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Disclosery

ESS ESSEX PPTY TR INC

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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
AlphaStar Capital Management, LLC1,040$295K0.02%new13F-HRTimeline
Legacy Wealth Asset Management, LLC1,015$288K0.07%+1213F-HRTimeline
HUB Investment Partners, LLC1,012$287K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.1,005$285K0.01%-913F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.1,000$283K0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC992$281K<0.01%-70413F-HRTimeline
BAILARD, INC.989$280K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…988$280K<0.01%+313F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC986$279K0.03%-3113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…976$277K<0.01%+1813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth961$273K<0.01%+23613F-HRTimelineGroup
CERTUITY, LLC957$271K0.03%-17113F-HRTimeline
PINNACLE ASSOCIATES LTD954$270K<0.01%+22713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP950$269K0.07%new13F-HRTimeline
Wealthspire Advisors, LLC923$261K<0.01%+25713F-HRTimeline
ROMAN BUTLER FULLERTON & CO902$259K0.08%-3913F-HRTimeline
V-Square Quantitative Management LLC912$258K0.03%+4813F-HRTimeline
Baker Avenue Asset Management, LP905$256K0.01%+11113F-HRTimeline
Kera Capital Partners, Inc.905$256K0.05%-17313F-HRTimeline
Siemens Fonds Invest GmbH893$253K0.01%+14513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC869$253K0.16%013F-HRTimeline
MBB PUBLIC MARKETS I LLC879$249K0.03%-20113F-HRTimeline
Canada Post Corp Registered Pension Plan870$247K0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding861$244K+59Timeline
TRUST CO OF VERMONT850$241K0.01%013F-HRTimeline
PROFUND ADVISORS LLC847$240K0.01%-1313F-HRTimeline
GTS SECURITIES LLC846$240K0.01%new13F-HRTimeline
GREENLEAF TRUST844$239K<0.01%-15713F-HRTimeline
Copperwynd Financial, LLC842$239K0.06%+5313F-HRTimeline
U.S. Capital Wealth Advisors, LLC829$235K0.01%+8313F-HRTimeline
NewEdge Wealth, LLC896$230K<0.01%+11013F-HRTimeline
Connor, Clark & Lunn Investment Managem…806$228K<0.01%new13F-HRTimeline
CWA Asset Management Group, LLC803$228K0.01%-8013F-HRTimeline
Mutual Advisors, LLC792$227K0.01%-1313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC795$227K0.01%+7313F-HRTimeline
RENAISSANCE GROUP LLC802$227K0.01%-2613F-HRTimeline
PATTON FUND MANAGEMENT, INC.799$226K0.05%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding797$226K+185Timeline
Merit Financial Group, LLC789$224K<0.01%new13F-HRTimeline
Corton Capital Inc.785$222K0.26%new13F-HRTimeline
Snowden Capital Advisors LLC771$220K0.01%+8113F-HRTimeline
Robertson Stephens Wealth Management, L…770$220K0.01%+313F-HRTimeline
Sowell Financial Services LLC775$220K0.01%+313F-HRTimeline
SPINNAKER TRUST775$220K0.01%013F-HRTimeline
Segment Wealth Management, LLC775$220K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.761$216K0.1%-3313F-HRTimeline
WESCAP Management Group, Inc.761$216K0.05%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC757$215K0.04%-1213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.753$213K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.750$213K<0.01%013F-HRTimeline
American State Bank (Iowa)748$212K0.12%013F-HRTimeline
Payne Capital Management, LLC742$210K0.08%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC737$209K<0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…723$205K<0.01%new13F-HRTimelineGroup
