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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
217
shares
|
$59,201
0.01% of portfolio
|
Q3 2024
Added 352.08%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
216
shares
|
$58,929
0.02% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
215
shares
|
$58,656
0.03% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
207
shares
|
$56,473
0.01% of portfolio
|
Q3 2021
Reduced 8.41%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$54,564
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
196
shares
|
$53,472
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
195
shares
|
$53,199
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
193
shares
|
$52,654
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
191
shares
|
$52,108
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
180
shares
|
$49,107
0.0% of portfolio
|
Q1 2023
Reduced 12.2%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
177
shares
|
$48,289
0.04% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
169
shares
|
$46,106
0.01% of portfolio
|
Q2 2024
Added 6.96%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
162
shares
|
$44,196
0.01% of portfolio
|
Q3 2024
Reduced 81.25%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
162
shares
|
$44,196
0.0% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
159
shares
|
$43,378
0.01% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
158
shares
|
$43,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
154
shares
|
$42,014
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
150
shares
|
$40,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
142
shares
|
$38,740
0.0% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
141
shares
|
$38,467
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
125
shares
|
$34,102
0.01% of portfolio
|
Q2 2024
Reduced 84.85%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
116
shares
|
$31,647
0.02% of portfolio
|
Q4 2022
Reduced 27.04%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
114
shares
|
$31,101
0.03% of portfolio
|
Q3 2024
Added 103.57%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
108
shares
|
$29,464
0.0% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
103
shares
|
$28,100
0.0% of portfolio
|
Q3 2024
Reduced 3.74%
|