ESS — Essex Ppty Tr Inc Institutional Holders · Q3 2026
Who owns Essex Ppty Tr Inc (ESS)? 20 institutions reported holding $6.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pensionfund DSM Netherlands ($2.6M), Pensionfund Sabic ($1.2M), Versant Capital Management, Inc ($713,345).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pensionfund DSM Netherlands | $2.6M | 9,695 | Trimmed |
| 2 | Pensionfund Sabic | $1.2M | 4,450 | Trimmed |
| 3 | Versant Capital Management, Inc | $713,345 | 2,648 | Added |
| 4 | Valeo Financial Advisors, LLC | $565,988 | 2,101 | Added |
| 5 | GAMMA Investing LLC | $501,874 | 1,863 | Added |
| 6 | Wedmont Private Capital | $362,583 | 1,350 | Added |
| 7 | Legacy Wealth Asset Management, LLC | $271,815 | 1,009 | Added |
| 8 | CX Institutional | $184,000 | 684 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $171,676 | 637 | Added |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $84,050 | 312 | Added |
| 11 | CoreCap Advisors, LLC | $45,045 | 167 | Hold |
| 12 | MassMutual Private Wealth & Trust, FSB | $40,139 | 149 | Trimmed |
| 13 | GoalVest Advisory LLC | $17,241 | 64 | New |
| 14 | GK Wealth Management LLC | $12,748 | 47 | New |
| 15 | Investors Research Corp | $5,927 | 22 | Hold |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $2,964 | 11 | New |
| 17 | Grove Bank & Trust | $2,425 | 9 | Hold |
| 18 | Planning Strategies Inc. | $808 | 3 | Added |
| 19 | Retirement Wealth Solutions LLC | $270 | 1 | Trimmed |
| 20 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30