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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
985
shares
|
$268,727
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
976
shares
|
$266,272
0.06% of portfolio
|
Q1 2025
Added 32433.33%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
974
shares
|
$265,726
0.06% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
958
shares
|
$261,361
0.0% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
946
shares
|
$258,087
0.02% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
942
shares
|
$256,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
941
shares
|
$256,723
0.1% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
929
shares
|
$253,449
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
911
shares
|
$248,539
0.01% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
905
shares
|
$246,902
0.05% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
898
shares
|
$244,992
0.04% of portfolio
|
Q3 2022
Reduced 75.84%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
888
shares
|
$242,264
0.0% of portfolio
|
Q1 2025
Reduced 91.17%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
885
shares
|
$241,445
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
883
shares
|
$240,900
0.01% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
878
shares
|
$239,535
0.12% of portfolio
|
Q2 2023
Added 0.92%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
876
shares
|
$238,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
869
shares
|
$237,080
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
864
shares
|
$235,716
0.04% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
860
shares
|
$234,625
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
856
shares
|
$233,533
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
850
shares
|
$231,897
0.01% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
840
shares
|
$229,168
0.01% of portfolio
|
Q1 2025
Added 349.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
831
shares
|
$226,713
0.0% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
828
shares
|
$225,894
0.01% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
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%
|