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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
765
shares
|
$208,707
0.01% of portfolio
|
Q3 2024
Reduced 40.05%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
764
shares
|
$208,434
0.0% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
758
shares
|
$206,797
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
726
shares
|
$198,067
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
712
shares
|
$194,247
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
710
shares
|
$193,702
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
710
shares
|
$193,702
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
702
shares
|
$191,519
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$190,974
0.03% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
700
shares
|
$190,974
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
692
shares
|
$188,791
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
690
shares
|
$188,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
688
shares
|
$187,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
686
shares
|
$187,154
0.03% of portfolio
|
Q3 2024
Reduced 74.83%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
681
shares
|
$185,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
680
shares
|
$185,517
0.02% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
678
shares
|
$184,971
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
650
shares
|
$177,333
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
572
shares
|
$156,053
0.02% of portfolio
|
Q4 2023
Added 23.28%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
561
shares
|
$153,052
0.09% of portfolio
|
Q2 2022
Added 6133.33%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
543
shares
|
$148,141
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
539
shares
|
$147,049
0.04% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
536
shares
|
$146,231
0.0% of portfolio
|
Q3 2024
Added 596.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$136,410
0.01% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
500
shares
|
$136,410
0.03% of portfolio
|
Q3 2024
New holding
|