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 643 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q2 2024
Reduced 55.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
6
shares
|
$1,636
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
6
shares
|
$1,636
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
5
shares
|
$1,364
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5
shares
|
$1,364
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5
shares
|
$1,364
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q4 2023
Reduced 60.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2020
Reduced 89.66%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q1 2024
New holding
|