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Essex Property Trust (ESS) Institutional Ownership

Essex Property Trust logo
$256.56 -3.62 (-1.39%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$256.72 +0.16 (+0.06%)
As of 08/1/2025 05:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Essex Property Trust (NYSE:ESS)

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
424
Total
Institutional Inflows
(last 12 months)
$4.82B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$1.54B
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ESS Institutional Buying and Selling by Quarter

Essex Property Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund11,618$3.29M0.0%+16.0%0.018%
8/1/2025Teacher Retirement System of Texas9,769$2.77M0.0%-74.7%0.015%
8/1/2025Bessemer Group Inc.1,556$441K0.0%-57.5%0.002%
8/1/2025Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group2,985$846K0.5%-24.7%0.005%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd33,885$9.60M0.3%+12.9%0.053%
8/1/2025Envestnet Asset Management Inc.57,991$16.44M0.0%+15.1%0.090%
7/31/2025Nisa Investment Advisors LLC17,032$4.88M0.0%-24.8%0.026%
7/31/2025Wealthfront Advisers LLC4,834$1.37M0.0%-17.1%0.008%
7/31/2025Oppenheimer Asset Management Inc.7,170$2.03M0.0%+4.8%0.011%
7/31/2025Leeward Investments LLC MA30,408$8.62M0.5%+3.7%0.047%
7/31/2025State of New Jersey Common Pension Fund D31,107$8.82M0.0%+1.6%0.048%
7/31/2025Sumitomo Mitsui Trust Group Inc.227,786$64.56M0.0%-4.6%0.354%
7/31/2025Catalyst Capital Advisors LLC453$128K0.0%N/A0.001%
7/31/2025Asset Management One Co. Ltd.132,450$37.54M0.1%-1.1%0.206%
7/31/2025Turning Point Benefit Group Inc.1,861$527K0.4%+2.3%0.003%
7/30/2025 Roman Butler Fullerton & Co.902$259K0.1%-4.1%0.001%
7/30/2025 Clifford Swan Investment Counsel LLC6,938$1.97M0.1%-2.8%0.011%
7/30/2025 Ethic Inc.5,943$1.70M0.0%+2.7%0.009%
7/30/2025 Whittier Trust Co.1,406$398K0.0%-2.8%0.002%
7/30/2025 DekaBank Deutsche Girozentrale50,197$14.24M0.0%+6.6%0.078%
7/30/2025 Bogart Wealth LLC176$50K0.0%+8,700.0%0.000%
7/30/2025 Princeton Global Asset Management LLC120$34K0.0%N/A0.000%
7/29/2025 Chicago Partners Investment Group LLC1,457$426K0.0%+70.2%0.002%
7/29/2025 Mutual of America Capital Management LLC7,382$2.09M0.0%-1.2%0.011%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al129,070$36.58M0.3%N/A0.200%
7/29/2025 Spirit of America Management Corp NY9,636$2.73M0.6%+19.9%0.015%
7/29/2025 Chevy Chase Trust Holdings LLC34,035$9.65M0.0%+1.0%0.053%
7/29/2025 Nordea Investment Management AB5,118$1.43M0.0%+7.0%0.008%
7/29/2025 S Bank Fund Management Ltd5,539$1.57M0.2%+13.0%0.009%
7/28/2025 Allianz Asset Management GmbH114,587$32.47M0.0%-10.5%0.178%
7/28/2025 Ritholtz Wealth Management1,824$517K0.0%-65.9%0.003%
7/28/2025 Sagespring Wealth Partners LLC737$209K0.0%N/A0.001%
7/28/2025 TD Asset Management Inc22,333$6.33M0.0%-1.5%0.035%
7/28/2025 Naviter Wealth LLC4,888$1.40M0.2%+8.9%0.008%
7/25/2025 Envestnet Portfolio Solutions Inc.1,068$303K0.0%-33.8%0.002%
7/25/2025 Sequoia Financial Advisors LLC2,009$569K0.0%+158.2%0.003%
7/25/2025 Vest Financial LLC192,767$54.63M0.8%-2.3%0.299%
7/25/2025 Yousif Capital Management LLC33,355$9.45M0.1%-3.8%0.052%
7/25/2025 Allspring Global Investments Holdings LLC2,792$795K0.0%-3.9%0.004%
7/25/2025 CWM LLC1,273$361K0.0%-6.6%0.002%
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7/25/2025 Vanguard Personalized Indexing Management LLC5,577$1.58M0.0%-15.9%0.009%
7/25/2025 Concurrent Investment Advisors LLC1,967$557K0.0%+2.9%0.003%
7/25/2025 Richardson Financial Services Inc.100$28K0.0%+300.0%0.000%
