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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 1,416 | $342.7K | 0.02% | −50−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,415 | $342.4K | 0.00% | +123+9.5% | Added |
| Revisor Wealth Management LLC | 1,384 | $341.2K | 0.09% | +75+5.7% | Added |
| Edgestream Partners, L.P. | 1,402 | $339.3K | 0.01% | −26,597−95.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,382 | $334.4K | 0.01% | +238+20.8% | Added |
| GAMMA Investing LLC | 1,379 | $333.7K | 0.02% | +85+6.6% | Added |
| Snowwater Investment Partners, LLC | 1,300 | $318.0K | 0.30% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,313 | $317.7K | 0.10% | +47+3.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $311.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,271 | $307.6K | 0.01% | +1,268+42,266.7% | Added |
| Whittier Trust Co | 1,232 | $305.2K | 0.00% | −53−4.1% | Reduced |
| Yoffe Investment Management, LLC | 1,254 | $303.6K | 0.39% | −1−0.1% | Reduced |
| KCM Investment Advisors LLC | 1,245 | $301.3K | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,220 | $295.2K | 0.01% | +314+34.7% | Added |
| Ostrum Asset Management | 1,208 | $292.3K | 0.02% | +18+1.5% | Added |
| Azimuth Capital Investment Management LLC | 1,200 | $290.4K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 1,180 | $285.7K | 0.03% | +11+0.9% | Added |
| FIL Ltd | 1,166 | $282.2K | 0.00% | +332+39.8% | Added |
| Sound Financial Strategies Group, LLC | 1,165 | $281.9K | 0.19% | −1,120−49.0% | Reduced |
| Coldstream Capital Management Inc | 1,153 | $279.0K | 0.00% | −206−15.2% | Reduced |
| 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 |
| Altar Rock LLC | 1,120 | $273.9K | 0.32% | +1,120 | New |
| V-Square Quantitative Management LLC | 1,116 | $270.1K | 0.03% | −38−3.3% | Reduced |
| Gateway Investment Advisers LLC | 1,115 | $269.8K | 0.00% | +1,115 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,092 | $264.3K | 0.00% | −4,783−81.4% | Reduced |
| Platform Technology Partners | 1,090 | $263.8K | 0.05% | +1,090 | New |
| Concurrent Investment Advisors, LLC | 1,088 | $263.3K | 0.00% | −1,100−50.3% | 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 |
| Gsa Capital Partners LLP | 1,052 | $255.0K | 0.02% | −1,646−61.0% | Reduced |
| Bailard, Inc. | 1,051 | $254.3K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 1,047 | $253.4K | 0.04% | +1,047 | New |
| FORA Capital, LLC | 1,046 | $253.1K | 0.02% | −1,481−58.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,030 | $249.3K | 0.06% | +16+1.6% | Added |
| Merit Financial Group, LLC | 1,030 | $249.2K | 0.00% | −1−0.1% | Reduced |
| TCW Group Inc | 1,014 | $245.4K | 0.00% | +49+5.1% | Added |
| Sagespring Wealth Partners, LLC | 1,006 | $243.6K | 0.00% | +1,006 | New |
| DV Trading LLC | 1,000 | $242.0K | 0.02% | +920+1,150.0% | Added |
| Pinnacle Associates Ltd | 988 | $239.1K | 0.00% | −364−26.9% | Reduced |
| Checchi Capital Advisers, LLC | 984 | $238.1K | 0.02% | +207+26.6% | Added |
| GF Fund Management Co. Ltd. | 974 | $235.7K | 0.00% | −93−8.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 959 | $232.1K | 0.00% | −2,268−70.3% | Reduced |
| Wealthspire Advisors, LLC | 949 | $229.6K | 0.00% | −374−28.3% | Reduced |
| Patton Fund Management, Inc. | 941 | $227.7K | 0.04% | +81+9.4% | Added |
| Roman Butler Fullerton & Co | 902 | $227.3K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 931 | $225.3K | 0.01% | +48+5.4% | Added |
| Caxton Associates LLP | 925 | $223.8K | 0.01% | +925 | New |
| Crawford Investment Counsel Inc | 920 | $222.6K | 0.00% | −15−1.6% | Reduced |
