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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
36
shares
|
$9,821
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
35
shares
|
$9,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
32
shares
|
$8,730
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
30
shares
|
$8,184
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
30
shares
|
$8,184
0.02% of portfolio
|
Q1 2023
Reduced 91.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
27
shares
|
$7,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
25
shares
|
$6,820
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
25
shares
|
$6,820
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
25
shares
|
$6,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
23
shares
|
$6,274
0.0% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
23
shares
|
$6,274
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
22
shares
|
$6,002
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
22
shares
|
$6,002
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$5,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
20
shares
|
$5,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
19
shares
|
$5,183
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
18
shares
|
$4,910
0.0% of portfolio
|
Q1 2025
Added 260.0%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
18
shares
|
$4,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17
shares
|
$4,637
0.0% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
14
shares
|
$3,819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
13
shares
|
$3,546
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13
shares
|
$3,546
0.0% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12
shares
|
$3,273
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11
shares
|
$3,001
0.0% of portfolio
|
Q3 2023
Added 266.67%
|