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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 633 | $19.0B |
| Q1 2026 | 612 | $15.1B |
| Q4 2025 | 618 | $16.9B |
| Q3 2025 | 607 | $17.3B |
| Q2 2025 | 620 | $18.2B |
| Q1 2025 | 626 | $19.1B |
| Q4 2024 | 631 | $17.4B |
| Q3 2024 | 610 | $18.0B |
| Q2 2024 | 581 | $17.0B |
| Q1 2024 | 544 | $16.0B |
| Q4 2023 | 548 | $15.8B |
| Q3 2023 | 525 | $13.0B |
| Q2 2023 | 529 | $14.5B |
| Q1 2023 | 531 | $13.5B |
| Q4 2022 | 528 | $12.8B |
| Q3 2022 | 525 | $15.1B |
| Q2 2022 | 544 | $16.1B |
| Q1 2022 | 561 | $21.7B |
| Q4 2021 | 562 | $22.1B |
| Q3 2021 | 526 | $20.0B |
| Q2 2021 | 515 | $18.6B |
| Q1 2021 | 519 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 129 | $37.6K | 0.01% | +129 | New |
| Clearstead Advisors, LLC | 129 | $37.6K | 0.00% | +92+248.6% | Added |
| Quarry LP | 134 | $39.1K | 0.01% | +134 | New |
| Hantz Financial Services, Inc. | 140 | $41.0K | 0.00% | +51+57.3% | Added |
| Umb Bank N A | 145 | $42.3K | 0.00% | +18+14.2% | Added |
| Bruce G. Allen Investments, LLC | 157 | $45.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 158 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 159 | $46.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 162 | $47.2K | 0.01% | +136+523.1% | Added |
| Massmutual Trust Co FSB | 165 | $48.1K | 0.00% | +20+13.8% | Added |
| CoreCap Advisors, LLC | 167 | $48.8K | 0.00% | +4+2.5% | Added |
| Onefund, LLC | 174 | $50.7K | 0.03% | −2−1.1% | Reduced |
| Trust Co of Toledo NA | 175 | $51.0K | 0.00% | +55+45.8% | Added |
| Tobam | 184 | $54.0K | 0.01% | +36+24.3% | Added |
| Muzinich & Co., Inc. | 190 | $55.4K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 195 | $56.9K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $58.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 206 | $60.1K | 0.01% | −27−11.6% | Reduced |
| Ameriflex Group, Inc. | 208 | $60.7K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 214 | $62.4K | 0.00% | +28+15.1% | Added |
| Cromwell Holdings LLC | 216 | $63.5K | 0.03% | +4+1.9% | Added |
| Bear Mountain Capital, Inc. | 221 | $65.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 231 | $67.4K | 0.00% | −34−12.8% | Reduced |
| Smartleaf Asset Management LLC | 242 | $71.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 251 | $73.2K | 0.02% | +106+73.1% | Added |
| Atlantic Trust, LLC | 269 | $78.4K | 0.01% | −28−9.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 285 | $83.1K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 288 | $84.7K | 0.00% | +288 | New |
| DT Investment Partners, LLC | 297 | $86.6K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $88.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $88.6K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 310 | $90.4K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 350 | $102.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $102.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 354 | $103.8K | 0.00% | +43+13.8% | Added |
| Optiver Holding B.V. | 367 | $107.0K | 0.00% | +367 | New |
| Los Angeles Capital Management LLC | 388 | $113.1K | 0.00% | +105+37.1% | Added |
| Northwestern Mutual Wealth Management Co | 390 | $113.7K | 0.00% | −262−40.2% | Reduced |
| North Star Investment Management Corp. | 503 | $146.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 534 | $155.6K | 0.00% | +92+20.8% | Added |
| Principia Wealth Advisory, LLC | 544 | $158.8K | 0.08% | +4+0.7% | Added |
| Trust Co of Vermont | 550 | $160.4K | 0.01% | +550 | New |
| Whittier Trust Co of Nevada Inc | 540 | $161.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 554 | $161.5K | 0.00% | −22−3.8% | Reduced |
| Freestone Grove Partners LP | 584 | $170.3K | 0.00% | +583+58,300.0% | Added |
| Tema ETFs LLC | 588 | $171.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 690 | $201.2K | 0.00% | +11+1.6% | Added |