7/24/2025 Trust Co. of Toledo NA OH155$44K0.0%N/A0.000%
7/24/2025 Aberdeen Group plc202,798$56.33M0.1%+5.1%0.315%
7/24/2025 Wealthstar Advisors LLC5,185$1.47M0.6%+6.8%0.008%
7/24/2025 Copperwynd Financial LLC842$239K0.1%+6.7%0.001%
7/24/2025 US Bancorp DE2,989$847K0.0%-18.6%0.005%
7/23/2025 Optas LLC1,602$454K0.1%N/A0.002%
7/23/2025 Aurora Investment Managers LLC.13,312$3.77M2.3%-0.3%0.021%
7/23/2025 Kingswood Wealth Advisors LLC10,652$3.02M0.2%-2.9%0.017%
7/23/2025 KLP Kapitalforvaltning AS24,211$6.91M0.0%+1.7%0.038%
7/23/2025 SteelPeak Wealth LLC7,804$2.23M0.1%N/A0.012%
7/22/2025 Valeo Financial Advisors LLC2,978,012$843.97M2.6%+151,452.8%4.625%
7/22/2025 Knights of Columbus Asset Advisors LLC20,203$5.73M0.3%-22.2%0.031%
7/21/2025 Segment Wealth Management LLC775$220K0.0%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC185$52K0.0%N/A0.000%
7/21/2025 Vanderbilt University7,259$2.06M0.4%-0.9%0.011%
7/21/2025 Mirae Asset Global Investments Co. Ltd.18,499$5.24M0.0%+3.5%0.029%
7/18/2025 Vert Asset Management LLC28,406$8.05M2.9%-5.1%0.044%
7/18/2025 Consolidated Planning Corp3,215$911K0.1%+13.5%0.005%
7/18/2025 Robeco Institutional Asset Management B.V.56,314$15.96M0.0%-18.6%0.087%
7/18/2025 Loudon Investment Management LLC12,739$3.61M2.0%-8.4%0.020%
7/18/2025 Truist Financial Corp11,286$3.20M0.0%+2.5%0.018%
7/17/2025 Trivium Point Advisory LLC1,645$466K0.1%+8.5%0.003%
7/17/2025 Greenleaf Trust844$239K0.0%-15.7%0.001%
7/17/2025 GC Wealth Management RIA LLC2,756$781K0.1%+13.5%0.004%
7/17/2025 V Square Quantitative Management LLC912$258K0.0%+5.6%0.001%
7/17/2025 LVW Advisors LLC2,929$830K0.1%+34.4%0.005%
7/16/2025 ORG Wealth Partners LLC885$252K0.1%-56.6%0.001%
7/16/2025 State of Alaska Department of Revenue38,419$10.89M0.1%-0.8%0.060%
7/16/2025 Patton Fund Management Inc.799$226K0.2%N/A0.001%
7/16/2025 Hartford Investment Management Co.3,878$1.10M0.0%-1.8%0.006%
7/15/2025 Public Employees Retirement System of Ohio113,003$32.03M0.1%+1.4%0.175%
7/15/2025 Fifth Third Bancorp4,023$1.14M0.0%+3.9%0.006%
7/15/2025 Revisor Wealth Management LLC1,445$419K0.2%+4.4%0.002%
7/14/2025 Gries Financial LLC6,507$1.84M0.3%+2.1%0.010%
7/14/2025 Golden State Equity Partners1,432$406K0.1%-10.2%0.002%
7/14/2025 GAMMA Investing LLC1,383$392K0.0%-5.4%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC829$235K0.0%+11.1%0.001%
7/14/2025 Park Avenue Securities LLC1,758$498K0.0%N/A0.003%
7/14/2025 Avanza Fonder AB5,000$1.42M0.0%-1.1%0.008%
7/11/2025 Farther Finance Advisors LLC576$163K0.0%-13.5%0.001%
7/11/2025 Global X Japan Co. Ltd.2,130$604K0.1%-2.2%0.003%
7/11/2025 IFM Investors Pty Ltd23,778$6.74M0.1%-7.6%0.037%
7/10/2025 Wealth Enhancement Advisory Services LLC10,546$3.00M0.0%+4.5%0.016%
7/10/2025 Swedbank AB15,790$4.48M0.0%+5.7%0.025%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd20,741$5.88M0.1%+3.9%0.032%
7/9/2025 Aaron Wealth Advisors LLC1,334$378K0.0%+28.9%0.002%
7/9/2025 Czech National Bank15,737$4.46M0.0%+6.6%0.024%
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7/8/2025 Parallel Advisors LLC1,876$532K0.0%-4.4%0.003%
7/1/2025 Kera Capital Partners Inc.905$256K0.1%-16.0%0.001%
6/30/2025Pensionfund Sabic4,650$1.43M0.4%-16.2%0.007%
6/30/2025 Pensionfund DSM Netherlands9,695$2.97M2.0%-13.4%0.015%
6/26/2025AG2R LA Mondiale Gestion D Actifs4,139$1.18M0.1%N/A0.006%
6/18/2025Voya Investment Management LLC37,011$11.35M0.0%+3.7%0.057%
6/3/2025 Inspire Investing LLC1,017$312K0.0%+11.9%0.002%
6/3/2025Invst LLC2,441$748K0.1%N/A0.004%
5/28/2025Strs Ohio73,718$22.60M0.1%N/A0.114%
5/21/2025Geneos Wealth Management Inc.387$119K0.0%+19.8%0.001%
(Data available from 1/1/2016 forward)

