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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, Q4 2025

Institutional positions in Essex Property Trust, Inc. as of Dec 31, 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
618
+21 vs. Q3 2025
Shares held
64.4M
+406.7K (+0.6%) vs. Q3 2025
Total value
$16.9B
−$280.7M (−1.6%) vs. Q3 2025
New holders
81
234 more added
Sold out
60
205 more reduced

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 618 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 heldQ4 2025: $16.9B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2025.

Institutions holding ESS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. Wealth Management LLC1$2620.00%−26−96.3%Reduced
Retirement Wealth Solutions LLC1$2620.00%00.0%Unchanged
Davis Capital Management1$2620.00%00.0%Unchanged
NVWM, LLC1$2620.00%+1New
Elevated Capital Advisors, LLC1$2620.00%+1New
Geneos Wealth Management Inc.2$5230.00%00.0%Unchanged
Hughes Financial Services, LLC2$5230.00%00.0%Unchanged
First Horizon Corp2$5230.00%+2New
Bogart Wealth, LLC2$5230.00%+2New
Optima Capital LLC2$5230.00%+2New
Sachetta, LLC2$5240.00%00.0%Unchanged
Rialto Wealth Management, LLC2$5240.00%+2New
Fideuram Asset Management (Ireland) dac2$5400.00%+2New
Motco3$7850.00%00.0%Unchanged
Spire Wealth Management3$7850.00%00.0%Unchanged
Clark Wealth Partners3$7850.00%00.0%Unchanged
Signature Equity Partners, LLC3$7850.00%+3New
Winnow Wealth LLC3$7860.00%−2−40.0%Reduced
Prestige Wealth Management Group LLC3$7860.00%00.0%Unchanged
South State Corp.3$7860.00%00.0%Unchanged
Avion Wealth6$1.00K0.00%+6New
Wealth Watch Advisors, INC4$1.05K0.00%−3−42.9%Reduced
Cornerstone Financial Management LLC5$1.31K0.00%+5New
Clayton Financial Group LLC5$1.31K0.00%+5New
Legacy Wealth Managment, LLC5$1.31K0.00%+5New
Bell Investment Advisors, Inc6$1.57K0.00%−19−76.0%Reduced
TFC Financial Management6$1.57K0.00%00.0%Unchanged
Dunhill Financial, LLC8$2.04K0.00%+3+60.0%Added
Raffa Wealth Management, LLC8$2.09K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.9$2.35K0.00%−1−10.0%Reduced
Grove Bank & Trust9$2.35K0.00%00.0%Unchanged
Millstone Evans Group, LLC9$2.35K0.00%00.0%Unchanged
Dogwood Wealth Management LLC9$2.35K0.00%+2+28.6%Added
GWM Advisors LLC10$2.62K0.00%00.0%Unchanged
Rossby Financial, LCC10$2.62K0.00%+7+233.3%Added
Fortitude Family Office, LLC11$2.88K0.00%−8−42.1%Reduced
Truvestments Capital LLC11$2.88K0.00%00.0%Unchanged
ZRC Wealth Management, LLC12$3.14K0.00%−5−29.4%Reduced
Howard Hughes Medical Institute13$3.40K0.00%00.0%Unchanged
Red Tortoise LLC13$3.40K0.00%00.0%Unchanged
POM Investment Strategies, LLC13$3.40K0.00%+13New
Keating Financial Advisory Services, Inc.13$3.40K0.00%+13New
Mowery & Schoenfeld Wealth Management, LLC13$3.42K0.00%+3+30.0%Added
MJT & Associates Financial Advisory Group, Inc.14$3.66K0.00%00.0%Unchanged
UMA Financial Services, Inc.15$3.93K0.00%−34−69.4%Reduced
