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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
463
shares
|
$126,315
0.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
433
shares
|
$118,131
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
412
shares
|
$112,401
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
390
shares
|
$106,399
0.01% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
387
shares
|
$105,581
0.0% of portfolio
|
Q1 2025
Reduced 37.28%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
366
shares
|
$99,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
350
shares
|
$95,487
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
324
shares
|
$88,393
0.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
307
shares
|
$83,755
0.0% of portfolio
|
Q1 2025
Added 216.49%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
304
shares
|
$82,937
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
297
shares
|
$81,027
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
297
shares
|
$81,027
0.0% of portfolio
|
Q1 2025
Reduced 70.3%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
297
shares
|
$81,027
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
268
shares
|
$73,115
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
267
shares
|
$72,842
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
248
shares
|
$67,659
0.0% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
234
shares
|
$63,839
0.0% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
231
shares
|
$63,021
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
221
shares
|
$60,293
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
218
shares
|
$59,474
0.0% of portfolio
|
Q4 2017
Reduced 93.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
218
shares
|
$59,474
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
218
shares
|
$59,474
0.0% of portfolio
|
Q1 2025
Added 91.23%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
215
shares
|
$58,656
0.03% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
208
shares
|
$56,746
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
207
shares
|
$56,473
0.01% of portfolio
|
Q3 2021
Reduced 8.41%
|