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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11
shares
|
$3,001
0.0% of portfolio
|
Q3 2023
Added 266.67%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
10
shares
|
$2,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
10
shares
|
$2,728
0.01% 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%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
9
shares
|
$2,455
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$1,909
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
6
shares
|
$1,636
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$1,636
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6
shares
|
$1,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
5
shares
|
$1,364
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
5
shares
|
$1,364
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4
shares
|
$1,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
4
shares
|
$1,091
0.0% of portfolio
|
Q4 2023
Reduced 60.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q1 2025
New holding
|