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Disclosery

ESS ESSEX PPTY TR INC

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REIT (common), issuer CIK 920522

590 managers (613 13F filers) reported a position in ESS shares at 2026-03-31, 62,277,417 shares in all. 62 filers opened a position and 71 filers sold out during the quarter.

Managers
590
13F filers
613
New
62
Added
220
Reduced
228
Sold out
71
Shares held by filers
62,277,417

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COLDSTREAM CAPITAL MANAGEMENT INC1,153$279K<0.01%-20613F-HRTimeline
Lloyd Advisory Services, LLC.1,141$276K0.08%new13F-HRTimeline
Kingdom Financial Group LLC.1,141$276K0.08%013F-HRTimeline
Altar Rock LLC1,120$274K0.32%new13F-HRTimeline
V-Square Quantitative Management LLC1,116$270K0.03%-3813F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,115$270K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,092$264K<0.01%-4,78313F-HRTimeline
Platform Technology Partners1,090$264K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,088$263K<0.01%-1,10013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,060$256K<0.01%-34613F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC1,057$256K0.02%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP1,052$255K0.02%-1,64613F-HRTimeline
BAILARD, INC.1,051$254K0.01%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.1,047$253K0.04%new13F-HRTimelineGroup
FORA Capital, LLC1,046$253K0.02%-1,48113F-HRTimeline
Legacy Wealth Asset Management, LLC1,030$249K0.06%+1613F-HRTimeline
Merit Financial Group, LLC1,030$249K<0.01%-113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,014$245K<0.01%+4913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,006$244K<0.01%new13F-HRTimeline
DV Trading LLC1,000$242K0.02%+92013F-HRTimeline
PINNACLE ASSOCIATES LTD988$239K<0.01%-36413F-HRTimeline
Checchi Capital Advisers, LLC984$238K0.02%+20713F-HRTimeline
GF FUND MANAGEMENT CO. LTD.974$236K<0.01%-9313F-HRTimeline
Connor, Clark & Lunn Investment Managem…959$232K<0.01%-2,26813F-HRTimeline
Wealthspire Advisors, LLC949$230K<0.01%-37413F-HRTimeline
PATTON FUND MANAGEMENT, INC.941$228K0.04%+8113F-HRTimeline
ROMAN BUTLER FULLERTON & CO902$227K0.06%013F-HRTimeline
Siemens Fonds Invest GmbH931$225K0.01%+4813F-HRTimeline
CAXTON ASSOCIATES LLP925$224K0.01%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC920$223K<0.01%-1513F-HRTimeline
Kathmere Capital Management, LLC917$222K0.01%-7913F-HRTimeline
Waverly Advisors, LLC913$221K<0.01%+1013F-HRTimeline
Vestmark Advisory Solutions, Inc.908$220K<0.01%-11113F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC869$219K0.12%013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH886$214K0.02%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC877$212K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.875$212K0.01%-5113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.856$207K0.08%+4513F-HRTimeline
PROFUND ADVISORS LLC852$206K0.01%-25713F-HRTimeline
GREENLEAF TRUST846$205K<0.01%-2113F-HRTimeline
OpenArc Corporate Advisory, LLC842$204K<0.01%-7213F-HRTimeline
Cornerstone Wealth Group, LLC792$200K0.01%+213F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…826$200K<0.01%-1,89613F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…776$188K0.05%+15313F-HRTimelineGroup
Canada Post Corp Registered Pension Plan710$172K0.01%-50013F-HRTimeline
Cetera Trust Company, N.A695$168K0.1%+4013F-HRTimeline
MATHER GROUP, LLC.679$164K<0.01%-10913F-HRTimeline
SIGNATUREFD, LLC619$150K<0.01%+17413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO604$146K<0.01%+12313F-HRTimelineGroup
Tema ETFs LLC588$142K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…576$139K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC540$134K<0.01%-113F-HRTimeline
Principia Wealth Advisory, LLC540$131K0.07%+513F-HRTimeline
North Star Investment Management Corp.503$122K0.01%-413F-HRTimeline
