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
- +2.88M (+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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 1,320 | $388.0K | 0.09% | −64−4.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 1,300 | $379.0K | 0.00% | −700−35.0% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,287 | $375.3K | 0.01% | +67+5.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,285 | $374.7K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,280 | $373.3K | 0.02% | +363+39.6% | Added |
| HB Wealth Management, LLC | 1,258 | $366.8K | 0.00% | +1,258 | New |
| Snowwater Investment Partners, LLC | 1,245 | $366.4K | 0.25% | −55−4.2% | Reduced |
| Yoffe Investment Management, LLC | 1,255 | $365.8K | 0.42% | +1+0.1% | Added |
| KCM Investment Advisors LLC | 1,245 | $363.0K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,232 | $359.4K | 0.07% | +1,232 | New |
| Whittier Trust Co | 1,195 | $356.1K | 0.00% | −37−3.0% | Reduced |
| Gen-Wealth Partners Inc | 1,214 | $353.9K | 0.10% | −99−7.5% | Reduced |
| Ostrum Asset Management | 1,208 | $352.2K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 1,204 | $351.0K | 0.03% | +24+2.0% | Added |
| 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 |
| Atria Investments LLC | 1,199 | $349.7K | 0.00% | −744−38.3% | Reduced |
| West Family Investments, Inc. | 1,180 | $344.1K | 0.10% | +1,180 | New |
| Warren Averett Asset Management, LLC | 1,175 | $342.6K | 0.00% | +262+28.7% | Added |
| Park Avenue Securities LLC | 1,145 | $334.0K | 0.00% | +85+8.0% | Added |
| Kingdom Financial Group LLC. | 1,141 | $332.8K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,124 | $327.6K | 0.01% | +1,124 | New |
| Permanent Capital Management, LP | 1,099 | $323.3K | 0.04% | +1,099 | New |
| Platform Technology Partners | 1,104 | $321.9K | 0.05% | +14+1.3% | Added |
| Brookfield Asset Management Inc. | 1,070 | $312.0K | 0.00% | −52,006−98.0% | Reduced |
| Cornerstone Wealth Group, LLC | 1,056 | $308.0K | 0.02% | +264+33.3% | Added |
| Bailard, Inc. | 1,051 | $306.5K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,051 | $305.8K | 0.01% | +1,051 | New |
| TCW Group Inc | 1,032 | $300.9K | 0.00% | +18+1.8% | Added |
| Sagespring Wealth Partners, LLC | 1,028 | $299.6K | 0.00% | +22+2.2% | Added |
| GWM Advisors LLC | 1,025 | $298.9K | 0.00% | +1,025 | New |
| Legacy Wealth Asset Management, LLC | 999 | $291.3K | 0.06% | −31−3.0% | Reduced |
| Wedmont Private Capital | 979 | $287.4K | 0.01% | +979 | New |
| Greenleaf Trust | 956 | $278.8K | 0.00% | +110+13.0% | Added |
| Wealthspire Advisors, LLC | 944 | $275.2K | 0.00% | −5−0.5% | Reduced |
| Bull Harbor Capital LLC | 942 | $274.7K | 0.05% | +942 | New |
| Checchi Capital Advisers, LLC | 937 | $273.2K | 0.02% | −47−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 932 | $271.8K | 0.00% | +932 | New |
| Siemens Fonds Invest GmbH | 931 | $271.5K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 902 | $268.4K | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 915 | $266.8K | 0.00% | +915 | New |
| Financial Advisors Network, Inc. | 907 | $264.5K | 0.03% | +907 | New |
| Catalyst Funds Management Pty Ltd | 901 | $262.7K | 0.01% | +901 | New |
| Callan Family Office, LLC | 897 | $261.4K | 0.01% | +20+2.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 886 | $258.3K | 0.02% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 869 | $255.5K | 0.13% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 873 | $254.6K | 0.00% | −101−10.4% | Reduced |
| Boothbay Fund Management, LLC | 869 | $253.4K | 0.00% | +869 | New |
