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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,359 | $355.5K | 0.00% | −140−9.3% | Reduced |
| Pinnacle Associates Ltd | 1,352 | $353.8K | 0.00% | +404+42.6% | Added |
| Wealthspire Advisors, LLC | 1,323 | $346.2K | 0.00% | −373−22.0% | Reduced |
| Snowwater Investment Partners, LLC | 1,300 | $340.2K | 0.31% | +1,300 | New |
| GAMMA Investing LLC | 1,294 | $338.6K | 0.02% | +10+0.8% | Added |
| EP Wealth Advisors, LLC | 1,293 | $338.5K | 0.00% | +1,293 | New |
| Exchange Traded Concepts, LLC | 1,292 | $338.1K | 0.00% | +124+10.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $336.3K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,309 | $334.1K | 0.09% | −6−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,274 | $333.4K | 0.02% | +1,274 | New |
| Gen-Wealth Partners Inc | 1,266 | $331.3K | 0.11% | −496−28.1% | Reduced |
| Whittier Trust Co | 1,285 | $329.7K | 0.00% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,255 | $328.3K | 0.42% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,250 | $327.1K | 0.03% | +95+8.2% | Added |
| KCM Investment Advisors LLC | 1,245 | $325.8K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,210 | $316.6K | 0.01% | +340+39.1% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $314.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,190 | $311.4K | 0.01% | −394−24.9% | Reduced |
| Norden Group LLC | 1,169 | $305.9K | 0.03% | +3+0.3% | Added |
| Crestwood Advisors Group LLC | 1,165 | $304.9K | 0.01% | +1,165 | New |
| DRW Securities, LLC | 1,156 | $302.5K | 0.02% | −770−40.0% | Reduced |
| V-Square Quantitative Management LLC | 1,154 | $302.0K | 0.03% | +1,154 | New |
| U.S. Capital Wealth Advisors, LLC | 1,144 | $299.4K | 0.01% | +151+15.2% | Added |
| Optas, LLC | 1,144 | $299.4K | 0.05% | −788−40.8% | Reduced |
| Kingdom Financial Group LLC. | 1,141 | $298.7K | 0.09% | +1,141 | New |
| Profund Advisors LLC | 1,109 | $290.2K | 0.01% | +209+23.2% | Added |
| SRS Capital Advisors, Inc. | 1,105 | $289.2K | 0.01% | +301+37.4% | Added |
| GF Fund Management Co. Ltd. | 1,067 | $279.2K | 0.00% | −6−0.6% | Reduced |
| EJMK Ventures LLC | 1,061 | $277.6K | 0.17% | +1,061 | New |
| Bailard, Inc. | 1,051 | $275.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,031 | $269.8K | 0.00% | −43−4.0% | 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 |
| Vestmark Advisory Solutions, Inc. | 1,019 | $266.7K | 0.00% | −929−47.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,014 | $265.3K | 0.07% | −40−3.8% | Reduced |
| Kathmere Capital Management, LLC | 996 | $260.7K | 0.02% | +73+7.9% | Added |
| TCW Group Inc | 965 | $252.5K | 0.00% | +965 | New |
| Envestnet Portfolio Solutions, Inc. | 937 | $245.2K | 0.00% | −61−6.1% | Reduced |
| Crawford Investment Counsel Inc | 935 | $244.7K | 0.00% | −88−8.6% | Reduced |
| AlphaCore Capital LLC | 927 | $242.6K | 0.01% | +927 | New |
| Atomi Financial Group, Inc. | 926 | $242.4K | 0.01% | +27+3.0% | Added |
| Federated Hermes, Inc. | 926 | $242.3K | 0.00% | −39−4.0% | Reduced |
| Ontario Teachers Pension Plan Board | 922 | $241.3K | 0.01% | −2,868−75.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 914 | $239.2K | 0.00% | +914 | New |
| Segment Wealth Management, LLC | 913 | $238.9K | 0.01% | +44+5.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 906 | $237.1K | 0.01% | +906 | New |
| Warren Averett Asset Management, LLC | 903 | $236.2K | 0.00% | +98+12.2% | Added |
| State of Wyoming | 899 | $235.3K | 0.03% | −716−44.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 886 | $233.8K | 0.02% | +886 | New |