TCTC Holdings, LLC20$5.23K0.00%00.0%Unchanged
Park Place Capital Corp20$5.23K0.00%00.0%Unchanged
Cornerstone Planning Group LLC22$5.40K0.00%−2−8.3%Reduced
Investors Research Corp22$5.76K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC23$5.97K0.00%00.0%Unchanged
MV Capital Management, Inc.23$6.02K0.00%+1+4.5%Added
Harbour Investments, Inc.23$6.02K0.00%+2+9.5%Added
LM Advisors LLC1,619$6.19K0.13%−4,981−75.5%Reduced
CVA Family Office, LLC33$8.63K0.00%+10+43.5%Added
IFP Advisors, Inc35$9.16K0.00%−5−12.5%Reduced
Quent Capital, LLC36$9.42K0.00%−23−39.0%Reduced
MB, Levis & Associates, LLC37$9.68K0.00%00.0%Unchanged
TD Private Client Wealth LLC38$9.94K0.00%+2+5.6%Added
Ronald Blue Trust, Inc.39$10.2K0.00%−2−4.9%Reduced
Zions Bancorporation, National Association42$11.0K0.00%+17+68.0%Added
SOA Wealth Advisors, LLC.42$11.0K0.00%00.0%Unchanged
Root Financial Partners, LLC43$11.4K0.00%−12−21.8%Reduced
Hilltop National Bank44$11.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc44$11.5K0.00%+1+2.3%Added
Raleigh Capital Management Inc.45$11.7K0.00%−9−16.7%Reduced
GW&K Investment Management, LLC44$12.0K0.00%00.0%Unchanged
SageView Advisory Group, LLC47$12.3K0.00%+47New
Muzinich & Co., Inc.50$13.1K0.00%−66−56.9%Reduced
Plante Moran Financial Advisors, LLC50$13.1K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.51$13.2K0.00%+51New
Rothschild Investment LLC52$13.6K0.00%+36+225.0%Added
Raiffeisen Bank International AG54$14.3K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC58$15.2K0.01%00.0%Unchanged
Montag A & Associates Inc59$15.4K0.00%−8−11.9%Reduced
Reflection Asset Management62$16.2K0.01%+62New
Quest Partners LLC64$16.7K0.00%−225−77.9%Reduced
Smithfield Trust Co66$17.0K0.00%00.0%Unchanged
Blueline Advisors LLC75$19.6K0.02%+75New
DV Trading LLC80$20.9K0.00%+80New
Thurston, Springer, Miller, Herd & Titak, Inc.84$22.0K0.01%+79+1,580.0%Added
Fulcrum Asset Management LLP88$23.2K0.01%00.0%Unchanged
DV Equities, LLC90$23.6K0.00%+90New
Annis Gardner Whiting Capital Advisors, LLC97$25.4K0.00%+2+2.1%Added
Richardson Financial Services Inc.100$26.2K0.02%00.0%Unchanged
Ransom Advisory, Ltd100$26.2K0.01%00.0%Unchanged
Basecamp Wealth Advisors LLC100$26.2K0.01%+100New
Washington Trust Advisors, Inc.101$26.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust102$26.7K0.00%+2+2.0%Added
Private Trust Co NA103$27.0K0.00%00.0%Unchanged
Nemes Rush Group LLC104$27.2K0.00%+104New
Generali Asset Management SPA SGR111$29.0K0.00%+111New
Simplex Trading, LLC115$30.1K0.00%+115New
Trust Co of Toledo NA120$31.4K0.00%−35−22.6%Reduced
Princeton Global Asset Management LLC120$31.4K0.01%00.0%Unchanged
Capital Analysts, LLC135$35.0K0.00%00.0%Unchanged
Umb Bank N A136$35.6K0.00%+4+3.0%Added
Ancora Advisors, LLC144$37.7K0.00%+138+2,300.0%Added
Capital Advisors, Ltd. LLC158$41.0K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC158$41.3K0.03%−8−4.8%Reduced
Larson Financial Group LLC158$41.3K0.00%+27+20.6%Added