Skip to content
Disclosery

ESS ESSEX PPTY TR INC

Follow

REIT (common), issuer CIK 920522

606 managers (623 13F filers) reported a position in ESS shares at 2025-06-30, 64,020,686 shares in all. 63 filers opened a position and 67 filers sold out during the quarter.

Managers
606
13F filers
623
New
63
Added
238
Reduced
222
Sold out
67
Shares held by filers
64,020,686

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,546$3M<0.01%+45413F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …10,120$2.87M0.02%-2,16913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP9,780$2.77M0.19%-66013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS9,769$2.77M0.01%-28,88313F-HRTimeline
AXA S.A.in group AXA S.A.9,721$2.75M0.01%+8513F-HRTimelineGroup
Police & Firemen's Retirement System of…9,654$2.74M0.03%+40113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY9,636$2.73M0.57%+1,60013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…9,635$2.73M0.03%+13713F-HRTimelineGroup
XPONANCE LLC9,625$2.73M0.02%+24313F-HRTimeline
MACKENZIE FINANCIAL CORP9,264$2.63M<0.01%+60913F-HRTimeline
Fisher Funds Management LTD9,159$2.6M0.06%-6,09513F-HRTimeline
Quilter Plcin group Quilter Plc9,064$2.57M0.05%-2713F-HRTimelineGroup
CIBC Asset Management Inc8,927$2.53M0.01%-79713F-HRTimeline
SG Americas Securities, LLC8,462$2.4M0.01%+4,33913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA8,274$2.34M<0.01%+81113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,225$2.33M<0.01%-9913F-HRTimelineGroup
Rafferty Asset Management, LLC8,153$2.31M0.01%+1,14613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,145$2.31M0.01%-20813F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/8,105$2.3M<0.01%new13F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC7,960$2.26M0.01%-69,29113F-HRTimeline
SteelPeak Wealth, LLC7,804$2.23M0.09%new13F-HRTimeline
Federation des caisses Desjardins du Qu…7,871$2.23M0.01%+3,74813F-HRTimeline
Mission Creek Capital Partners, Inc.7,854$2.23M0.49%-20013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…7,382$2.09M0.02%-9113F-HRTimelineGroup
Vanderbilt University7,259$2.06M0.39%-6713F-HRTimeline
COZAD ASSET MANAGEMENT INC7,187$2.04M0.18%+29013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,160$2.03M0.01%+62013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …7,170$2.03M0.02%+32613F-HRTimelineGroup
OP Asset Management Ltd7,101$2.01M0.03%+40813F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp7,082$2.01M0.01%-16013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding7,045$2M-157Timeline
1832 Asset Management L.P.6,957$1.97M<0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,938$1.97M0.07%-19813F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The6,913$1.96M0.03%+55913F-HRTimelineGroup
LM Advisors LLC6,868$1.95M0.25%-5913F-HRTimeline
Creative Planningin group Creative Planning6,681$1.89M<0.01%-9613F-HRTimelineGroup
GRIES FINANCIAL LLC6,507$1.84M0.34%+13313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,301$1.79M0.01%013F-HRTimeline
Ethic Inc.5,943$1.7M0.03%+15513F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV5,843$1.66M0.18%+22413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,833$1.65M<0.01%+37113F-HR/ATimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding5,825$1.65M-389Timeline
AVANTAX ADVISORY SERVICES, INC.5,808$1.65M0.01%+28713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,693$1.62M<0.01%+19413F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK5,657$1.6M0.01%+10613F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC5,655$1.6M0.02%-7,37513F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd5,600$1.59M0.03%new13F-HRTimelineGroup
S-Bank Fund Management Ltd5,539$1.57M0.23%+63713F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,496$1.56M0.03%013F-HRTimeline
IEQ CAPITAL, LLC5,362$1.52M0.01%-1,88613F-HRTimeline
Summit Trail Advisors, LLC5,309$1.52M0.03%new13F-HRTimeline
Sanctuary Advisors, LLC5,355$1.52M0.01%+2,87913F-HRTimeline
Beacon Pointe Advisors, LLC5,351$1.52M0.02%-7213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,297$1.5M<0.01%+71313F-HRTimeline
GeoWealth Management, LLC5,232$1.48M0.06%-55513F-HRTimeline
Wealthstar Advisors, LLC5,185$1.47M0.55%+33013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,141$1.46M0.01%+13013F-HRTimelineGroup
Pacer Advisors, Inc.5,122$1.45M<0.01%+1,79713F-HRTimeline
Tredje AP-fonden5,095$1.44M0.01%013F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …5,118$1.43M<0.01%+33613F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,036$1.43M0.01%+8213F-HRTimeline
