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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 9,980 | $2.67M | 0.02% | −2,288−18.7% | Reduced |
| Westpac Banking Corp | 9,780 | $2.62M | 0.16% | 00.0% | Unchanged |
| Spirit of America Management Corp | 9,736 | $2.61M | 0.52% | +100+1.0% | Added |
| Pensionfund DSM Netherlands | 9,695 | $2.60M | 1.68% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,499 | $2.54M | 0.00% | +5,326+127.6% | Added |
| Truist Financial Corp | 9,427 | $2.52M | 0.00% | −1,859−16.5% | Reduced |
| New York Life Investment Management LLC | 9,380 | $2.51M | 0.02% | −255−2.6% | Reduced |
| Mackenzie Financial Corp | 9,378 | $2.51M | 0.00% | +114+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 9,317 | $2.49M | 0.01% | +1,446+18.4% | Added |
| Mariner, LLC | 9,295 | $2.49M | 0.00% | −2,959−24.1% | Reduced |
| British Columbia Investment Management Corp | 9,254 | $2.48M | 0.01% | −866−8.6% | Reduced |
| Xponance, Inc. | 9,198 | $2.46M | 0.02% | −427−4.4% | Reduced |
| CIBC Asset Management Inc | 8,937 | $2.39M | 0.01% | +10+0.1% | Added |
| Quilter Plc | 8,799 | $2.36M | 0.04% | −265−2.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 8,758 | $2.34M | 0.06% | −25,127−74.2% | Reduced |
| Balyasny Asset Management LLC | 8,739 | $2.34M | 0.00% | +8,739 | New |
| Rafferty Asset Management, LLC | 8,662 | $2.32M | 0.01% | +509+6.2% | Added |
| Woodline Partners LP | 8,512 | $2.28M | 0.01% | +8,512 | New |
| Teacher Retirement System of Texas | 8,428 | $2.26M | 0.01% | −1,341−13.7% | Reduced |
| ING Groep NV | 8,326 | $2.23M | 0.01% | +8,326 | New |
| Brookfield Asset Management Inc. | 8,105 | $2.17M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,041 | $2.15M | 0.00% | −184−2.2% | Reduced |
| GAM Holding AG | 8,019 | $2.15M | 0.13% | +8,019 | New |
| Mission Creek Capital Partners, Inc. | 7,824 | $2.09M | 0.41% | −30−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,797 | $2.09M | 0.02% | +627+8.7% | Added |
| Creative Planning | 7,657 | $2.05M | 0.00% | +976+14.6% | Added |
| NEOS Investment Management LLC | 7,604 | $2.04M | 0.02% | +3,692+94.4% | Added |
| Sanctuary Advisors, LLC | 7,415 | $1.98M | 0.01% | +2,060+38.5% | Added |
| Oregon Public Employees Retirement Fund | 7,359 | $1.97M | 0.03% | +1,863+33.9% | Added |
| Knights of Columbus Asset Advisors LLC | 7,237 | $1.94M | 0.11% | −12,966−64.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,217 | $1.93M | 0.00% | −928−11.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,200 | $1.93M | 0.00% | −33,007−82.1% | Reduced |
| OP Asset Management Ltd | 7,101 | $1.90M | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,032 | $1.90M | 0.05% | +7,032 | New |
| Cozad Asset Management Inc | 7,078 | $1.89M | 0.15% | −109−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,996 | $1.87M | 0.00% | +6,996 | New |
| Mutual of America Capital Management LLC | 6,981 | $1.87M | 0.02% | −401−5.4% | Reduced |
| Norinchukin Bank, The | 6,957 | $1.86M | 0.02% | +44+0.6% | Added |
| Clifford Swan Investment Counsel LLC | 6,938 | $1.86M | 0.06% | 00.0% | Unchanged |
| HGI Capital Management, LLC | 6,930 | $1.85M | 5.10% | −6,277−47.5% | Reduced |
| LM Advisors LLC | 6,600 | $1.78M | 0.26% | −268−3.9% | Reduced |
| Gries Financial LLC | 6,562 | $1.76M | 0.28% | +55+0.8% | Added |
| Pathstone Holdings, LLC | 6,319 | $1.69M | 0.01% | −841−11.7% | Reduced |
| Tredje AP-fonden | 6,328 | $1.69M | 0.01% | +1,233+24.2% | Added |
| Edgestream Partners, L.P. | 6,312 | $1.69M | 0.05% | +6,312 | New |
| Public Employees Retirement Association of Colorado | 6,301 | $1.69M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,207 | $1.66M | 0.16% | +364+6.2% | Added |
| Dark Forest Capital Management LP | 6,132 | $1.64M | 0.06% | +3,653+147.4% | Added |