| Kathmere Capital Management, LLC | 917 | $222.0K | 0.01% | −79−7.9% | Reduced |
| Warren Averett Asset Management, LLC | 913 | $220.9K | 0.00% | +10+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 908 | $219.7K | 0.00% | −111−10.9% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $218.7K | 0.12% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 886 | $214.4K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 877 | $212.1K | 0.00% | +877 | New |
| Atomi Financial Group, Inc. | 875 | $211.9K | 0.01% | −51−5.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 856 | $207.2K | 0.08% | +45+5.5% | Added |
| Profund Advisors LLC | 852 | $206.2K | 0.01% | −257−23.2% | Reduced |
| Greenleaf Trust | 846 | $204.7K | 0.00% | −21−2.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 842 | $203.8K | 0.00% | −72−7.9% | Reduced |
| Cornerstone Wealth Group, LLC | 792 | $200.4K | 0.01% | +2+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 826 | $200.0K | 0.00% | −1,896−69.7% | Reduced |
| ORG Wealth Partners, LLC | 794 | $192.1K | 0.04% | −52−6.1% | Reduced |
| Virtus Investment Advisers, Inc. | 776 | $187.8K | 0.05% | +153+24.6% | Added |
| Canada Post Corp Registered Pension Plan | 710 | $171.8K | 0.01% | −500−41.3% | Reduced |
| Cetera Trust Company, N.A | 695 | $168.2K | 0.10% | +40+6.1% | Added |
| Mather Group, LLC. | 679 | $164.3K | 0.00% | −109−13.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 652 | $157.8K | 0.00% | +124+23.5% | Added |
| Signaturefd, LLC | 619 | $149.8K | 0.00% | +174+39.1% | Added |
| Brown Brothers Harriman & Co | 604 | $146.2K | 0.00% | +123+25.6% | Added |
| Tema ETFs LLC | 588 | $142.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 576 | $139.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 540 | $133.8K | 0.00% | −1−0.2% | Reduced |
| Principia Wealth Advisory, LLC | 540 | $130.7K | 0.07% | +5+0.9% | Added |
| North Star Investment Management Corp. | 503 | $121.7K | 0.01% | −4−0.8% | Reduced |
| CX Institutional | 494 | $120.0K | 0.00% | −282−36.3% | Reduced |
| Assetmark, Inc | 442 | $107.1K | 0.00% | −56−11.2% | Reduced |
| Golden State Equity Partners | 381 | $92.2K | 0.01% | +381 | New |
| 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 |
| Larson Financial Group LLC | 344 | $83.2K | 0.00% | +186+117.7% | Added |
| Hamrick Investment Counsel, llc | 310 | $75.8K | 0.04% | +310 | New |
| Farther Finance Advisors, LLC | 311 | $75.7K | 0.00% | −20−6.0% | Reduced |
| Trifecta Capital Advisors, LLC | 310 | $75.0K | 0.01% | +310 | New |
| Brown, Lisle/Cummings, Inc. | 304 | $73.6K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $73.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $71.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 297 | $71.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 285 | $69.0K | 0.02% | −60−17.4% | Reduced |
| Los Angeles Capital Management LLC | 283 | $68.5K | 0.00% | +283 | New |
| EverSource Wealth Advisors, LLC | 265 | $64.1K | 0.00% | +63+31.2% | Added |
| Smartleaf Asset Management LLC | 242 | $58.7K | 0.00% | −92−27.5% | Reduced |
| Bear Mountain Capital, Inc. | 221 | $57.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 233 | $56.4K | 0.01% | −12−4.9% | Reduced |
| Cromwell Holdings LLC | 212 | $51.9K | 0.03% | +4+1.9% | Added |
| Ancora Advisors, LLC | 211 | $51.1K | 0.00% | +67+46.5% | Added |
| Ameriflex Group, Inc. | 208 | $50.3K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $48.4K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 195 | $47.2K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 190 | $46.0K | 0.02% | +140+280.0% | Added |