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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
809
shares
|
$220,711
0.03% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
805
shares
|
$219,620
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
794
shares
|
$216,619
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
794
shares
|
$216,619
0.12% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
789
shares
|
$215,254
0.06% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
786
shares
|
$214,436
0.0% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
779
shares
|
$212,526
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
778
shares
|
$212,253
0.0% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
778
shares
|
$212,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
775
shares
|
$211,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
772
shares
|
$210,617
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
769
shares
|
$209,798
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
768
shares
|
$209,525
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
767
shares
|
$209,252
0.01% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
766
shares
|
$208,980
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
761
shares
|
$207,616
0.05% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
758
shares
|
$206,797
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
750
shares
|
$204,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
748
shares
|
$204,069
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
746
shares
|
$203,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
742
shares
|
$202,432
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
735
shares
|
$200,522
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
733
shares
|
$199,977
0.02% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
727
shares
|
$198,340
0.0% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
722
shares
|
$196,976
0.01% of portfolio
|
Q1 2025
New holding
|