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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 162 | $42.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 163 | $42.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 171 | $45.0K | 0.00% | −294−63.2% | Reduced |
| True Wealth Design, LLC | 176 | $46.1K | 0.01% | +96+120.0% | Added |
| Essential Partners LLC | 181 | $47.4K | 0.01% | +38+26.6% | Added |
| Onefund, LLC | 185 | $48.4K | 0.03% | +8+4.5% | Added |
| Hantz Financial Services, Inc. | 193 | $51.0K | 0.00% | +78+67.8% | Added |
| Central Trust Co | 195 | $51.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 193 | $51.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $52.3K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 202 | $52.9K | 0.00% | +22+12.2% | Added |
| EverSource Wealth Advisors, LLC | 202 | $52.9K | 0.00% | −87−30.1% | Reduced |
| SJS Investment Consulting Inc. | 206 | $53.9K | 0.01% | +26+14.4% | Added |
| Ameriflex Group, Inc. | 208 | $54.4K | 0.03% | −208−50.0% | Reduced |
| Cromwell Holdings LLC | 208 | $54.4K | 0.03% | +10+5.1% | Added |
| Bear Mountain Capital, Inc. | 221 | $56.0K | 0.02% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 219 | $57.3K | 0.02% | +219 | New |
| Huntington National Bank | 222 | $58.1K | 0.00% | −80−26.5% | Reduced |
| Clearstead Advisors, LLC | 224 | $58.6K | 0.00% | +36+19.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 245 | $64.1K | 0.01% | +245 | New |
| Covestor Ltd | 270 | $71.0K | 0.04% | +203+303.0% | Added |
| Elyxium Wealth, LLC | 287 | $75.1K | 0.02% | +287 | New |
| DT Investment Partners, LLC | 297 | $77.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $77.7K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $79.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $79.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 331 | $86.6K | 0.00% | −244−42.4% | Reduced |
| Smartleaf Asset Management LLC | 334 | $88.1K | 0.00% | −21−5.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 345 | $90.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $91.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 380 | $99.4K | 0.02% | +20+5.6% | Added |
| Signaturefd, LLC | 445 | $116.4K | 0.00% | +45+11.3% | Added |
| Clear Street Markets LLC | 466 | $121.9K | 0.02% | +353+312.4% | Added |
| Brown Brothers Harriman & Co | 481 | $125.9K | 0.00% | +262+119.6% | Added |
| Assetmark, Inc | 498 | $130.4K | 0.00% | +11+2.3% | Added |
| North Star Investment Management Corp. | 507 | $132.7K | 0.01% | +7+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 528 | $138.2K | 0.00% | +1+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 541 | $138.8K | 0.00% | −1−0.2% | Reduced |
| Principia Wealth Advisory, LLC | 535 | $139.9K | 0.09% | +8+1.5% | Added |
| Jones Financial Companies LLLP | 545 | $142.6K | 0.00% | +43+8.6% | Added |
| Ameritas Investment Partners, Inc. | 576 | $150.7K | 0.00% | −36−5.9% | Reduced |
| Tema ETFs LLC | 588 | $153.9K | 0.01% | +588 | New |
| UBS Asset Management Americas Inc | 612 | $160.1K | 0.00% | −743,342−99.9% | Reduced |
| Virtus Investment Advisers, Inc. | 623 | $163.0K | 0.04% | +623 | New |
| Cetera Trust Company, N.A | 655 | $171.4K | 0.09% | +10+1.6% | Added |
| Aster Capital Management (DIFC) Ltd | 674 | $176.4K | 0.08% | +674 | New |
| Trust Co of Vermont | 750 | $196.3K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 767 | $200.7K | 0.00% | +2+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 769 | $201.2K | 0.01% | −2−0.3% | Reduced |
| Spinnaker Trust | 775 | $202.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 776 | $203.0K | 0.01% | +198+34.3% | Added |
