Essex Property Trust, Inc.
ESS- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000920522
No open-market purchases or sales by Essex Property Trust, Inc. insiders were filed in the last 90 days; 633 institutions reported holding it in 13F filings for Q2 2026, worth $19.0B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Essex Property Trust, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 525
- 0 vs. Q2 2023
- Shares held
- 61.0M
- −791.6K (−1.3%) vs. Q2 2023
- Total value
- $13.0B
- −$1.52B (−10.5%) vs. Q2 2023
- New holders
- 49
- 172 more added
- Sold out
- 49
- 211 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ESS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 633 | $19.0B |
| Q1 2026 | 612 | $15.1B |
| Q4 2025 | 618 | $16.9B |
| Q3 2025 | 607 | $17.3B |
| Q2 2025 | 620 | $18.2B |
| Q1 2025 | 626 | $19.1B |
| Q4 2024 | 631 | $17.4B |
| Q3 2024 | 610 | $18.0B |
| Q2 2024 | 581 | $17.0B |
| Q1 2024 | 544 | $16.0B |
| Q4 2023 | 548 | $15.8B |
| Q3 2023 | 525 | $13.0B |
| Q2 2023 | 529 | $14.5B |
| Q1 2023 | 531 | $13.5B |
| Q4 2022 | 528 | $12.8B |
| Q3 2022 | 525 | $15.1B |
| Q2 2022 | 544 | $16.1B |
| Q1 2022 | 561 | $21.7B |
| Q4 2021 | 562 | $22.1B |
| Q3 2021 | 526 | $20.0B |
| Q2 2021 | 515 | $18.6B |
| Q1 2021 | 519 | $16.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,308,652 | $2.19B | 0.05% | −70,117−0.7% | Reduced |
| BlackRock Inc. | 6,387,798 | $1.35B | 0.04% | +34,531+0.5% | Added |
| State Street Corp | 5,833,464 | $1.25B | 0.07% | −895,064−13.3% | Reduced |
| Principal Financial Group Inc | 2,780,092 | $589.6M | 0.42% | −18,610−0.7% | Reduced |
| FMR LLC | 2,368,023 | $502.2M | 0.04% | −71,951−2.9% | Reduced |
| Cohen & Steers, Inc. | 2,341,863 | $496.7M | 1.14% | +165,887+7.6% | Added |
| Norges Bank | 2,248,907 | $477.0M | 0.10% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,522,906 | $323.0M | 0.05% | +429,700+39.3% | Added |
| Geode Capital Management, LLC | 1,509,500 | $319.5M | 0.04% | +21,883+1.5% | Added |
| Massachusetts Financial Services Co | 1,170,910 | $248.3M | 0.09% | −46,580−3.8% | Reduced |
| Legal & General Group Plc | 980,764 | $208.0M | 0.07% | −16,783−1.7% | Reduced |
| Northern Trust Corp | 978,639 | $207.6M | 0.04% | +55,903+6.1% | Added |
| