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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
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%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
64
shares
|
$17,460
0.0% of portfolio
|
Q1 2025
Reduced 99.13%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
58
shares
|
$15,823
0.0% of portfolio
|
Q2 2025
Added 152.17%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
58
shares
|
$15,823
0.01% of portfolio
|
Q2 2025
Reduced 49.12%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
54
shares
|
$14,732
0.01% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
53
shares
|
$14,459
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$13,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
50
shares
|
$13,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
47
shares
|
$12,822
0.0% of portfolio
|
Q2 2025
Added 74.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
45
shares
|
$12,276
0.0% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
43
shares
|
$11,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$11,731
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
41
shares
|
$11,185
0.0% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40
shares
|
$10,912
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
40
shares
|
$10,912
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
39
shares
|
$10,639
0.0% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
39
shares
|
$10,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
38
shares
|
$10,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
37
shares
|
$10,094
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
37
shares
|
$10,094
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
36
shares
|
$9,821
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
35
shares
|
$9,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
31
shares
|
$8,457
0.0% of portfolio
|
Q2 2025
Reduced 26.19%
|