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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 180 | $48.2K | 0.00% | +2+1.1% | Added |
| SJS Investment Consulting Inc. | 180 | $48.2K | 0.01% | +180 | New |
| Clearstead Advisors, LLC | 188 | $50.3K | 0.00% | +4+2.2% | Added |
| Advisory Services Network, LLC | 191 | $51.1K | 0.00% | +191 | New |
| Pacific Center for Financial Services | 193 | $51.6K | 0.01% | +1+0.5% | Added |
| Central Trust Co | 195 | $52.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 198 | $53.5K | 0.03% | −8−3.9% | Reduced |
| 1620 Investment Advisors, Inc. | 200 | $53.5K | 0.04% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 221 | $57.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 219 | $58.6K | 0.00% | −178−44.8% | Reduced |
| Ci Investments Inc. | 236 | $63.0K | 0.00% | +8+3.5% | Added |
| Quest Partners LLC | 289 | $77.4K | 0.01% | +225+351.6% | Added |
| EverSource Wealth Advisors, LLC | 289 | $77.4K | 0.00% | +10+3.6% | Added |
| DT Investment Partners, LLC | 297 | $79.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $79.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 302 | $80.8K | 0.00% | +14+4.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $81.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 304 | $81.2K | 0.00% | +8+2.7% | Added |
| Brown, Lisle/Cummings, Inc. | 304 | $81.4K | 0.02% | 00.0% | Unchanged |
| Tobam | 315 | $84.0K | 0.03% | +184+140.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 345 | $92.3K | 0.02% | +130+60.5% | Added |
| Center for Financial Planning, Inc. | 350 | $93.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 355 | $94.5K | 0.01% | +86+32.0% | Added |
| ORG Partners LLC | 360 | $96.3K | 0.02% | −313−46.5% | Reduced |
| Signaturefd, LLC | 400 | $107.1K | 0.00% | −27−6.3% | Reduced |
| Ameriflex Group, Inc. | 416 | $111.3K | 0.04% | +208+100.0% | Added |
| Catalyst Capital Advisors LLC | 434 | $116.2K | 0.00% | −19−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 465 | $124.0K | 0.01% | +87+23.0% | Added |
| Assetmark, Inc | 487 | $130.4K | 0.00% | +104+27.2% | Added |
| North Star Investment Management Corp. | 500 | $133.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 502 | $134.4K | 0.00% | +93+22.7% | Added |
| Northwestern Mutual Wealth Management Co | 527 | $141.1K | 0.00% | −20−3.7% | Reduced |
| Principia Wealth Advisory, LLC | 527 | $141.2K | 0.10% | +2+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 542 | $143.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 575 | $154.0K | 0.00% | −1−0.2% | Reduced |
| CX Institutional | 578 | $155.0K | 0.00% | +83+16.8% | Added |
| FIL Ltd | 580 | $155.2K | 0.00% | +85+17.2% | Added |
| Versant Capital Management, Inc | 587 | $157.1K | 0.02% | −1,280−68.6% | Reduced |
| Ameritas Investment Partners, Inc. | 612 | $163.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 635 | $170.0K | 0.00% | −2−0.3% | Reduced |
| Cetera Trust Company, N.A | 645 | $172.6K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 693 | $185.5K | 0.00% | +693 | New |
| American State Bank (Iowa) | 748 | $200.2K | 0.10% | 00.0% | Unchanged |
| Trust Co of Vermont | 750 | $200.7K | 0.01% | −100−11.8% | Reduced |
| D.A. Davidson & Co. | 750 | $200.7K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 757 | $202.6K | 0.04% | +757 | New |
| WESCAP Management Group, Inc. | 761 | $203.7K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 765 | $204.8K | 0.00% | +765 | New |
| Caldwell Sutter Capital, Inc. | 766 | $205.0K | 0.09% | +5+0.7% | Added |
| Mutual Advisors, LLC | 779 | $205.5K | 0.00% | −13−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 774 | $207.2K | 0.01% | +65+9.2% | Added |
