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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1,285 | $339.8K | 0.00% | −121−8.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,268 | $339.5K | 0.01% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,255 | $335.8K | 0.44% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,245 | $333.2K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,235 | $330.6K | 0.04% | −134−9.8% | Reduced |
| MUFG Securities EMEA plc | 1,233 | $330.0K | 0.01% | +1,044+552.4% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $321.2K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,173 | $314.0K | 0.00% | +14+1.2% | Added |
| Exchange Traded Concepts, LLC | 1,168 | $312.6K | 0.00% | +722+161.9% | Added |
| Norden Group LLC | 1,166 | $312.0K | 0.03% | −1−0.1% | Reduced |
| CWM Advisors, LLC | 1,155 | $309.1K | 0.03% | +169+17.1% | Added |
| EntryPoint Capital, LLC | 1,139 | $304.9K | 0.12% | +88+8.4% | Added |
| TCG Advisory Services, LLC | 1,107 | $296.3K | 0.01% | +95+9.4% | Added |
| Merit Financial Group, LLC | 1,074 | $287.6K | 0.00% | +285+36.1% | Added |
| GF Fund Management Co. Ltd. | 1,073 | $287.2K | 0.01% | −62−5.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,054 | $282.1K | 0.07% | +39+3.8% | Added |
| Bailard, Inc. | 1,051 | $281.3K | 0.01% | +62+6.3% | Added |
| Ascent Group, LLC | 1,045 | $279.7K | 0.01% | +1,045 | New |
| M&T Bank Corp | 1,043 | $279.2K | 0.00% | −6,039−85.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,033 | $276.0K | 0.05% | +1,033 | New |
| Crawford Investment Counsel Inc | 1,023 | $273.8K | 0.00% | −48−4.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 998 | $267.1K | 0.00% | −70−6.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 993 | $265.7K | 0.01% | +164+19.8% | Added |
| Mizuho Markets Americas LLC | 982 | $262.8K | 0.01% | +982 | New |
| Federated Hermes, Inc. | 965 | $258.3K | 0.00% | −529−35.4% | Reduced |
| Corton Capital Inc. | 954 | $255.3K | 0.63% | +169+21.5% | Added |
| ORG Wealth Partners, LLC | 954 | $255.3K | 0.05% | +69+7.8% | Added |
| Pinnacle Associates Ltd | 948 | $253.7K | 0.00% | −6−0.6% | Reduced |
| Kathmere Capital Management, LLC | 923 | $247.1K | 0.02% | +210+29.5% | Added |
| Cinctive Capital Management LP | 920 | $246.2K | 0.01% | +920 | New |
| Ground Swell Capital, LLC | 918 | $245.7K | 0.54% | +918 | New |
| Profund Advisors LLC | 900 | $240.9K | 0.01% | +53+6.3% | Added |
| Atomi Financial Group, Inc. | 899 | $240.6K | 0.01% | +899 | New |
| Checchi Capital Advisers, LLC | 896 | $239.8K | 0.02% | −559−38.4% | 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 |
| Erste Asset Management GmbH | 884 | $235.3K | 0.00% | −13,464−93.8% | Reduced |
| Sequoia Financial Advisors, LLC | 872 | $233.3K | 0.00% | −1,137−56.6% | Reduced |
| Segment Wealth Management, LLC | 869 | $232.6K | 0.01% | +94+12.1% | Added |
| Canada Post Corp Registered Pension Plan | 870 | $231.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 857 | $231.3K | 0.01% | −200−18.9% | Reduced |
| Snowden Capital Advisors LLC | 845 | $228.3K | 0.01% | +74+9.6% | Added |
| Greenleaf Trust | 842 | $225.4K | 0.00% | −2−0.2% | Reduced |
| Roman Butler Fullerton & Co | 902 | $223.0K | 0.06% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 826 | $221.1K | 0.03% | −79−8.7% | Reduced |
| NewEdge Wealth, LLC | 841 | $219.0K | 0.00% | −55−6.1% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $218.8K | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 815 | $218.1K | 0.01% | +12+1.5% | Added |
| Flow Traders U.S. LLC | 815 | $218.0K | 0.01% | +815 | New |