CX Institutional494$120K<0.01%-28213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC442$107K<0.01%-5613F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…350$84.7K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.350$84.7K0.01%013F-HRTimeline
Larson Financial Group LLC344$83.2K<0.01%+18613F-HRTimeline
Hamrick Investment Counsel, llc310$75.8K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC311$75.7K<0.01%-2013F-HRTimeline
Trifecta Capital Advisors, LLC310$75K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.304$73.6K0.02%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich303$73.3K<0.01%013F-HRTimeline
DT Investment Partners, LLC297$71.9K0.01%013F-HRTimeline
Clearstead Trust, LLC297$71.9K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…285$69K0.02%-6013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOS ANGELES CAPITAL MANAGEMENT LLC283$68.5K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…265$64.1K<0.01%+6313F-HR/ATimelineGroup
Smartleaf Asset Management LLC242$58.7K<0.01%-9213F-HRTimeline
Bear Mountain Capital, Inc.221$57.1K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.233$56.4K0.01%-1213F-HRTimeline
Cromwell Holdings LLC212$51.9K0.03%+413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC211$51.1K<0.01%+6713F-HRTimelineGroup
AMERIFLEX GROUP, INC.208$50.3K0.03%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.200$48.4K0.03%013F-HRTimeline
CENTRAL TRUST Co195$47.2K<0.01%013F-HRTimeline
Muzinich & Co., Inc.190$46K0.02%+14013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK186$45K<0.01%-3613F-HRTimelineGroup
Covestor Ltd176$43K0.03%-9413F-HRTimeline
CYBER HORNET ETFs LLC176$42.8K0.03%-913F-HRTimeline
CoreCap Advisors, LLC163$39.5K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC159$38.5K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC158$38K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC157$38K0.02%-113F-HRTimeline
TOBAM148$36K0.01%-2,28513F-HRTimeline
MassMutual Private Wealth & Trust, FSB145$35.1K<0.01%-5713F-HRTimeline
True Wealth Design, LLC145$35.1K0.01%-3113F-HRTimeline
Advisory Services Network, LLC142$34.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.127$30.7K<0.01%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST CO OF TOLEDO NA /OH/120$29K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC120$29K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC116$28.1K0.01%13F-HRTimeline
Parkside Financial Bank & Trust115$27.8K<0.01%+1313F-HRTimeline
State of Wyoming110$26.6K<0.01%-78913F-HRTimeline
PRIVATE TRUST CO NA108$26.1K<0.01%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC102$25K<0.01%-3313F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.100$24.2K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.95$23K<0.01%-613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.89$22K<0.01%-10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fulcrum Asset Management LLP88$21.4K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC87$21.1K0.02%+1213F-HRTimeline
Pacific Center for Financial Services86$20.7K0.01%-10713F-HRTimeline
ROTHSCHILD INVESTMENT LLC78$18.9K<0.01%+2613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78$18.9K0.01%-613F-HRTimeline
Barnes Dennig Private Wealth Management…76$18.4K0.02%new13F-HRTimeline
Solstein Capital, LLC74$17.9K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC74$17.9K<0.01%new13F-HRTimeline
Quent Capital, LLC73$17.7K<0.01%+3713F-HRTimeline
Cedar Mountain Advisors, LLC67$16.2K<0.01%new13F-HRTimeline
Smithfield Trust Co66$16K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC61$15.1K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC59$14.4K<0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…54$13.1K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC50$12.1K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC47$11.4K<0.01%-5313F-HRTimeline
Raleigh Capital Management Inc.46$11.1K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44$10.6K<0.01%013F-HRTimelineGroup
Hilltop National Bank44$10.6K<0.01%013F-HRTimeline
GW&K Investment Management, LLC40$10K<0.01%-413F-HRTimeline
Physician Wealth Advisors, Inc.41$9.92K<0.01%+2613F-HRTimeline
