Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free ESS Stock Alerts

Essex Property Trust (ESS) Institutional Ownership

Essex Property Trust logo
$289.20 +1.49 (+0.52%)
As of 11:13 AM Eastern
Compare

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

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
373
Total
Institutional Inflows
(last 12 months)
$4.98B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$1.33B
Get ESS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Essex Property Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ESS Institutional Buying and Selling by Quarter

Essex Property Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Sound Financial Strategies Group LLC800$233K0.1%-31.3%0.001%
8/20/2026 Proficio Capital Partners LLC1,124$328K0.0%N/A0.002%
8/20/2026Clifford Swan Investment Counsel LLC6,773$1.98M0.1%-1.0%0.011%
8/20/2026 Camelot Portfolios LLC3,528$1.03M0.7%-24.9%0.005%
8/20/2026 Sigma Planning Corp4,949$1.44M0.0%+1.5%0.008%
8/20/2026 GTS Securities LLC868$253K0.0%-46.2%0.001%
8/20/2026 Alyeska Investment Group L.P.57,769$16.85M0.0%-77.0%0.090%
8/20/2026 Northwestern Mutual Wealth Management Co.390$114K0.0%-40.2%0.001%
8/20/2026 Greenleaf Trust956$279K0.0%+13.0%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC757,439$220.86M0.0%+23,177.2%1.179%
8/19/2026 New Mexico Educational Retirement Board3,100$904K0.0%+3.3%0.005%
8/19/2026 Royal London Asset Management Ltd.44,096$12.86M0.0%-2.2%0.069%
8/19/2026 Mufg Securities Americas Inc.1,936$565K0.0%+8.6%0.003%
8/19/2026 Van ECK Associates Corp46,426$13.54M0.0%+13.8%0.072%
8/19/2026 Nissay Asset Management Corp Japan19,392$5.66M0.0%+1.6%0.030%
8/19/2026 Hsbc Holdings PLC255,953$74.69M0.0%+16.7%0.398%
8/19/2026 Wellington Management Group LLP330,332$96.32M0.0%+9.3%0.514%
8/18/2026 Beacon Pointe Advisors LLC4,062$1.18M0.0%N/A0.006%
8/18/2026 Rakuten Investment Management Inc.10,523$3.11M0.0%N/A0.016%
8/18/2026 RB Capital Management LLC2,174$634K0.1%N/A0.003%
8/18/2026 Empowered Funds LLC1,422$415K0.0%N/A0.002%
8/18/2026 United Capital Financial Advisors LLC2,953$861K0.0%N/A0.005%
8/18/2026 Pacific Heights Asset Management LLC100,000$29.16M0.9%N/A0.156%
8/18/2026Jefferies Financial Group Inc.9,909$2.89M0.0%N/A0.015%
8/18/2026 Public Employees Retirement System of Ohio93,006$27.12M0.1%N/A0.145%
8/18/2026 MASTERINVEST Kapitalanlage GmbH886$258K0.0%N/A0.001%
8/17/2026 Proficio Capital Partners LLC1,124$328K0.0%N/A0.002%
8/17/2026 Adelante Capital Management LLC67,992$19.83M1.3%N/A0.106%
8/17/2026 Corient Private Wealth LP66,698$19.45M0.0%N/A0.104%
8/17/2026 Bamco Inc. NY25,225$7.36M0.0%N/A0.039%
8/17/2026 Bank of America Corp DE275,322$80.28M0.0%N/A0.428%
8/15/2026 Freestone Grove Partners LP584$170K0.0%N/A0.001%
8/15/2026 Caisse de depot et placement du Quebec36,950$10.77M0.0%N/A0.057%
8/15/2026 Jupiter Topco LLC18,707$5.46M0.0%N/A0.029%
8/14/2026 Hsbc Holdings PLC255,953$74.69M0.0%N/A0.398%
8/14/2026 Canada Pension Plan Investment Board16,900$4.93M0.0%N/A0.026%
8/14/2026 Osterweis Capital Management Inc.4,000$1.17M0.1%N/A0.006%
8/14/2026 Kinloch Capital LLC17,472$5.10M1.9%N/A0.027%
8/14/2026 Legal & General Group Plc892,526$260.25M0.1%N/A1.389%
8/14/2026 The Manufacturers Life Insurance Company 39,270$11.45M0.0%N/A0.061%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/14/2026 Van Hulzen Asset Management LLC864$252K0.0%N/A0.001%
8/14/2026 Cetera Trust Company N.A695$203K0.1%N/A0.001%
8/13/2026 Cibc World Market Inc.30,182$8.80M0.0%N/A0.047%
8/13/2026 OMERS ADMINISTRATION Corp3,383$986K0.0%N/A0.005%
8/13/2026 Sanctuary Advisors LLC8,313$2.42M0.0%N/A0.013%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.4,010$1.17M0.0%N/A0.006%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.36,586$10.67M0.5%N/A0.057%
8/13/2026 LM Advisors LLC5,843$1.72M0.2%N/A0.009%
8/13/2026 Bank of Nova Scotia10,797$3.15M0.0%N/A0.017%
8/12/2026 Daiichi Life Insurance Co. Ltd.2,254$657K0.0%N/A0.004%
8/12/2026 Commerce Bank5,532$1.61M0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.390$114K0.0%N/A0.001%
8/12/2026 Evolve Private Wealth LLC723$213K0.0%N/A0.001%
8/12/2026 Westpac Banking Corp15,901$4.64M0.3%N/A0.025%
8/12/2026 Landscape Capital Management L.L.C.4,066$1.19M0.1%N/A0.006%
8/12/2026 Korea Investment CORP6,517$1.90M0.0%N/A0.010%
8/12/2026 EP Wealth Advisors LLC2,978$868K0.0%N/A0.005%
8/12/2026 Ieq Capital LLC11,063$3.23M0.0%N/A0.017%
8/12/2026 Callan Family Office LLC897$261K0.0%N/A0.001%
8/11/2026 Allworth Financial LP3,371$983K0.0%N/A0.005%
8/11/2026 B. Metzler seel. Sohn & Co. AG1,285$375K0.0%N/A0.002%
8/10/2026 West Family Investments Inc.1,180$344K0.1%N/A0.002%
8/10/2026 Sound Financial Strategies Group LLC800$233K0.1%N/A0.001%
8/10/2026 Danske Bank A S47,256$13.78M0.0%N/A0.074%
8/8/2026 Wealthfront Advisers LLC25,499$7.44M0.0%N/A0.040%
8/8/2026 Meeder Advisory Services Inc.783$228K0.0%N/A0.001%
8/8/2026 Tiemann Investment Advisors LLC3,959$1.16M0.4%N/A0.006%
8/7/2026 Texas Capital Bank Wealth Management Services Inc1,803$526K0.0%N/A0.003%
8/7/2026 BlackRock Inc.7,430,141$2.17B0.0%N/A11.561%
8/7/2026 Deutsche Bank AG224,971$65.60M0.0%N/A0.350%
8/7/2026 Perigon Wealth Management LLC27,937$8.15M0.1%N/A0.043%
8/7/2026 Trust Co. of Vermont550$160K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.226,319$65.99M0.0%N/A0.352%
8/7/2026 OneDigital Investment Advisors LLC3,444$1.00M0.0%N/A0.005%
8/7/2026 Plato Investment Management Ltd2,475$717K0.0%N/A0.004%
8/7/2026 Roman Butler Fullerton & Co.902$268K0.1%N/A0.001%
8/6/2026 Global Retirement Partners LLC779$227K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp465,848$135.84M0.0%N/A0.725%
8/6/2026 EJMK Ventures LLC741$217K0.1%N/A0.001%
8/6/2026 Clearstead Trust LLC269$78K0.0%N/A0.000%
7/10/2026 E. Ohman J or Asset Management AB2,383$695K0.0%+54.4%0.004%
7/10/2026 Handelsbanken Fonder AB63,326$18.47M0.1%+53.8%0.099%
7/9/2026 Valeo Financial Advisors LLC2,077$606K0.0%+4.3%0.003%
7/8/2026 Aurora Investment Managers LLC.2,189$638K0.4%-83.8%0.003%
7/8/2026 Elevation Wealth Partners LLC162$47K0.0%+523.1%0.000%
7/8/2026 Czech National Bank18,292$5.33M0.0%+4.2%0.028%
7/8/2026 55 North Private Wealth LLC824$240K0.0%N/A0.001%
7/7/2026 GAMMA Investing LLC1,606$468K0.0%+16.5%0.002%
7/2/2026 Versant Capital Management Inc2,525$736K0.1%+3.5%0.004%
7/2/2026 CX Institutional696$203K0.0%+40.9%0.001%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
6/18/2026 Pacer Advisors Inc.3,223$780K0.0%-36.4%0.005%
6/3/2026 DV Trading LLC1,000$242K0.0%+1,150.0%0.002%
6/3/2026 Parallel Advisors LLC2,759$668K0.0%+3.8%0.004%
5/28/2026 Cozad Asset Management Inc.7,416$1.80M0.1%+6.8%0.012%
5/22/2026 Summitry LLC1,869$452K0.0%+5.4%0.003%
5/22/2026 Groupama Asset Managment1,589$385K0.0%-3.8%0.002%
5/21/2026Groupe la Francaise2,320$561K0.0%N/A0.004%
5/19/2026 Western Wealth Management LLC180$44K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE251,888$60.96M0.0%+19.9%0.392%
5/19/2026 Edgestream Partners L.P.1,402$339K0.0%-95.0%0.002%