| Warren Averett Asset Management, LLC | 805 | $215.6K | 0.00% | +805 | New |
| SRS Capital Advisors, Inc. | 804 | $215.2K | 0.00% | +580+258.9% | Added |
| Patton Fund Management, Inc. | 799 | $213.9K | 0.04% | 00.0% | Unchanged |
| Renaissance Group LLC | 790 | $211.5K | 0.01% | −12−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 771 | $208.3K | 0.01% | +1+0.1% | Added |
| Paradigm Financial Partners, LLC | 778 | $208.2K | 0.02% | −867−52.7% | Reduced |
| Spinnaker Trust | 775 | $207.4K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 774 | $207.2K | 0.01% | +65+9.2% | Added |
| Mutual Advisors, LLC | 779 | $205.5K | 0.00% | −13−1.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 766 | $205.0K | 0.09% | +5+0.7% | Added |
| Howard Capital Management Inc. | 765 | $204.8K | 0.00% | +765 | New |
| WESCAP Management Group, Inc. | 761 | $203.7K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 757 | $202.6K | 0.04% | +757 | New |
| 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 |
| American State Bank (Iowa) | 748 | $200.2K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 693 | $185.5K | 0.00% | +693 | New |
| Cetera Trust Company, N.A | 645 | $172.6K | 0.10% | 00.0% | Unchanged |
| Principal Securities, Inc. | 635 | $170.0K | 0.00% | −2−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 612 | $163.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 587 | $157.1K | 0.02% | −1,280−68.6% | Reduced |
| FIL Ltd | 580 | $155.2K | 0.00% | +85+17.2% | Added |
| CX Institutional | 578 | $155.0K | 0.00% | +83+16.8% | Added |
| Farther Finance Advisors, LLC | 575 | $154.0K | 0.00% | −1−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 542 | $143.3K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 527 | $141.2K | 0.10% | +2+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 527 | $141.1K | 0.00% | −20−3.7% | Reduced |
| Jones Financial Companies LLLP | 502 | $134.4K | 0.00% | +93+22.7% | Added |
| North Star Investment Management Corp. | 500 | $133.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 487 | $130.4K | 0.00% | +104+27.2% | Added |
| Harvest Fund Management Co., Ltd | 465 | $124.0K | 0.01% | +87+23.0% | Added |
| Catalyst Capital Advisors LLC | 434 | $116.2K | 0.00% | −19−4.2% | Reduced |
| Ameriflex Group, Inc. | 416 | $111.3K | 0.04% | +208+100.0% | Added |
| Signaturefd, LLC | 400 | $107.1K | 0.00% | −27−6.3% | Reduced |
| ORG Partners LLC | 360 | $96.3K | 0.02% | −313−46.5% | Reduced |
| Smartleaf Asset Management LLC | 355 | $94.5K | 0.01% | +86+32.0% | Added |
| Center for Financial Planning, Inc. | 350 | $93.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 345 | $92.3K | 0.02% | +130+60.5% | Added |
| Tobam | 315 | $84.0K | 0.03% | +184+140.5% | Added |
| Brown, Lisle/Cummings, Inc. | 304 | $81.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 304 | $81.2K | 0.00% | +8+2.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $81.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 302 | $80.8K | 0.00% | +14+4.9% | Added |
| DT Investment Partners, LLC | 297 | $79.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $79.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 289 | $77.4K | 0.00% | +10+3.6% | Added |
| Quest Partners LLC | 289 | $77.4K | 0.01% | +225+351.6% | Added |
| Ci Investments Inc. | 236 | $63.0K | 0.00% | +8+3.5% | Added |
| Brown Brothers Harriman & Co | 219 | $58.6K | 0.00% | −178−44.8% | Reduced |
| Bear Mountain Capital, Inc. | 221 | $57.9K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $53.5K | 0.04% | 00.0% | Unchanged |