| 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 |
| Van Hulzen Asset Management, LLC | 864 | $251.9K | 0.02% | −729−45.8% | Reduced |
| Coldstream Capital Management Inc | 863 | $251.6K | 0.00% | −290−25.2% | Reduced |
| Frank, Rimerman Advisors LLC | 844 | $246.1K | 0.01% | +844 | New |
| OpenArc Corporate Advisory, LLC | 843 | $245.8K | 0.00% | +1+0.1% | Added |
| 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 |
| 55 North Private Wealth, LLC | 824 | $240.3K | 0.05% | +824 | New |
| Atomi Financial Group, Inc. | 811 | $236.5K | 0.01% | −64−7.3% | Reduced |
| Sound Financial Strategies Group, LLC | 800 | $233.3K | 0.15% | −365−31.3% | Reduced |
| Larson Financial Group LLC | 794 | $231.5K | 0.01% | +450+130.8% | Added |
| Vestmark Advisory Solutions, Inc. | 791 | $230.6K | 0.00% | −117−12.9% | Reduced |
| Jacobi Capital Management LLC | 790 | $230.4K | 0.01% | +790 | New |
| Mutual Advisors, LLC | 784 | $228.6K | 0.00% | +784 | New |
| Meeder Advisory Services, Inc. | 783 | $228.4K | 0.01% | +783 | New |
| Global Retirement Partners, LLC | 779 | $227.1K | 0.00% | +779 | New |
| Sowell Financial Services LLC | 756 | $220.6K | 0.01% | +756 | New |
| Sequoia Financial Advisors, LLC | 754 | $219.9K | 0.00% | +754 | New |
| Robertson Stephens Wealth Management, LLC | 746 | $219.5K | 0.01% | +746 | New |
| American State Bank (Iowa) | 748 | $218.1K | 0.09% | +748 | New |
| EJMK Ventures LLC | 741 | $217.2K | 0.10% | +741 | New |
| Apollon Wealth Management, LLC | 740 | $215.8K | 0.00% | +740 | New |
| Gateway Investment Advisers LLC | 738 | $215.2K | 0.00% | −377−33.8% | Reduced |
| Aprio Wealth Management, LLC | 729 | $212.7K | 0.01% | +729 | New |
| Evolve Private Wealth, LLC | 723 | $212.5K | 0.01% | +723 | New |
| Howard Capital Management Inc. | 721 | $210.2K | 0.00% | +721 | New |
| Sagewood Asset Management LP | 711 | $207.3K | 0.05% | +711 | New |
| Canada Post Corp Registered Pension Plan | 710 | $207.0K | 0.01% | 00.0% | Unchanged |
| Morton Capital Management LLC | 707 | $206.2K | 0.03% | +707 | New |
| Virtus Investment Advisers, Inc. | 707 | $206.2K | 0.05% | −69−8.9% | Reduced |
| Altar Rock LLC | 699 | $205.6K | 0.30% | −421−37.6% | Reduced |
| Signaturefd, LLC | 703 | $205.0K | 0.00% | +84+13.6% | Added |
| Hanover Advisors Inc | 702 | $204.7K | 0.07% | +702 | New |
| Schnieders Capital Management, LLC. | 698 | $203.5K | 0.03% | +698 | New |
| CX Institutional | 696 | $203.0K | 0.01% | +202+40.9% | Added |
| Cetera Trust Company, N.A | 695 | $202.7K | 0.10% | 00.0% | Unchanged |
| American Investment Services, Inc. | 692 | $201.8K | 0.04% | +692 | New |
| Mather Group, LLC. | 690 | $201.2K | 0.00% | +11+1.6% | Added |
| Tema ETFs LLC | 588 | $171.5K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 584 | $170.3K | 0.00% | +583+58,300.0% | Added |
| Ameritas Investment Partners, Inc. | 554 | $161.5K | 0.00% | −22−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 540 | $161.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 550 | $160.4K | 0.01% | +550 | New |
| Principia Wealth Advisory, LLC | 544 | $158.8K | 0.08% | +4+0.7% | Added |
| Assetmark, Inc | 534 | $155.6K | 0.00% | +92+20.8% | Added |
| North Star Investment Management Corp. | 503 | $146.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 390 | $113.7K | 0.00% | −262−40.2% | Reduced |
| Los Angeles Capital Management LLC | 388 | $113.1K | 0.00% | +105+37.1% | Added |
| Optiver Holding B.V. | 367 | $107.0K | 0.00% | +367 | New |
| Farther Finance Advisors, LLC | 354 | $103.8K | 0.00% | +43+13.8% | Added |
| Beacon Investment Advisory Services, Inc. | 350 | $102.1K | 0.00% | 00.0% | Unchanged |