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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 1,200 | $340.1K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,200 | $340.1K | 0.01% | +1,200 | New |
| Norden Group LLC | 1,167 | $330.6K | 0.04% | −23−1.9% | Reduced |
| Glenmede Investment Management, LP | 1,159 | $328.5K | 0.00% | +1,159 | New |
| EP Wealth Advisors, LLC | 1,147 | $325.2K | 0.00% | −157−12.0% | Reduced |
| GF Fund Management Co. Ltd. | 1,135 | $321.7K | 0.01% | −82−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,095 | $310.3K | 0.00% | +1,024+1,442.3% | Added |
| Crawford Investment Counsel Inc | 1,071 | $303.5K | 0.01% | −3,023−73.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,068 | $302.8K | 0.00% | −545−33.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,057 | $301.6K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,051 | $297.9K | 0.15% | +1,051 | New |
| AlphaStar Capital Management, LLC | 1,040 | $294.8K | 0.02% | +1,040 | New |
| Legacy Wealth Asset Management, LLC | 1,015 | $287.7K | 0.07% | +12+1.2% | Added |
| TCG Advisory Services, LLC | 1,012 | $286.8K | 0.01% | +1,012 | New |
| Avantax Planning Partners, Inc. | 1,005 | $284.8K | 0.01% | −9−0.9% | Reduced |
| Cantor Fitzgerald, L. P. | 1,000 | $283.4K | 0.01% | +1,000 | New |
| Coldstream Capital Management Inc | 992 | $281.0K | 0.00% | −704−41.5% | Reduced |
| Bailard, Inc. | 989 | $280.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 988 | $280.0K | 0.00% | +3+0.3% | Added |
| CWM Advisors, LLC | 986 | $279.4K | 0.03% | −31−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 976 | $276.6K | 0.00% | +18+1.9% | Added |
| Colony Group, LLC | 961 | $272.8K | 0.00% | +236+32.6% | Added |
| Camden Capital, LLC | 957 | $271.2K | 0.03% | −171−15.2% | Reduced |
| Pinnacle Associates Ltd | 954 | $270.4K | 0.00% | +227+31.2% | Added |
| Stevens Capital Management LP | 950 | $269.0K | 0.07% | +950 | New |
| Wealthspire Advisors, LLC | 923 | $261.5K | 0.00% | +257+38.6% | Added |
| Roman Butler Fullerton & Co | 902 | $259.0K | 0.08% | −39−4.1% | Reduced |
| V-Square Quantitative Management LLC | 912 | $258.5K | 0.03% | +48+5.6% | 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 |
| Siemens Fonds Invest GmbH | 893 | $253.1K | 0.01% | +145+19.4% | Added |
| Conscious Wealth Investments, LLC | 869 | $252.6K | 0.16% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 885 | $251.9K | 0.06% | −1,152−56.6% | Reduced |
| MBB Public Markets I LLC | 879 | $249.1K | 0.03% | −201−18.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 870 | $246.6K | 0.01% | +870 | New |
| Trust Co of Vermont | 850 | $240.9K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 847 | $240.0K | 0.01% | −13−1.5% | Reduced |
| GTS Securities LLC | 846 | $239.8K | 0.01% | +846 | New |
| Greenleaf Trust | 844 | $239.2K | 0.00% | −157−15.7% | Reduced |
| Copperwynd Financial, LLC | 842 | $238.7K | 0.06% | +53+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 829 | $234.8K | 0.01% | +83+11.1% | Added |
| NewEdge Wealth, LLC | 896 | $230.3K | 0.00% | +110+14.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 806 | $228.4K | 0.00% | +806 | New |
| Meeder Advisory Services, Inc. | 803 | $227.6K | 0.01% | +24+3.1% | Added |
| CWA Asset Management Group, LLC | 803 | $227.6K | 0.01% | −80−9.1% | Reduced |
| Mutual Advisors, LLC | 792 | $227.4K | 0.01% | −13−1.6% | Reduced |
| Evergreen Capital Management LLC | 795 | $227.3K | 0.01% | +73+10.1% | Added |
| Renaissance Group LLC | 802 | $227.3K | 0.01% | −26−3.1% | Reduced |
| Patton Fund Management, Inc. | 799 | $226.4K | 0.05% | +799 | New |
