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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
Heritage Wealth Advisors2$571<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2$571<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1$294<0.01%013F-HRTimelineGroup
TD Capital Management LLC1$293<0.01%013F-HRTimeline
NewSquare Capital LLC1$285<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.1$285<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC1$285<0.01%-513F-HRTimeline
Activest Wealth Management1$285<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC1$285<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1$283<0.01%013F-HRTimeline
WINNACLE WEALTH LLC1$277<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC0$24<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Talon Private Wealth, LLC0$16<0.01%013F-HR/ATimelineAmount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.