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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, Q2 2026

Institutional positions in Essex Property Trust, Inc. as of Jun 30, 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
633
+25 vs. Q1 2026
Shares held
65.1M
+2.89M (+4.6%) vs. Q1 2026
Total value
$19.0B
+$3.92B (+26.0%) vs. Q1 2026
New holders
73
272 more added
Sold out
48
189 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 633 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 heldQ2 2026: $19.0B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $20.0BQ4 2021: $22.1BQ1 2022: $21.7BQ2 2022: $16.1BQ3 2022: $15.1BQ4 2022: $12.8BQ1 2023: $13.5BQ2 2023: $14.5BQ3 2023: $13.0BQ4 2023: $15.8BQ1 2024: $16.0BQ2 2024: $17.0BQ3 2024: $18.0BQ4 2024: $17.4BQ1 2025: $19.1BQ2 2025: $18.2BQ3 2025: $17.3BQ4 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$17.3B
Q2 2025620$18.2B
Q1 2025626$19.1B
Q4 2024631$17.4B
Q3 2024610$18.0B
Q2 2024581$17.0B
Q1 2024544$16.0B
Q4 2023548$15.8B
Q3 2023525$13.0B
Q2 2023529$14.5B
Q1 2023531$13.5B
Q4 2022528$12.8B
Q3 2022525$15.1B
Q2 2022544$16.1B
Q1 2022561$21.7B
Q4 2021562$22.1B
Q3 2021526$20.0B
Q2 2021515$18.6B
Q1 2021519$16.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q1 2026.

Institutions holding ESS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Quaker Wealth Management, LLC1$2920.00%00.0%Unchanged
MidFirst Bank1$2920.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.1$2920.00%00.0%Unchanged
Davis Capital Management1$2920.00%+1New
BOK Financial Private Wealth, Inc.1$3460.00%+1Added
Bare Financial Services, Inc2$5830.00%00.0%Unchanged
Geneos Wealth Management Inc.2$5830.00%+2New
Buck Wealth Strategies, LLC2$5830.00%+2New
Provenance Wealth Advisors, LLC2$5830.00%+2New
Planning Strategies Inc.2$5830.00%+2New
Abound Wealth Management2$5840.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$5840.00%00.0%Unchanged
Breakwater Investment Management2$5840.00%+2New
AdvisorNet Financial, Inc3$8750.00%00.0%Unchanged
Signature Equity Partners, LLC3$8750.00%00.0%Unchanged
Action Point Financial Planning, LLC3$8750.00%+3New
Prestige Wealth Management Group LLC3$8830.00%00.0%Unchanged
Spire Wealth Management4$1.17K0.00%−1,267−99.7%Reduced
SHP Wealth Management4$1.17K0.00%−3−42.9%Reduced
Tounjian Advisory Partners, LLC4$1.17K0.00%+4New
American Capital Advisory, LLC4$1.17K0.00%00.0%Unchanged
Clark Wealth Partners4$1.18K0.00%−2−33.3%Reduced
Motco5$1.46K0.00%+2+66.7%Added
Transamerica Financial Advisors, Inc.5$1.47K0.00%+1+25.0%Added
Ancora Advisors, LLC6$1.75K0.00%−205−97.2%Reduced
Silver Grove Financial Group, Inc.6$1.75K0.00%+6New
Highline Wealth Partners LLC7$2.04K0.00%−4−36.4%Reduced
Cornerstone Financial Management LLC7$2.04K0.00%00.0%Unchanged
Dunhill Financial, LLC7$2.05K0.00%+1+16.7%Added
Bogart Wealth, LLC8$2.33K0.00%−4−33.3%Reduced
South State Corp.8$2.33K0.00%+2+33.3%Added
TFC Financial Management8$2.33K0.00%+2+33.3%Added
Bell Investment Advisors, Inc8$2.33K0.00%+2+33.3%Added
Grove Bank & Trust9$2.62K0.00%00.0%Unchanged
Millstone Evans Group, LLC9$2.62K0.00%00.0%Unchanged
Sachetta, LLC9$2.65K0.00%−10−52.6%Reduced
IFP Advisors, Inc10$2.92K0.00%−6−37.5%Reduced
Truvestments Capital LLC10$2.92K0.00%00.0%Unchanged
Fortitude Family Office, LLC11$3.21K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$3.21K0.00%+3+37.5%Added
