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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
92
shares
|
$25,099
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
73
shares
|
$19,915
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
72
shares
|
$19,643
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
71
shares
|
$19,370
0.0% of portfolio
|
Q1 2025
Added 26.79%
|
|
|
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
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
66
shares
|
$18,006
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
64
shares
|
$17,460
0.0% of portfolio
|
Q1 2025
Reduced 99.13%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
64
shares
|
$17,460
0.01% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
62
shares
|
$16,914
0.0% of portfolio
|
Q1 2025
Reduced 91.56%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
59
shares
|
$16,096
0.0% of portfolio
|
Q2 2023
Reduced 45.37%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
53
shares
|
$14,459
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$13,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
49
shares
|
$13,368
0.01% of portfolio
|
Q1 2025
Reduced 50.51%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
49
shares
|
$13,368
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
48
shares
|
$13,095
0.01% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
47
shares
|
$12,822
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
45
shares
|
$12,276
0.0% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2023
Reduced 84.98%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2025
Added 4300.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
42
shares
|
$11,458
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
42
shares
|
$11,458
0.01% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
41
shares
|
$11,185
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
40
shares
|
$10,912
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
37
shares
|
$10,094
0.01% of portfolio
|
Q4 2022
New holding
|