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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 2,692 | $763.0K | 0.01% | +708+35.7% | Added |
| Plato Investment Management Ltd | 2,733 | $771.7K | 0.06% | +1,060+63.4% | Added |
| Catalytic Wealth RIA, LLC | 2,756 | $781.0K | 0.06% | +327+13.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,792 | $795.1K | 0.00% | −112−3.9% | Reduced |
| Barings LLC | 3,019 | $829.2K | 0.02% | +3,019 | New |
| LVW Advisors, LLC | 2,929 | $830.1K | 0.09% | +749+34.4% | Added |
| Maryland State Retirement & Pension System | 2,984 | $845.7K | 0.02% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,985 | $845.9K | 0.53% | −978−24.7% | Reduced |
| US Bancorp | 2,989 | $847.0K | 0.00% | −682−18.6% | Reduced |
| New Mexico Educational Retirement Board | 3,000 | $850.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 3,071 | $870.3K | 0.01% | −744−19.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,211 | $910.0K | 0.06% | +958+42.5% | Added |
| Consolidated Planning Corp | 3,215 | $911.0K | 0.11% | +383+13.5% | Added |
| Horst & Graben Wealth Management LLC | 3,220 | $912.5K | 0.15% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,231 | $915.8K | 0.00% | +657+25.5% | Added |
| Allworth Financial LP | 3,319 | $940.5K | 0.00% | +2,283+220.4% | Added |
| Atria Investments LLC | 3,328 | $943.0K | 0.01% | −70−2.1% | Reduced |
| Fisher Asset Management, LLC | 3,342 | $947.2K | 0.00% | +840+33.6% | Added |
| Securian Asset Management, Inc | 3,379 | $957.6K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 3,400 | $963.6K | 0.02% | −100−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 3,418 | $968.7K | 0.01% | +3,418 | New |
| Kestra Advisory Services, LLC | 3,444 | $976.2K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,453 | $978.6K | 0.01% | +629+22.3% | Added |
| Capital World Investors | 3,475 | $984.8K | 0.00% | +2,473+246.8% | Added |
| Jain Global LLC | 3,527 | $999.6K | 0.02% | +3,527 | New |
| Gulf International Bank (UK) Ltd | 3,539 | $1.00M | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,562 | $1.01M | 0.01% | −157−4.2% | Reduced |
| Cerity Partners LLC | 3,672 | $1.04M | 0.00% | −590−13.8% | Reduced |
| Ostrum Asset Management | 3,686 | $1.04M | 0.05% | −106−2.8% | Reduced |
| DoubleLine ETF Adviser LP | 3,777 | $1.07M | 0.34% | +53+1.4% | Added |
| MML Investors Services, LLC | 3,779 | $1.07M | 0.00% | +280+8.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,804 | $1.08M | 0.04% | −964−20.2% | Reduced |
| Hartford Investment Management Co | 3,878 | $1.10M | 0.03% | −73−1.8% | Reduced |
| NEOS Investment Management LLC | 3,912 | $1.11M | 0.01% | +1,642+72.3% | Added |
| Osterweis Capital Management Inc | 4,000 | $1.13M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,023 | $1.14M | 0.00% | +152+3.9% | Added |
| Tiemann Investment Advisors, LLC | 4,035 | $1.14M | 0.47% | −34−0.8% | Reduced |
| Sigma Planning Corp | 4,080 | $1.16M | 0.03% | +27+0.7% | Added |
| Kentucky Retirement Systems | 4,089 | $1.16M | 0.03% | −269−6.2% | Reduced |
| Cetera Investment Advisers | 4,173 | $1.18M | 0.00% | +398+10.5% | Added |
| Blackhawk Capital Partners LLC. | 4,296 | $1.22M | 0.56% | +378+9.6% | Added |
| Vinva Investment Management Ltd | 4,346 | $1.24M | 0.03% | +2,255+107.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,440 | $1.26M | 0.00% | +171+4.0% | Added |
| Mizuho Securities USA LLC | 4,448 | $1.26M | 0.03% | +4,448 | New |
| Candriam Luxembourg S.C.A. | 4,620 | $1.31M | 0.01% | −265−5.4% | Reduced |
| Pensionfund Sabic | 4,650 | $1.32M | 0.37% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,654 | $1.32M | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,777 | $1.36M | 0.01% | +4,777 | New |
| Wealthfront Advisers LLC | 4,834 | $1.37M | 0.00% | −997−17.1% | Reduced |
| Camelot Portfolios, LLC | 4,840 | $1.37M | 0.82% | −8−0.2% | Reduced |
