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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 2,997 | $784.3K | 0.01% | −173−5.5% | Reduced |
| New Mexico Educational Retirement Board | 3,000 | $785.0K | 0.02% | +100+3.4% | Added |
| Creative Financial Designs Inc | 3,013 | $788.5K | 0.05% | +461+18.1% | Added |
| Barings LLC | 3,019 | $790.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 3,079 | $805.6K | 0.00% | −6,216−66.9% | Reduced |
| FORA Capital, LLC | 2,527 | $811.7K | 0.10% | +548+27.7% | Added |
| Maryland State Retirement & Pension System | 3,135 | $820.4K | 0.02% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 3,220 | $842.6K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,227 | $844.4K | 0.00% | +1,923+147.5% | Added |
| Beacon Pointe Advisors, LLC | 3,247 | $849.7K | 0.01% | −196−5.7% | Reduced |
| Fisher Asset Management, LLC | 3,264 | $854.3K | 0.00% | +1,183+56.8% | Added |
| Kepler Cheuvreux (Suisse) SA | 3,274 | $856.7K | 0.05% | −459−12.3% | Reduced |
| Louisiana State Employees Retirement System | 3,300 | $863.5K | 0.01% | −100−2.9% | Reduced |
| Allworth Financial LP | 3,306 | $865.0K | 0.00% | −4−0.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,359 | $879.7K | 0.00% | +3,359 | New |
| Gulf International Bank (UK) Ltd | 3,394 | $888.0K | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 3,406 | $891.3K | 0.09% | +3,406 | New |
| Resources Investment Advisors, LLC. | 3,427 | $896.8K | 0.01% | −56−1.6% | Reduced |
| Toroso Investments, LLC | 3,498 | $906.9K | 0.00% | +314+9.9% | Added |
| Ethic Inc. | 3,474 | $909.0K | 0.01% | −4−0.1% | Reduced |
| Ritholtz Wealth Management | 3,529 | $923.5K | 0.02% | +1,705+93.5% | Added |
| Virtu Financial LLC | 3,643 | $953.0K | 0.04% | +3,643 | New |
| Hartford Investment Management Co | 3,744 | $979.7K | 0.03% | −60−1.6% | Reduced |
| Syon Capital LLC | 3,782 | $989.7K | 0.05% | +1,296+52.1% | Added |
| Baird Financial Group, Inc. | 3,931 | $1.03M | 0.00% | −77,161−95.2% | Reduced |
| Advisors Asset Management, Inc. | 3,964 | $1.04M | 0.02% | +2,138+117.1% | Added |
| Osterweis Capital Management Inc | 4,000 | $1.05M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,001 | $1.05M | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,034 | $1.06M | 0.41% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,055 | $1.06M | 0.00% | −149−3.5% | Reduced |
| Sigma Planning Corp | 4,076 | $1.07M | 0.03% | +176+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,168 | $1.09M | 0.00% | −208−4.8% | Reduced |
| DoubleLine ETF Adviser LP | 4,174 | $1.09M | 0.33% | +152+3.8% | Added |
| Commonwealth Equity Services, LLC | 4,288 | $1.12M | 0.00% | −117−2.7% | Reduced |
| CWM, LLC | 4,292 | $1.12M | 0.00% | +2,248+110.0% | Added |
| D. E. Shaw & Co., Inc. | 4,296 | $1.12M | 0.00% | −2,904−40.3% | Reduced |
| Swedbank AB | 4,308 | $1.13M | 0.00% | −10,585−71.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,315 | $1.13M | 0.05% | +931+27.5% | Added |
| MML Investors Services, LLC | 4,344 | $1.14M | 0.00% | +409+10.4% | Added |
| Investment Management Corp of Ontario | 4,346 | $1.14M | 0.02% | +1,304+42.9% | Added |
| Vanderbilt University | 4,378 | $1.15M | 0.20% | −74−1.7% | Reduced |
| Provident Investment Management, Inc. | 4,397 | $1.15M | 0.10% | −280−6.0% | Reduced |
| Vident Advisory, LLC | 4,421 | $1.16M | 0.01% | −467−9.6% | Reduced |
| Naviter Wealth, LLC | 4,457 | $1.17M | 0.15% | −565−11.3% | Reduced |
| Pensionfund Sabic | 4,550 | $1.19M | 0.32% | 00.0% | Unchanged |
| Magnetar Financial LLC | 4,585 | $1.20M | 0.01% | +4,585 | New |
| Mizuho Securities USA LLC | 4,689 | $1.24M | 0.02% | −20.0% | Reduced |
| Arwa LLC | 4,730 | $1.24M | 0.72% | +4,730 | New |
| Nomura Holdings Inc | 4,743 | $1.24M | 0.00% | +1,654+53.5% | Added |
| MQS Management LLC | 4,753 | $1.24M | 0.73% | +4,753 | New |
