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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 11,286 | $3.20M | 0.00% | +273+2.5% | Added |
| Susquehanna International Group, LLP | 10,840 | $3.07M | 0.00% | +4,109+61.0% | Added |
| Kingswood Wealth Advisors, LLC | 10,652 | $3.02M | 0.24% | −315−2.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,546 | $3.00M | 0.00% | +454+4.5% | Added |
| British Columbia Investment Management Corp | 10,120 | $2.87M | 0.02% | −2,169−17.6% | Reduced |
| Westpac Banking Corp | 9,780 | $2.77M | 0.19% | −660−6.3% | Reduced |
| Teacher Retirement System of Texas | 9,769 | $2.77M | 0.01% | −28,883−74.7% | Reduced |
| AXA S.A. | 9,721 | $2.75M | 0.01% | +85+0.9% | Added |
| Pensionfund DSM Netherlands | 9,695 | $2.75M | 1.85% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,654 | $2.74M | 0.03% | +401+4.3% | Added |
| Spirit of America Management Corp | 9,636 | $2.73M | 0.57% | +1,600+19.9% | Added |
| New York Life Investment Management LLC | 9,635 | $2.73M | 0.03% | +137+1.4% | Added |
| Xponance, Inc. | 9,625 | $2.73M | 0.02% | +243+2.6% | Added |
| Mackenzie Financial Corp | 9,264 | $2.63M | 0.00% | +609+7.0% | Added |
| Diversify Advisory Services, LLC | 10,257 | $2.61M | 0.10% | +4,033+64.8% | Added |
| Fisher Funds Management LTD | 9,159 | $2.60M | 0.06% | −6,095−40.0% | Reduced |
| Quilter Plc | 9,064 | $2.57M | 0.05% | −27−0.3% | Reduced |
| CIBC Asset Management Inc | 8,927 | $2.53M | 0.01% | −797−8.2% | Reduced |
| SG Americas Securities, LLC | 8,462 | $2.40M | 0.01% | +4,339+105.2% | Added |
| Bank of Nova Scotia | 8,274 | $2.34M | 0.00% | +811+10.9% | Added |
| The PNC Financial Services Group, Inc. | 8,225 | $2.33M | 0.00% | −99−1.2% | Reduced |
| Rafferty Asset Management, LLC | 8,153 | $2.31M | 0.01% | +1,146+16.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,145 | $2.31M | 0.01% | −208−2.5% | Reduced |
| Brookfield Asset Management Inc. | 8,105 | $2.30M | 0.00% | +8,105 | New |
| Voloridge Investment Management, LLC | 7,960 | $2.26M | 0.01% | −69,291−89.7% | Reduced |
| Steel Peak Wealth Management LLC | 7,804 | $2.23M | 0.09% | +7,804 | New |
| Federation des caisses Desjardins du Quebec | 7,871 | $2.23M | 0.01% | +3,748+90.9% | Added |
| Mission Creek Capital Partners, Inc. | 7,854 | $2.23M | 0.49% | −200−2.5% | Reduced |
| Mutual of America Capital Management LLC | 7,382 | $2.09M | 0.02% | −91−1.2% | Reduced |
| Vanderbilt University | 7,259 | $2.06M | 0.39% | −67−0.9% | Reduced |
| Cozad Asset Management Inc | 7,187 | $2.04M | 0.18% | +290+4.2% | Added |
| Pathstone Holdings, LLC | 7,160 | $2.03M | 0.01% | +620+9.5% | Added |
| Oppenheimer Asset Management Inc. | 7,170 | $2.03M | 0.02% | +326+4.8% | Added |
| OP Asset Management Ltd | 7,101 | $2.01M | 0.03% | +408+6.1% | Added |
| M&T Bank Corp | 7,082 | $2.01M | 0.01% | −160−2.2% | Reduced |
| 1832 Asset Management L.P. | 6,957 | $1.97M | 0.00% | +6,957 | New |
| Clifford Swan Investment Counsel LLC | 6,938 | $1.97M | 0.07% | −198−2.8% | Reduced |
| Norinchukin Bank, The | 6,913 | $1.96M | 0.03% | +559+8.8% | Added |
| LM Advisors LLC | 6,868 | $1.95M | 0.25% | −59−0.9% | Reduced |
| Creative Planning | 6,681 | $1.89M | 0.00% | −96−1.4% | Reduced |
| Gries Financial LLC | 6,507 | $1.84M | 0.34% | +133+2.1% | Added |
| Public Employees Retirement Association of Colorado | 6,301 | $1.79M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,943 | $1.70M | 0.03% | +155+2.7% | Added |
| Azzad Asset Management Inc | 5,843 | $1.66M | 0.18% | +224+4.0% | Added |
| Neuberger Berman Group LLC | 5,833 | $1.65M | 0.00% | +371+6.8% | Added |
| Avantax Advisory Services, Inc. | 5,808 | $1.65M | 0.01% | +287+5.2% | Added |
| Advisor Group Holdings, Inc. | 5,693 | $1.62M | 0.00% | +194+3.5% | Added |
| Commerce Bank | 5,657 | $1.60M | 0.01% | +106+1.9% | Added |
| Vident Advisory, LLC | 5,655 | $1.60M | 0.02% | −7,375−56.6% | Reduced |
