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 671 institutions that hold shares in the stock, with a total of 63.1 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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
842
shares
|
$229,714
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
842
shares
|
$229,714
0.06% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
841
shares
|
$229,441
0.0% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
831
shares
|
$226,713
0.0% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
826
shares
|
$225,349
0.04% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
815
shares
|
$222,348
0.01% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
815
shares
|
$222,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
815
shares
|
$222,348
0.02% of portfolio
|
Q2 2022
Added 28.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
805
shares
|
$219,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
804
shares
|
$219,347
0.0% of portfolio
|
Q3 2025
Added 258.93%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
799
shares
|
$217,983
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
790
shares
|
$215,527
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
779
shares
|
$212,526
0.01% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
778
shares
|
$212,253
0.02% of portfolio
|
Q3 2025
Reduced 52.71%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
775
shares
|
$211,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
774
shares
|
$211,162
0.01% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
771
shares
|
$210,344
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
766
shares
|
$208,980
0.09% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
765
shares
|
$208,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
761
shares
|
$207,616
0.04% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
757
shares
|
$206,524
0.04% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
750
shares
|
$204,615
0.01% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
750
shares
|
$204,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
693
shares
|
$189,064
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
645
shares
|
$175,968
0.1% of portfolio
|
Q2 2025
New holding
|
|