Institutional Ownership Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS). We have compiled data on the 679 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
6,622
shares
|
$1.81 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,540
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
6,374
shares
|
$1.74 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
6,354
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
6,301
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
6,224
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
6,221
shares
|
$1.7 Million
0.84% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,874
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 33.1%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
5,831
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,788
shares
|
$1.58 Million
0.03% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,787
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
5,619
shares
|
$1.53 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
5,551
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,521
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,499
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 56.97%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
5,496
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,462
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,429
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,423
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,356
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 194.93%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
5,302
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2025
Reduced 23.97%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,212
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2022
Added 0.58%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
5,146
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
5,095
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
5,063
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 113.99%
|