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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$4,092
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
13
shares
|
$3,546
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
11
shares
|
$3,001
0.0% of portfolio
|
Q3 2023
Added 266.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
10
shares
|
$2,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$2,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$2,728
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$2,455
0.0% of portfolio
|
Q2 2024
Reduced 55.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$1,636
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5
shares
|
$1,364
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
5
shares
|
$1,364
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5
shares
|
$1,364
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q4 2023
Reduced 60.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2020
Reduced 89.66%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q4 2023
Added 33300.0%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2024
New holding
|