Hughes Financial Services, LLC12$3.50K0.00%+8+200.0%Added
Rossby Financial, LCC13$3.79K0.00%−1−7.1%Reduced
POM Investment Strategies, LLC13$3.79K0.00%00.0%Unchanged
Avion Wealth16$4.00K0.00%+8+100.0%Added
Dogwood Wealth Management LLC14$4.08K0.00%+6+75.0%Added
Clear Street Markets LLC15$4.37K0.00%+5+50.0%Added
Marshall Investment Management, LLC16$4.67K0.00%+16New
Rialto Wealth Management, LLC16$4.67K0.00%+14+700.0%Added
MV Capital Management, Inc.20$5.83K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$5.88K0.00%+2+11.1%Added
Cornerstone Planning Group LLC21$6.19K0.00%−1−4.5%Reduced
UMA Financial Services, Inc.22$6.42K0.00%−19−46.3%Reduced
Harbour Investments, Inc.22$6.42K0.00%−7−24.1%Reduced
Investors Research Corp22$6.42K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC23$6.79K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC25$7.29K0.00%−22−46.8%Reduced
Kemnay Advisory Services Inc.27$7.87K0.00%+1+3.8%Added
JPL Wealth Management, LLC27$7.87K0.00%+14+107.7%Added
Aspect Partners, LLC27$7.87K0.00%+27New
Covestor Ltd28$8.00K0.00%−148−84.1%Reduced
Simplex Trading, LLC28$8.16K0.00%+23+460.0%Added
NBT Bank N A30$8.75K0.00%+30New
LRI Investments, LLC34$9.91K0.00%00.0%Unchanged
Zions Bancorporation, National Association34$9.91K0.00%+25+277.8%Added
MB, Levis & Associates, LLC37$10.8K0.00%00.0%Unchanged
CVA Family Office, LLC40$11.7K0.00%+29+263.6%Added
SOA Wealth Advisors, LLC.41$11.8K0.00%+1+2.5%Added
TD Private Client Wealth LLC41$12.0K0.00%+3+7.9%Added
Keating Financial Advisory Services, Inc.42$12.2K0.00%+21+100.0%Added
Farmers & Merchants Investments Inc44$12.8K0.00%00.0%Unchanged
Hilltop National Bank44$12.8K0.00%00.0%Unchanged
GW&K Investment Management, LLC44$13.0K0.00%+4+10.0%Added
Bokf, NA45$13.1K0.00%+45New
Raleigh Capital Management Inc.46$13.6K0.00%00.0%Unchanged
ORG Wealth Partners, LLC47$13.7K0.00%−747−94.1%Reduced
Ronald Blue Trust, Inc.47$13.7K0.00%+12+34.3%Added
Plante Moran Financial Advisors, LLC50$14.6K0.00%00.0%Unchanged
Meeder Asset Management Inc51$14.9K0.00%+51New
Raiffeisen Bank International AG54$16.0K0.00%00.0%Unchanged
Montag A & Associates Inc59$17.4K0.00%00.0%Unchanged
First Command Advisory Services, Inc.59$17.4K0.00%+54+1,080.0%Added
Salomon & Ludwin, LLC61$18.0K0.00%00.0%Unchanged
Essential Partners LLC62$18.1K0.01%+43+226.3%Added
Smithfield Trust Co66$19.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC67$19.5K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.68$19.8K0.01%−10−12.8%Reduced
Capital Analysts, LLC67$20.0K0.00%−35−34.3%Reduced
Solstein Capital, LLC74$21.6K0.01%00.0%Unchanged
Golden State Wealth Management, LLC74$21.6K0.00%00.0%Unchanged
TIAA Wealth Investment Management LLC83$24.2K0.00%00.0%Unchanged
Pacific Center for Financial Services86$25.2K0.01%00.0%Unchanged
Blueline Advisors LLC87$25.4K0.02%00.0%Unchanged
SJS Investment Consulting Inc.88$25.7K0.00%+67+319.0%Added
Washington Trust Advisors, Inc.90$26.2K0.00%−5−5.3%Reduced
Fulcrum Asset Management LLP93$27.5K0.00%+5+5.7%Added
Quent Capital, LLC99$28.9K0.00%+26+35.6%Added
Private Trust Co NA108$31.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust112$32.7K0.00%−3−2.6%Reduced
Owl Creek Wealth Partners LLC116$33.8K0.01%00.0%Unchanged
Princeton Global Asset Management LLC120$35.0K0.01%00.0%Unchanged