Kathmere Capital Management, LLC713$202K0.02%-2013F-HRTimeline
Allie Family Office LLC712$202K0.1%013F-HRTimeline
Dorsey & Whitney Trust CO LLC709$201K0.01%-1013F-HRTimeline
Cetera Trust Company, N.A645$183K0.11%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…642$182K0.02%-113F-HRTimeline
Farther Finance Advisors, LLC576$163K<0.01%-9013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC542$154K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC525$149K0.13%+513F-HRTimeline
North Star Investment Management Corp.500$142K0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd495$140K<0.01%-19313F-HRTimelineGroup
CX Institutional495$140K<0.01%-113F-HR/ATimeline
Catalyst Capital Advisors LLC453$128K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC446$126K<0.01%-1713F-HRTimeline
SIGNATUREFD, LLC427$121K<0.01%-613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP409$117K<0.01%+11213F-HRTimelineGroup
Geneos Wealth Management Inc.402$114K<0.01%-60213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO397$113K<0.01%+9013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC383$109K<0.01%+14913F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …378$107K0.01%+1213F-HRTimelineGroup
ORG Partners LLC673$104K0.02%+2413F-HRTimeline
Brooklyn Investment Group354$100K0.01%+16413F-HR/ATimeline
Center for Financial Planning, Inc.350$99.2K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.304$86.2K0.02%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich303$85.9K<0.01%013F-HR/ATimeline
DT Investment Partners, LLC297$84.2K0.01%013F-HRTimeline
Clearstead Trust, LLC297$84.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC296$83.9K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK288$81.6K<0.01%+4013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…279$79.1K<0.01%+11513F-HRTimelineGroup
Smartleaf Asset Management LLC269$76.8K0.01%-5513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management243$68.9K<0.01%+24113F-HRTimelineGroup
Arax Advisory Partners224$66K<0.01%+613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.228$65K<0.01%-313F-HRTimelineGroup
Bear Mountain Capital, Inc.221$63.5K0.02%013F-HRTimeline
Ridgewood Investments LLC215$60.9K0.03%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…215$60.9K0.02%-6013F-HRTimeline
AMERIFLEX GROUP, INC.208$59.8K0.03%013F-HRTimeline
Cromwell Holdings LLC206$58.9K0.04%+613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC200$57K0.03%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$56.7K0.04%013F-HRTimeline
CoreCap Advisors, LLC195$55.3K<0.01%+1113F-HRTimeline
CENTRAL TRUST Co195$55.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services192$54.4K0.01%-2613F-HRTimeline
MUFG Securities EMEA plc189$53.6K<0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC184$52.1K<0.01%+15213F-HRTimeline
MassMutual Private Wealth & Trust, FSB178$50.4K<0.01%+3113F-HRTimeline
Bogart Wealth, LLC176$50K<0.01%+17413F-HRTimeline
CYBER HORNET ETFs LLC168$48K0.03%new13F-HRTimeline
Bruce G. Allen Investments, LLC167$47.3K0.04%+213F-HRTimeline
Covestor Ltd161$46K0.03%+11213F-HRTimeline
Capital Advisors, Ltd. LLC158$45K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/155$43.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC150$42.5K<0.01%+7813F-HRTimeline
UMB Bank, n.a.147$41.7K<0.01%-1113F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC136$39K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc0$38.8K<0.01%-1313F-HRTimelineAmount filed as zero, left out of ratios.