| Checchi Capital Advisers, LLC | 777 | $203.3K | 0.01% | −119−13.3% | Reduced |
| Mather Group, LLC. | 788 | $206.2K | 0.00% | +95+13.7% | Added |
| Cornerstone Wealth Group, LLC | 790 | $206.6K | 0.01% | +790 | New |
| Mutual Advisors, LLC | 794 | $207.8K | 0.00% | +15+1.9% | Added |
| Sowell Financial Services LLC | 802 | $209.8K | 0.01% | +802 | New |
| Caldwell Sutter Capital, Inc. | 811 | $212.2K | 0.09% | +45+5.9% | Added |
| Dorsey & Whitney Trust CO LLC | 814 | $213.0K | 0.01% | +40+5.2% | Added |
| Renaissance Group LLC | 823 | $215.4K | 0.01% | +33+4.2% | Added |
| Global Retirement Partners, LLC | 825 | $215.9K | 0.00% | +521+171.4% | Added |
| FIL Ltd | 834 | $218.2K | 0.00% | +254+43.8% | Added |
| Conscious Wealth Investments, LLC | 869 | $218.5K | 0.13% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 840 | $219.8K | 0.01% | −5−0.6% | Reduced |
| ORG Wealth Partners, LLC | 846 | $221.4K | 0.05% | −108−11.3% | Reduced |
| Patton Fund Management, Inc. | 860 | $225.0K | 0.03% | +61+7.6% | Added |
| Greenleaf Trust | 867 | $226.9K | 0.00% | +25+3.0% | Added |
| Roman Butler Fullerton & Co | 902 | $228.2K | 0.06% | 00.0% | Unchanged |
| Woodline Partners LP | 878 | $229.8K | 0.00% | −7,634−89.7% | Reduced |
| Siemens Fonds Invest GmbH | 883 | $233.0K | 0.01% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 886 | $233.8K | 0.02% | +886 | New |
| State of Wyoming | 899 | $235.3K | 0.03% | −716−44.3% | Reduced |
| Warren Averett Asset Management, LLC | 903 | $236.2K | 0.00% | +98+12.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 906 | $237.1K | 0.01% | +906 | New |
| Segment Wealth Management, LLC | 913 | $238.9K | 0.01% | +44+5.1% | Added |
| OpenArc Corporate Advisory, LLC | 914 | $239.2K | 0.00% | +914 | New |
| Ontario Teachers Pension Plan Board | 922 | $241.3K | 0.01% | −2,868−75.7% | Reduced |
| Federated Hermes, Inc. | 926 | $242.3K | 0.00% | −39−4.0% | Reduced |
| Atomi Financial Group, Inc. | 926 | $242.4K | 0.01% | +27+3.0% | Added |
| AlphaCore Capital LLC | 927 | $242.6K | 0.01% | +927 | New |
| Crawford Investment Counsel Inc | 935 | $244.7K | 0.00% | −88−8.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 937 | $245.2K | 0.00% | −61−6.1% | Reduced |
| TCW Group Inc | 965 | $252.5K | 0.00% | +965 | New |
| Kathmere Capital Management, LLC | 996 | $260.7K | 0.02% | +73+7.9% | Added |
| Legacy Wealth Asset Management, LLC | 1,014 | $265.3K | 0.07% | −40−3.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,019 | $266.7K | 0.00% | −929−47.7% | Reduced |
| Equitable Holdings, Inc. | 1,024 | $268.0K | 0.00% | +141+16.0% | Added |
| Two Sigma Securities, LLC | 1,024 | $268.0K | 0.04% | +1,024 | New |
| Merit Financial Group, LLC | 1,031 | $269.8K | 0.00% | −43−4.0% | Reduced |
| Bailard, Inc. | 1,051 | $275.0K | 0.01% | 00.0% | Unchanged |
| EJMK Ventures LLC | 1,061 | $277.6K | 0.17% | +1,061 | New |
| GF Fund Management Co. Ltd. | 1,067 | $279.2K | 0.00% | −6−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,105 | $289.2K | 0.01% | +301+37.4% | Added |
| Profund Advisors LLC | 1,109 | $290.2K | 0.01% | +209+23.2% | Added |
| Kingdom Financial Group LLC. | 1,141 | $298.7K | 0.09% | +1,141 | New |
| Optas, LLC | 1,144 | $299.4K | 0.05% | −788−40.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,144 | $299.4K | 0.01% | +151+15.2% | Added |
| V-Square Quantitative Management LLC | 1,154 | $302.0K | 0.03% | +1,154 | New |
| DRW Securities, LLC | 1,156 | $302.5K | 0.02% | −770−40.0% | Reduced |
| Crestwood Advisors Group LLC | 1,165 | $304.9K | 0.01% | +1,165 | New |
| Norden Group LLC | 1,169 | $305.9K | 0.03% | +3+0.3% | Added |