| Siemens Fonds Invest GmbH | 883 | $233.0K | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 878 | $229.8K | 0.00% | −7,634−89.7% | Reduced |
| Roman Butler Fullerton & Co | 902 | $228.2K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 867 | $226.9K | 0.00% | +25+3.0% | Added |
| Patton Fund Management, Inc. | 860 | $225.0K | 0.03% | +61+7.6% | Added |
| ORG Wealth Partners, LLC | 846 | $221.4K | 0.05% | −108−11.3% | Reduced |
| Snowden Capital Advisors LLC | 840 | $219.8K | 0.01% | −5−0.6% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $218.5K | 0.13% | 00.0% | Unchanged |
| FIL Ltd | 834 | $218.2K | 0.00% | +254+43.8% | Added |
| Global Retirement Partners, LLC | 825 | $215.9K | 0.00% | +521+171.4% | Added |
| Renaissance Group LLC | 823 | $215.4K | 0.01% | +33+4.2% | Added |
| Dorsey & Whitney Trust CO LLC | 814 | $213.0K | 0.01% | +40+5.2% | Added |
| Caldwell Sutter Capital, Inc. | 811 | $212.2K | 0.09% | +45+5.9% | Added |
| Sowell Financial Services LLC | 802 | $209.8K | 0.01% | +802 | New |
| Mutual Advisors, LLC | 794 | $207.8K | 0.00% | +15+1.9% | Added |
| Cornerstone Wealth Group, LLC | 790 | $206.6K | 0.01% | +790 | New |
| Mather Group, LLC. | 788 | $206.2K | 0.00% | +95+13.7% | Added |
| Checchi Capital Advisers, LLC | 777 | $203.3K | 0.01% | −119−13.3% | Reduced |
| CX Institutional | 776 | $203.0K | 0.01% | +198+34.3% | Added |
| Spinnaker Trust | 775 | $202.8K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 769 | $201.2K | 0.01% | −2−0.3% | Reduced |
| Howard Capital Management Inc. | 767 | $200.7K | 0.00% | +2+0.3% | Added |
| Trust Co of Vermont | 750 | $196.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 674 | $176.4K | 0.08% | +674 | New |
| Cetera Trust Company, N.A | 655 | $171.4K | 0.09% | +10+1.6% | Added |
| Virtus Investment Advisers, Inc. | 623 | $163.0K | 0.04% | +623 | New |
| UBS Asset Management Americas Inc | 612 | $160.1K | 0.00% | −743,342−99.9% | Reduced |
| Tema ETFs LLC | 588 | $153.9K | 0.01% | +588 | New |
| Ameritas Investment Partners, Inc. | 576 | $150.7K | 0.00% | −36−5.9% | Reduced |
| Jones Financial Companies LLLP | 545 | $142.6K | 0.00% | +43+8.6% | Added |
| Principia Wealth Advisory, LLC | 535 | $139.9K | 0.09% | +8+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 541 | $138.8K | 0.00% | −1−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 528 | $138.2K | 0.00% | +1+0.2% | Added |
| North Star Investment Management Corp. | 507 | $132.7K | 0.01% | +7+1.4% | Added |
| Assetmark, Inc | 498 | $130.4K | 0.00% | +11+2.3% | Added |
| Brown Brothers Harriman & Co | 481 | $125.9K | 0.00% | +262+119.6% | Added |
| Clear Street Markets LLC | 466 | $121.9K | 0.02% | +353+312.4% | Added |
| Signaturefd, LLC | 445 | $116.4K | 0.00% | +45+11.3% | Added |
| ORG Partners LLC | 380 | $99.4K | 0.02% | +20+5.6% | Added |
| Center for Financial Planning, Inc. | 350 | $91.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 345 | $90.3K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 334 | $88.1K | 0.00% | −21−5.9% | Reduced |
| Farther Finance Advisors, LLC | 331 | $86.6K | 0.00% | −244−42.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 304 | $79.6K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $79.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $77.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $77.7K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 287 | $75.1K | 0.02% | +287 | New |
| Covestor Ltd | 270 | $71.0K | 0.04% | +203+303.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 245 | $64.1K | 0.01% | +245 | New |
| Clearstead Advisors, LLC | 224 | $58.6K | 0.00% | +36+19.1% | Added |