americas Inc.1,427$404.4K0.03%+289+25.4%Added
Golden State Equity Partners1,432$405.9K0.08%−162−10.2%Reduced
State of Wyoming1,439$407.8K0.05%+1,439New
Checchi Capital Advisers, LLC1,455$412.4K0.03%+5+0.3%Added
Revisor Wealth Management LLC1,445$419.0K0.15%+61+4.4%Added
Federated Hermes, Inc.1,494$423.4K0.00%−368−19.8%Reduced
Chicago Partners Investment Group LLC1,457$426.3K0.01%+601+70.2%Added
Investment Management Corp of Ontario1,538$435.9K0.01%−300−16.3%Reduced
Independent Advisor Alliance1,542$437.0K0.01%−64−4.0%Reduced
Bessemer Group Inc1,556$441.0K0.00%−2,109−57.5%Reduced
Washington Trust Bank1,573$445.8K0.04%00.0%Unchanged
Van Hulzen Asset Management, LLC1,593$451.4K0.04%+1+0.1%Added
Optas, LLC1,602$454.0K0.09%+1,602New
Summitry LLC1,615$457.7K0.02%+9+0.6%Added
Paradigm Financial Partners, LLC1,645$466.1K0.05%+129+8.5%Added
Contravisory Investment Management, Inc.1,648$467.0K0.09%−7−0.4%Reduced
Captrust Financial Advisors1,650$467.7K0.00%−84−4.8%Reduced
Two Sigma Securities, LLC1,684$477.2K0.06%+534+46.4%Added
Wulff, Hansen & Co.1,717$486.6K0.42%00.0%Unchanged
Groupama Asset Managment1,715$489.5K0.01%−5,441−76.0%Reduced
Squarepoint Ops LLC1,731$490.6K0.00%+5+0.3%Added
Kentucky Retirement Systems Insurance Trust Fund1,736$492.0K0.03%−120−6.5%Reduced
Syon Capital LLC1,744$494.3K0.03%+1,002+135.0%Added
Perbak Capital Partners LLP1,745$494.5K0.11%+698+66.7%Added
Park Avenue Securities LLC1,758$498.0K0.00%+1,758New
RSM US Wealth Management LLC1,760$503.3K0.01%+194+12.4%Added
Guggenheim Capital LLC1,786$506.2K0.00%+50+2.9%Added
Groupe la Francaise1,794$507.9K0.01%−195−9.8%Reduced
Ritholtz Wealth Management1,824$516.9K0.01%−3,532−65.9%Reduced
Advisors Asset Management, Inc.1,831$518.9K0.01%−277−13.1%Reduced
Gen-Wealth Partners Inc1,842$521.9K0.20%−11−0.6%Reduced
Turning Point Benefit Group, Inc.1,861$527.4K0.40%+42+2.3%Added
Versant Capital Management, Inc1,867$529.1K0.08%+257+16.0%Added
Parallel Advisors, LLC1,876$531.5K0.01%−87−4.4%Reduced
Qtron Investments LLC1,915$542.7K0.07%00.0%Unchanged
Concurrent Investment Advisors, LLC1,967$557.5K0.01%+56+2.9%Added
Graham Capital Management, L.P.1,986$562.8K0.02%−6,508−76.6%Reduced
Quadrant Capital Group LLC1,995$565.4K0.02%−79−3.8%Reduced
Ilmarinen Mutual Pension Insurance Co2,000$567.0K0.00%00.0%Unchanged
Prudential PLC2,006$568.5K0.00%+1,228+157.8%Added
Sequoia Financial Advisors, LLC2,009$569.2K0.00%+1,231+158.2%Added
Northwestern Mutual Investment Management Company, LLC2,054$582.1K0.01%+10+0.5%Added
Tower Research Capital LLC (TRC)2,103$596.0K0.02%−2,057−49.4%Reduced
Pensionmark Financial Group, LLC2,105$596.6K0.01%+150+7.7%Added
Global X Japan Co., Ltd.2,130$603.6K0.06%−48−2.2%Reduced
Penserra Capital Management LLC2,143$606.0K0.01%−127−5.6%Reduced
Crossmark Global Holdings, Inc.2,143$607.3K0.01%+118+5.8%Added
QRG Capital Management, Inc.2,161$612.5K0.01%+31+1.5%Added
Two Sigma Investments, LP2,200$623.5K0.00%−2,400−52.2%Reduced
MAI Capital Management2,206$625.2K0.00%+67+3.1%Added
ASR Vermogensbeheer N.V.2,220$629.1K0.01%−6−0.3%Reduced
Tiaa Trust, National Association2,223$630.0K0.00%−36−1.6%Reduced
Claro Advisors LLC2,231$632.2K0.10%−16−0.7%Reduced
Omers Administration Corp2,299$651.5K0.01%00.0%Unchanged
SlateStone Wealth, LLC2,300$652.0K0.06%−10−0.4%Reduced
Valeo Financial Advisors, LLC2,312$655.2K0.02%+347+17.7%Added
RB Capital Management, LLC2,317$656.8K0.15%−12−0.5%Reduced
Allstate Corp2,343$664.0K0.05%−9,358−80.0%Reduced
Invst, LLC2,442$692.1K0.09%+10.0%Added
Tokio Marine Asset Management Co Ltd2,454$695.5K0.03%+282+13.0%Added
Bramshill Investments, LLC2,457$696.3K0.07%00.0%Unchanged
Dark Forest Capital Management LP2,479$702.5K0.03%+2,479New
FORA Capital, LLC2,488$705.1K0.08%+2,488New
Horizon Investments, LLC2,500$708.5K0.01%+1,571+169.1%Added
Intech Investment Management LLC2,530$717.0K0.01%+565+28.8%Added
Vestmark Advisory Solutions, Inc.2,554$723.8K0.01%+1,000+64.4%Added
Healthcare of Ontario Pension Plan Trust Fund2,568$727.8K0.00%+1,802+235.2%Added
Sound Financial Strategies Group, LLC2,578$730.6K0.62%+92+3.7%Added