| Merit Financial Group, LLC | 789 | $223.7K | 0.00% | +789 | New |
| Corton Capital Inc. | 785 | $222.5K | 0.26% | +785 | New |
| Snowden Capital Advisors LLC | 771 | $220.5K | 0.01% | +81+11.7% | Added |
| Robertson Stephens Wealth Management, LLC | 770 | $220.2K | 0.01% | +3+0.4% | Added |
| Sowell Financial Services LLC | 775 | $219.7K | 0.01% | +3+0.4% | Added |
| Spinnaker Trust | 775 | $219.6K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 775 | $219.6K | 0.01% | +775 | New |
| 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 |
| Schnieders Capital Management LLC | 757 | $214.5K | 0.04% | −12−1.6% | Reduced |
| Equitable Holdings, Inc. | 753 | $213.4K | 0.00% | +753 | New |
| D.A. Davidson & Co. | 750 | $212.6K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 748 | $212.0K | 0.12% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 742 | $210.3K | 0.08% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 737 | $208.9K | 0.00% | +737 | New |
| Brevan Howard Capital Management LP | 723 | $204.9K | 0.00% | +723 | New |
| Kathmere Capital Management, LLC | 713 | $202.1K | 0.02% | −20−2.7% | Reduced |
| Allie Family Office LLC | 712 | $201.8K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 709 | $200.9K | 0.01% | −10−1.4% | Reduced |
| Cetera Trust Company, N.A | 645 | $182.8K | 0.11% | +645 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 642 | $181.9K | 0.02% | −1−0.2% | Reduced |
| Principal Securities, Inc. | 637 | $180.5K | 0.00% | +146+29.7% | Added |
| Ameritas Investment Partners, Inc. | 612 | $173.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 576 | $163.2K | 0.00% | −90−13.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 547 | $155.0K | 0.00% | +18+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 542 | $153.6K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 525 | $148.7K | 0.13% | +5+1.0% | Added |
| North Star Investment Management Corp. | 500 | $141.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 495 | $140.3K | 0.00% | −193−28.1% | Reduced |
| CX Institutional | 495 | $140.0K | 0.00% | −1−0.2% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $128.4K | 0.00% | +453 | New |
| Exchange Traded Concepts, LLC | 446 | $126.4K | 0.00% | −17−3.7% | Reduced |
| Signaturefd, LLC | 427 | $121.0K | 0.00% | −6−1.4% | Reduced |
| Jones Financial Companies LLLP | 409 | $116.6K | 0.00% | +112+37.7% | Added |
| Geneos Wealth Management Inc. | 402 | $113.9K | 0.00% | +15+3.9% | Added |
| Brown Brothers Harriman & Co | 397 | $112.5K | 0.00% | +90+29.3% | Added |
| Assetmark, Inc | 383 | $108.6K | 0.00% | +149+63.7% | Added |
| Harvest Fund Management Co., Ltd | 378 | $107.0K | 0.01% | +12+3.3% | Added |
| ORG Partners LLC | 673 | $103.6K | 0.02% | +24+3.7% | Added |
| Skopos Labs, Inc. | 354 | $100.1K | 0.01% | +164+86.3% | Added |
| Center for Financial Planning, Inc. | 350 | $99.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $86.2K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $85.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $84.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $84.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 296 | $83.9K | 0.00% | +296 | New |
| Huntington National Bank | 288 | $81.6K | 0.00% | +40+16.1% | Added |
| EverSource Wealth Advisors, LLC | 279 | $79.1K | 0.00% | +115+70.1% | Added |
| Smartleaf Asset Management LLC | 269 | $76.8K | 0.01% | −55−17.0% | Reduced |
| Spire Wealth Management | 243 | $68.9K | 0.00% | +241+12,050.0% | Added |
| SRS Capital Advisors, Inc. | 224 | $66.0K | 0.00% | +6+2.8% | Added |