ESSEX PROPERTY TRUST, INC. (ESS) — Institutional Holders, Q2 2026 (page 6)
636 institutional investment managers reported a ESS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $19.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ESS 13F holders ranked 501–600 of 636
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Trifecta Capital Advisors#501 · 310 sh | 310 | $90.4K | — | 0.0% |
| 502 | BROWN, LISLE/CUMMINGS#502 · 304 sh | 304 | $88.6K | — | 0.0% |
| 503 | Bank Julius Baer & Ltd, Zurich#503 · 303 sh | 303 | $88.3K | <0.01% | 0.0% |
| 504 | DT Investment Partners#504 · 297 sh | 297 | $86.6K | — | 0.0% |
| 505 | CHILTON CAPITAL MANAGEMENT#505 · 288 sh | 288 | $84.7K | <0.01% | New |
| 506 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#506 · 285 sh | 285 | $83.1K | 0.02% | 0.0% |
| 507 | Clearstead#507 · 269 sh | 269 | $78.4K | 0.01% | -9.4% |
| 508 | True Wealth Design#508 · 251 sh | 251 | $73.2K | — | +73.1% |
| 509 | Smartleaf Asset Management#509 · 242 sh | 242 | $71.6K | <0.01% | 0.0% |
| 510 | EverSource Wealth Advisors#510 · 231 sh | 231 | $67.4K | <0.01% | -89.7% |
| 511 | Bear Mountain Capital#511 · 221 sh | 221 | $65.9K | 0.02% | 0.0% |
| 512 | Parkside Financial Bank#512 · 224 sh | 224 | $65.3K | — | +94.8% |
| 513 | Cromwell#513 · 216 sh | 216 | $63.5K | 0.03% | +1.9% |
| 514 | HUNTINGTON NATIONAL BANK#514 · 214 sh | 214 | $62.4K | <0.01% | +15.1% |
| 515 | AMERIFLEX GROUP#515 · 208 sh | 208 | $60.7K | 0.02% | 0.0% |
| 516 | Pinnacle Wealth Planning Services#516 · 206 sh | 206 | $60.1K | — | -11.6% |
| 517 | 1620 INVESTMENT ADVISORS#517 · 200 sh | 200 | $58.3K | 0.04% | 0.0% |
| 518 | CENTRAL#518 · 195 sh | 195 | $56.9K | <0.01% | 0.0% |
| 519 | Muzinich#519 · 190 sh | 190 | $55.4K | — | 0.0% |
| 520 | TOBAM#520 · 184 sh | 184 | $54.0K | 0.01% | +24.3% |
| 521 | OF TOLEDO NA#521 · 175 sh | 175 | $51.0K | — | +45.8% |
| 522 | ONEFUND#522 · 174 sh | 174 | $50.7K | 0.03% | -1.1% |
| 523 | CoreCap Advisors#523 · 167 sh | 167 | $48.8K | — | +2.5% |
| 524 | MassMutual Private Wealth & , FSB#524 · 165 sh | 165 | $48.1K | — | +13.8% |
| 525 | ZRC WEALTH MANAGEMENT#525 · 162 sh | 162 | $47.2K | — | +523.1% |
| 526 | Cassaday & Wealth Management#526 · 159 sh | 159 | $46.4K | — | 0.0% |
| 527 | Capital Advisors, Ltd.#527 · 158 sh | 158 | $46.0K | — | 0.0% |
| 528 | Bruce G. Allen Investments#528 · 157 sh | 157 | $45.8K | 0.03% | 0.0% |
| 529 | UMB Bank, n.a.#529 · 145 sh | 145 | $42.3K | <0.01% | +14.2% |
| 530 | HANTZ FINANCIAL SERVICES#530 · 140 sh | 140 | $41.0K | <0.01% | +57.3% |
| 531 | Quarry#531 · 134 sh | 134 | $39.1K | <0.01% | New |
