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Disclosery

ESS ESSEX PPTY TR INC

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REIT (common), issuer CIK 920522

614 managers (632 13F filers) reported a position in ESS shares at 2024-12-31, 60,840,307 shares in all. 61 filers opened a position and 59 filers sold out during the quarter.

Managers
614
13F filers
632
New
61
Added
230
Reduced
207
Sold out
59
Shares held by filers
60,840,307

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,173$335K<0.01%+18513F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.1,167$333K0.01%13F-HRTimeline
111 Capital1,166$333K0.07%13F-HRTimeline
Trivium Point Advisory, LLC1,119$319K0.04%+2013F-HRTimeline
SVB WEALTH LLC1,102$315K0.01%new13F-HRTimeline
Farringdon Capital, Ltd.1,060$303K0.13%13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,057$302K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,049$299K<0.01%+11113F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC1,040$297K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC1,031$294K0.01%-76813F-HRTimeline
Man Group plcin group Man Group plc1,028$293K<0.01%+18013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…1,022$292K<0.01%-2,90513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,017$290K<0.01%+5813F-HRTimelineGroup
Avantax Planning Partners, Inc.1,014$289K0.01%013F-HRTimeline
Graham Capital Management, L.P.1,011$289K0.01%new13F-HRTimeline
Delta Investment Management, LLC980$280K0.05%013F-HRTimeline
TRUST CO OF VERMONT972$277K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD968$276K<0.01%new13F-HRTimeline
MUFG SECURITIES AMERICAS INC.949$271K0.03%13F-HRTimeline
GREENLEAF TRUST948$271K<0.01%+4613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…942$269K<0.01%-5513F-HRTimelineGroup
NewEdge Wealth, LLC939$268K<0.01%-4513F-HRTimeline
ROMAN BUTLER FULLERTON & CO941$266K0.08%-4113F-HRTimeline
Vestmark Advisory Solutions, Inc.932$266K0.01%-2013F-HRTimeline
Bleakley Financial Group, LLC920$263K0.01%-1613F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC909$259K0.03%-5613F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC909$259K0.01%-2,75313F-HRTimelineGroup
Kera Capital Partners, Inc.904$258K0.07%13F-HRTimeline
V-Square Quantitative Management LLC897$256K0.04%-113F-HRTimeline
LVW Advisors, LLC883$252K0.03%new13F-HRTimeline
NEOS Investment Management LLC888$251K0.01%-613F-HRTimeline
RENAISSANCE GROUP LLC878$251K0.01%-8013F-HRTimeline
Horizon Investments, LLC885$250K0.01%+513F-HRTimeline
MQS Management LLC873$249K7.09%-2,28113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…872$249K0.02%-113F-HRTimeline
Canada Post Corp Registered Pension Plan870$248K0.01%13F-HRTimeline
Frank, Rimerman Advisors LLC866$247K0.02%+7313F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC869$246K0.17%013F-HRTimeline
Sovereign Financial Group, Inc.857$245K0.06%+513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC854$244K0.01%-80413F-HRTimeline
Castle Rock Wealth Management, LLC827$238K0.06%-6213F-HRTimeline
Farther Finance Advisors, LLC832$238K0.01%-5013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…819$234K<0.01%-91213F-HRTimelineGroup
Revisor Wealth Management LLC816$233K0.22%-28313F-HRTimeline
TRUE Private Wealth Advisors809$231K0.03%-513F-HRTimeline
CWA Asset Management Group, LLC803$229K0.01%+3813F-HRTimeline
Copperwynd Financial, LLC798$228K0.06%+1013F-HRTimeline
Mutual Advisors, LLC794$225K0.01%-413F-HRTimeline
CERTUITY, LLC789$225K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.786$224K0.1%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC784$224K0.14%-5313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…781$223K0.01%-1213F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC778$222K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.775$221K<0.01%-613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC769$220K0.04%013F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC763$218K0.19%new13F-HRTimeline
Legacy Wealth Asset Management, LLC762$218K0.06%-1313F-HRTimeline
WESCAP Management Group, Inc.761$217K0.05%-25313F-HRTimeline
Robertson Stephens Wealth Management, L…761$217K0.01%+313F-HRTimeline
