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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 979 | $287.4K | 0.01% | +979 | New |
| Legacy Wealth Asset Management, LLC | 999 | $291.3K | 0.06% | −31−3.0% | Reduced |
| GWM Advisors LLC | 1,025 | $298.9K | 0.00% | +1,025 | New |
| Sagespring Wealth Partners, LLC | 1,028 | $299.6K | 0.00% | +22+2.2% | Added |
| TCW Group Inc | 1,032 | $300.9K | 0.00% | +18+1.8% | Added |
| NorthCrest Asset Manangement, LLC | 1,051 | $305.8K | 0.01% | +1,051 | New |
| Bailard, Inc. | 1,051 | $306.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,056 | $308.0K | 0.02% | +264+33.3% | Added |
| Brookfield Asset Management Inc. | 1,070 | $312.0K | 0.00% | −52,006−98.0% | Reduced |
| Platform Technology Partners | 1,104 | $321.9K | 0.05% | +14+1.3% | Added |
| Permanent Capital Management, LP | 1,099 | $323.3K | 0.04% | +1,099 | New |
| Proficio Capital Partners LLC | 1,124 | $327.6K | 0.01% | +1,124 | New |
| Kingdom Financial Group LLC. | 1,141 | $332.8K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,145 | $334.0K | 0.00% | +85+8.0% | Added |
| Warren Averett Asset Management, LLC | 1,175 | $342.6K | 0.00% | +262+28.7% | Added |
| West Family Investments, Inc. | 1,180 | $344.1K | 0.10% | +1,180 | New |
| Atria Investments LLC | 1,199 | $349.7K | 0.00% | −744−38.3% | Reduced |
| Havemeyer Place LP | 1,200 | $349.9K | 0.03% | −970−44.7% | Reduced |
| Azimuth Capital Investment Management LLC | 1,200 | $349.9K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 1,204 | $351.0K | 0.03% | +24+2.0% | Added |
| Ostrum Asset Management | 1,208 | $352.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,214 | $353.9K | 0.10% | −99−7.5% | Reduced |
| Whittier Trust Co | 1,195 | $356.1K | 0.00% | −37−3.0% | Reduced |
| Interchange Capital Partners, LLC | 1,232 | $359.4K | 0.07% | +1,232 | New |
| KCM Investment Advisors LLC | 1,245 | $363.0K | 0.01% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,255 | $365.8K | 0.42% | +1+0.1% | Added |
| Snowwater Investment Partners, LLC | 1,245 | $366.4K | 0.25% | −55−4.2% | Reduced |
| HB Wealth Management, LLC | 1,258 | $366.8K | 0.00% | +1,258 | New |
| Kathmere Capital Management, LLC | 1,280 | $373.3K | 0.02% | +363+39.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $374.7K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,287 | $375.3K | 0.01% | +67+5.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 1,300 | $379.0K | 0.00% | −700−35.0% | Reduced |
| Revisor Wealth Management LLC | 1,320 | $388.0K | 0.09% | −64−4.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,360 | $396.3K | 0.00% | −558−29.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,372 | $400.1K | 0.00% | +284+26.1% | Added |
| V-Square Quantitative Management LLC | 1,386 | $404.1K | 0.04% | +270+24.2% | Added |
| Brown Brothers Harriman & Co | 1,417 | $413.2K | 0.00% | +813+134.6% | Added |
| Empowered Funds, LLC | 1,422 | $414.6K | 0.00% | −673−32.1% | Reduced |
| Optas, LLC | 1,422 | $414.6K | 0.06% | −435−23.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,428 | $416.4K | 0.01% | −10−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,471 | $428.9K | 0.00% | +56+4.0% | Added |
| Axq Capital, LP | 1,489 | $434.2K | 0.05% | +1,489 | New |
| Everence Capital Management Inc | 1,508 | $440.0K | 0.02% | +451+42.7% | Added |
| Parcion Private Wealth LLC | 1,556 | $453.7K | 0.03% | +140+9.9% | Added |
| Wulff, Hansen & Co. | 1,564 | $456.0K | 0.35% | 00.0% | Unchanged |
| Washington Trust Bank | 1,573 | $458.7K | 0.03% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,589 | $463.9K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,593 | $464.6K | 0.00% | +563+54.7% | Added |
| Independent Advisor Alliance | 1,596 | $465.4K | 0.01% | −57−3.4% | Reduced |
| GAMMA Investing LLC | 1,606 | $468.3K | 0.02% | +227+16.5% | Added |
