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Disclosery

ESS ESSEX PPTY TR INC

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REIT (common), issuer CIK 920522

591 managers (608 13F filers) reported a position in ESS shares at 2025-09-30, 64,071,540 shares in all. 55 filers opened a position and 70 filers sold out during the quarter.

Managers
591
13F filers
608
New
55
Added
219
Reduced
224
Sold out
70
Shares held by filers
64,071,540

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Merit Financial Group, LLC1,074$288K<0.01%+28513F-HR/ATimeline
GF FUND MANAGEMENT CO. LTD.1,073$287K0.01%-6213F-HRTimeline
Legacy Wealth Asset Management, LLC1,054$282K0.07%+3913F-HRTimeline
BAILARD, INC.1,051$281K0.01%+6213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,045$280K0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,043$279K<0.01%-6,03913F-HRTimelineGroup
Dynamic Technology Lab Private Ltd1,033$276K0.05%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,023$274K<0.01%-4813F-HRTimeline
U.S. Capital Wealth Advisors, LLC993$266K0.01%+16413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.965$258K<0.01%-52913F-HRTimelineGroup
Corton Capital Inc.954$255K0.63%+16913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding954$255K-1,363Timeline
PINNACLE ASSOCIATES LTD948$254K<0.01%-613F-HRTimeline
Kathmere Capital Management, LLC923$247K0.02%+21013F-HRTimeline
Cinctive Capital Management LP920$246K0.01%new13F-HRTimeline
Ground Swell Capital, LLC918$246K0.54%new13F-HRTimeline
PROFUND ADVISORS LLC900$241K0.01%+5313F-HRTimeline
Compound Planning, Inc.899$241K0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC896$240K0.02%-55913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.883$236K<0.01%+13013F-HRTimelineGroup
Siemens Fonds Invest GmbH883$236K0.01%-1013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH884$235K<0.01%-13,46413F-HRTimelineGroup
Sequoia Financial Advisors, LLC872$233K<0.01%-1,13713F-HRTimeline
Segment Wealth Management, LLC869$233K0.01%+9413F-HRTimeline
Canada Post Corp Registered Pension Plan870$232K0.01%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…857$231K0.01%-20013F-HRTimeline
Snowden Capital Advisors LLC845$228K0.01%+7413F-HRTimeline
GREENLEAF TRUST842$225K<0.01%-213F-HRTimeline
ROMAN BUTLER FULLERTON & CO902$223K0.06%013F-HRTimeline
Kera Capital Partners, Inc.826$221K0.03%-7913F-HRTimeline
NewEdge Wealth, LLC841$219K<0.01%-5513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC869$219K0.13%013F-HRTimeline
CWA Asset Management Group, LLC815$218K0.01%+1213F-HRTimeline
FLOW TRADERS U.S. LLC815$218K0.01%new13F-HRTimeline
Waverly Advisors, LLC805$216K<0.01%new13F-HRTimeline
Arax Advisory Partners804$215K<0.01%+58013F-HRTimeline
PATTON FUND MANAGEMENT, INC.799$214K0.04%013F-HRTimeline
RENAISSANCE GROUP LLC790$211K0.01%-1213F-HRTimeline
Robertson Stephens Wealth Management, L…771$208K0.01%+113F-HRTimeline
Trivium Point Advisory, LLC778$208K0.02%-86713F-HRTimeline
SPINNAKER TRUST775$207K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC774$207K0.01%+6513F-HRTimeline
Mutual Advisors, LLC779$206K<0.01%-1313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.766$205K0.09%+513F-HRTimeline
Howard Capital Management, LLC765$205K<0.01%new13F-HRTimeline
WESCAP Management Group, Inc.761$204K0.04%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.757$203K0.04%13F-HRTimeline
D.A. DAVIDSON & CO.750$201K<0.01%013F-HRTimeline
TRUST CO OF VERMONT750$201K0.01%-10013F-HRTimeline
American State Bank (Iowa)748$200K0.1%013F-HRTimeline
MATHER GROUP, LLC.693$185K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A645$173K0.1%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding612$164K-185Timeline
Versant Capital Management, Inc587$157K0.02%-1,28013F-HRTimeline
FIL Ltdin group FIL Ltd580$155K<0.01%+8513F-HRTimelineGroup
CX Institutional578$155K<0.01%+8313F-HRTimeline
