Filing Research | ESS - ESSEX PPTY TR INC Institutional Holdings

Snapshot holdings

50 / 126 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	191.8KSH	$55.9M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	61.9KSH	$18.1M
3	Robeco Institutional Asset Management B.V.	Shares	57.8KSH	$16.9M
4	MIZUHO MARKETS AMERICAS LLC	Shares	40.0KSH	$11.7M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	33.3KSH	$9.7M
6	Vert Asset Management LLC	Shares	32.7KSH	$9.5M
7	IFM Investors Pty Ltd	Shares	24.9KSH	$7.3M
8	Quilter Plc	Shares	24.6KSH	$7.2M
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	24.2KSH	$7.1M
10	Mirae Asset Global Investments Co., Ltd.	Shares	21.2KSH	$6.2M
11	Czech National Bank	Shares	18.3KSH	$5.3M
12	Composition Wealth, LLC	Shares	14.7KSH	$4.3M
13	Fideuram Asset Management (Ireland) dac	Shares	15.4KSH	$4.3M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.3KSH	$4.2M
15	Police & Firemen's Retirement System of New Jersey	Shares	9.6KSH	$2.8M
16	Avanza Fonder AB	Shares	7.7KSH	$2.3M
17	Vanderbilt University	Shares	6.4KSH	$1.9M
18	Perpetual Ltd	Shares	5.8KSH	$1.7M
19	Swedbank AB	Shares	4.8KSH	$1.4M
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.8KSH	$1.1M
21	Sivia Capital Partners, LLC	Shares	3.7KSH	$1.1M
22	Oak Thistle LLC	Shares	3.7KSH	$1.1M
23	ABN AMRO INVESTMENT SOLUTIONS	Shares	3.6KSH	$1.1M
24	HARTFORD INVESTMENT MANAGEMENT CO	Shares	3.6KSH	$1.0M
25	Aaron Wealth Advisors LLC	Shares	3.6KSH	$1.0M
26	Camelot Portfolios, LLC	Shares	3.5KSH	$1.0M
27	Louisiana State Employees Retirement System	Shares	3.3KSH	$962.2K
28	Horst & Graben Wealth Management LLC	Shares	3.2KSH	$950.4K
29	MIZUHO SECURITIES USA LLC	Shares	3.9KSH	$942.8K
30	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	3.0KSH	$885.3K
31	Crossmark Global Holdings, Inc.	Shares	2.7KSH	$777.7K
32	Versant Capital Management, Inc	Shares	2.5KSH	$736.3K
33	Global X Japan Co., Ltd.	Shares	2.5KSH	$720.5K
34	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$703.3K
35	SUMMITRY LLC	Shares	2.4KSH	$699.5K
36	E. Ohman J:or Asset Management AB	Shares	2.4KSH	$694.9K
37	Y-Intercept (Hong Kong) Ltd	Shares	2.4KSH	$691.9K
38	Valeo Financial Advisors, LLC	Shares	2.1KSH	$605.6K
39	Turning Point Benefit Group, Inc.	Shares	2.0KSH	$589.3K
40	PensionDanmark Pensionsforsikringsaktieselskab	Shares	1.9KSH	$542.4K
41	SECURIAN ASSET MANAGEMENT, INC	Shares	1.7KSH	$500.9K
42	GAMMA Investing LLC	Shares	1.6KSH	$468.3K
43	Merit Financial Group, LLC	Shares	1.6KSH	$464.6K
44	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.5KSH	$428.9K
45	Hennion & Walsh Asset Management, Inc.	Shares	1.4KSH	$416.4K
46	Optas, LLC	Shares	1.4KSH	$414.6K
47	Revisor Wealth Management LLC	Shares	1.3KSH	$388.0K
48	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	1.3KSH	$375.3K
49	Yoffe Investment Management, LLC	Shares	1.3KSH	$365.8K
50	Interchange Capital Partners, LLC	Shares	1.2KSH	$359.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 133 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+18.0K	+$7.4M	$18.1M
2	Vest Financial, LLC trimmed	Shares	-9.5K	+$7.2M	$55.9M
3	MIZUHO MARKETS AMERICAS LLC added	Shares	+19.8K	+$6.8M	$11.7M