| 532 | Clearstead Advisors#532 · 129 sh | 129 | $37.6K | <0.01% | +248.6% |
| 533 | Spectrum Wealth Advisory Group#533 · 129 sh | 129 | $37.6K | 0.01% | New |
| 534 | Princeton Global Asset Management#534 · 120 sh | 120 | $35.0K | — | 0.0% |
| 535 | Owl Creek Wealth Partners#535 · 116 sh | 116 | $33.8K | — | 0.0% |
| 536 | PRIVATE NA#536 · 108 sh | 108 | $31.5K | — | 0.0% |
| 537 | Quent Capital#537 · 99 sh | 99 | $28.9K | <0.01% | +35.6% |
| 538 | Fulcrum Asset Management LLP#538 · 93 sh | 93 | $27.5K | <0.01% | +5.7% |
| 539 | Washington Advisors#539 · 90 sh | 90 | $26.2K | — | -5.3% |
| 540 | SJS Investment Consulting#540 · 88 sh | 88 | $25.7K | — | +319.0% |
| 541 | BLUELINE ADVISORS#541 · 87 sh | 87 | $25.4K | — | 0.0% |
| 542 | Pacific Center for Financial Services#542 · 86 sh | 86 | $25.2K | — | 0.0% |
| 543 | TIAA Wealth Investment Management#543 · 83 sh | 83 | $24.2K | <0.01% | 0.0% |
| 544 | Solstein Capital#544 · 74 sh | 74 | $21.6K | <0.01% | 0.0% |
| 545 | Golden State Wealth Management#545 · 74 sh | 74 | $21.6K | <0.01% | 0.0% |
| 546 | Capital Analysts#546 · 67 sh | 67 | $20.0K | <0.01% | -34.3% |
| 547 | THURSTON, SPRINGER, MILLER, HERD & TITAK#547 · 68 sh | 68 | $19.8K | — | -12.8% |
| 548 | Cedar Mountain Advisors#548 · 67 sh | 67 | $19.5K | — | 0.0% |
| 549 | Smithfield#549 · 66 sh | 66 | $19.0K | <0.01% | 0.0% |
| 550 | Essential Partners#550 · 62 sh | 62 | $18.1K | — | +226.3% |
| 551 | Salomon & Ludwin#551 · 61 sh | 61 | $18.0K | <0.01% | 0.0% |
| 552 | First Command Advisory Services#552 · 59 sh | 59 | $17.4K | <0.01% | +1080.0% |
| 553 | MONTAG A & ASSOCIATES#553 · 59 sh | 59 | $17.4K | <0.01% | 0.0% |
| 554 | Raiffeisen Bank International AG#554 · 54 sh | 54 | $16.0K | — | 0.0% |
| 555 | MEEDER ASSET MANAGEMENT#555 · 51 sh | 51 | $14.9K | <0.01% | New |
| 556 | Plante Moran Financial Advisors#556 · 50 sh | 50 | $14.6K | <0.01% | 0.0% |
| 557 | Ronald Blue#557 · 47 sh | 47 | $13.7K | — | +34.3% |
| 558 | ORG Wealth Partners#558 · 47 sh | 47 | $13.7K | <0.01% | -94.1% |
| 559 | Raleigh Capital Management#559 · 46 sh | 46 | $13.6K | <0.01% | 0.0% |
| 560 | BOKF, NA#560 · 45 sh | 45 | $13.1K | — | New |
| 561 | GW&K Investment Management#561 · 44 sh | 44 | $13.0K | <0.01% | +10.0% |
| 562 | FARMERS & MERCHANTS INVESTMENTS#562 · 44 sh | 44 | $12.8K | — | 0.0% |
| 563 | Hilltop National Bank#563 · 44 sh | 44 | $12.8K | — | 0.0% |
| 564 | Keating Financial Advisory Services#564 · 42 sh | 42 | $12.2K | <0.01% | +100.0% |
| 565 | TD PRIVATE CLIENT WEALTH#565 · 41 sh | 41 | $12.0K | <0.01% | +7.9% |