Avanza Fonder AB5,000$1.42M0.04%-5613F-HRTimeline
Provident Investment Management, Inc.4,962$1.41M0.12%-34013F-HRTimeline
Schonfeld Strategic Advisors LLC4,951$1.4M0.01%-68,77413F-HRTimeline
Naviter Wealth, LLC4,888$1.4M0.17%+39913F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P4,912$1.39M0.03%-7,98113F-HRTimeline
Camelot Portfolios, LLC4,840$1.37M0.82%-813F-HRTimeline
Wealthfront Advisers LLC4,834$1.37M<0.01%-99713F-HRTimeline
&PARTNERS4,777$1.36M0.01%new13F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…4,654$1.32M0.04%013F-HRTimelineGroup
Candriam S.C.A.4,620$1.31M0.01%-26513F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding4,448$1.26M+833Timeline
Cambridge Investment Research Advisors,…4,440$1.26M<0.01%+17113F-HRTimeline
Vinva Investment Management Ltd4,346$1.24M0.03%+2,25513F-HRTimeline
Blackhawk Capital Partners, LLC4,296$1.22M0.56%+37813F-HRTimeline
Cetera Investment Advisers4,173$1.18M<0.01%+39813F-HRTimeline
Sigma Planning Corp4,080$1.16M0.03%+2713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,035$1.14M0.47%-3413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,023$1.14M<0.01%+15213F-HRTimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …4,000$1.13M0.05%013F-HRTimelineGroup
NEOS Investment Management LLC3,912$1.11M0.01%+1,64213F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO3,878$1.1M0.03%-7313F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,804$1.08M0.04%-96413F-HRTimeline
MML INVESTORS SERVICES, LLC3,779$1.07M<0.01%+28013F-HRTimeline
DoubleLine ETF Adviser LP3,777$1.07M0.34%+5313F-HRTimeline
OSTRUM ASSET MANAGEMENT3,686$1.04M0.05%-10613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,672$1.04M<0.01%-59013F-HRTimelineGroup
Gulf International Bank (UK) Ltd3,539$1M0.04%013F-HRTimeline
Jain Global LLC3,527$1000K0.02%new13F-HRTimeline
Capital World Investors3,475$985K<0.01%+2,47313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,453$979K0.01%+62913F-HRTimelineGroup
OneDigital Investment Advisors LLC3,418$969K0.01%new13F-HRTimeline
Louisiana State Employees Retirement Sy…3,400$964K0.02%-10013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,379$958K0.03%013F-HRTimeline
Fisher Asset Management, LLC3,342$947K<0.01%+84013F-HRTimeline
Atria Investments, Inc3,328$943K0.01%-7013F-HRTimeline
Allworth Financial LP3,319$941K<0.01%+2,28313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,231$916K<0.01%+65713F-HR/ATimelineGroup
Horst & Graben Wealth Management LLC3,220$913K0.15%013F-HRTimeline
CPC Advisors, LLC3,215$911K0.11%+38313F-HRTimeline
Campbell & CO Investment Adviser LLC3,211$910K0.06%+95813F-HRTimeline
OSSIAM3,071$870K0.01%-74413F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD3,000$850K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,989$847K<0.01%-68213F-HRTimelineGroup
Vienna Powszechne Towarzystwo Emerytaln…2,985$846K0.53%-97813F-HRTimeline
Maryland State Retirement & Pension Sys…2,984$846K0.02%013F-HRTimeline
LVW Advisors, LLC2,929$830K0.09%+74913F-HRTimeline
BARINGS LLCin group BARINGS LLC3,019$829K0.02%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,792$795K<0.01%-11213F-HRTimelineGroup
GC Wealth Management RIA, LLC2,756$781K0.06%+32713F-HRTimeline
Plato Investment Management Ltd2,733$772K0.06%+1,06013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,692$763K0.01%+70813F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding2,601$737K+28Timeline
Sound Financial Strategies Group, LLC2,578$731K0.62%+9213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,568$728K<0.01%+1,80213F-HRTimeline
Vestmark Advisory Solutions, Inc.2,554$724K0.01%+1,00013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC2,530$717K0.01%+56513F-HRTimeline
Horizon Investments, LLC2,500$708K0.01%+1,57113F-HRTimeline
FORA Capital, LLC2,488$705K0.08%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,479$703K0.03%new13F-HRTimeline
Bramshill Investments, LLC2,457$696K0.07%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.2,454$695K0.03%+28213F-HRTimelineGroup
Invst, LLC2,442$692K0.09%+113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,343$664K0.05%-9,35813F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding2,317$658K-1,314Timeline
RB Capital Management, LLC2,317$657K0.15%-1213F-HRTimeline
Valeo Financial Advisors, LLC2,312$655K0.02%+34713F-HR/ATimeline
SlateStone Wealth, LLC2,300$652K0.06%-1013F-HRTimeline
OMERS ADMINISTRATION Corp2,299$652K0.01%013F-HRTimeline
Claro Advisors Inc.2,231$632K0.1%-1613F-HRTimeline