4	Robeco Institutional Asset Management B.V. added	Shares	+11.0K	+$5.5M	$16.9M
5	Fideuram Asset Management (Ireland) dac added	Shares	+11.8K	+$3.4M	$4.3M
6	Vert Asset Management LLC added	Shares	+2.2K	+$2.2M	$9.5M
7	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1.1K	+$1.9M	$9.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.8K	+$1.8M	$4.2M
9	IFM Investors Pty Ltd added	Shares	+1.3K	+$1.5M	$7.3M
10	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$1.2M	$7.1M
11	Quilter Plc trimmed	Shares	-96	+$1.2M	$7.2M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+552	+$1.2M	$6.2M
13	Czech National Bank added	Shares	+742	+$1.1M	$5.3M
14	Oak Thistle LLC new	Shares	+3.7K	+$1.1M	$1.1M
15	Avanza Fonder AB added	Shares	+2.7K	+$1.0M	$2.3M
16	Composition Wealth, LLC added	Shares	+430	+$831.8K	$4.3M
17	Vanderbilt University added	Shares	+1.8K	+$757.1K	$1.9M
18	Y-Intercept (Hong Kong) Ltd new	Shares	+2.4K	+$691.9K	$691.9K
19	Sivia Capital Partners, LLC added	Shares	+1.1K	+$454.6K	$1.1M
20	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-211	+$424.0K	$2.8M
21	Aaron Wealth Advisors LLC added	Shares	+898	+$394.6K	$1.0M
22	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+861	+$388.9K	$1.1M
23	Interchange Capital Partners, LLC new	Shares	+1.2K	+$359.4K	$359.4K
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+668	+$347.9K	$1.1M
25	Swedbank AB added	Shares	+446	+$343.7K	$1.4M
26	E. Ohman J:or Asset Management AB added	Shares	+840	+$321.5K	$694.9K
27	NorthCrest Asset Manangement, LLC new	Shares	+1.1K	+$305.8K	$305.8K
28	Perpetual Ltd added	Shares	+50	+$300.0K	$1.7M
29	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+740	+$299.5K	$703.3K
30	Wedmont Private Capital new	Shares	+979	+$287.4K	$287.4K
31	SUMMITRY LLC added	Shares	+530	+$247.2K	$699.5K
32	55 North Private Wealth, LLC new	Shares	+824	+$240.3K	$240.3K
33	Sowell Financial Services LLC new	Shares	+756	+$220.6K	$220.6K
34	Sequoia Financial Advisors, LLC new	Shares	+754	+$219.9K	$219.9K
35	American State Bank (Iowa) new	Shares	+748	+$218.1K	$218.1K
36	Apollon Wealth Management, LLC new	Shares	+740	+$215.8K	$215.8K
37	Merit Financial Group, LLC added	Shares	+563	+$215.4K	$464.6K
38	Aprio Wealth Management, LLC new	Shares	+729	+$212.7K	$212.7K
39	Morton Capital Management LLC/CA new	Shares	+707	+$206.2K	$206.2K
40	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+698	+$203.5K	$203.5K
41	Louisiana State Employees Retirement System unchanged	Shares	0	+$163.6K	$962.2K
42	Curated Wealth Partners LLC new	Shares	+15.2K	+$159.7K	$159.7K
43	Turning Point Benefit Group, Inc. added	Shares	+257	+$152.8K	$589.3K
44	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-115	+$149.9K	$1.0M
45	Versant Capital Management, Inc added	Shares	+85	+$145.8K	$736.3K
46	Crossmark Global Holdings, Inc. added	Shares	+13	+$135.4K	$777.7K
47	GAMMA Investing LLC added	Shares	+227	+$134.6K	$468.3K
48	Valeo Financial Advisors, LLC added	Shares	+86	+$123.8K	$605.6K
49	Horst & Graben Wealth Management LLC unchanged	Shares	0	+$123.5K	$950.4K
50	Global X Japan Co., Ltd. trimmed	Shares	-42	+$112.4K	$720.5K

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