ESS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESS shares?

During the previous two years, 642 institutional investors and hedge funds held shares of Essex Property Trust. The most heavily invested institutionals were Vanguard Group Inc. ($3.20B), State Street Corp ($1.54B), BlackRock Inc. ($1.49B), Cohen & Steers Inc. ($1.09B), Valeo Financial Advisors LLC ($843.97M), Price T Rowe Associates Inc. MD ($841.92M), and Geode Capital Management LLC ($500.69M).Learn more on Essex Property Trust's institutional investors.

What percentage of Essex Property Trust's stock is owned by institutional investors?

96.51% of Essex Property Trust's stock is owned by institutional investors. Learn more on ESS's institutional investor holdings.

Which institutional investors have been buying Essex Property Trust's stock?

Of the 537 institutional investors that purchased Essex Property Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.37M), Valeo Financial Advisors LLC ($2.98M), Cohen & Steers Inc. ($1.88M), Wealthquest Corp ($1.25M), Price T Rowe Associates Inc. MD ($1.24M), Daiwa Securities Group Inc. ($825.47K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($706.72K).

How much institutional buying is happening at Essex Property Trust?

Institutional investors have bought a total of 16,506,532 shares in the last 24 months. This purchase volume represents approximately $4.82B in transactions.

Which of Essex Property Trust's major shareholders have been selling company stock?

Of the 273 institutional investors that sold Essex Property Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($493.80K), Deutsche Bank AG ($420.98K), FMR LLC ($345.99K), Daiwa Securities Group Inc. ($332.46K), Principal Financial Group Inc. ($322.56K), Bank of America Corp DE ($306.68K), and Legal & General Group Plc ($173.52K).

How much institutional selling is happening at Essex Property Trust?

Institutional investors have sold a total of 5,305,892 shares in the last 24 months. This volume of shares sold represents approximately $1.54B in transactions.



This page (NYSE:ESS) was last updated on 8/2/2025 by MarketBeat.com Staff
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