ASR Vermogensbeheer N.V.2,220$629K0.01%-613F-HRTimeline
MAI Capital Management2,206$625K<0.01%+6713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,200$623K<0.01%-2,40013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.2,161$612K0.01%+3113F-HRTimeline
Crossmark Global Holdings, Inc.2,143$607K0.01%+11813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,143$606K0.01%-12713F-HRTimelineGroup
Global X Japan Co., Ltd.2,130$604K0.06%-4813F-HRTimeline
World Investment Advisors2,105$597K0.01%+15013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,103$596K0.02%-2,05713F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,009$569K<0.01%+1,23113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,006$568K<0.01%+1,22813F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co2,000$567K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,995$565K0.02%-7913F-HRTimeline
Graham Capital Management, L.P.1,986$563K0.02%-6,50813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,967$557K0.01%+5613F-HRTimelineGroup
Qtron Investments LLC1,915$543K0.07%013F-HRTimeline
Parallel Advisors, LLC1,876$532K0.01%-8713F-HRTimeline
Versant Capital Management, Inc1,867$529K0.08%+25713F-HRTimeline
Turning Point Benefit Group, Inc.1,861$527K0.4%+4213F-HRTimeline
Gen-Wealth Partners Inc1,842$522K0.2%-1113F-HRTimeline
Advisors Asset Management, Inc.1,831$519K0.01%-27713F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT1,824$517K0.01%-3,53213F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,794$508K0.01%-19513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,786$506K<0.01%+5013F-HRTimelineGroup
CHOREO, LLC1,760$503K0.01%+19413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,758$498K<0.01%new13F-HRTimelineGroup
Perbak Capital Partners LLP1,745$495K0.11%+69813F-HRTimeline
SYON CAPITAL LLC1,744$494K0.03%+1,00213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,731$491K<0.01%+513F-HR/ATimelineGroup
GROUPAMA ASSET MANAGMENT1,715$489K0.01%-5,44113F-HRTimeline
WULFF, HANSEN & CO.1,717$487K0.42%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,684$477K0.06%+53413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,650$468K<0.01%-8413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,648$467K0.09%-713F-HRTimeline
Trivium Point Advisory, LLC1,645$466K0.05%+12913F-HRTimeline
SUMMITRY LLC1,615$458K0.02%+913F-HRTimeline
Optas, LLC1,602$454K0.09%new13F-HRTimeline
Van Hulzen Asset Management, LLC1,593$451K0.04%+113F-HRTimeline
Washington Trust Bank1,573$446K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC1,556$441K<0.01%-2,10913F-HRTimelineGroup
Independent Advisor Alliance1,542$437K0.01%-6413F-HRTimeline
Investment Management Corp of Ontario1,538$436K0.01%-30013F-HRTimeline
Chicago Partners Investment Group LLC1,457$426K0.01%+60113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,494$423K<0.01%-36813F-HRTimelineGroup
Revisor Wealth Management LLC1,445$419K0.15%+6113F-HRTimeline
Checchi Capital Advisers, LLC1,455$412K0.03%+513F-HRTimeline
State of Wyoming1,439$408K0.05%new13F-HRTimeline
MUFG SECURITIES AMERICAS INC.1,427$404K0.03%+28913F-HRTimeline
WHITTIER TRUST CO1,406$398K<0.01%-4113F-HRTimeline
Empowered Funds, LLC1,401$397K<0.01%+18613F-HRTimeline
GAMMA Investing LLC1,383$392K0.02%-7913F-HRTimeline
Inscription Capital, LLC1,369$388K0.06%new13F-HRTimeline
Parcion Private Wealth LLC1,343$381K0.03%013F-HRTimeline
Aaron Wealth Advisors LLC1,334$378K0.04%+29913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,315$372K<0.01%-17613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG1,285$364K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,273$361K<0.01%-9013F-HRTimelineGroup
Alpha Cubed Investments, LLC1,268$359K0.01%-4013F-HRTimeline
Yoffe Investment Management, LLC1,255$356K0.49%+113F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,245$353K0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,200$340K0.01%new13F-HRTimeline
Azimuth Capital Investment Management L…1,200$340K0.01%013F-HRTimeline
NORDEN GROUP LLC1,167$331K0.04%-2313F-HRTimeline
Glenmede Investment Management, LP1,159$328K<0.01%13F-HRTimeline
EP Wealth Advisors, LLC1,147$325K<0.01%-15713F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,135$322K0.01%-8213F-HRTimeline
Steward Partners Investment Advisory, L…1,095$310K<0.01%+1,02413F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,071$304K0.01%-3,02313F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,057$302K0.01%013F-HR/ATimeline
EntryPoint Capital, LLC1,051$298K0.15%new13F-HRTimeline