# ESSEX PPTY TR INC (ESS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESS/

- Reporting holders: 16
- Reported value: $2.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $713.3K | 2,648 | 0.1% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $566.0K | 2,101 | 0.0% | 21 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $501.9K | 1,863 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $362.6K | 1,350 | 0.0% | 2 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $271.8K | 1,009 | 0.1% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $171.7K | 637 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $84.0K | 312 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $45.0K | 167 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $40.1K | 149 | 0.0% | 32 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $17.2K | 64 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $12.7K | 47 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $5.9K | 22 | 0.0% | 19 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $3.0K | 11 | 0.0% | 1 |
| [Pensionfund PDN](https://holderbook.com/funds/1297731-pensionfund-pdn/) | $2.6K | 9,695 | 1.5% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $2.4K | 9 | 0.0% | 9 |
| [Pensionfund Sabic](https://holderbook.com/funds/1637246-pensionfund-sabic/) | $1.2K | 4,450 | 1.4% | 32 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $808 | 3 | 0.0% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $270 | 1 | 0.0% | 8 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $184 | 684 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $2.8M |
| Q2 2026 | 632 | $21.1B |
| Q1 2026 | 611 | $15.2B |
| Q4 2025 | 617 | $17.0B |
| Q3 2025 | 609 | $17.4B |
| Q2 2025 | 625 | $18.2B |
| Q1 2025 | 627 | $19.1B |
| Q4 2024 | 631 | $17.4B |
| Q3 2024 | 611 | $18.0B |
| Q2 2024 | 580 | $17.1B |
| Q1 2024 | 547 | $16.0B |
| Q4 2023 | 552 | $15.8B |