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Disclosery

ESS ESSEX PPTY TR INC

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REIT (common), issuer CIK 920522

610 managers (628 13F filers) reported a position in ESS shares at 2025-03-31, 64,383,127 shares in all. 68 filers opened a position and 77 filers sold out during the quarter.

Managers
610
13F filers
628
New
68
Added
259
Reduced
197
Sold out
77
Shares held by filers
64,383,127

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MBB PUBLIC MARKETS I LLC1,080$331K0.04%new13F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,080$331K<0.01%+6313F-HRTimelineGroup
Kera Capital Partners, Inc.1,078$330K0.1%+17413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,057$326K0.02%013F-HRTimeline
Perbak Capital Partners LLP1,047$321K0.24%new13F-HRTimeline
Aaron Wealth Advisors LLC1,035$317K0.04%-20113F-HRTimeline
SIMPLEX TRADING, LLC1,032$316K0.01%+93513F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC1,017$312K0.04%+10813F-HRTimelineGroup
Avantax Planning Partners, Inc.1,014$311K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,004$308K<0.01%+68113F-HRTimeline
Legacy Wealth Asset Management, LLC1,003$307K0.08%+24113F-HRTimeline
Capital World Investors1,002$307K<0.01%new13F-HRTimeline
GREENLEAF TRUST1,001$307K<0.01%+5313F-HRTimeline
BAILARD, INC.989$303K0.01%-1,30013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…985$302K<0.01%+4313F-HRTimelineGroup
Prestige Wealth Management Group LLC976$302K0.06%+97313F-HR/ATimeline
Sovereign Financial Group, Inc.974$299K0.07%+11713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…958$294K<0.01%+13913F-HRTimelineGroup
Frank, Rimerman Advisors LLC946$290K0.02%+8013F-HRTimeline
SIMON QUICK ADVISORS, LLC942$289K0.02%new13F-HRTimeline
Allworth Financial LP1,036$286K<0.01%+28613F-HRTimeline
Horizon Investments, LLC929$285K0.01%+4413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC888$272K<0.01%-9,16313F-HR/ATimelineGroup
Point72 Asia (Singapore) Pte. Ltd.885$271K0.07%new13F-HRTimeline
CWA Asset Management Group, LLC883$271K0.01%+8013F-HRTimeline
Mesirow Financial Investment Management…876$269K0.01%new13F-HRTimeline
V-Square Quantitative Management LLC864$265K0.04%-3313F-HRTimeline
PROFUND ADVISORS LLC860$264K0.01%-17113F-HRTimeline
TRUST CO OF VERMONT850$261K0.01%-12213F-HRTimeline
Point72 (DIFC) Ltd840$258K0.02%+65313F-HRTimeline
ROMAN BUTLER FULLERTON & CO941$257K0.1%013F-HRTimeline
RENAISSANCE GROUP LLC828$254K0.01%-5013F-HRTimeline
TRUE Private Wealth Advisors809$248K0.03%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding802$246K+766Timeline
CONSCIOUS WEALTH INVESTMENTS, LLC869$246K0.17%013F-HRTimeline
Chicago Partners Investment Group LLC856$244K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.794$243K0.12%+813F-HRTimeline
Baker Avenue Asset Management, LP794$243K0.01%new13F-HRTimeline
Copperwynd Financial, LLC789$242K0.07%-913F-HRTimeline
NewEdge Wealth, LLC786$241K<0.01%-15313F-HRTimeline
Sequoia Financial Advisors, LLC778$239K<0.01%+4613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC778$239K<0.01%013F-HRTimelineGroup
SPINNAKER TRUST775$238K0.02%new13F-HRTimeline
Robertson Stephens Wealth Management, L…767$237K0.01%+613F-HRTimeline
Sowell Financial Services LLC772$237K0.01%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC769$236K0.05%013F-HRTimeline
MATHER GROUP, LLC.768$235K<0.01%-713F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…766$235K<0.01%-16,44213F-HRTimeline
WESCAP Management Group, Inc.761$233K0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC758$232K<0.01%-641,69313F-HRTimelineGroup
D.A. DAVIDSON & CO.750$230K<0.01%new13F-HRTimeline
Siemens Fonds Invest GmbH748$229K0.02%new13F-HRTimeline
American State Bank (Iowa)748$229K0.14%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC746$229K0.01%new13F-HRTimeline
Payne Capital Management, LLC742$227K0.1%013F-HRTimeline
SYON CAPITAL LLC742$227K0.02%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…735$225K0.01%new13F-HRTimeline
Kathmere Capital Management, LLC733$225K0.02%+2113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC722$223K0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD727$223K<0.01%-24113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth725$223K<0.01%new13F-HR/ATimelineGroup