Farther Finance Advisors, LLC575$154K<0.01%-113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC542$143K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC527$141K0.1%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP502$134K<0.01%+9313F-HRTimelineGroup
North Star Investment Management Corp.500$134K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC487$130K<0.01%+10413F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …465$124K0.01%+8713F-HRTimelineGroup
Catalyst Capital Advisors LLC434$116K<0.01%-1913F-HRTimeline
AMERIFLEX GROUP, INC.416$111K0.04%+20813F-HRTimeline
SIGNATUREFD, LLC400$107K<0.01%-2713F-HRTimeline
ORG Partners LLC360$96.3K0.02%-31313F-HRTimeline
Smartleaf Asset Management LLC355$94.5K0.01%+8613F-HRTimeline
Center for Financial Planning, Inc.350$93.7K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…345$92.3K0.02%+13013F-HRTimeline
TOBAM315$84K0.03%+18413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN, LISLE/CUMMINGS, INC.304$81.4K0.02%013F-HRTimeline
Global Retirement Partners, LLC304$81.2K<0.01%+813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich303$81.1K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK302$80.8K<0.01%+1413F-HRTimelineGroup
DT Investment Partners, LLC297$79.5K0.01%013F-HRTimeline
Clearstead Trust, LLC297$79.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…289$77.4K<0.01%+1013F-HRTimelineGroup
AlphaQuest LLC289$77.4K0.01%+22513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.236$63K<0.01%+813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO219$58.6K<0.01%-17813F-HRTimelineGroup
Bear Mountain Capital, Inc.221$57.9K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$53.5K0.04%013F-HRTimeline
Cromwell Holdings LLC198$53.5K0.03%-813F-HRTimeline
CENTRAL TRUST Co195$52.2K<0.01%013F-HRTimeline
Pacific Center for Financial Services193$51.6K0.01%+113F-HRTimeline
Advisory Services Network, LLC191$51.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC188$50.3K<0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB180$48.2K<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.180$48.2K0.01%new13F-HRTimeline
CYBER HORNET ETFs LLC177$47.4K0.03%+913F-HRTimeline
Bruce G. Allen Investments, LLC166$44.4K0.03%-113F-HRTimeline
CoreCap Advisors, LLC163$43.7K<0.01%-3213F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC162$42K0.03%-3813F-HRTimeline
Capital Advisors, Ltd. LLC158$42K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/155$41.5K<0.01%013F-HRTimeline
Essential Partners LLC143$38.3K0.01%+14213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC135$36K<0.01%-113F-HRTimelineGroup
UMB Bank, n.a.132$35.3K<0.01%-1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC131$35.1K<0.01%-1913F-HRTimeline
Princeton Global Asset Management LLC120$32.1K0.01%013F-HRTimeline
Muzinich & Co., Inc.116$31K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.115$31K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT SECURITIES GROUP LLC113$30.2K0.01%+7013F-HRTimeline
PRIVATE TRUST CO NA103$27.6K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.101$27K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust100$26.8K<0.01%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.100$26.8K0.02%013F-HRTimeline
Ransom Advisory, Ltd100$26.8K0.01%013F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…95$25.6K0.01%-913F-HRTimeline
Fulcrum Asset Management LLP88$23.6K0.01%013F-HR/ATimeline
True Wealth Design, LLC80$21.4K0.01%+3313F-HRTimeline
MONTAG A & ASSOCIATES INC67$18.1K<0.01%-12,37813F-HRTimeline
Covestor Ltd67$18K0.01%-9413F-HRTimeline
Smithfield Trust Co66$17K<0.01%013F-HRTimeline
Quent Capital, LLC59$15.8K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC58$15.5K0.01%013F-HRTimeline
Root Financial Partners, LLC55$14.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.54$14.5K0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…54$14.4K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC50$13.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC50$13.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.49$13.1K<0.01%+2513F-HRTimeline
