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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
200
shares
|
$54,564
0.04% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
200
shares
|
$54,564
0.04% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
200
shares
|
$54,564
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
195
shares
|
$53,199
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
193
shares
|
$52,654
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
190
shares
|
$51,835
0.01% of portfolio
|
Q1 2025
Added 34.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
184
shares
|
$50,198
0.0% of portfolio
|
Q1 2025
Reduced 49.59%
|
|
|
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%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
171
shares
|
$46,652
0.0% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
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%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
164
shares
|
$44,742
0.0% of portfolio
|
Q1 2025
Added 88.51%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
158
shares
|
$43,105
0.01% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
158
shares
|
$43,105
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
136
shares
|
$37,103
0.01% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
136
shares
|
$37,103
0.0% of portfolio
|
Q1 2025
Added 56.32%
|
|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
116
shares
|
$31,647
0.02% of portfolio
|
Q4 2022
Reduced 27.04%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
114
shares
|
$31,101
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
114
shares
|
$31,101
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
103
shares
|
$28,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
103
shares
|
$28,100
0.0% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
101
shares
|
$27,554
0.0% of portfolio
|
Q2 2023
Reduced 7.34%
|
|
|
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 |
May 15, 2025 Q1 2025 |
100
shares
|
$27,282
0.03% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
99
shares
|
$27,009
0.0% of portfolio
|
Q1 2025
Added 2.06%
|