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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30
shares
|
$8,184
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
30
shares
|
$8,184
0.02% of portfolio
|
Q1 2023
Reduced 91.43%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
30
shares
|
$8,184
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
25
shares
|
$6,820
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
25
shares
|
$6,820
0.0% of portfolio
|
Q2 2025
Added 525.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
24
shares
|
$6,547
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
23
shares
|
$6,274
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
22
shares
|
$6,002
0.0% of portfolio
|
Q2 2025
Reduced 97.87%
|
|
|
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 |
Jul 31, 2025 Q2 2025 |
22
shares
|
$6,002
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
21
shares
|
$5,729
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
20
shares
|
$5,456
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$5,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
19
shares
|
$5,183
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16
shares
|
$4,365
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
14
shares
|
$3,819
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
13
shares
|
$3,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
13
shares
|
$3,546
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11
shares
|
$3,001
0.0% of portfolio
|
Q3 2023
Added 266.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11
shares
|
$3,001
0.0% of portfolio
|
Q2 2025
Reduced 47.62%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q2 2024
Reduced 55.0%
|