GW&K Investment Management, LLC44$12K<0.01%+813F-HRTimeline
Hilltop National Bank44$11.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43$11.5K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.42$11.2K<0.01%+113F-HRTimeline
Blue Trust, Inc.41$11K<0.01%-413F-HRTimeline
IFP Advisors, Inc40$10.7K<0.01%+4013F-HR/ATimeline
Quarry LP38$10.2K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC37$9.9K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36$9.64K<0.01%+513F-HRTimeline
Sagard Holdings Management Inc.30$8.03K0.04%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding29$7.76K-832Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC27$7.3K<0.01%+2613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…25$6.69K<0.01%+1613F-HRTimeline
Bell Investment Advisors, Inc25$6.69K<0.01%013F-HRTimeline
CVA Family Office, LLC23$6.16K<0.01%-713F-HRTimeline
Salomon & Ludwin, LLC23$6.08K<0.01%new13F-HRTimeline
Twin Lakes Capital Management, LLC23$6.05K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC24$6K<0.01%+2013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.22$5.89K<0.01%-113F-HRTimeline
Investors Research Corp22$5.89K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21$5.62K<0.01%+1413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC20$5.35K<0.01%-2013F-HRTimelineGroup
Park Place Capital Corp20$5.35K<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$5.09K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17$4.55K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC16$4.28K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…14$3.75K<0.01%013F-HRTimeline
Howard Hughes Medical Institute13$3.48K<0.01%013F-HRTimeline
Red Tortoise LLC13$3.48K<0.01%013F-HRTimeline
Truvestments Capital LLC11$2.94K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …10$2.7K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10$2.69K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC10$2.68K<0.01%013F-HRTimeline
Archer Investment Corp10$2.68K<0.01%013F-HRTimeline
Grove Bank & Trust9$2.41K<0.01%013F-HRTimeline
Strive Asset Management, LLC9$2.41K<0.01%new13F-HR/ATimeline
Millstone Evans Group, LLC9$2.41K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.8$2.16K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC8$2.14K<0.01%013F-HRTimeline
Hemington Wealth Management10$2K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC7$1.87K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC7$1.87K<0.01%-1413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6$1.61K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.6$1.61K<0.01%013F-HRTimeline
Dunhill Financial, LLC5$1.38K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC5$1.34K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC5$1.34K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$1.34K<0.01%-63713F-HRTimeline
Wilmington Savings Fund Society, FSB4$1.07K<0.01%-7213F-HR/ATimeline
Nova Wealth Management, Inc.3$880<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$811<0.01%013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp3$803<0.01%-613F-HRTimelineGroup
Texas Capital Bancshares Inc/TX3$803<0.01%new13F-HRTimeline
MOTCO3$803<0.01%013F-HRTimeline
Rise Advisors, LLC3$803<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3$803<0.01%-24013F-HRTimelineGroup
Activest Wealth Management3$803<0.01%013F-HRTimeline
Rossby Financial, LCC3$800<0.01%013F-HRTimeline
Clark Wealth Partners3$785<0.01%013F-HRTimeline
Sachetta, LLC2$541<0.01%-713F-HRTimeline
Tortoise Investment Management, LLC2$535<0.01%-113F-HRTimeline
Geneos Wealth Management Inc.2$535<0.01%-40013F-HRTimeline
Hughes Financial Services, LLC2$520<0.01%-213F-HRTimeline
Retirement Wealth Solutions LLC1$292<0.01%+113F-HRTimeline
Davis Capital Management1$268<0.01%13F-HRTimeline
American Capital Advisory, LLC1$268<0.01%new13F-HRTimeline
North Capital, Inc.1$268<0.01%new13F-HRTimeline
Cloud Capital Management, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.