TOBAM131$37K0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Princeton Global Asset Management LLC120$34K0.01%new13F-HRTimeline
Muzinich & Co., Inc.116$32.9K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…104$29.7K0.01%+1213F-HRTimeline
PRIVATE TRUST CO NA103$29.2K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.101$28.6K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.100$28.5K0.02%+7513F-HRTimeline
Ransom Advisory, Ltd100$28.3K0.01%013F-HRTimeline
WPG Advisers, LLC100$28.3K0.02%013F-HRTimeline
Parkside Financial Bank & Trust99$28.1K<0.01%013F-HRTimeline
Fulcrum Asset Management LLP88$24.9K0.01%new13F-HR/ATimeline
Wilmington Savings Fund Society, FSB76$21.5K<0.01%+1413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.73$21K<0.01%+7213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co66$19K<0.01%013F-HRTimeline
AlphaQuest LLC64$18.1K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC58$16.4K0.01%-5613F-HRTimeline
Keystone Global Partners, LLC53$15.3K0.01%013F-HRTimeline
Raleigh Capital Management Inc.54$15.3K0.01%+613F-HRTimeline
Plante Moran Financial Advisors, LLC50$14.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC50$14.2K<0.01%new13F-HRTimeline
True Wealth Design, LLC47$13.3K<0.01%+2013F-HRTimeline
Blue Trust, Inc.45$12.8K<0.01%013F-HRTimeline
Hilltop National Bank44$12.5K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43$12.2K<0.01%-113F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC43$12.2K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.41$11.7K<0.01%-613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC40$11.3K<0.01%013F-HRTimelineGroup
NewSquare Capital LLC39$11.1K<0.01%-513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC40$11K<0.01%-113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC38$10.8K<0.01%new13F-HR/ATimeline
Barnes Dennig Private Wealth Management…37$10.5K0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC37$10.5K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC35$10.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC36$10K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC31$8.79K<0.01%-1113F-HRTimeline
CVA Family Office, LLC30$8.5K<0.01%013F-HRTimeline
Sagard Holdings Management Inc.30$8.5K0.02%13F-HRTimeline
Manchester Capital Management LLC25$7.08K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc25$7.08K<0.01%+2113F-HRTimeline
Physician Wealth Advisors, Inc.24$6.8K<0.01%+413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23$6.52K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC22$6.35K<0.01%013F-HRTimeline
Investors Research Corp22$6.24K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC21$6.01K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC22$6K<0.01%-1,01013F-HRTimeline
Park Place Capital Corp20$5.7K<0.01%-3913F-HRTimeline
Fortitude Family Office, LLC19$5.38K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$4.53K<0.01%-213F-HRTimeline
MJT & Associates Financial Advisory Gro…14$3.97K<0.01%013F-HR/ATimeline
Howard Hughes Medical Institute13$3.68K<0.01%new13F-HRTimeline
Red Tortoise LLC13$3.68K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11$3.12K<0.01%-1013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …10$2.86K<0.01%013F-HRTimeline
NewEdge Advisors, LLC10$2.83K<0.01%-713F-HRTimeline
Archer Investment Corp10$2.83K<0.01%013F-HRTimeline
Sachetta, LLC9$2.56K<0.01%+513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…9$2.55K<0.01%-10213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9$2.55K<0.01%+313F-HRTimelineGroup
Grove Bank & Trust9$2.55K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9$2.29K<0.01%new13F-HRTimeline
Pacifica Partners Inc.8$2.28K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$2.27K<0.01%013F-HRTimeline
Hemington Wealth Management10$2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7$1.98K<0.01%+613F-HRTimeline
TFC Financial Management, Inc.6$1.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6$1.7K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC5$1.46K<0.01%-413F-HRTimeline
Private Wealth Management Group, LLC5$1.42K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC4$1.14K<0.01%new13F-HRTimeline
Bayforest Capital Ltd4$1.13K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC4$1.03K<0.01%+213F-HRTimeline
Hughes Financial Services, LLC4$1.02K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.3$932<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC3$858<0.01%-97313F-HR/ATimeline
WealthTrak Capital Management LLC3$851<0.01%-413F-HRTimeline
AdvisorNet Financial, Inc3$850<0.01%-913F-HRTimeline
Tortoise Investment Management, LLC3$850<0.01%new13F-HRTimeline
Rise Advisors, LLC3$850<0.01%013F-HRTimeline
Activest Wealth Management3$850<0.01%-313F-HRTimeline
Rossby Financial, LCC3$850<0.01%new13F-HRTimeline
Clark Wealth Partners3$850<0.01%013F-HRTimeline
MOTCO3$781<0.01%013F-HRTimeline
Stephens Consulting, LLC2$567<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2$567<0.01%-213F-HRTimeline
TD Capital Management LLC1$297<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1$286<0.01%-213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1$286<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$284<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$283<0.01%new13F-HRTimeline
Essential Partners LLC1$283<0.01%13F-HRTimeline