American State Bank (Iowa)748$214K0.13%013F-HRTimeline
Payne Capital Management, LLC742$212K0.09%13F-HRTimeline
Allworth Financial LP750$210K<0.01%+2413F-HRTimeline
Wilmington Savings Fund Society, FSB735$210K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC732$209K<0.01%new13F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC727$208K<0.01%new13F-HRTimeline
Nebula Research & Development LLC722$206K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC717$205K0.01%new13F-HRTimeline
Compound Planning, Inc.715$204K0.01%+2513F-HRTimeline
Kathmere Capital Management, LLC712$203K0.02%+213F-HRTimeline
Allie Family Office LLC712$203K0.11%013F-HRTimeline
Cubist Systematic Strategies, LLC671$192K<0.01%new13F-HRTimeline
ORG Partners LLC661$189K0.03%-2513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…650$186K0.01%013F-HRTimelineGroup
State of Wyoming650$186K0.02%+48813F-HRTimeline
Headlands Technologies LLC575$164K0.02%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC571$163K0.01%+2813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC538$154K<0.01%+5313F-HRTimeline
Principia Wealth Advisory, LLC515$147K0.14%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC510$146K<0.01%+2413F-HRTimeline
Versant Capital Management, Inc509$145K0.03%+14413F-HRTimeline
North Star Investment Management Corp.500$143K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…500$143K0.03%-3913F-HRTimeline
SIGNATUREFD, LLC424$121K<0.01%+1413F-HRTimeline
Quarry LP367$105K0.02%-1,86113F-HRTimeline
CoreCap Advisors, LLC365$104K<0.01%+5513F-HRTimeline
Catalyst Capital Advisors LLC363$104K<0.01%+30313F-HRTimeline
Center for Financial Planning, Inc.350$99.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.323$92.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC317$89.6K0.01%+10013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.304$86.8K0.03%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich275$86.5K<0.01%-1,38013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK300$85.6K<0.01%+13813F-HRTimelineGroup
DT Investment Partners, LLC297$84.8K0.01%013F-HRTimeline
Clearstead Trust, LLC297$84.8K0.02%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC260$74K0.04%-4213F-HRTimeline
Continuum Advisory, LLC255$72.8K0.01%+3013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.242$69K<0.01%-52213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC224$63.9K<0.01%+12413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP223$63.7K<0.01%+18513F-HRTimelineGroup
Pacific Center for Financial Services217$62K0.02%+113F-HRTimeline
Ridgewood Investments LLC215$61.4K0.03%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…215$61.4K0.02%+3513F-HRTimeline
Bear Mountain Capital, Inc.221$61.4K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.208$59.2K0.03%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$57.1K0.04%013F-HRTimeline
Cromwell Holdings LLC196$55.9K0.03%013F-HRTimeline
CENTRAL TRUST Co195$55.7K<0.01%013F-HRTimeline
HM PAYSON & CO194$55.4K<0.01%+1413F-HRTimeline
Global Retirement Partners, LLC193$55.1K<0.01%+513F-HRTimeline
POM Investment Strategies, LLC191$54.6K0.04%+113F-HRTimeline
Point72 (DIFC) Ltd187$53.3K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC177$50.5K0.04%+213F-HRTimeline
Capital Advisors, Ltd. LLC169$48K0.01%013F-HRTimeline
PSI Advisors, LLC159$45.3K0.01%013F-HRTimeline
NFSG Corp158$45.1K0.01%new13F-HRTimeline
UMB Bank, n.a.154$44K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB142$40.5K<0.01%+2913F-HRTimeline
Brooklyn Investment Group141$40.2K0.01%+913F-HRTimeline
Coppell Advisory Solutions LLC125$35.4K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…120$33.6K<0.01%+12013F-HRTimeline
Muzinich & Co., Inc.116$33.1K0.02%013F-HRTimeline
Lindbrook Capital, LLC116$33.1K<0.01%+813F-HRTimeline
Arax Advisory Partners114$32.5K<0.01%+1713F-HRTimeline
PRIVATE TRUST CO NA103$29.4K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.101$28.8K<0.01%013F-HRTimeline
Ransom Advisory, Ltd100$28.5K0.01%013F-HRTimeline
