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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 350 | $102.1K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 310 | $90.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 304 | $88.6K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $88.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 297 | $86.6K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 288 | $84.7K | 0.00% | +288 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 285 | $83.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 269 | $78.4K | 0.01% | −28−9.4% | Reduced |
| True Wealth Design, LLC | 251 | $73.2K | 0.02% | +106+73.1% | Added |
| Smartleaf Asset Management LLC | 242 | $71.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 231 | $67.4K | 0.00% | −34−12.8% | Reduced |
| Bear Mountain Capital, Inc. | 221 | $65.9K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 216 | $63.5K | 0.03% | +4+1.9% | Added |
| Huntington National Bank | 214 | $62.4K | 0.00% | +28+15.1% | Added |
| Ameriflex Group, Inc. | 208 | $60.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 206 | $60.1K | 0.01% | −27−11.6% | Reduced |
| 1620 Investment Advisors, Inc. | 200 | $58.3K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 195 | $56.9K | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 190 | $55.4K | 0.02% | 00.0% | Unchanged |
| Tobam | 184 | $54.0K | 0.01% | +36+24.3% | Added |
| Trust Co of Toledo NA | 175 | $51.0K | 0.00% | +55+45.8% | Added |
| Onefund, LLC | 174 | $50.7K | 0.03% | −2−1.1% | Reduced |
| CoreCap Advisors, LLC | 167 | $48.8K | 0.00% | +4+2.5% | Added |
| Massmutual Trust Co FSB | 165 | $48.1K | 0.00% | +20+13.8% | Added |
| ZRC Wealth Management, LLC | 162 | $47.2K | 0.01% | +136+523.1% | Added |
| Cassaday & Co Wealth Management LLC | 159 | $46.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 158 | $46.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 157 | $45.8K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 145 | $42.3K | 0.00% | +18+14.2% | Added |
| Hantz Financial Services, Inc. | 140 | $41.0K | 0.00% | +51+57.3% | Added |
| Quarry LP | 134 | $39.1K | 0.01% | +134 | New |
| Clearstead Advisors, LLC | 129 | $37.6K | 0.00% | +92+248.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 129 | $37.6K | 0.01% | +129 | New |
| Princeton Global Asset Management LLC | 120 | $35.0K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 116 | $33.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 112 | $32.7K | 0.00% | −3−2.6% | Reduced |
| Private Trust Co NA | 108 | $31.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 99 | $28.9K | 0.00% | +26+35.6% | Added |
| Fulcrum Asset Management LLP | 93 | $27.5K | 0.00% | +5+5.7% | Added |
| Washington Trust Advisors, Inc. | 90 | $26.2K | 0.00% | −5−5.3% | Reduced |
| SJS Investment Consulting Inc. | 88 | $25.7K | 0.00% | +67+319.0% | Added |
| Blueline Advisors LLC | 87 | $25.4K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 86 | $25.2K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 83 | $24.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 74 | $21.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 74 | $21.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 67 | $20.0K | 0.00% | −35−34.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 68 | $19.8K | 0.01% | −10−12.8% | Reduced |
| Cedar Mountain Advisors, LLC | 67 | $19.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 66 | $19.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 62 | $18.1K | 0.01% | +43+226.3% | Added |
| Salomon & Ludwin, LLC | 61 | $18.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 59 | $17.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 59 | $17.4K | 0.00% | +54+1,080.0% | Added |
| Raiffeisen Bank International AG | 54 | $16.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 51 | $14.9K | 0.00% | +51 | New |
| Plante Moran Financial Advisors, LLC | 50 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $13.7K | 0.00% | +12+34.3% | Added |
| ORG Wealth Partners, LLC | 47 | $13.7K | 0.00% | −747−94.1% | Reduced |
| Raleigh Capital Management Inc. | 46 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 45 | $13.1K | 0.00% | +45 | New |
| GW&K Investment Management, LLC | 44 | $13.0K | 0.00% | +4+10.0% | Added |
| Farmers & Merchants Investments Inc | 44 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 44 | $12.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 42 | $12.2K | 0.00% | +21+100.0% | Added |
| TD Private Client Wealth LLC | 41 | $12.0K | 0.00% | +3+7.9% | Added |
| SOA Wealth Advisors, LLC. | 41 | $11.8K | 0.00% | +1+2.5% | Added |
| CVA Family Office, LLC | 40 | $11.7K | 0.00% | +29+263.6% | Added |
| MB, Levis & Associates, LLC | 37 | $10.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $9.91K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 34 | $9.91K | 0.00% | +25+277.8% | Added |
| NBT Bank N A | 30 | $8.75K | 0.00% | +30 | New |
| Simplex Trading, LLC | 28 | $8.16K | 0.00% | +23+460.0% | Added |
| Covestor Ltd | 28 | $8.00K | 0.00% | −148−84.1% | Reduced |
| Kemnay Advisory Services Inc. | 27 | $7.87K | 0.00% | +1+3.8% | Added |
| JPL Wealth Management, LLC | 27 | $7.87K | 0.00% | +14+107.7% | Added |
| Aspect Partners, LLC | 27 | $7.87K | 0.00% | +27 | New |
| Basecamp Wealth Advisors LLC | 25 | $7.29K | 0.00% | −22−46.8% | Reduced |
| Twin Lakes Capital Management, LLC | 23 | $6.79K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $6.42K | 0.00% | −19−46.3% | Reduced |
| Harbour Investments, Inc. | 22 | $6.42K | 0.00% | −7−24.1% | Reduced |
| Investors Research Corp | 22 | $6.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $6.19K | 0.00% | −1−4.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20 | $5.88K | 0.00% | +2+11.1% | Added |
| MV Capital Management, Inc. | 20 | $5.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $4.67K | 0.00% | +14+700.0% | Added |
| Marshall Investment Management, LLC | 16 | $4.67K | 0.00% | +16 | New |
| Clear Street Markets LLC | 15 | $4.37K | 0.00% | +5+50.0% | Added |
| Dogwood Wealth Management LLC | 14 | $4.08K | 0.00% | +6+75.0% | Added |
| Avion Wealth | 16 | $4.00K | 0.00% | +8+100.0% | Added |
| Rossby Financial, LCC | 13 | $3.79K | 0.00% | −1−7.1% | Reduced |
| POM Investment Strategies, LLC | 13 | $3.79K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $3.50K | 0.00% | +8+200.0% | Added |
| Fortitude Family Office, LLC | 11 | $3.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $3.21K | 0.00% | +3+37.5% | Added |
| IFP Advisors, Inc | 10 | $2.92K | 0.00% | −6−37.5% | Reduced |
| Truvestments Capital LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $2.65K | 0.00% | −10−52.6% | Reduced |
| Grove Bank & Trust | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 9 | $2.62K | 0.00% | 00.0% | Unchanged |