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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
803
shares
|
$219,074
0.01% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
803
shares
|
$219,074
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
802
shares
|
$218,801
0.01% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
799
shares
|
$217,983
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
795
shares
|
$216,891
0.01% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
792
shares
|
$216,073
0.01% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
789
shares
|
$215,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
785
shares
|
$214,163
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
778
shares
|
$212,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
775
shares
|
$211,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
775
shares
|
$211,435
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
775
shares
|
$211,435
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
771
shares
|
$210,344
0.01% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
770
shares
|
$210,071
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
761
shares
|
$207,616
0.05% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
761
shares
|
$207,616
0.1% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
757
shares
|
$206,524
0.04% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
753
shares
|
$205,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
750
shares
|
$204,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
737
shares
|
$201,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
723
shares
|
$197,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
713
shares
|
$194,520
0.02% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
712
shares
|
$194,247
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
709
shares
|
$193,429
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
673
shares
|
$183,607
0.05% of portfolio
|
Q2 2025
Added 3.7%
|