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Who Owns Essex Property Trust Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Essex Property Trust Inc.

Who crossed 5% of ESS →
Managers holding
15
as of 2026-09-30
Reported value
$5.9M
summed across filings
Shares held
21.8K
Added vs trimmed
6 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Pensionfund PDNCOMMON STOCK9.7K shtrimmed$2.6M
Pensionfund SabicCOMMON STOCK4.5K shtrimmed$1.2M
Valeo Financial Advisors, LLCREIT2.1K shadded$566K
GAMMA Investing LLCREIT1.9K shadded$501.9K
Wedmont Private CapitalCOM1.4K shadded$362.6K
Legacy Wealth Asset Management, LLCCOM1K shadded$271.8K
Farther Finance Advisors, LLCREIT637 shadded$171.7K
ELEVATION WEALTH PARTNERS, LLCCOM312 shadded$84.1K
CoreCap Advisors, LLCREIT167 shheld$45K
MassMutual Private Wealth & Trust, FSBClosed-end REIT149 shtrimmed$40.1K
GK Wealth Management LLCCOM47 sh—$12.7K
Investors Research CorpCOM22 shheld$5.9K
GILPIN WEALTH MANAGEMENT, LLCCOM11 sh—$3K
Grove Bank & TrustCOM9 shheld$2.4K
Retirement Wealth Solutions LLCCOM1 shtrimmed$270

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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