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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, Q3 2025

Institutional positions in Essex Property Trust, Inc. as of Sep 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
607
−5 vs. Q2 2025
Shares held
64.1M
+929.5K (+1.5%) vs. Q2 2025
Total value
$17.1B
−$748.1M (−4.2%) vs. Q2 2025
New holders
63
219 more added
Sold out
68
224 more reduced

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 607 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 heldQ3 2025: $17.1B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2025.

Institutions holding ESS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC3$00.00%+3New
Davis Capital Management1$2680.00%+1New
American Capital Advisory, LLC1$2680.00%+1New
North Capital, Inc.1$2680.00%+1New
Retirement Wealth Solutions LLC1$2920.00%+1Added
Hughes Financial Services, LLC2$5200.00%−2−50.0%Reduced
Geneos Wealth Management Inc.2$5350.00%−400−99.5%Reduced
Tortoise Investment Management, LLC2$5350.00%−1−33.3%Reduced
Sachetta, LLC2$5410.00%−7−77.8%Reduced
Clark Wealth Partners3$7850.00%00.0%Unchanged
Rossby Financial, LCC3$8000.00%00.0%Unchanged
Spire Wealth Management3$8030.00%−240−98.8%Reduced
South State Corp.3$8030.00%−6−66.7%Reduced
Rise Advisors, LLC3$8030.00%00.0%Unchanged
Activest Wealth Management3$8030.00%00.0%Unchanged
Motco3$8030.00%00.0%Unchanged
Texas Capital Bancshares Inc3$8030.00%+3New
Prestige Wealth Management Group LLC3$8110.00%00.0%Unchanged
Bryn Mawr Trust Co4$1.07K0.00%−72−94.7%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.5$1.34K0.00%−637−99.2%Reduced
Private Wealth Management Group, LLC5$1.34K0.00%00.0%Unchanged
Winnow Wealth LLC5$1.34K0.00%+5New
Dunhill Financial, LLC5$1.38K0.00%00.0%Unchanged
TFC Financial Management6$1.61K0.00%00.0%Unchanged
Ancora Advisors, LLC6$1.61K0.00%00.0%Unchanged
Dogwood Wealth Management LLC7$1.87K0.00%−14−66.7%Reduced
Wealth Watch Advisors, INC7$1.87K0.00%+7New
Hemington Wealth Management10$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.14K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$2.16K0.00%+8New
Grove Bank & Trust9$2.41K0.00%00.0%Unchanged
Strive Asset Management, LLC9$2.41K0.00%+9New
Millstone Evans Group, LLC9$2.41K0.00%+9New
GWM Advisors LLC10$2.68K0.00%00.0%Unchanged
Archer Investment Corp10$2.68K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.10$2.69K0.00%+10New
Mowery & Schoenfeld Wealth Management, LLC10$2.70K0.00%00.0%Unchanged
Truvestments Capital LLC11$2.94K0.00%+11New
Howard Hughes Medical Institute13$3.48K0.00%00.0%Unchanged
Red Tortoise LLC13$3.48K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.14$3.75K0.00%00.0%Unchanged
Rothschild Investment LLC16$4.28K0.00%00.0%Unchanged
ZRC Wealth Management, LLC17$4.55K0.00%+17New
Fortitude Family Office, LLC19$5.09K0.00%00.0%Unchanged
TCTC Holdings, LLC20$5.35K0.00%−20−50.0%Reduced
Park Place Capital Corp20$5.35K0.00%00.0%Unchanged
Harbour Investments, Inc.21$5.62K0.00%+14+200.0%Added
MV Capital Management, Inc.22$5.89K0.00%−1−4.3%Reduced
Investors Research Corp22$5.89K0.00%00.0%Unchanged
Cornerstone Planning Group LLC24$6.00K0.00%+20+500.0%Added
Twin Lakes Capital Management, LLC23$6.05K0.00%+1+4.5%Added
Salomon & Ludwin, LLC23$6.08K0.00%+23New
CVA Family Office, LLC23$6.16K0.00%−7−23.3%Reduced
Bell Investment Advisors, Inc25$6.69K0.00%00.0%Unchanged
Zions Bancorporation, National Association25$6.69K0.00%+16+177.8%Added
Bartlett & Co. Wealth Management LLC27$7.30K0.00%+26+2,600.0%Added
Meeder Asset Management Inc29$7.76K0.00%−29−50.0%Reduced
Sagard Holdings Management Inc.30$8.03K0.04%00.0%Unchanged
TD Private Client Wealth LLC36$9.64K0.00%+5+16.1%Added
MB, Levis & Associates, LLC37$9.90K0.00%00.0%Unchanged
Quarry LP38$10.2K0.00%+38New
IFP Advisors, Inc40$10.7K0.00%+40Added
Ronald Blue Trust, Inc.41$11.0K0.00%−4−8.9%Reduced
SOA Wealth Advisors, LLC.42$11.2K0.00%+1+2.4%Added
Farmers & Merchants Investments Inc43$11.5K0.00%00.0%Unchanged
Hilltop National Bank44$11.8K0.00%00.0%Unchanged
GW&K Investment Management, LLC44$12.0K0.00%+8+22.2%Added
UMA Financial Services, Inc.49$13.1K0.00%+25+104.2%Added
Plante Moran Financial Advisors, LLC50$13.4K0.00%00.0%Unchanged
GoalVest Advisory LLC50$13.4K0.00%00.0%Unchanged
Raiffeisen Bank International AG54$14.4K0.00%+54New
Raleigh Capital Management Inc.54$14.5K0.01%00.0%Unchanged
Root Financial Partners, LLC55$14.8K0.00%+55New
Dynamic Wealth Strategies, LLC58$15.5K0.01%00.0%Unchanged
Quent Capital, LLC59$15.8K0.00%+59New
Smithfield Trust Co66$17.0K0.00%00.0%Unchanged
Covestor Ltd67$18.0K0.01%−94−58.4%Reduced
Montag A & Associates Inc67$18.1K0.00%−12,378−99.5%Reduced
True Wealth Design, LLC80$21.4K0.01%+33+70.2%Added
Fulcrum Asset Management LLP88$23.6K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC95$25.6K0.01%−9−8.7%Reduced
Ransom Advisory, Ltd100$26.8K0.01%00.0%Unchanged
Richardson Financial Services Inc.100$26.8K0.02%00.0%Unchanged
Parkside Financial Bank & Trust100$26.8K0.00%+1+1.0%Added
Washington Trust Advisors, Inc.101$27.0K0.00%00.0%Unchanged
Private Trust Co NA103$27.6K0.00%00.0%Unchanged
Clear Street Markets LLC113$30.2K0.01%+70+162.8%Added
Hantz Financial Services, Inc.115$31.0K0.00%+42+57.5%Added
Muzinich & Co., Inc.116$31.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC120$32.1K0.01%00.0%Unchanged
Larson Financial Group LLC131$35.1K0.00%−19−12.7%Reduced
Umb Bank N A132$35.3K0.00%−15−10.2%Reduced
Capital Analysts, LLC135$36.0K0.00%−1−0.7%Reduced
Essential Partners LLC143$38.3K0.01%+142+14,200.0%Added
Trust Co of Toledo NA155$41.5K0.00%00.0%Unchanged
Sentry Investment Management LLC162$42.0K0.03%−38−19.0%Reduced
Capital Advisors, Ltd. LLC158$42.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC163$43.7K0.00%−32−16.4%Reduced
Bruce G. Allen Investments, LLC166$44.4K0.03%−1−0.6%Reduced
Onefund, LLC177$47.4K0.03%+9+5.4%Added