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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, Q1 2026

Institutional positions in Essex Property Trust, Inc. as of Mar 31, 2026. 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
612
+6 vs. Q4 2025
Shares held
62.3M
+9.21M (+17.3%) vs. Q4 2025
Total value
$15.1B
+$1.20B (+8.7%) vs. Q4 2025
New holders
74
220 more added
Sold out
68
228 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 612 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 heldQ1 2026: $15.1B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2025.

Institutions holding ESS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BOK Financial Private Wealth, Inc.0$520.00%0New
Quaker Wealth Management, LLC1$2420.00%+1New
Freestone Grove Partners LP1$2420.00%+1New
MidFirst Bank1$2420.00%+1New
Nvest Wealth Strategies, Inc.1$2420.00%+1New
Rialto Wealth Management, LLC2$4840.00%00.0%Unchanged
First Horizon Corp2$4840.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$4840.00%+1+100.0%Added
Abound Wealth Management2$4840.00%+2New
Bare Financial Services, Inc2$4840.00%+2New
Motco3$7260.00%00.0%Unchanged
Signature Equity Partners, LLC3$7260.00%00.0%Unchanged
AdvisorNet Financial, Inc3$7260.00%+3New
Silicon Valley Capital Partners3$7260.00%+3New
Prestige Wealth Management Group LLC3$7340.00%00.0%Unchanged
Hughes Financial Services, LLC4$9680.00%+2+100.0%Added
American Capital Advisory, LLC4$9680.00%+4New
Transamerica Financial Advisors, Inc.4$9780.00%−5−55.6%Reduced
Avion Wealth8$1.00K0.00%+2+33.3%Added
Simplex Trading, LLC5$1.21K0.00%−110−95.7%Reduced
Clayton Financial Group LLC5$1.21K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC5$1.21K0.00%00.0%Unchanged
First Command Advisory Services, Inc.5$1.22K0.00%+5New
TFC Financial Management6$1.45K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$1.45K0.00%00.0%Unchanged
South State Corp.6$1.45K0.00%+3+100.0%Added
Clark Wealth Partners6$1.47K0.00%+3+100.0%Added
Dunhill Financial, LLC6$1.62K0.00%−2−25.0%Reduced
Root Financial Partners, LLC7$1.69K0.00%−36−83.7%Reduced
Cornerstone Financial Management LLC7$1.69K0.00%+2+40.0%Added
SHP Wealth Management7$1.69K0.00%+7New
Dogwood Wealth Management LLC8$1.94K0.00%−1−11.1%Reduced
Raffa Wealth Management, LLC8$1.94K0.00%00.0%Unchanged
Zions Bancorporation, National Association9$2.18K0.00%−33−78.6%Reduced
Grove Bank & Trust9$2.18K0.00%00.0%Unchanged
Millstone Evans Group, LLC9$2.18K0.00%00.0%Unchanged
Clear Street Markets LLC10$2.42K0.00%−456−97.9%Reduced
Truvestments Capital LLC10$2.42K0.00%−1−9.1%Reduced
CVA Family Office, LLC11$2.66K0.00%−22−66.7%Reduced
Fortitude Family Office, LLC11$2.66K0.00%00.0%Unchanged
Highline Wealth Partners LLC11$2.66K0.00%+11New
Bogart Wealth, LLC12$2.90K0.00%+10+500.0%Added
Twin Peaks Wealth Advisors, LLC12$2.90K0.00%+12New
POM Investment Strategies, LLC13$3.15K0.00%00.0%Unchanged
Red Tortoise LLC13$3.15K0.00%00.0%Unchanged
JPL Wealth Management, LLC13$3.15K0.00%+13New
