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 681 institutions that hold shares in the stock, with a total of 62.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,867
shares
|
$509,354
0.08% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
1,861
shares
|
$507,718
0.4% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,852
shares
|
$505,262
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,842
shares
|
$502,534
0.2% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,831
shares
|
$499,533
0.01% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,824
shares
|
$497,623
0.01% of portfolio
|
Q2 2025
Reduced 65.94%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,794
shares
|
$489,439
0.01% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,786
shares
|
$487,256
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,760
shares
|
$480,163
0.01% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,758
shares
|
$479,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
1,745
shares
|
$476,070
0.11% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,744
shares
|
$475,798
0.03% of portfolio
|
Q2 2025
Added 135.04%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
1,736
shares
|
$473,615
0.03% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
1,731
shares
|
$472,251
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
1,717
shares
|
$468,431
0.44% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,715
shares
|
$467,886
0.01% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,684
shares
|
$459,428
0.06% of portfolio
|
Q2 2025
Added 46.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,650
shares
|
$450,153
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,648
shares
|
$449,607
0.09% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,645
shares
|
$448,788
0.05% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,615
shares
|
$440,604
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,607
shares
|
$438,421
0.09% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,602
shares
|
$437,057
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,593
shares
|
$434,602
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
1,573
shares
|
$429,145
0.04% of portfolio
|
Q4 2023
Reduced 18.88%
|