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 |
|---|---|---|---|---|---|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
5
shares
|
$1,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,364
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4
shares
|
$1,091
0.0% of portfolio
|
Q3 2025
Reduced 95.0%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q3 2025
Reduced 98.77%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$818
0.0% of portfolio
|
Q2 2025
Reduced 99.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$545
0.0% of portfolio
|
Q3 2025
Reduced 99.5%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1
shares
|
$272
0.0% of portfolio
|
Q3 2025
New holding
|
|