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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,606
shares
|
$438,148
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
1,606
shares
|
$438,148
0.01% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
1,594
shares
|
$434,875
0.09% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
1,592
shares
|
$434,329
0.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,573
shares
|
$429,145
0.04% of portfolio
|
Q4 2023
Reduced 18.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,566
shares
|
$427,236
0.01% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,554
shares
|
$423,962
0.01% of portfolio
|
Q1 2025
Added 66.74%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,517
shares
|
$413,867
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
1,516
shares
|
$413,595
0.05% of portfolio
|
Q1 2025
Added 35.48%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
1,491
shares
|
$406,774
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
1,450
shares
|
$395,589
0.02% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,447
shares
|
$394,770
0.01% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
1,384
shares
|
$377,582
0.19% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,363
shares
|
$371,853
0.0% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
1,343
shares
|
$366,397
0.03% of portfolio
|
Q2 2022
Reduced 6.54%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,334
shares
|
$363,941
0.04% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
1,308
shares
|
$356,848
0.02% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,304
shares
|
$355,757
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,300
shares
|
$354,666
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
1,285
shares
|
$350,573
0.0% of portfolio
|
Q4 2024
Reduced 41.19%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
1,254
shares
|
$342,116
0.56% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
1,245
shares
|
$339,660
0.01% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
1,217
shares
|
$332,021
0.01% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
1,215
shares
|
$331,476
0.0% of portfolio
|
Q1 2025
Added 1.67%
|