| Marex Group plc | 5,600 | $1.59M | 0.03% | +5,600 | New |
| JustInvest LLC | 5,577 | $1.58M | 0.02% | −1,053−15.9% | Reduced |
| S-Bank Fund Management Ltd | 5,539 | $1.57M | 0.23% | +637+13.0% | Added |
| Oregon Public Employees Retirement Fund | 5,496 | $1.56M | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,362 | $1.52M | 0.01% | −1,886−26.0% | Reduced |
| Summit Trail Advisors, LLC | 5,309 | $1.52M | 0.03% | +5,309 | New |
| Sanctuary Advisors, LLC | 5,355 | $1.52M | 0.01% | +2,879+116.3% | Added |
| Beacon Pointe Advisors, LLC | 5,351 | $1.52M | 0.02% | −72−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 5,297 | $1.50M | 0.00% | +713+15.6% | Added |
| GeoWealth Management, LLC | 5,232 | $1.48M | 0.06% | −555−9.6% | Reduced |
| Wealthstar Advisors, LLC | 5,185 | $1.47M | 0.55% | +330+6.8% | Added |
| Swiss Life Asset Management Ltd | 5,141 | $1.46M | 0.01% | +130+2.6% | Added |
| Pacer Advisors, Inc. | 5,122 | $1.45M | 0.00% | +1,797+54.0% | Added |
| Tredje AP-fonden | 5,095 | $1.44M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 5,118 | $1.43M | 0.00% | +336+7.0% | Added |
| Teachers Retirement System of the State of Kentucky | 5,036 | $1.43M | 0.01% | +82+1.7% | Added |
| Avanza Fonder AB | 5,000 | $1.42M | 0.04% | −56−1.1% | Reduced |
| Provident Investment Management, Inc. | 4,962 | $1.41M | 0.12% | −340−6.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,951 | $1.40M | 0.01% | −68,774−93.3% | Reduced |
| Naviter Wealth, LLC | 4,888 | $1.40M | 0.17% | +399+8.9% | Added |
| Martingale Asset Management L P | 4,912 | $1.39M | 0.03% | −7,981−61.9% | Reduced |
| Camelot Portfolios, LLC | 4,840 | $1.37M | 0.82% | −8−0.2% | Reduced |
| Wealthfront Advisers LLC | 4,834 | $1.37M | 0.00% | −997−17.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,777 | $1.36M | 0.01% | +4,777 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,654 | $1.32M | 0.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 4,650 | $1.32M | 0.37% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 4,620 | $1.31M | 0.01% | −265−5.4% | Reduced |
| Mizuho Securities USA LLC | 4,448 | $1.26M | 0.03% | +4,448 | New |
| Cambridge Investment Research Advisors, Inc. | 4,440 | $1.26M | 0.00% | +171+4.0% | Added |
| Vinva Investment Management Ltd | 4,346 | $1.24M | 0.03% | +2,255+107.8% | Added |
| Blackhawk Capital Partners LLC. | 4,296 | $1.22M | 0.56% | +378+9.6% | Added |
| Cetera Investment Advisers | 4,173 | $1.18M | 0.00% | +398+10.5% | Added |
| Kentucky Retirement Systems | 4,089 | $1.16M | 0.03% | −269−6.2% | Reduced |
| Sigma Planning Corp | 4,080 | $1.16M | 0.03% | +27+0.7% | Added |
| Tiemann Investment Advisors, LLC | 4,035 | $1.14M | 0.47% | −34−0.8% | Reduced |
| Fifth Third Bancorp | 4,023 | $1.14M | 0.00% | +152+3.9% | Added |
| Osterweis Capital Management Inc | 4,000 | $1.13M | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,912 | $1.11M | 0.01% | +1,642+72.3% | Added |
| Hartford Investment Management Co | 3,878 | $1.10M | 0.03% | −73−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,804 | $1.08M | 0.04% | −964−20.2% | Reduced |
| MML Investors Services, LLC | 3,779 | $1.07M | 0.00% | +280+8.0% | Added |
| DoubleLine ETF Adviser LP | 3,777 | $1.07M | 0.34% | +53+1.4% | Added |
| Ostrum Asset Management | 3,686 | $1.04M | 0.05% | −106−2.8% | Reduced |
| Cerity Partners LLC | 3,672 | $1.04M | 0.00% | −590−13.8% | Reduced |
| Kestra Private Wealth Services, LLC | 3,562 | $1.01M | 0.01% | −157−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 3,539 | $1.00M | 0.04% | 00.0% | Unchanged |
| Jain Global LLC | 3,527 | $999.6K | 0.02% | +3,527 | New |
| Capital World Investors | 3,475 | $984.8K | 0.00% | +2,473+246.8% | Added |
| Toroso Investments, LLC | 3,453 | $978.6K | 0.01% | +629+22.3% | Added |
| Kestra Advisory Services, LLC | 3,444 | $976.2K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,418 | $968.7K | 0.01% | +3,418 | New |