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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
304
shares
|
$82,937
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
303
shares
|
$82,664
0.0% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
302
shares
|
$82,391
0.0% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
297
shares
|
$81,027
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
297
shares
|
$81,027
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
289
shares
|
$78,844
0.0% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
289
shares
|
$78,844
0.01% of portfolio
|
Q3 2025
Added 351.56%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
236
shares
|
$64,385
0.0% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
221
shares
|
$60,293
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
219
shares
|
$59,747
0.0% of portfolio
|
Q3 2025
Reduced 44.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
218
shares
|
$59,474
0.0% of portfolio
|
Q4 2017
Reduced 93.12%
|
|
|
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 07, 2025 Q3 2025 |
200
shares
|
$54,564
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
198
shares
|
$54,018
0.03% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
195
shares
|
$53,199
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
193
shares
|
$52,654
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
191
shares
|
$52,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
188
shares
|
$51,290
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
180
shares
|
$49,107
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
180
shares
|
$49,107
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
177
shares
|
$48,289
0.03% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
171
shares
|
$46,652
0.0% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
166
shares
|
$45,288
0.03% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
163
shares
|
$44,469
0.0% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
162
shares
|
$44,196
0.03% of portfolio
|
Q3 2025
Reduced 19.0%
|
|