| 566 | SOA Wealth Advisors#566 · 41 sh | 41 | $11.8K | <0.01% | +2.5% |
| 567 | CVA Family Office#567 · 40 sh | 40 | $11.7K | <0.01% | +263.6% |
| 568 | MB, LEVIS & ASSOCIATES#568 · 37 sh | 37 | $10.8K | — | 0.0% |
| 569 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#569 · 34 sh | 34 | $9.9K | <0.01% | +277.8% |
| 570 | LRI Investments#570 · 34 sh | 34 | $9.9K | <0.01% | 0.0% |
| 571 | NBT BANK N A#571 · 30 sh | 30 | $8.7K | — | New |
| 572 | SIMPLEX TRADING#572 · 28 sh | 28 | $8.2K | 0.00% | +460.0% |
| 573 | Covestor Ltd#573 · 28 sh | 28 | $8.0K | <0.01% | -84.1% |
| 574 | Kemnay Advisory Services#574 · 27 sh | 27 | $7.9K | <0.01% | +3.8% |
| 575 | Aspect Partners#575 · 27 sh | 27 | $7.9K | — | New |
| 576 | JPL Wealth Management#576 · 27 sh | 27 | $7.9K | <0.01% | +107.7% |
| 577 | Basecamp Wealth Advisors#577 · 25 sh | 25 | $7.3K | <0.01% | -46.8% |
| 578 | Twin Lakes Capital Management#578 · 23 sh | 23 | $6.8K | <0.01% | 0.0% |
| 579 | Investors Research#579 · 22 sh | 22 | $6.4K | — | 0.0% |
| 580 | Physician Wealth Advisors#580 · 22 sh | 22 | $6.4K | — | -46.3% |
| 581 | HARBOUR INVESTMENTS#581 · 22 sh | 22 | $6.4K | <0.01% | -24.1% |
| 582 | Cornerstone Planning Group#582 · 21 sh | 21 | $6.2K | — | -4.5% |
| 583 | BARTLETT & WEALTH MANAGEMENT#583 · 20 sh | 20 | $5.9K | <0.01% | +11.1% |
| 584 | MV CAPITAL MANAGEMENT#584 · 20 sh | 20 | $5.8K | <0.01% | 0.0% |
| 585 | Rialto Wealth Management#585 · 16 sh | 16 | $4.7K | <0.01% | +700.0% |
| 586 | MARSHALL INVESTMENT MANAGEMENT#586 · 16 sh | 16 | $4.7K | <0.01% | New |
| 587 | SUMMIT SECURITIES GROUP#587 · 15 sh | 15 | $4.4K | <0.01% | +50.0% |
| 588 | Dogwood Wealth Management#588 · 14 sh | 14 | $4.1K | <0.01% | +75.0% |
| 589 | Avion Wealth#589 · 16 sh | 16 | $4.0K | <0.01% | +100.0% |
| 590 | POM Investment Strategies#590 · 13 sh | 13 | $3.8K | — | 0.0% |
| 591 | Rossby Financial, LCC#591 · 13 sh | 13 | $3.8K | <0.01% | -7.1% |
| 592 | Hughes Financial Services#592 · 12 sh | 12 | $3.5K | <0.01% | +200.0% |
| 593 | RAFFA WEALTH MANAGEMENT#593 · 11 sh | 11 | $3.2K | <0.01% | +37.5% |
| 594 | Fortitude Family Office#594 · 11 sh | 11 | $3.2K | — | 0.0% |
| 595 | IFP Advisors#595 · 10 sh | 10 | $2.9K | — | -37.5% |
| 596 | Truvestments Capital#596 · 10 sh | 10 | $2.9K | <0.01% | 0.0% |
| 597 | Sachetta#597 · 9 sh | 9 | $2.6K | <0.01% | -52.6% |
| 598 | Grove Bank#598 · 9 sh | 9 | $2.6K | — | 0.0% |
| 599 | Millstone Evans Group#599 · 9 sh | 9 | $2.6K | <0.01% | 0.0% |
| 600 | Bogart Wealth#600 · 8 sh | 8 | $2.3K | <0.01% | -33.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.