| Bessemer Group Inc | 1,616 | $472.0K | 0.00% | +22+1.4% | Added |
| Tower Research Capital LLC (TRC) | 1,624 | $473.5K | 0.01% | −1,726−51.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,670 | $487.0K | 0.03% | −7−0.4% | Reduced |
| Securian Asset Management, Inc | 1,710 | $500.9K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,739 | $507.3K | 0.00% | +1,739 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,803 | $525.7K | 0.03% | +12+0.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,835 | $535.1K | 0.00% | −5−0.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,860 | $542.4K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 1,895 | $552.6K | 0.02% | +32+1.7% | Added |
| MUFG Securities Americas Inc. | 1,936 | $564.5K | 0.03% | +153+8.6% | Added |
| Ritholtz Wealth Management | 1,937 | $564.7K | 0.01% | −41−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,977 | $576.4K | 0.00% | +545+38.1% | Added |
| Prudential PLC | 2,006 | $584.9K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2,019 | $589.3K | 0.25% | +257+14.6% | Added |
| Rothschild Investment LLC | 2,025 | $590.5K | 0.02% | +1,947+2,496.2% | Added |
| Fisher Asset Management, LLC | 2,037 | $594.0K | 0.00% | −70−3.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,060 | $600.7K | 0.01% | −3−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,077 | $605.6K | 0.01% | +86+4.3% | Added |
| Glenmede Trust Co NA | 2,104 | $613.5K | 0.00% | +87+4.3% | Added |
| RB Capital Management, LLC | 2,174 | $633.9K | 0.12% | −116−5.1% | Reduced |
| Aurora Investment Managers, LLC. | 2,189 | $638.0K | 0.39% | −11,344−83.8% | Reduced |
| Penserra Capital Management LLC | 2,191 | $638.0K | 0.00% | −198−8.3% | Reduced |
| Creative Financial Designs Inc | 2,246 | $655.0K | 0.03% | −10−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,251 | $656.3K | 0.01% | −1,839−45.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,254 | $657.2K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,279 | $664.5K | 0.00% | +1,187+108.7% | Added |
| Crestwood Advisors Group LLC | 2,281 | $665.1K | 0.01% | +848+59.2% | Added |
| Kestra Advisory Services, LLC | 2,282 | $665.5K | 0.00% | +202+9.7% | Added |
| RSM US Wealth Management LLC | 2,284 | $666.1K | 0.01% | +254+12.5% | Added |
| Claro Advisors LLC | 2,331 | $679.6K | 0.07% | +33+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,373 | $691.9K | 0.01% | +2,373 | New |
| E. Ohman J:or Asset Management AB | 2,383 | $694.9K | 0.02% | +840+54.4% | Added |
| Summitry LLC | 2,399 | $699.5K | 0.02% | +530+28.4% | Added |
| Evergreen Capital Management LLC | 2,391 | $703.3K | 0.01% | +740+44.8% | Added |
| DRW Securities, LLC | 2,427 | $707.7K | 0.04% | −1,707−41.3% | Reduced |
| Plato Investment Management Ltd | 2,475 | $717.5K | 0.04% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,471 | $720.5K | 0.03% | −42−1.7% | Reduced |
| SlateStone Wealth, LLC | 2,480 | $723.0K | 0.06% | +65+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,501 | $729.3K | 0.04% | +314+14.4% | Added |
| MUFG Securities EMEA plc | 2,524 | $736.0K | 0.01% | −119−4.5% | Reduced |
| Versant Capital Management, Inc | 2,525 | $736.3K | 0.07% | +85+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,574 | $759.8K | 0.00% | −51−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,667 | $777.7K | 0.01% | +13+0.5% | Added |
| MAI Capital Management | 2,730 | $797.4K | 0.00% | +519+23.5% | Added |
| Millennium Management LLC | 2,771 | $808.0K | 0.00% | −64,174−95.9% | Reduced |
| DoubleLine ETF Adviser LP | 2,846 | $829.9K | 0.34% | −491−14.7% | Reduced |
| Parallel Advisors, LLC | 2,855 | $832.6K | 0.01% | +96+3.5% | Added |
| United Capital Financial Advisers, LLC | 2,953 | $861.1K | 0.00% | −442−13.0% | Reduced |
| EP Wealth Advisors, LLC | 2,978 | $868.3K | 0.00% | +877+41.7% | Added |
| Horizon Investments, LLC | 3,000 | $874.8K | 0.01% | +40+1.4% | Added |