Annis Gardner Whiting Capital Advisors, LLC13$3.15K0.00%−84−86.6%Reduced
Rossby Financial, LCC14$3.40K0.00%+4+40.0%Added
IFP Advisors, Inc16$3.87K0.00%−19−54.3%Reduced
Essential Partners LLC19$4.60K0.00%−162−89.5%Reduced
Sachetta, LLC19$4.62K0.00%+17+850.0%Added
Bartlett & Co. Wealth Management LLC18$4.76K0.00%+17+1,700.0%Added
MV Capital Management, Inc.20$4.84K0.00%−3−13.0%Reduced
SJS Investment Consulting Inc.21$5.08K0.00%−185−89.8%Reduced
Keating Financial Advisory Services, Inc.21$5.08K0.00%+8+61.5%Added
Investors Research Corp22$5.32K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC23$5.58K0.00%00.0%Unchanged
Cornerstone Planning Group LLC22$5.62K0.00%00.0%Unchanged
LM Advisors LLC1,437$5.88K0.12%−182−11.2%Reduced
ZRC Wealth Management, LLC26$6.29K0.00%+14+116.7%Added
Kemnay Advisory Services Inc.26$6.29K0.00%+26New
Harbour Investments, Inc.29$7.02K0.00%+6+26.1%Added
LRI Investments, LLC34$8.23K0.00%+34New
Ronald Blue Trust, Inc.35$8.48K0.00%−4−10.3%Reduced
Clearstead Advisors, LLC37$8.95K0.00%−187−83.5%Reduced
MB, Levis & Associates, LLC37$8.95K0.00%00.0%Unchanged
TD Private Client Wealth LLC38$9.20K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.40$9.72K0.00%−2−4.8%Reduced
UMA Financial Services, Inc.41$9.92K0.00%+26+173.3%Added
GW&K Investment Management, LLC40$10.0K0.00%−4−9.1%Reduced
Farmers & Merchants Investments Inc44$10.6K0.00%00.0%Unchanged
Hilltop National Bank44$10.6K0.00%00.0%Unchanged
Raleigh Capital Management Inc.46$11.1K0.00%+1+2.2%Added
Basecamp Wealth Advisors LLC47$11.4K0.00%−53−53.0%Reduced
Plante Moran Financial Advisors, LLC50$12.1K0.00%00.0%Unchanged
Raiffeisen Bank International AG54$13.1K0.00%00.0%Unchanged
Montag A & Associates Inc59$14.4K0.00%00.0%Unchanged
Salomon & Ludwin, LLC61$15.1K0.00%+61New
Smithfield Trust Co66$16.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC67$16.2K0.00%+67New
Quent Capital, LLC73$17.7K0.00%+37+102.8%Added
Solstein Capital, LLC74$17.9K0.01%+74New
Golden State Wealth Management, LLC74$17.9K0.00%+74New
Barnes Dennig Private Wealth Management LLC76$18.4K0.02%+76New
Thurston, Springer, Miller, Herd & Titak, Inc.78$18.9K0.01%−6−7.1%Reduced
Rothschild Investment LLC78$18.9K0.00%+26+50.0%Added
TIAA Wealth Investment Management LLC83$20.1K0.00%+83New
Pacific Center for Financial Services86$20.7K0.01%−107−55.4%Reduced
Blueline Advisors LLC87$21.1K0.02%+12+16.0%Added
Fulcrum Asset Management LLP88$21.4K0.00%00.0%Unchanged
Hantz Financial Services, Inc.89$22.0K0.00%−104−53.9%Reduced
Washington Trust Advisors, Inc.95$23.0K0.00%−6−5.9%Reduced
Richardson Financial Services Inc.100$24.2K0.02%00.0%Unchanged
Capital Analysts, LLC102$25.0K0.00%−33−24.4%Reduced
Private Trust Co NA108$26.1K0.00%+5+4.9%Added
State of Wyoming110$26.6K0.00%−789−87.8%Reduced
Parkside Financial Bank & Trust115$27.8K0.00%+13+12.7%Added
Owl Creek Wealth Partners LLC116$28.1K0.01%+116New
Trust Co of Toledo NA120$29.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC120$29.0K0.00%00.0%Unchanged