| Martingale Asset Management L P | 4,912 | $1.39M | 0.03% | −7,981−61.9% | Reduced |
| Naviter Wealth, LLC | 4,888 | $1.40M | 0.17% | +399+8.9% | Added |
| Schonfeld Strategic Advisors LLC | 4,951 | $1.40M | 0.01% | −68,774−93.3% | Reduced |
| Provident Investment Management, Inc. | 4,962 | $1.41M | 0.12% | −340−6.4% | Reduced |
| Avanza Fonder AB | 5,000 | $1.42M | 0.04% | −56−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,036 | $1.43M | 0.01% | +82+1.7% | Added |
| Nordea Investment Management AB | 5,118 | $1.43M | 0.00% | +336+7.0% | Added |
| Tredje AP-fonden | 5,095 | $1.44M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,122 | $1.45M | 0.00% | +1,797+54.0% | Added |
| Swiss Life Asset Management Ltd | 5,141 | $1.46M | 0.01% | +130+2.6% | Added |
| Wealthstar Advisors, LLC | 5,185 | $1.47M | 0.55% | +330+6.8% | Added |
| GeoWealth Management, LLC | 5,232 | $1.48M | 0.06% | −555−9.6% | Reduced |
| Commonwealth Equity Services, LLC | 5,297 | $1.50M | 0.00% | +713+15.6% | Added |
| Beacon Pointe Advisors, LLC | 5,351 | $1.52M | 0.02% | −72−1.3% | Reduced |
| Sanctuary Advisors, LLC | 5,355 | $1.52M | 0.01% | +2,879+116.3% | Added |
| Summit Trail Advisors, LLC | 5,309 | $1.52M | 0.03% | +5,309 | New |
| Ieq Capital, LLC | 5,362 | $1.52M | 0.01% | −1,886−26.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,496 | $1.56M | 0.03% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 5,539 | $1.57M | 0.23% | +637+13.0% | Added |
| JustInvest LLC | 5,577 | $1.58M | 0.02% | −1,053−15.9% | Reduced |
| Marex Group plc | 5,600 | $1.59M | 0.03% | +5,600 | New |
| Vident Advisory, LLC | 5,655 | $1.60M | 0.02% | −7,375−56.6% | Reduced |
| Commerce Bank | 5,657 | $1.60M | 0.01% | +106+1.9% | Added |
| Advisor Group Holdings, Inc. | 5,693 | $1.62M | 0.00% | +194+3.5% | Added |
| Avantax Advisory Services, Inc. | 5,808 | $1.65M | 0.01% | +287+5.2% | Added |
| Neuberger Berman Group LLC | 5,833 | $1.65M | 0.00% | +371+6.8% | Added |
| Azzad Asset Management Inc | 5,843 | $1.66M | 0.18% | +224+4.0% | Added |
| Ethic Inc. | 5,943 | $1.70M | 0.03% | +155+2.7% | Added |
| Public Employees Retirement Association of Colorado | 6,301 | $1.79M | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 6,507 | $1.84M | 0.34% | +133+2.1% | Added |
| Creative Planning | 6,681 | $1.89M | 0.00% | −96−1.4% | Reduced |
| LM Advisors LLC | 6,868 | $1.95M | 0.25% | −59−0.9% | Reduced |
| Norinchukin Bank, The | 6,913 | $1.96M | 0.03% | +559+8.8% | Added |
| Clifford Swan Investment Counsel LLC | 6,938 | $1.97M | 0.07% | −198−2.8% | Reduced |
| 1832 Asset Management L.P. | 6,957 | $1.97M | 0.00% | +6,957 | New |
| M&T Bank Corp | 7,082 | $2.01M | 0.01% | −160−2.2% | Reduced |
| OP Asset Management Ltd | 7,101 | $2.01M | 0.03% | +408+6.1% | Added |
| Oppenheimer Asset Management Inc. | 7,170 | $2.03M | 0.02% | +326+4.8% | Added |
| Pathstone Holdings, LLC | 7,160 | $2.03M | 0.01% | +620+9.5% | Added |
| Cozad Asset Management Inc | 7,187 | $2.04M | 0.18% | +290+4.2% | Added |
| Vanderbilt University | 7,259 | $2.06M | 0.39% | −67−0.9% | Reduced |
| Mutual of America Capital Management LLC | 7,382 | $2.09M | 0.02% | −91−1.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,854 | $2.23M | 0.49% | −200−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,871 | $2.23M | 0.01% | +3,748+90.9% | Added |
| Steel Peak Wealth Management LLC | 7,804 | $2.23M | 0.09% | +7,804 | New |
| Voloridge Investment Management, LLC | 7,960 | $2.26M | 0.01% | −69,291−89.7% | Reduced |
| Brookfield Asset Management Inc. | 8,105 | $2.30M | 0.00% | +8,105 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8,145 | $2.31M | 0.01% | −208−2.5% | Reduced |
| Rafferty Asset Management, LLC | 8,153 | $2.31M | 0.01% | +1,146+16.4% | Added |
| The PNC Financial Services Group, Inc. | 8,225 | $2.33M | 0.00% | −99−1.2% | Reduced |