SOA Wealth Advisors, LLC.40$9.72K<0.01%-213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC38$9.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC37$8.95K<0.01%-18713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC37$8.95K<0.01%013F-HRTimeline
Blue Trust, Inc.35$8.48K<0.01%-413F-HRTimeline
LRI Investments, LLC34$8.23K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.29$7.02K<0.01%+613F-HRTimeline
Kemnay Advisory Services Inc.26$6.29K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC26$6.29K<0.01%+1413F-HRTimeline
LM Advisors LLC1,437$5.88K0.1%-18213F-HRTimeline
Cornerstone Planning Group LLC22$5.62K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC23$5.58K<0.01%013F-HRTimeline
Investors Research Corp22$5.32K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.21$5.08K<0.01%-18513F-HRTimeline
Keating Financial Advisory Services, In…21$5.08K<0.01%+813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.20$4.84K<0.01%-313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18$4.76K<0.01%+1713F-HRTimeline
Sachetta, LLC19$4.62K<0.01%+1713F-HRTimeline
Essential Partners LLC19$4.6K<0.01%-16213F-HRTimeline
IFP Advisors, Inc16$3.87K<0.01%-1913F-HRTimeline
Rossby Financial, LCC14$3.4K<0.01%+413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…13$3.15K<0.01%-8413F-HRTimeline
POM Investment Strategies, LLC13$3.15K<0.01%013F-HRTimeline
Red Tortoise LLC13$3.15K<0.01%013F-HRTimeline
JPL Wealth Management, LLC13$3.15K<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC12$2.9K<0.01%+1013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12$2.9K<0.01%new13F-HRTimeline
CVA Family Office, LLC11$2.66K<0.01%-2213F-HRTimeline
Fortitude Family Office, LLC11$2.66K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC11$2.66K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC10$2.42K<0.01%-45613F-HRTimeline
Truvestments Capital LLC10$2.42K<0.01%-113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…9$2.18K<0.01%-3313F-HRTimeline
Grove Bank & Trust9$2.18K<0.01%013F-HRTimeline
Millstone Evans Group, LLC9$2.18K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8$1.94K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC8$1.94K<0.01%-113F-HRTimeline
SHP Wealth Management7$1.69K<0.01%new13F-HRTimeline
Root Financial Partners, LLC7$1.69K<0.01%-3613F-HRTimeline
Cornerstone Financial Management LLC7$1.69K<0.01%+213F-HR/ATimeline
Dunhill Financial, LLC6$1.62K<0.01%-213F-HRTimeline
Clark Wealth Partners6$1.47K<0.01%+313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$1.45K<0.01%+313F-HRTimelineGroup
TFC Financial Management, Inc.6$1.45K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$1.45K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.5$1.22K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC5$1.21K<0.01%-11013F-HRTimeline
Clayton Financial Group LLC5$1.21K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$1.21K<0.01%013F-HRTimelineGroup
Avion Wealth8$1K<0.01%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$978<0.01%-513F-HRTimelineGroup
American Capital Advisory, LLC4$968<0.01%new13F-HRTimeline
Hughes Financial Services, LLC4$968<0.01%+213F-HRTimeline
Prestige Wealth Management Group LLC3$734<0.01%013F-HRTimeline
MOTCO3$726<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3$726<0.01%new13F-HRTimeline
Silicon Valley Capital Partners3$726<0.01%new13F-HRTimeline
Signature Equity Partners, LLC3$726<0.01%013F-HRTimeline
FIRST HORIZON CORP2$484<0.01%013F-HRTimeline
Abound Wealth Management2$484<0.01%new13F-HRTimeline
Bare Financial Services, Inc2$484<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC2$484<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC2$484<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1$242<0.01%new13F-HRTimeline
Freestone Grove Partners LP1$242<0.01%new13F-HRTimeline
MidFirst Bank1$242<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.1$242<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.0$52<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.