ESS Institutional Ownership - Frequently Asked Questions

During the previous two years, 668 institutional investors and hedge funds held shares of Essex Property Trust. The most heavily invested institutionals were Vanguard Group Inc. ($2.69B), BlackRock Inc. ($2.17B), Cohen & Steers Inc. ($1.57B), State Street Corp ($1.37B), Price T Rowe Associates Inc. MD ($878.81M), Geode Capital Management LLC ($488.60M), and Principal Financial Group Inc. ($403.67M).Learn more on Essex Property Trust's institutional investors.

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

Of the 602 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: BlackRock Inc. ($7.43M), Norges Bank ($3.38M), Valeo Financial Advisors LLC ($2.98M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.14M), Wealthquest Corp ($1.25M), Price T Rowe Associates Inc. MD ($1.10M), and Legal & General Group Plc ($921.99K).

Institutional investors have bought a total of 17,705,796 shares in the last 24 months. This purchase volume represents approximately $4.98B in transactions.

Of the 234 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: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($743.34K), Cohen & Steers Inc. ($465.69K), Massachusetts Financial Services Co. MA ($353.54K), Price T Rowe Associates Inc. MD ($313.56K), Wellington Management Group LLP ($274.50K), Boston Partners ($224.39K), and Deutsche Bank AG ($208.72K).

Institutional investors have sold a total of 5,033,862 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


Related Companies

Institutional ownership data for NYSE:ESS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel