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 |
|---|---|---|---|---|---|
| Huntington National Bank | 222 | $58.1K | 0.00% | −80−26.5% | Reduced |
| Eurizon SLJ Capital Ltd | 219 | $57.3K | 0.02% | +219 | New |
| Bear Mountain Capital, Inc. | 221 | $56.0K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 208 | $54.4K | 0.03% | −208−50.0% | Reduced |
| Cromwell Holdings LLC | 208 | $54.4K | 0.03% | +10+5.1% | Added |
| SJS Investment Consulting Inc. | 206 | $53.9K | 0.01% | +26+14.4% | Added |
| EverSource Wealth Advisors, LLC | 202 | $52.9K | 0.00% | −87−30.1% | Reduced |
| Massmutual Trust Co FSB | 202 | $52.9K | 0.00% | +22+12.2% | Added |
| 1620 Investment Advisors, Inc. | 200 | $52.3K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 193 | $51.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 195 | $51.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 193 | $51.0K | 0.00% | +78+67.8% | Added |
| Onefund, LLC | 185 | $48.4K | 0.03% | +8+4.5% | Added |
| Essential Partners LLC | 181 | $47.4K | 0.01% | +38+26.6% | Added |
| True Wealth Design, LLC | 176 | $46.1K | 0.01% | +96+120.0% | Added |
| Harvest Fund Management Co., Ltd | 171 | $45.0K | 0.00% | −294−63.2% | Reduced |
| CoreCap Advisors, LLC | 163 | $42.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 162 | $42.0K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 158 | $41.3K | 0.03% | −8−4.8% | Reduced |
| Larson Financial Group LLC | 158 | $41.3K | 0.00% | +27+20.6% | Added |
| Capital Advisors, Ltd. LLC | 158 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 144 | $37.7K | 0.00% | +138+2,300.0% | Added |
| Umb Bank N A | 136 | $35.6K | 0.00% | +4+3.0% | Added |
| Capital Analysts, LLC | 135 | $35.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 120 | $31.4K | 0.00% | −35−22.6% | Reduced |
| Princeton Global Asset Management LLC | 120 | $31.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 115 | $30.1K | 0.00% | +115 | New |
| Generali Asset Management SPA SGR | 111 | $29.0K | 0.00% | +111 | New |
| Nemes Rush Group LLC | 104 | $27.2K | 0.00% | +104 | New |
| Private Trust Co NA | 103 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $26.7K | 0.00% | +2+2.0% | Added |
| Washington Trust Advisors, Inc. | 101 | $26.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 100 | $26.2K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $26.2K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 100 | $26.2K | 0.01% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $25.4K | 0.00% | +2+2.1% | Added |
| DV Equities, LLC | 90 | $23.6K | 0.00% | +90 | New |
| Fulcrum Asset Management LLP | 88 | $23.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 84 | $22.0K | 0.01% | +79+1,580.0% | Added |
| DV Trading LLC | 80 | $20.9K | 0.00% | +80 | New |
| Blueline Advisors LLC | 75 | $19.6K | 0.02% | +75 | New |
| Smithfield Trust Co | 66 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 64 | $16.7K | 0.00% | −225−77.9% | Reduced |
| Reflection Asset Management | 62 | $16.2K | 0.01% | +62 | New |
| Montag A & Associates Inc | 59 | $15.4K | 0.00% | −8−11.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 58 | $15.2K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 54 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 52 | $13.6K | 0.00% | +36+225.0% | Added |
| Itau Unibanco Holding S.A. | 51 | $13.2K | 0.00% | +51 | New |
| Muzinich & Co., Inc. | 50 | $13.1K | 0.00% | −66−56.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 47 | $12.3K | 0.00% | +47 | New |
| GW&K Investment Management, LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $11.7K | 0.00% | −9−16.7% | Reduced |
| Hilltop National Bank | 44 | $11.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $11.5K | 0.00% | +1+2.3% | Added |
| Root Financial Partners, LLC | 43 | $11.4K | 0.00% | −12−21.8% | Reduced |
| SOA Wealth Advisors, LLC. | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $11.0K | 0.00% | +17+68.0% | Added |
| Ronald Blue Trust, Inc. | 39 | $10.2K | 0.00% | −2−4.9% | Reduced |
| TD Private Client Wealth LLC | 38 | $9.94K | 0.00% | +2+5.6% | Added |
| MB, Levis & Associates, LLC | 37 | $9.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $9.42K | 0.00% | −23−39.0% | Reduced |
| IFP Advisors, Inc | 35 | $9.16K | 0.00% | −5−12.5% | Reduced |
| CVA Family Office, LLC | 33 | $8.63K | 0.00% | +10+43.5% | Added |
| LM Advisors LLC | 1,619 | $6.19K | 0.13% | −4,981−75.5% | Reduced |
| MV Capital Management, Inc. | 23 | $6.02K | 0.00% | +1+4.5% | Added |
| Harbour Investments, Inc. | 23 | $6.02K | 0.00% | +2+9.5% | Added |
| Twin Lakes Capital Management, LLC | 23 | $5.97K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $5.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $5.40K | 0.00% | −2−8.3% | Reduced |
| TCTC Holdings, LLC | 20 | $5.23K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $5.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $3.93K | 0.00% | −34−69.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $3.66K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 13 | $3.42K | 0.00% | +3+30.0% | Added |
| Howard Hughes Medical Institute | 13 | $3.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.40K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $3.40K | 0.00% | +13 | New |
| Keating Financial Advisory Services, Inc. | 13 | $3.40K | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 12 | $3.14K | 0.00% | −5−29.4% | Reduced |
| Fortitude Family Office, LLC | 11 | $2.88K | 0.00% | −8−42.1% | Reduced |
| Truvestments Capital LLC | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $2.62K | 0.00% | +7+233.3% | Added |
| Transamerica Financial Advisors, Inc. | 9 | $2.35K | 0.00% | −1−10.0% | Reduced |
| Grove Bank & Trust | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $2.35K | 0.00% | +2+28.6% | Added |
| Raffa Wealth Management, LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $2.04K | 0.00% | +3+60.0% | Added |
| Bell Investment Advisors, Inc | 6 | $1.57K | 0.00% | −19−76.0% | Reduced |
| TFC Financial Management | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5 | $1.31K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $1.31K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $1.31K | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 4 | $1.05K | 0.00% | −3−42.9% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| Winnow Wealth LLC | 3 | $786 | 0.00% | −2−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $786 | 0.00% | 00.0% | Unchanged |