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ESSEX PPTY TR INC
ESSEX PPTY TR INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 427 Institutional holders with a total value of $15,380,593,578.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Transamerica Financial Advisors, LLC 4 1,000 0.00%
2 BALENTINE LLC 8 2,000 0.00%
3 OMNIA FAMILY WEALTH, LLC 13 3,000 0.00%
4 GLENMEDE TRUST CO NA 15 3,000 0.00%
5 THOMPSON DAVIS & CO., INC. 21 5,000 0.00%
6 TCI Wealth Advisors, Inc. 23 5,000 0.00%
7 WEST PACES ADVISORS INC. 27 6,278 0.00%
8 Parasol Investment Management, LLC 30 7,000 0.00%
9 GLEN EAGLE ADVISORS, LLC 33 7,673 0.00%
10 Carroll Financial Associates, Inc. 38 8,000 0.00%
11 EARNEST PARTNERS LLC 33 8,000 0.00%
12 PROFICIO CAPITAL PARTNERS LLC 38 9,000 0.00%
13 QUADRANT CAPITAL GROUP LLC 52 9,000 0.00%
14 D.A. DAVIDSON & CO. 50 11,000 0.00%
15 GENEOS WEALTH MANAGEMENT INC. 54 12,000 0.00%
16 ACROSPIRE INVESTMENT MANAGEMENT LLC 55 13,000 0.00%
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 60 14,000 0.00%
18 WFG Advisors, LP 59 14,000 0.00%
19 Cypress Capital Management LLC (WY) 67 15,517 0.00%
20 INDEPENDENT ADVISOR ALLIANCE 70 15,998 0.00%
21 Financial Architects, Inc 72 17,000 0.00%
22 Korea Investment CORP 77 18,000 0.00%
23 ACADIAN ASSET MANAGEMENT LLC 82 19,000 0.00%
24 CRIBSTONE CAPITAL MANAGEMENT, LLC 83 19,000 0.00%
25 PENSERRA CAPITAL MANAGEMENT LLC 90 20,000 0.00%
26 Perigon Wealth Management, LLC 88 20,000 0.00%
27 Cornerstone Advisors, Inc. 88 20,000 0.00%
28 BRONFMAN E.L. ROTHSCHILD, L.P. 89 21,000 0.00%
29 WHITTIER TRUST CO OF NEVADA INC 109 25,000 0.00%
30 ORRSTOWN FINANCIAL SERVICES INC 118 25,000 0.00%
31 SYNOVUS FINANCIAL CORP 118 27,000 0.00%
32 FIRST INTERSTATE BANK 120 28,000 0.00%
33 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 124 29,000 0.00%
34 FIRST MANHATTAN CO. LLC. 148 34,000 0.00%
35 First Horizon Advisors, Inc. 158 35,000 0.00%
36 SUN LIFE FINANCIAL INC 8 35,000 0.00%
37 Sandy Spring Bank 153 36,000 0.00%
38 HOWE & RUSLING INC 158 37,000 0.00% PRN
39 Muzinich & Co., Inc. 159 37,000 0.00%
40 NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC 183 40,887 0.00%
41 TRUIST FINANCIAL CORP 175 41,000 0.00%
42 ZIONS BANCORPORATION 179 42,000 0.00%
43 PIEDMONT INVESTMENT ADVISORS INC 186 43,245 0.00%
44 AGF INVESTMENTS LLC 190 44,000 0.00%
45 MSI Financial Services Inc 216 50,000 0.00%
46 FIFTH THIRD BANCORP 213 50,000 0.00%
47 GUARDIAN LIFE INSURANCE CO OF AMERICA 245 57,000 0.00%
48 First Personal Financial Services 257 60,000 0.00%
49 ISRAEL DISCOUNT BANK OF NEW YORK 265 62,000 0.00%
50 Glassman Wealth Services 297 69,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.