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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
103
shares
|
$28,100
0.0% of portfolio
|
Q3 2024
Reduced 36.02%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
101
shares
|
$27,554
0.0% of portfolio
|
Q2 2023
Reduced 7.34%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$27,282
0.0% of portfolio
|
Q3 2024
Added 2400.0%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
99
shares
|
$27,009
0.01% of portfolio
|
Q4 2024
Reduced 22.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
97
shares
|
$26,463
0.0% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
97
shares
|
$26,463
0.0% of portfolio
|
Q3 2024
Added 361.9%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
92
shares
|
$25,099
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
86
shares
|
$23,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$22,098
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$18,824
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
68
shares
|
$18,551
0.0% of portfolio
|
Q3 2024
Added 151.85%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
67
shares
|
$18,278
0.01% of portfolio
|
Q4 2024
Added 157.69%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
66
shares
|
$18,006
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
64
shares
|
$17,460
0.01% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
62
shares
|
$16,914
0.0% of portfolio
|
Q3 2024
Added 6100.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
59
shares
|
$16,096
0.0% of portfolio
|
Q2 2023
Reduced 45.37%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
58
shares
|
$15,823
0.0% of portfolio
|
Q4 2024
Added 114.81%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
57
shares
|
$15,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$13,913
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$13,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
49
shares
|
$13,368
0.01% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
47
shares
|
$12,822
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
45
shares
|
$12,276
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
44
shares
|
$12,004
0.0% of portfolio
|
Q1 2023
Reduced 84.98%
|