| Stableford Capital II LLC | 6,112 | $1.64M | 0.59% | +6,112 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,705 | $1.53M | 0.01% | +928+19.4% | Added |
| Summit Trail Advisors, LLC | 5,657 | $1.53M | 0.02% | +348+6.6% | Added |
| GeoWealth Management, LLC | 5,686 | $1.52M | 0.06% | +454+8.7% | Added |
| Wealthfront Advisers LLC | 5,679 | $1.52M | 0.00% | +845+17.5% | Added |
| Advisor Group Holdings, Inc. | 5,567 | $1.50M | 0.00% | −126−2.2% | Reduced |
| Capital World Investors | 5,606 | $1.50M | 0.00% | +2,131+61.3% | Added |
| Voloridge Investment Management, LLC | 5,582 | $1.49M | 0.01% | −2,378−29.9% | Reduced |
| Commerce Bank | 5,516 | $1.48M | 0.01% | −141−2.5% | Reduced |
| Nordea Investment Management AB | 5,593 | $1.48M | 0.00% | +475+9.3% | Added |
| S-Bank Fund Management Ltd | 5,468 | $1.46M | 0.19% | −71−1.3% | Reduced |
| Aaron Wealth Advisors | 5,460 | $1.46M | 0.09% | +4,126+309.3% | Added |
| Catalytic Wealth RIA, LLC | 5,381 | $1.44M | 0.05% | +2,625+95.2% | Added |
| Cerity Partners LLC | 5,361 | $1.43M | 0.00% | +1,689+46.0% | Added |
| JustInvest LLC | 5,265 | $1.41M | 0.01% | −312−5.6% | Reduced |
| Pacer Advisors, Inc. | 5,135 | $1.37M | 0.00% | +13+0.3% | Added |
| Camelot Portfolios, LLC | 5,108 | $1.37M | 0.81% | +268+5.5% | Added |
| Allstate Corp | 5,100 | $1.37M | 0.03% | +2,757+117.7% | Added |
| Naviter Wealth, LLC | 5,022 | $1.36M | 0.16% | +134+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,036 | $1.35M | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 5,044 | $1.34M | 0.03% | +698+16.1% | Added |
| Avanza Fonder AB | 5,000 | $1.34M | 0.03% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 4,958 | $1.33M | 0.52% | +662+15.4% | Added |
| Vident Advisory, LLC | 4,888 | $1.31M | 0.01% | −767−13.6% | Reduced |
| Neuberger Berman Group LLC | 4,747 | $1.27M | 0.00% | −1,086−18.6% | Reduced |
| Mizuho Securities USA LLC | 4,691 | $1.27M | 0.03% | +243+5.5% | Added |
| Provident Investment Management, Inc. | 4,677 | $1.25M | 0.11% | −285−5.7% | Reduced |
| Candriam Luxembourg S.C.A. | 4,579 | $1.23M | 0.01% | −41−0.9% | Reduced |
| Pensionfund Sabic | 4,550 | $1.22M | 0.33% | −100−2.2% | Reduced |
| Vanderbilt University | 4,452 | $1.19M | 0.20% | −2,807−38.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,405 | $1.18M | 0.00% | −892−16.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,376 | $1.17M | 0.00% | −64−1.4% | Reduced |
| Fifth Third Bancorp | 4,204 | $1.13M | 0.00% | +181+4.5% | Added |
| Man Group plc | 4,174 | $1.12M | 0.00% | +4,174 | New |
| Marex Group plc | 4,100 | $1.10M | 0.01% | −1,500−26.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,034 | $1.08M | 0.41% | −10.0% | Reduced |
| DoubleLine ETF Adviser LP | 4,022 | $1.08M | 0.32% | +245+6.5% | Added |
| Kentucky Retirement Systems | 4,001 | $1.07M | 0.03% | −88−2.2% | Reduced |
| Osterweis Capital Management Inc | 4,000 | $1.07M | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,935 | $1.05M | 0.00% | +156+4.1% | Added |
| Sigma Planning Corp | 3,900 | $1.04M | 0.03% | −180−4.4% | Reduced |
| Hartford Investment Management Co | 3,804 | $1.02M | 0.03% | −74−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 3,790 | $1.01M | 0.02% | +3,790 | New |
| Kepler Cheuvreux (Suisse) SA | 3,733 | $999.2K | 0.05% | +3,733 | New |
| Hennion & Walsh Asset Management, Inc. | 3,676 | $983.9K | 0.04% | −128−3.4% | Reduced |
| Jefferies Financial Group Inc. | 3,648 | $976.4K | 0.01% | +3,648 | New |
| CI Private Wealth, LLC | 3,508 | $939.1K | 0.00% | +277+8.6% | Added |
| Resources Investment Advisors, LLC. | 3,483 | $932.3K | 0.01% | +65+1.9% | Added |
| Ethic Inc. | 3,478 | $931.0K | 0.02% | −2,465−41.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,443 | $921.6K | 0.01% | −1,908−35.7% | Reduced |
| Louisiana State Employees Retirement System | 3,400 | $910.0K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,394 | $908.0K | 0.03% | −145−4.1% | Reduced |