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 643 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
889
shares
|
$242,536
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
882
shares
|
$240,627
0.01% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
880
shares
|
$240,081
0.01% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
878
shares
|
$239,535
0.12% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
873
shares
|
$238,171
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
869
shares
|
$237,080
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
862
shares
|
$235,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
852
shares
|
$232,442
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
848
shares
|
$231,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
837
shares
|
$228,350
0.13% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
831
shares
|
$226,713
0.0% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
830
shares
|
$226,440
0.0% of portfolio
|
Q3 2024
Added 168.61%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
815
shares
|
$222,348
0.02% of portfolio
|
Q2 2022
Added 28.55%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
814
shares
|
$222,075
0.03% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
800
shares
|
$218,256
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
798
shares
|
$217,710
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
793
shares
|
$216,346
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
793
shares
|
$216,346
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
790
shares
|
$215,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
788
shares
|
$214,982
0.06% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
786
shares
|
$214,436
0.11% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
781
shares
|
$213,072
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
778
shares
|
$212,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
775
shares
|
$211,435
0.06% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
769
shares
|
$209,798
0.04% of portfolio
|
Q3 2024
Added 1.59%
|