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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
781
shares
|
$213,072
0.01% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
778
shares
|
$212,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
775
shares
|
$211,435
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
769
shares
|
$209,798
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
764
shares
|
$208,434
0.0% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
762
shares
|
$207,888
0.06% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
761
shares
|
$207,616
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$204,615
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
735
shares
|
$200,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
727
shares
|
$198,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
715
shares
|
$195,066
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
712
shares
|
$194,247
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
712
shares
|
$194,247
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
710
shares
|
$193,702
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
702
shares
|
$191,519
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$190,974
0.03% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
692
shares
|
$188,791
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
688
shares
|
$187,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
681
shares
|
$185,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
680
shares
|
$185,517
0.02% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
678
shares
|
$184,971
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
661
shares
|
$180,334
0.03% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
650
shares
|
$177,333
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
572
shares
|
$156,053
0.02% of portfolio
|
Q4 2023
Added 23.28%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
561
shares
|
$153,052
0.09% of portfolio
|
Q2 2022
Added 6133.33%
|