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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
180
shares
|
$49,107
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
178
shares
|
$48,561
0.0% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
176
shares
|
$48,016
0.0% of portfolio
|
Q2 2025
Added 8700.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
171
shares
|
$46,652
0.0% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
168
shares
|
$45,833
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
167
shares
|
$45,560
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
161
shares
|
$43,924
0.03% of portfolio
|
Q2 2025
Added 228.57%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
158
shares
|
$43,105
0.01% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
155
shares
|
$42,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
150
shares
|
$40,923
0.0% of portfolio
|
Q2 2025
Added 108.33%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
147
shares
|
$40,104
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
136
shares
|
$37,103
0.0% of portfolio
|
Q1 2025
Added 56.32%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
131
shares
|
$35,739
0.01% of portfolio
|
Q2 2025
Added 167.35%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
120
shares
|
$32,738
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Muzinich & Co., Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
116
shares
|
$31,647
0.01% of portfolio
|
Q4 2022
Reduced 27.04%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
104
shares
|
$28,373
0.01% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
103
shares
|
$28,100
0.0% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
101
shares
|
$27,554
0.0% of portfolio
|
Q2 2023
Reduced 7.34%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
100
shares
|
$27,282
0.02% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
100
shares
|
$27,282
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
100
shares
|
$27,282
0.02% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
99
shares
|
$27,009
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
76
shares
|
$20,734
0.0% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
73
shares
|
$19,915
0.0% of portfolio
|
Q2 2025
Added 7200.0%
|
|
|
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
|