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 |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
645
shares
|
$175,968
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
642
shares
|
$175,150
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
637
shares
|
$173,786
0.0% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
612
shares
|
$166,965
0.01% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
576
shares
|
$157,144
0.0% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
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%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
547
shares
|
$149,232
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
542
shares
|
$147,868
0.0% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
525
shares
|
$143,230
0.13% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$136,410
0.01% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
495
shares
|
$135,045
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
495
shares
|
$135,045
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$123,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
446
shares
|
$121,677
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
427
shares
|
$116,494
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
412
shares
|
$112,401
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
409
shares
|
$111,583
0.0% of portfolio
|
Q2 2025
Added 37.71%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
402
shares
|
$109,673
0.0% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
397
shares
|
$108,309
0.0% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
383
shares
|
$104,490
0.0% of portfolio
|
Q2 2025
Added 63.68%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
378
shares
|
$103,125
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
350
shares
|
$95,487
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
304
shares
|
$82,937
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
303
shares
|
$82,664
0.0% of portfolio
|
Q2 2025
Added 13.06%
|