| American Investment Services, Inc. | 692 | $201.8K | 0.04% | +692 | New |
| Cetera Trust Company, N.A | 695 | $202.7K | 0.10% | 00.0% | Unchanged |
| CX Institutional | 696 | $203.0K | 0.01% | +202+40.9% | Added |
| Schnieders Capital Management, LLC. | 698 | $203.5K | 0.03% | +698 | New |
| Hanover Advisors Inc | 702 | $204.7K | 0.07% | +702 | New |
| Signaturefd, LLC | 703 | $205.0K | 0.00% | +84+13.6% | Added |
| Altar Rock LLC | 699 | $205.6K | 0.30% | −421−37.6% | Reduced |
| Virtus Investment Advisers, Inc. | 707 | $206.2K | 0.05% | −69−8.9% | Reduced |
| Morton Capital Management LLC | 707 | $206.2K | 0.03% | +707 | New |
| Canada Post Corp Registered Pension Plan | 710 | $207.0K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 711 | $207.3K | 0.05% | +711 | New |
| Howard Capital Management Inc. | 721 | $210.2K | 0.00% | +721 | New |
| Evolve Private Wealth, LLC | 723 | $212.5K | 0.01% | +723 | New |
| Aprio Wealth Management, LLC | 729 | $212.7K | 0.01% | +729 | New |
| Gateway Investment Advisers LLC | 738 | $215.2K | 0.00% | −377−33.8% | Reduced |
| Apollon Wealth Management, LLC | 740 | $215.8K | 0.00% | +740 | New |
| EJMK Ventures LLC | 741 | $217.2K | 0.10% | +741 | New |
| American State Bank (Iowa) | 748 | $218.1K | 0.09% | +748 | New |
| Robertson Stephens Wealth Management, LLC | 746 | $219.5K | 0.01% | +746 | New |
| Sequoia Financial Advisors, LLC | 754 | $219.9K | 0.00% | +754 | New |
| Sowell Financial Services LLC | 756 | $220.6K | 0.01% | +756 | New |
| Global Retirement Partners, LLC | 779 | $227.1K | 0.00% | +779 | New |
| Meeder Advisory Services, Inc. | 783 | $228.4K | 0.01% | +783 | New |
| Mutual Advisors, LLC | 784 | $228.6K | 0.00% | +784 | New |
| Jacobi Capital Management LLC | 790 | $230.4K | 0.01% | +790 | New |
| Vestmark Advisory Solutions, Inc. | 791 | $230.6K | 0.00% | −117−12.9% | Reduced |
| Larson Financial Group LLC | 794 | $231.5K | 0.01% | +450+130.8% | Added |
| Sound Financial Strategies Group, LLC | 800 | $233.3K | 0.15% | −365−31.3% | Reduced |
| Atomi Financial Group, Inc. | 811 | $236.5K | 0.01% | −64−7.3% | Reduced |
| 55 North Private Wealth, LLC | 824 | $240.3K | 0.05% | +824 | New |
| Engineers Gate Manager LP | 840 | $244.9K | 0.00% | −814−49.2% | Reduced |
| Profund Advisors LLC | 840 | $244.9K | 0.01% | −12−1.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 843 | $245.8K | 0.00% | +1+0.1% | Added |
| Frank, Rimerman Advisors LLC | 844 | $246.1K | 0.01% | +844 | New |
| Coldstream Capital Management Inc | 863 | $251.6K | 0.00% | −290−25.2% | Reduced |
| Van Hulzen Asset Management, LLC | 864 | $251.9K | 0.02% | −729−45.8% | Reduced |
| GTS Securities LLC | 868 | $253.1K | 0.01% | −746−46.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 868 | $253.1K | 0.10% | +12+1.4% | Added |
| Boothbay Fund Management, LLC | 869 | $253.4K | 0.00% | +869 | New |
| GF Fund Management Co. Ltd. | 873 | $254.6K | 0.00% | −101−10.4% | Reduced |
| Conscious Wealth Investments, LLC | 869 | $255.5K | 0.13% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 886 | $258.3K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 897 | $261.4K | 0.01% | +20+2.3% | Added |
| Catalyst Funds Management Pty Ltd | 901 | $262.7K | 0.01% | +901 | New |
| Financial Advisors Network, Inc. | 907 | $264.5K | 0.03% | +907 | New |
| AlphaCore Capital LLC | 915 | $266.8K | 0.00% | +915 | New |
| Roman Butler Fullerton & Co | 902 | $268.4K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 931 | $271.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 932 | $271.8K | 0.00% | +932 | New |
| Checchi Capital Advisers, LLC | 937 | $273.2K | 0.02% | −47−4.8% | Reduced |
| Bull Harbor Capital LLC | 942 | $274.7K | 0.05% | +942 | New |
| Wealthspire Advisors, LLC | 944 | $275.2K | 0.00% | −5−0.5% | Reduced |
| Greenleaf Trust | 956 | $278.8K | 0.00% | +110+13.0% | Added |