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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 198 | $53.5K | 0.03% | −8−3.9% | Reduced |
| Central Trust Co | 195 | $52.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 193 | $51.6K | 0.01% | +1+0.5% | Added |
| Advisory Services Network, LLC | 191 | $51.1K | 0.00% | +191 | New |
| Clearstead Advisors, LLC | 188 | $50.3K | 0.00% | +4+2.2% | Added |
| Massmutual Trust Co FSB | 180 | $48.2K | 0.00% | +2+1.1% | Added |
| SJS Investment Consulting Inc. | 180 | $48.2K | 0.01% | +180 | New |
| Onefund, LLC | 177 | $47.4K | 0.03% | +9+5.4% | Added |
| Bruce G. Allen Investments, LLC | 166 | $44.4K | 0.03% | −1−0.6% | Reduced |
| CoreCap Advisors, LLC | 163 | $43.7K | 0.00% | −32−16.4% | Reduced |
| Sentry Investment Management LLC | 162 | $42.0K | 0.03% | −38−19.0% | Reduced |
| Capital Advisors, Ltd. LLC | 158 | $42.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 155 | $41.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 143 | $38.3K | 0.01% | +142+14,200.0% | Added |
| Capital Analysts, LLC | 135 | $36.0K | 0.00% | −1−0.7% | Reduced |
| Umb Bank N A | 132 | $35.3K | 0.00% | −15−10.2% | Reduced |
| Larson Financial Group LLC | 131 | $35.1K | 0.00% | −19−12.7% | Reduced |
| Princeton Global Asset Management LLC | 120 | $32.1K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 116 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 115 | $31.0K | 0.00% | +42+57.5% | Added |
| Clear Street Markets LLC | 113 | $30.2K | 0.01% | +70+162.8% | Added |
| Private Trust Co NA | 103 | $27.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 101 | $27.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 100 | $26.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $26.8K | 0.00% | +1+1.0% | Added |
| Ransom Advisory, Ltd | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $25.6K | 0.01% | −9−8.7% | Reduced |
| Fulcrum Asset Management LLP | 88 | $23.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $21.4K | 0.01% | +33+70.2% | Added |
| Montag A & Associates Inc | 67 | $18.1K | 0.00% | −12,378−99.5% | Reduced |
| Covestor Ltd | 67 | $18.0K | 0.01% | −94−58.4% | Reduced |
| Smithfield Trust Co | 66 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $15.8K | 0.00% | +59 | New |
| Dynamic Wealth Strategies, LLC | 58 | $15.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 55 | $14.8K | 0.00% | +55 | New |
| Raleigh Capital Management Inc. | 54 | $14.5K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 54 | $14.4K | 0.00% | +54 | New |
| Plante Moran Financial Advisors, LLC | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 49 | $13.1K | 0.00% | +25+104.2% | Added |
| GW&K Investment Management, LLC | 44 | $12.0K | 0.00% | +8+22.2% | Added |
| Hilltop National Bank | 44 | $11.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $11.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $11.2K | 0.00% | +1+2.4% | Added |
| Ronald Blue Trust, Inc. | 41 | $11.0K | 0.00% | −4−8.9% | Reduced |
| IFP Advisors, Inc | 40 | $10.7K | 0.00% | +40 | Added |
| Quarry LP | 38 | $10.2K | 0.00% | +38 | New |
| MB, Levis & Associates, LLC | 37 | $9.90K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 36 | $9.64K | 0.00% | +5+16.1% | Added |
| Sagard Holdings Management Inc. | 30 | $8.03K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $7.76K | 0.00% | −29−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 27 | $7.30K | 0.00% | +26+2,600.0% | Added |
| Bell Investment Advisors, Inc | 25 | $6.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 25 | $6.69K | 0.00% | +16+177.8% | Added |
| CVA Family Office, LLC | 23 | $6.16K | 0.00% | −7−23.3% | Reduced |
| Salomon & Ludwin, LLC | 23 | $6.08K | 0.00% | +23 | New |
| Twin Lakes Capital Management, LLC | 23 | $6.05K | 0.00% | +1+4.5% | Added |
| Cornerstone Planning Group LLC | 24 | $6.00K | 0.00% | +20+500.0% | Added |
| MV Capital Management, Inc. | 22 | $5.89K | 0.00% | −1−4.3% | Reduced |
| Investors Research Corp | 22 | $5.89K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $5.62K | 0.00% | +14+200.0% | Added |
| TCTC Holdings, LLC | 20 | $5.35K | 0.00% | −20−50.0% | Reduced |
| Park Place Capital Corp | 20 | $5.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $5.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 17 | $4.55K | 0.00% | +17 | New |
| Rothschild Investment LLC | 16 | $4.28K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $3.75K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 13 | $3.48K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.48K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $2.94K | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.69K | 0.00% | +10 | New |
| GWM Advisors LLC | 10 | $2.68K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $2.68K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $2.41K | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 9 | $2.41K | 0.00% | +9 | New |
| Millstone Evans Group, LLC | 9 | $2.41K | 0.00% | +9 | New |
| Johnson Financial Group, Inc. | 8 | $2.16K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $1.87K | 0.00% | −14−66.7% | Reduced |
| Wealth Watch Advisors, INC | 7 | $1.87K | 0.00% | +7 | New |
| TFC Financial Management | 6 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $1.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.34K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.34K | 0.00% | −637−99.2% | Reduced |
| Bryn Mawr Trust Co | 4 | $1.07K | 0.00% | −72−94.7% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $811 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $803 | 0.00% | −240−98.8% | Reduced |
| South State Corp. | 3 | $803 | 0.00% | −6−66.7% | Reduced |
| Rise Advisors, LLC | 3 | $803 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $803 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $803 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 3 | $803 | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $800 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $785 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $541 | 0.00% | −7−77.8% | Reduced |
| Geneos Wealth Management Inc. | 2 | $535 | 0.00% | −400−99.5% | Reduced |