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 653 institutions that hold shares in the stock, with a total of 57.4 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,461
shares
|
$398,590
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,369
shares
|
$373,490
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,343
shares
|
$366,397
0.03% of portfolio
|
Q2 2022
Reduced 6.54%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,320
shares
|
$360,122
0.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,304
shares
|
$355,757
0.02% of portfolio
|
Q4 2024
Added 315.29%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
1,303
shares
|
$355,484
0.02% of portfolio
|
Q2 2024
Added 12.52%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,300
shares
|
$354,666
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,287
shares
|
$351,119
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,280
shares
|
$349,209
0.01% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,259
shares
|
$343,480
0.03% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,239
shares
|
$338,023
0.0% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
1,236
shares
|
$337,205
0.04% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,229
shares
|
$335,295
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
1,229
shares
|
$335,295
0.02% of portfolio
|
Q1 2024
Reduced 14.24%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
1,213
shares
|
$330,930
0.01% of portfolio
|
Q3 2024
Reduced 81.76%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$327,384
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,197
shares
|
$326,565
0.04% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,196
shares
|
$326,292
0.0% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,195
shares
|
$326,019
0.0% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
1,194
shares
|
$325,747
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,177
shares
|
$321,109
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,173
shares
|
$320,017
0.0% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,167
shares
|
$318,380
0.02% of portfolio
|
Q2 2022
Added 0.78%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,135
shares
|
$309,650
0.0% of portfolio
|
Q4 2022
Reduced 5.02%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,099
shares
|
$299,829
0.2% of portfolio
|
Q3 2024
Reduced 5.58%
|