| Spinnaker Trust | 775 | $207.4K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 778 | $208.2K | 0.02% | −867−52.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 771 | $208.3K | 0.01% | +1+0.1% | Added |
| Renaissance Group LLC | 790 | $211.5K | 0.01% | −12−1.5% | Reduced |
| Patton Fund Management, Inc. | 799 | $213.9K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 804 | $215.2K | 0.00% | +580+258.9% | Added |
| Warren Averett Asset Management, LLC | 805 | $215.6K | 0.00% | +805 | New |
| Flow Traders U.S. LLC | 815 | $218.0K | 0.01% | +815 | New |
| CWA Asset Management Group, LLC | 815 | $218.1K | 0.01% | +12+1.5% | Added |
| Conscious Wealth Investments, LLC | 869 | $218.8K | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 841 | $219.0K | 0.00% | −55−6.1% | Reduced |
| Kera Capital Partners, Inc. | 826 | $221.1K | 0.03% | −79−8.7% | Reduced |
| Roman Butler Fullerton & Co | 902 | $223.0K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 842 | $225.4K | 0.00% | −2−0.2% | Reduced |
| Snowden Capital Advisors LLC | 845 | $228.3K | 0.01% | +74+9.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 857 | $231.3K | 0.01% | −200−18.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 870 | $231.6K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 869 | $232.6K | 0.01% | +94+12.1% | Added |
| Sequoia Financial Advisors, LLC | 872 | $233.3K | 0.00% | −1,137−56.6% | Reduced |
| Erste Asset Management GmbH | 884 | $235.3K | 0.00% | −13,464−93.8% | Reduced |
| Siemens Fonds Invest GmbH | 883 | $236.3K | 0.01% | −10−1.1% | Reduced |
| Equitable Holdings, Inc. | 883 | $236.3K | 0.00% | +130+17.3% | Added |
| Checchi Capital Advisers, LLC | 896 | $239.8K | 0.02% | −559−38.4% | Reduced |
| Atomi Financial Group, Inc. | 899 | $240.6K | 0.01% | +899 | New |
| Profund Advisors LLC | 900 | $240.9K | 0.01% | +53+6.3% | Added |
| Ground Swell Capital, LLC | 918 | $245.7K | 0.54% | +918 | New |
| Cinctive Capital Management LP | 920 | $246.2K | 0.01% | +920 | New |
| Kathmere Capital Management, LLC | 923 | $247.1K | 0.02% | +210+29.5% | Added |
| Pinnacle Associates Ltd | 948 | $253.7K | 0.00% | −6−0.6% | Reduced |
| ORG Wealth Partners, LLC | 954 | $255.3K | 0.05% | +69+7.8% | Added |
| Corton Capital Inc. | 954 | $255.3K | 0.63% | +169+21.5% | Added |
| Federated Hermes, Inc. | 965 | $258.3K | 0.00% | −529−35.4% | Reduced |
| Mizuho Markets Americas LLC | 982 | $262.8K | 0.01% | +982 | New |
| U.S. Capital Wealth Advisors, LLC | 993 | $265.7K | 0.01% | +164+19.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 998 | $267.1K | 0.00% | −70−6.6% | Reduced |
| Crawford Investment Counsel Inc | 1,023 | $273.8K | 0.00% | −48−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,033 | $276.0K | 0.05% | +1,033 | New |
| M&T Bank Corp | 1,043 | $279.2K | 0.00% | −6,039−85.3% | Reduced |
| Ascent Group, LLC | 1,045 | $279.7K | 0.01% | +1,045 | New |
| Bailard, Inc. | 1,051 | $281.3K | 0.01% | +62+6.3% | Added |
| Legacy Wealth Asset Management, LLC | 1,054 | $282.1K | 0.07% | +39+3.8% | Added |
| GF Fund Management Co. Ltd. | 1,073 | $287.2K | 0.01% | −62−5.5% | Reduced |
| Merit Financial Group, LLC | 1,074 | $287.6K | 0.00% | +285+36.1% | Added |
| TCG Advisory Services, LLC | 1,107 | $296.3K | 0.01% | +95+9.4% | Added |
| EntryPoint Capital, LLC | 1,139 | $304.9K | 0.12% | +88+8.4% | Added |
| CWM Advisors, LLC | 1,155 | $309.1K | 0.03% | +169+17.1% | Added |
| Norden Group LLC | 1,166 | $312.0K | 0.03% | −1−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,168 | $312.6K | 0.00% | +722+161.9% | Added |
| Glenmede Investment Management, LP | 1,173 | $314.0K | 0.00% | +14+1.2% | Added |