| Blackhawk Capital Partners LLC. | 4,773 | $1.25M | 0.47% | −185−3.7% | Reduced |
| Camelot Portfolios, LLC | 4,816 | $1.26M | 0.78% | −292−5.7% | Reduced |
| Avanza Fonder AB | 5,000 | $1.31M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,036 | $1.32M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,070 | $1.33M | 0.00% | −65−1.3% | Reduced |
| Capital World Investors | 5,322 | $1.39M | 0.00% | −284−5.1% | Reduced |
| Commerce Bank | 5,343 | $1.40M | 0.01% | −173−3.1% | Reduced |
| ExodusPoint Capital Management, LP | 5,810 | $1.52M | 0.02% | +5,810 | New |
| Wealthfront Advisers LLC | 5,839 | $1.53M | 0.00% | +160+2.8% | Added |
| LDR Capital Management LLC | 5,852 | $1.53M | 2.12% | +3,201+120.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,875 | $1.54M | 0.00% | −1,342−18.6% | Reduced |
| JustInvest LLC | 5,895 | $1.54M | 0.02% | +630+12.0% | Added |
| GeoWealth Management, LLC | 6,106 | $1.60M | 0.06% | +420+7.4% | Added |
| Nordea Investment Management AB | 6,116 | $1.60M | 0.00% | +523+9.4% | Added |
| Pathstone Holdings, LLC | 6,182 | $1.62M | 0.01% | −137−2.2% | Reduced |
| Aaron Wealth Advisors | 6,231 | $1.63M | 0.09% | +771+14.1% | Added |
| Public Employees Retirement Association of Colorado | 6,301 | $1.65M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,383 | $1.67M | 0.16% | +176+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,435 | $1.68M | 0.00% | −561−8.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,488 | $1.70M | 0.01% | +783+13.7% | Added |
| Knights of Columbus Asset Advisors LLC | 6,742 | $1.76M | 0.10% | −495−6.8% | Reduced |
| Cerity Partners LLC | 6,746 | $1.77M | 0.00% | +1,385+25.8% | Added |
| Tredje AP-fonden | 6,811 | $1.78M | 0.01% | +483+7.6% | Added |
| Summit Trail Advisors, LLC | 6,841 | $1.79M | 0.03% | +1,184+20.9% | Added |
| Mutual of America Capital Management LLC | 6,915 | $1.81M | 0.02% | −66−0.9% | Reduced |
| Sanctuary Advisors, LLC | 6,934 | $1.81M | 0.01% | −481−6.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,938 | $1.82M | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,944 | $1.82M | 0.14% | −134−1.9% | Reduced |
| Spirit of America Management Corp | 6,986 | $1.83M | 0.39% | −2,750−28.2% | Reduced |
| OP Asset Management Ltd | 7,101 | $1.86M | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,186 | $1.88M | 0.02% | +229+3.3% | Added |
| Colony Group, LLC | 7,245 | $1.90M | 0.00% | +5,650+354.2% | Added |
| M&T Bank Corp | 7,262 | $1.90M | 0.01% | +6,219+596.3% | Added |
| Oregon Public Employees Retirement Fund | 7,359 | $1.93M | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 7,368 | $1.93M | 0.25% | +7,368 | New |
| Ensign Peak Advisors, Inc | 7,467 | $1.95M | 0.00% | −6,458−46.4% | Reduced |
| CIBC Private Wealth Group, LLC | 7,523 | $1.97M | 0.00% | −3,856−33.9% | Reduced |
| Oppenheimer Asset Management Inc. | 7,805 | $2.04M | 0.03% | +8+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 7,985 | $2.09M | 0.42% | +161+2.1% | Added |
| Squarepoint Ops LLC | 8,071 | $2.11M | 0.00% | +6,353+369.8% | Added |
| Rafferty Asset Management, LLC | 8,330 | $2.18M | 0.01% | −332−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 8,500 | $2.22M | 0.00% | +459+5.7% | Added |
| Rakuten Investment Management, Inc. | 8,472 | $2.23M | 0.01% | −2,878−25.4% | Reduced |
| CAPROCK Group, Inc. | 8,653 | $2.26M | 0.05% | +1,621+23.1% | Added |
| Truist Financial Corp | 9,091 | $2.38M | 0.00% | −336−3.6% | Reduced |
| Anson Funds Management LP | 9,100 | $2.38M | 0.33% | +9,100 | New |
| Abc Arbitrage SA | 9,112 | $2.38M | 0.22% | +9,112 | New |
| Allstate Corp | 9,113 | $2.38M | 0.03% | +4,013+78.7% | Added |
| New York Life Investment Management LLC | 9,346 | $2.45M | 0.02% | −34−0.4% | Reduced |
| Pensionfund DSM Netherlands | 9,695 | $2.54M | 1.67% | 00.0% | Unchanged |