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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 228 | $65.0K | 0.00% | −3−1.3% | Reduced |
| Bear Mountain Capital, Inc. | 221 | $63.5K | 0.02% | 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 |
| Ameriflex Group, Inc. | 208 | $59.8K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 206 | $58.9K | 0.04% | +6+3.0% | Added |
| Sentry Investment Management LLC | 200 | $57.0K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $56.7K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 195 | $55.3K | 0.00% | +11+6.0% | Added |
| Central Trust Co | 195 | $55.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 192 | $54.4K | 0.01% | −26−11.9% | Reduced |
| MUFG Securities EMEA plc | 189 | $53.6K | 0.00% | +189 | New |
| Ameritas Advisory Services, LLC | 185 | $52.4K | 0.00% | +185 | New |
| Clearstead Advisors, LLC | 184 | $52.1K | 0.00% | +152+475.0% | Added |
| Massmutual Trust Co FSB | 178 | $50.4K | 0.00% | +31+21.1% | Added |
| Bogart Wealth, LLC | 176 | $50.0K | 0.00% | +174+8,700.0% | Added |
| Onefund, LLC | 168 | $48.0K | 0.03% | +168 | New |
| Bruce G. Allen Investments, LLC | 167 | $47.3K | 0.04% | +2+1.2% | Added |
| Covestor Ltd | 161 | $46.0K | 0.03% | +112+228.6% | Added |
| Capital Advisors, Ltd. LLC | 158 | $45.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 155 | $43.9K | 0.00% | +155 | New |
| Larson Financial Group LLC | 150 | $42.5K | 0.00% | +78+108.3% | Added |
| Umb Bank N A | 147 | $41.7K | 0.00% | −11−7.0% | Reduced |
| Capital Analysts, LLC | 136 | $39.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $38.8K | 0.00% | −13−100.0% | Reduced |
| Tobam | 131 | $37.0K | 0.01% | +82+167.3% | Added |
| Princeton Global Asset Management LLC | 120 | $34.0K | 0.01% | +120 | New |
| Muzinich & Co., Inc. | 116 | $32.9K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $29.7K | 0.01% | +12+13.0% | Added |
| Private Trust Co NA | 103 | $29.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $28.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 100 | $28.5K | 0.02% | +75+300.0% | Added |
| Ransom Advisory, Ltd | 100 | $28.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 100 | $28.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $28.1K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 88 | $24.9K | 0.01% | +88 | New |
| Kestra Investment Management, LLC | 78 | $23.0K | 0.00% | +39+100.0% | Added |
| Bryn Mawr Trust Co | 76 | $21.5K | 0.00% | +14+22.6% | Added |
| Hantz Financial Services, Inc. | 73 | $21.0K | 0.00% | +72+7,200.0% | Added |
| Smithfield Trust Co | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 64 | $18.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 58 | $16.4K | 0.01% | −56−49.1% | Reduced |
| Meeder Asset Management Inc | 58 | $16.4K | 0.00% | +35+152.2% | Added |
| Keystone Global Partners, LLC | 53 | $15.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 54 | $15.3K | 0.01% | +6+12.5% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $14.2K | 0.00% | +50 | New |
| True Wealth Design, LLC | 47 | $13.3K | 0.00% | +20+74.1% | Added |
| Ronald Blue Trust, Inc. | 45 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $12.5K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 43 | $12.2K | 0.00% | −1−2.3% | Reduced |
| Clear Street Markets LLC | 43 | $12.2K | 0.00% | +43 | New |
| SOA Wealth Advisors, LLC. | 41 | $11.7K | 0.00% | −6−12.8% | Reduced |
| TCTC Holdings, LLC | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $11.1K | 0.00% | −5−11.4% | Reduced |
| Lazard Asset Management LLC | 40 | $11.0K | 0.00% | −1−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 38 | $10.8K | 0.00% | +38 | New |
| MB, Levis & Associates, LLC | 37 | $10.5K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 37 | $10.5K | 0.01% | +37 | New |
| Sierra Ocean, LLC | 35 | $10.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31 | $8.79K | 0.00% | −11−26.2% | Reduced |
| CVA Family Office, LLC | 30 | $8.50K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 30 | $8.50K | 0.02% | +30 | New |
| Manchester Capital Management LLC | 25 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $7.08K | 0.00% | +21+525.0% | Added |
| UMA Financial Services, Inc. | 24 | $6.80K | 0.00% | +4+20.0% | Added |
| MV Capital Management, Inc. | 23 | $6.52K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 22 | $6.35K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $6.24K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $6.01K | 0.00% | +21 | New |
| Simplex Trading, LLC | 22 | $6.00K | 0.00% | −1,010−97.9% | Reduced |
| Park Place Capital Corp | 20 | $5.70K | 0.00% | −39−66.1% | Reduced |
| Fortitude Family Office, LLC | 19 | $5.38K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $4.53K | 0.00% | −2−11.1% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $3.97K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 13 | $3.68K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 11 | $3.12K | 0.00% | −10−47.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.86K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $2.83K | 0.00% | −7−41.2% | Reduced |
| Archer Investment Corp | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $2.56K | 0.00% | +5+125.0% | Added |
| Zions Bancorporation, National Association | 9 | $2.55K | 0.00% | −102−91.9% | Reduced |
| Grove Bank & Trust | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $2.55K | 0.00% | +3+50.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 9 | $2.29K | 0.00% | +9 | New |
| Pacifica Partners Inc. | 8 | $2.28K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $1.98K | 0.00% | +6+600.0% | Added |
| TFC Financial Management | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $1.70K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $1.46K | 0.00% | −4−44.4% | Reduced |
| Private Wealth Management Group, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $1.14K | 0.00% | +4 | New |
| Bayforest Capital Ltd | 4 | $1.13K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $1.03K | 0.00% | +2+100.0% | Added |
| Hughes Financial Services, LLC | 4 | $1.02K | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 3 | $858 | 0.00% | −973−99.7% | Reduced |