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 |
|---|---|---|---|---|---|
| Huntington National Bank | 186 | $45.0K | 0.00% | −36−16.2% | Reduced |
| Covestor Ltd | 176 | $43.0K | 0.03% | −94−34.8% | Reduced |
| Onefund, LLC | 176 | $42.8K | 0.03% | −9−4.9% | Reduced |
| CoreCap Advisors, LLC | 163 | $39.5K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 159 | $38.5K | 0.00% | +159 | New |
| Capital Advisors, Ltd. LLC | 158 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 157 | $38.0K | 0.02% | −1−0.6% | Reduced |
| Tobam | 148 | $36.0K | 0.01% | −2,285−93.9% | Reduced |
| 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 |
| Advisory Services Network, LLC | 142 | $34.4K | 0.00% | +142 | New |
| Umb Bank N A | 127 | $30.7K | 0.00% | −9−6.6% | Reduced |
| Trust Co of Toledo NA | 120 | $29.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 120 | $29.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 116 | $28.1K | 0.01% | +116 | New |
| Parkside Financial Bank & Trust | 115 | $27.8K | 0.00% | +13+12.7% | Added |
| State of Wyoming | 110 | $26.6K | 0.00% | −789−87.8% | Reduced |
| Private Trust Co NA | 108 | $26.1K | 0.00% | +5+4.9% | Added |
| Capital Analysts, LLC | 102 | $25.0K | 0.00% | −33−24.4% | Reduced |
| Richardson Financial Services Inc. | 100 | $24.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 95 | $23.0K | 0.00% | −6−5.9% | Reduced |
| Hantz Financial Services, Inc. | 89 | $22.0K | 0.00% | −104−53.9% | Reduced |
| Fulcrum Asset Management LLP | 88 | $21.4K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 87 | $21.1K | 0.02% | +12+16.0% | Added |
| Pacific Center for Financial Services | 86 | $20.7K | 0.01% | −107−55.4% | Reduced |
| TIAA Wealth Investment Management LLC | 83 | $20.1K | 0.00% | +83 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $18.9K | 0.01% | −6−7.1% | Reduced |
| Rothschild Investment LLC | 78 | $18.9K | 0.00% | +26+50.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 76 | $18.4K | 0.02% | +76 | New |
| Solstein Capital, LLC | 74 | $17.9K | 0.01% | +74 | New |
| Golden State Wealth Management, LLC | 74 | $17.9K | 0.00% | +74 | New |
| Quent Capital, LLC | 73 | $17.7K | 0.00% | +37+102.8% | Added |
| Cedar Mountain Advisors, LLC | 67 | $16.2K | 0.00% | +67 | New |
| Smithfield Trust Co | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $15.1K | 0.00% | +61 | New |
| Montag A & Associates Inc | 59 | $14.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 54 | $13.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 47 | $11.4K | 0.00% | −53−53.0% | Reduced |
| Raleigh Capital Management Inc. | 46 | $11.1K | 0.00% | +1+2.2% | Added |
| Farmers & Merchants Investments Inc | 44 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $10.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $10.0K | 0.00% | −4−9.1% | Reduced |
| UMA Financial Services, Inc. | 41 | $9.92K | 0.00% | +26+173.3% | Added |
| SOA Wealth Advisors, LLC. | 40 | $9.72K | 0.00% | −2−4.8% | Reduced |
| TD Private Client Wealth LLC | 38 | $9.20K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 37 | $8.95K | 0.00% | −187−83.5% | Reduced |
| MB, Levis & Associates, LLC | 37 | $8.95K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $8.48K | 0.00% | −4−10.3% | Reduced |
| LRI Investments, LLC | 34 | $8.23K | 0.00% | +34 | New |
| Harbour Investments, Inc. | 29 | $7.02K | 0.00% | +6+26.1% | Added |
| ZRC Wealth Management, LLC | 26 | $6.29K | 0.00% | +14+116.7% | Added |
| Kemnay Advisory Services Inc. | 26 | $6.29K | 0.00% | +26 | New |
| LM Advisors LLC | 1,437 | $5.88K | 0.12% | −182−11.2% | Reduced |
| Cornerstone Planning Group LLC | 22 | $5.62K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 23 | $5.58K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $5.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $5.08K | 0.00% | −185−89.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 21 | $5.08K | 0.00% | +8+61.5% | Added |
| MV Capital Management, Inc. | 20 | $4.84K | 0.00% | −3−13.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18 | $4.76K | 0.00% | +17+1,700.0% | Added |
| Sachetta, LLC | 19 | $4.62K | 0.00% | +17+850.0% | Added |
| Essential Partners LLC | 19 | $4.60K | 0.00% | −162−89.5% | Reduced |
| IFP Advisors, Inc | 16 | $3.87K | 0.00% | −19−54.3% | Reduced |
| Rossby Financial, LCC | 14 | $3.40K | 0.00% | +4+40.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $3.15K | 0.00% | −84−86.6% | Reduced |
| POM Investment Strategies, LLC | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $3.15K | 0.00% | +13 | New |
| Bogart Wealth, LLC | 12 | $2.90K | 0.00% | +10+500.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 12 | $2.90K | 0.00% | +12 | New |
| CVA Family Office, LLC | 11 | $2.66K | 0.00% | −22−66.7% | Reduced |
| Fortitude Family Office, LLC | 11 | $2.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $2.66K | 0.00% | +11 | New |
| Clear Street Markets LLC | 10 | $2.42K | 0.00% | −456−97.9% | Reduced |
| Truvestments Capital LLC | 10 | $2.42K | 0.00% | −1−9.1% | Reduced |
| Zions Bancorporation, National Association | 9 | $2.18K | 0.00% | −33−78.6% | Reduced |
| Grove Bank & Trust | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $1.94K | 0.00% | −1−11.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7 | $1.69K | 0.00% | −36−83.7% | Reduced |
| Cornerstone Financial Management LLC | 7 | $1.69K | 0.00% | +2+40.0% | Added |
| SHP Wealth Management | 7 | $1.69K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $1.62K | 0.00% | −2−25.0% | Reduced |
| Clark Wealth Partners | 6 | $1.47K | 0.00% | +3+100.0% | Added |
| TFC Financial Management | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $1.45K | 0.00% | +3+100.0% | Added |
| First Command Advisory Services, Inc. | 5 | $1.22K | 0.00% | +5 | New |
| Simplex Trading, LLC | 5 | $1.21K | 0.00% | −110−95.7% | Reduced |
| Clayton Financial Group LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $978 | 0.00% | −5−55.6% | Reduced |
| Hughes Financial Services, LLC | 4 | $968 | 0.00% | +2+100.0% | Added |
| American Capital Advisory, LLC | 4 | $968 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 3 | $734 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $726 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $726 | 0.00% | 00.0% | Unchanged |