Mutual Advisors, LLC805$222K0.01%+1113F-HRTimeline
Dorsey & Whitney Trust CO LLC719$220K0.01%+213F-HRTimeline
Allie Family Office LLC712$218K0.12%013F-HRTimeline
Ironwood Investment Counsel, LLC700$215K0.04%new13F-HRTimeline
Snowden Capital Advisors LLC690$213K0.01%new13F-HRTimeline
American Investment Services, Inc.692$212K0.04%new13F-HRTimeline
INCEPTIONR LLC692$212K0.06%new13F-HRTimeline
FIL Ltdin group FIL Ltd688$211K<0.01%-1,53613F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC681$209K0.04%new13F-HR/ATimeline
Compound Planning, Inc.679$208K0.01%-3613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC667$204K0.16%new13F-HRTimeline
Wealthspire Advisors, LLC666$204K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC666$204K0.01%-16613F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI662$203K<0.01%new13F-HRTimeline
Nilsine Partners, LLC659$202K0.02%new13F-HRTimeline
ORG Partners LLC649$198K0.05%-1213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…643$197K0.03%+14313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…612$188K0.01%-3813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC542$166K<0.01%+3213F-HRTimeline
North Star Investment Management Corp.500$153K0.01%013F-HRTimeline
CX Institutional496$152K0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC463$142K<0.01%-7513F-HRTimeline
Principia Wealth Advisory, LLC520$141K0.14%+513F-HRTimeline
SIGNATUREFD, LLC433$133K<0.01%+913F-HRTimeline
Continuum Advisory, LLC390$120K0.02%+13513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …366$112K0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.350$107K0.01%013F-HRTimeline
Smartleaf Asset Management LLC324$99.1K0.01%+713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO307$94.1K<0.01%+21013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.304$93.2K0.03%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich303$92.9K<0.01%+2813F-HR/ATimeline
DT Investment Partners, LLC297$91.1K0.01%013F-HRTimeline
Clearstead Trust, LLC297$91.1K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP297$90.8K<0.01%+7413F-HR/ATimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…275$84.3K0.03%+6013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management267$81.9K0.01%13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK248$76K<0.01%-5213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC234$71.7K<0.01%+1013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.231$71K<0.01%-1113F-HRTimelineGroup
Arax Advisory Partners218$66.8K<0.01%+10413F-HRTimeline
Pacific Center for Financial Services218$66.8K0.02%+113F-HRTimeline
Ridgewood Investments LLC215$65.9K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.208$63.8K0.03%013F-HRTimeline
Cromwell Holdings LLC200$61.8K0.04%+413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$61.3K0.05%013F-HRTimeline
Bear Mountain Capital, Inc.221$60.8K0.02%013F-HRTimeline
CENTRAL TRUST Co195$59.8K<0.01%013F-HRTimeline
Brooklyn Investment Group190$57.9K0.01%+4913F-HRTimeline
CoreCap Advisors, LLC184$56.5K<0.01%-18113F-HRTimeline
HM PAYSON & CO180$55.2K<0.01%-1413F-HRTimeline
Lindbrook Capital, LLC171$52.4K<0.01%+5513F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC200$52K0.04%-6013F-HRTimeline
Bruce G. Allen Investments, LLC165$50.6K0.04%-1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…164$50.4K<0.01%+7713F-HRTimelineGroup
UMB Bank, n.a.158$48.4K<0.01%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC158$48K0.01%-1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB147$45.1K<0.01%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC136$42K<0.01%+4913F-HRTimelineGroup
PSI Advisors, LLC136$41.7K0.01%-2313F-HRTimeline
Muzinich & Co., Inc.116$35.6K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC114$34.9K0.03%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…111$34K<0.01%13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC103$31.7K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA103$31.6K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.101$31K<0.01%013F-HRTimeline