TOBAM99$28K0.01%-2813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust97$27.7K<0.01%-613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO97$27.7K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC97$27K<0.01%-37913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…92$26.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC87$25K<0.01%+613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…87$24.7K<0.01%+1913F-HRTimelineGroup
Raleigh Capital Management Inc.67$19.1K0.01%+4113F-HRTimeline
Smithfield Trust Co66$19K<0.01%013F-HRTimeline
Larson Financial Group LLC66$18.8K<0.01%+413F-HRTimeline
Park Place Capital Corp59$16.8K<0.01%013F-HRTimeline
CVA Family Office, LLC58$16.6K<0.01%+3113F-HRTimeline
Steward Partners Investment Advisory, L…56$16K<0.01%+513F-HRTimeline
Plante Moran Financial Advisors, LLC50$14.3K<0.01%013F-HRTimeline
Covestor Ltd49$14K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.47$13.3K<0.01%+113F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC46$13.1K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$12.6K<0.01%013F-HRTimelineGroup
Hilltop National Bank44$12.6K<0.01%013F-HRTimeline
Bangor Savings Bank42$12K<0.01%013F-HRTimeline
Aspect Partners, LLC42$12K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41$11K<0.01%+213F-HRTimelineGroup
GW&K Investment Management, LLC37$11K<0.01%+113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC37$10.6K0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.36$10.3K<0.01%-113F-HRTimelineGroup
SIERRA OCEAN, LLC35$10.1K0.01%13F-HRTimeline
Blue Trust, Inc.31$8.85K<0.01%-79913F-HR/ATimeline
IFP Advisors, Inc30$8.56K<0.01%013F-HRTimeline
Grayhawk Investment Strategies Inc.30$8.56K0.02%013F-HRTimeline
WPG Advisers, LLC30$8.56K0.01%13F-HRTimeline
Asset Dedication, LLC26$7.42K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.26$7.42K<0.01%+313F-HRTimeline
Manchester Capital Management LLC25$7.14K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.25$7.07K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC22$6.28K<0.01%013F-HRTimeline
Investors Research Corp22$6.28K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC22$6.28K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC22$6K<0.01%+513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC20$5.71K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.20$5.71K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC20$5.71K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC19$5.42K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$5.14K<0.01%+313F-HRTimelineGroup
Leonteq Securities AG18$5.14K<0.01%+213F-HRTimeline
Quent Capital, LLC18$5.14K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC17$4.95K<0.01%013F-HRTimeline
Anchor Investment Management, LLC17$4.85K<0.01%013F-HRTimeline
Abound Wealth Management15$4.29K<0.01%013F-HRTimeline
Red Tortoise LLC13$3.71K<0.01%013F-HRTimeline
Dunhill Financial, LLC13$3.58K<0.01%+413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …11$3.14K0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC10$2.92K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$2.92K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC10$2.85K<0.01%new13F-HRTimeline
Archer Investment Corp10$2.85K<0.01%013F-HRTimeline
Grove Bank & Trust9$2.57K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.9$2.57K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$2.28K<0.01%013F-HRTimeline
Hemington Wealth Management10$2K<0.01%013F-HRTimeline
TFC Financial Management, Inc.6$1.71K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC5$1.43K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$1.43K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$1.43K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5$1.43K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.5$1.43K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$1.14K<0.01%013F-HRTimeline
Sachetta, LLC4$1.14K<0.01%013F-HRTimeline
Avior Wealth Management, LLC4$1.14K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$857<0.01%013F-HR/ATimeline
Cassady Schiller Wealth Management, LLC3$856<0.01%new13F-HRTimeline
Clark Wealth Partners3$856<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2$571<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2$571<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2$571<0.01%013F-HRTimeline