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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 127 | $30.7K | 0.00% | −9−6.6% | Reduced |
| Advisory Services Network, LLC | 142 | $34.4K | 0.00% | +142 | New |
| Massmutual Trust Co FSB | 145 | $35.1K | 0.00% | −57−28.2% | Reduced |
| True Wealth Design, LLC | 145 | $35.1K | 0.01% | −31−17.6% | Reduced |
| Tobam | 148 | $36.0K | 0.01% | −2,285−93.9% | Reduced |
| Bruce G. Allen Investments, LLC | 157 | $38.0K | 0.02% | −1−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 158 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 159 | $38.5K | 0.00% | +159 | New |
| CoreCap Advisors, LLC | 163 | $39.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 176 | $42.8K | 0.03% | −9−4.9% | Reduced |
| Covestor Ltd | 176 | $43.0K | 0.03% | −94−34.8% | Reduced |
| Huntington National Bank | 186 | $45.0K | 0.00% | −36−16.2% | Reduced |
| Muzinich & Co., Inc. | 190 | $46.0K | 0.02% | +140+280.0% | Added |
| Central Trust Co | 195 | $47.2K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $48.4K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 208 | $50.3K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 211 | $51.1K | 0.00% | +67+46.5% | Added |
| Cromwell Holdings LLC | 212 | $51.9K | 0.03% | +4+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 233 | $56.4K | 0.01% | −12−4.9% | Reduced |
| Bear Mountain Capital, Inc. | 221 | $57.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 242 | $58.7K | 0.00% | −92−27.5% | Reduced |
| EverSource Wealth Advisors, LLC | 265 | $64.1K | 0.00% | +63+31.2% | Added |
| Los Angeles Capital Management LLC | 283 | $68.5K | 0.00% | +283 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 285 | $69.0K | 0.02% | −60−17.4% | Reduced |
| DT Investment Partners, LLC | 297 | $71.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $71.9K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $73.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $73.6K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 310 | $75.0K | 0.01% | +310 | New |
| Farther Finance Advisors, LLC | 311 | $75.7K | 0.00% | −20−6.0% | Reduced |
| Hamrick Investment Counsel, llc | 310 | $75.8K | 0.04% | +310 | New |
| Larson Financial Group LLC | 344 | $83.2K | 0.00% | +186+117.7% | Added |
| Center for Financial Planning, Inc. | 350 | $84.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 350 | $84.7K | 0.00% | +350 | New |
| Golden State Equity Partners | 381 | $92.2K | 0.01% | +381 | New |
| Assetmark, Inc | 442 | $107.1K | 0.00% | −56−11.2% | Reduced |
| CX Institutional | 494 | $120.0K | 0.00% | −282−36.3% | Reduced |
| North Star Investment Management Corp. | 503 | $121.7K | 0.01% | −4−0.8% | Reduced |
| Principia Wealth Advisory, LLC | 540 | $130.7K | 0.07% | +5+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 540 | $133.8K | 0.00% | −1−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 576 | $139.4K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 588 | $142.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 604 | $146.2K | 0.00% | +123+25.6% | Added |
| Signaturefd, LLC | 619 | $149.8K | 0.00% | +174+39.1% | Added |
| Northwestern Mutual Wealth Management Co | 652 | $157.8K | 0.00% | +124+23.5% | Added |
| Mather Group, LLC. | 679 | $164.3K | 0.00% | −109−13.8% | Reduced |
| Cetera Trust Company, N.A | 695 | $168.2K | 0.10% | +40+6.1% | Added |
| Canada Post Corp Registered Pension Plan | 710 | $171.8K | 0.01% | −500−41.3% | Reduced |
| Virtus Investment Advisers, Inc. | 776 | $187.8K | 0.05% | +153+24.6% | Added |
| ORG Wealth Partners, LLC | 794 | $192.1K | 0.04% | −52−6.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 826 | $200.0K | 0.00% | −1,896−69.7% | Reduced |
