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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$545
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2
shares
|
$545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|