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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
97
shares
|
$26,463
0.0% of portfolio
|
Q3 2024
Added 361.9%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
92
shares
|
$25,099
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$22,098
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$18,824
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
68
shares
|
$18,551
0.0% of portfolio
|
Q3 2024
Added 151.85%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
66
shares
|
$18,006
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
64
shares
|
$17,460
0.01% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
62
shares
|
$16,914
0.0% of portfolio
|
Q3 2024
Added 6100.0%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
60
shares
|
$16,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
59
shares
|
$16,096
0.01% of portfolio
|
Q2 2023
Reduced 45.37%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
57
shares
|
$15,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$13,913
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$13,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
49
shares
|
$13,368
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
46
shares
|
$12,549
0.0% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2023
Reduced 84.98%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
42
shares
|
$11,458
0.01% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
42
shares
|
$11,458
0.0% of portfolio
|
Q4 2023
Reduced 40.24%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
42
shares
|
$11,458
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39
shares
|
$10,639
0.0% of portfolio
|
Q3 2024
Reduced 91.43%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
39
shares
|
$10,639
0.01% of portfolio
|
Q2 2024
Reduced 33.9%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
38
shares
|
$10,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
37
shares
|
$10,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
36
shares
|
$9,821
0.0% of portfolio
|
Q3 2024
New holding
|