Ransom Advisory, Ltd100$30.7K0.02%013F-HRTimeline
WPG Advisers, LLC100$30.7K0.03%+7013F-HRTimeline
Parkside Financial Bank & Trust99$30.4K<0.01%+213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…92$28.4K0.01%013F-HRTimeline
Larson Financial Group LLC72$22.1K<0.01%+613F-HRTimeline
Wayfinding Financial, LLC73$22K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…71$21.8K<0.01%+1513F-HRTimeline
Smithfield Trust Co66$20K<0.01%013F-HRTimeline
AlphaQuest LLC64$19.6K<0.01%-7,28013F-HRTimeline
Wilmington Savings Fund Society, FSB62$19K<0.01%-67313F-HRTimeline
Park Place Capital Corp59$18.1K<0.01%013F-HRTimeline
Keystone Global Partners, LLC53$16.5K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC50$15.3K<0.01%013F-HRTimeline
TOBAM49$15K0.01%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd49$15K0.01%013F-HRTimeline
Raleigh Capital Management Inc.48$14.8K0.01%-1913F-HRTimeline
SOA Wealth Advisors, LLC.47$14.4K<0.01%013F-HRTimeline
Blue Trust, Inc.45$13.8K<0.01%+1413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$13.5K<0.01%013F-HRTimelineGroup
NewSquare Capital LLC44$13.5K<0.01%+4313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC42$12.9K<0.01%-413F-HRTimeline
Aspect Partners, LLC42$12.9K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC40$12.3K<0.01%+2013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41$12K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC37$11.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC36$11K<0.01%-113F-HRTimeline
SIERRA OCEAN, LLC35$10.9K0.01%013F-HRTimeline
Clearstead Advisors, LLC32$9.81K<0.01%+1013F-HRTimeline
Grayhawk Investment Strategies Inc.30$9.2K0.02%013F-HRTimeline
CVA Family Office, LLC30$9.2K<0.01%-2813F-HRTimeline
True Wealth Design, LLC27$8.28K<0.01%new13F-HRTimeline
Manchester Capital Management LLC25$7.67K<0.01%013F-HRTimeline
Saudi Central Bank25$7.66K0.04%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.25$7.66K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23$7.05K<0.01%-313F-HRTimeline
Twin Lakes Capital Management, LLC22$6.8K<0.01%013F-HRTimeline
Investors Research Corp22$6.75K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21$6.44K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.20$6.13K<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$5.83K<0.01%013F-HRTimeline
Kozak & Associates, Inc.21$5.73K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC18$5.52K<0.01%+1313F-HRTimeline
Quent Capital, LLC18$5.52K<0.01%013F-HRTimeline
NewEdge Advisors, LLC17$5.33K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…14$4.29K<0.01%13F-HRTimeline
IFP Advisors, Inc13$3.98K<0.01%-1713F-HRTimeline
Red Tortoise LLC13$3.98K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc12$3.68K<0.01%+1013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …10$3.09K0.01%-113F-HRTimeline
HHM Wealth Advisors, LLC10$3.07K<0.01%013F-HRTimeline
Archer Investment Corp10$3.07K<0.01%013F-HRTimeline
Hemington Wealth Management10$3K<0.01%013F-HRTimeline
Dunhill Financial, LLC9$2.85K<0.01%-413F-HRTimeline
Grove Bank & Trust9$2.76K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$2.45K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC7$2.15K<0.01%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$1.84K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.6$1.84K<0.01%013F-HRTimeline
Activest Wealth Management6$1.84K<0.01%+513F-HRTimeline
WEST PACES ADVISORS INC.5$1.53K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC5$1.53K<0.01%013F-HRTimeline
Sachetta, LLC4$1.23K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc4$1.23K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$1.23K<0.01%new13F-HRTimeline
MOTCO3$920<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.3$920<0.01%+213F-HRTimeline
Rise Advisors, LLC3$920<0.01%new13F-HRTimeline
Clark Wealth Partners3$920<0.01%013F-HRTimeline
Bogart Wealth, LLC2$613<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2$613<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC2$613<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC2$554<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC2$456<0.01%+113F-HRTimeline
TD Capital Management LLC1$318<0.01%013F-HRTimeline