| Cornerstone Wealth Group, LLC | 792 | $200.4K | 0.01% | +2+0.3% | Added |
| OpenArc Corporate Advisory, LLC | 842 | $203.8K | 0.00% | −72−7.9% | Reduced |
| Greenleaf Trust | 846 | $204.7K | 0.00% | −21−2.4% | Reduced |
| Profund Advisors LLC | 852 | $206.2K | 0.01% | −257−23.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 856 | $207.2K | 0.08% | +45+5.5% | Added |
| Atomi Financial Group, Inc. | 875 | $211.9K | 0.01% | −51−5.5% | Reduced |
| Callan Family Office, LLC | 877 | $212.1K | 0.00% | +877 | New |
| MASTERINVEST Kapitalanlage GmbH | 886 | $214.4K | 0.02% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 869 | $218.7K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 908 | $219.7K | 0.00% | −111−10.9% | Reduced |
| Warren Averett Asset Management, LLC | 913 | $220.9K | 0.00% | +10+1.1% | Added |
| Kathmere Capital Management, LLC | 917 | $222.0K | 0.01% | −79−7.9% | Reduced |
| Crawford Investment Counsel Inc | 920 | $222.6K | 0.00% | −15−1.6% | Reduced |
| Caxton Associates LLP | 925 | $223.8K | 0.01% | +925 | New |
| Siemens Fonds Invest GmbH | 931 | $225.3K | 0.01% | +48+5.4% | Added |
| Roman Butler Fullerton & Co | 902 | $227.3K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 941 | $227.7K | 0.04% | +81+9.4% | Added |
| Wealthspire Advisors, LLC | 949 | $229.6K | 0.00% | −374−28.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 959 | $232.1K | 0.00% | −2,268−70.3% | Reduced |
| GF Fund Management Co. Ltd. | 974 | $235.7K | 0.00% | −93−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 984 | $238.1K | 0.02% | +207+26.6% | Added |
| Pinnacle Associates Ltd | 988 | $239.1K | 0.00% | −364−26.9% | Reduced |
| DV Trading LLC | 1,000 | $242.0K | 0.02% | +920+1,150.0% | Added |
| Sagespring Wealth Partners, LLC | 1,006 | $243.6K | 0.00% | +1,006 | New |
| TCW Group Inc | 1,014 | $245.4K | 0.00% | +49+5.1% | Added |
| Merit Financial Group, LLC | 1,030 | $249.2K | 0.00% | −1−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,030 | $249.3K | 0.06% | +16+1.6% | Added |
| FORA Capital, LLC | 1,046 | $253.1K | 0.02% | −1,481−58.6% | Reduced |
| Frec Markets, Inc. | 1,047 | $253.4K | 0.04% | +1,047 | New |
| Bailard, Inc. | 1,051 | $254.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,052 | $255.0K | 0.02% | −1,646−61.0% | Reduced |
| Park Avenue Securities LLC | 1,060 | $256.0K | 0.00% | −346−24.6% | Reduced |
| Everence Capital Management Inc | 1,057 | $256.0K | 0.02% | +1,057 | New |
| Concurrent Investment Advisors, LLC | 1,088 | $263.3K | 0.00% | −1,100−50.3% | Reduced |
| Platform Technology Partners | 1,090 | $263.8K | 0.05% | +1,090 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,092 | $264.3K | 0.00% | −4,783−81.4% | Reduced |
| Gateway Investment Advisers LLC | 1,115 | $269.8K | 0.00% | +1,115 | New |
| V-Square Quantitative Management LLC | 1,116 | $270.1K | 0.03% | −38−3.3% | Reduced |
| Altar Rock LLC | 1,120 | $273.9K | 0.32% | +1,120 | New |
| Kingdom Financial Group LLC. | 1,141 | $276.2K | 0.08% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,141 | $276.2K | 0.08% | +1,141 | New |
| Coldstream Capital Management Inc | 1,153 | $279.0K | 0.00% | −206−15.2% | Reduced |
| Sound Financial Strategies Group, LLC | 1,165 | $281.9K | 0.19% | −1,120−49.0% | Reduced |
| FIL Ltd | 1,166 | $282.2K | 0.00% | +332+39.8% | Added |
| Norden Group LLC | 1,180 | $285.7K | 0.03% | +11+0.9% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $290.4K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,208 | $292.3K | 0.02% | +18+1.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,220 | $295.2K | 0.01% | +314+34.7% | Added |
| KCM Investment Advisors LLC | 1,245 | $301.3K | 0.01% | 00.0% | Unchanged |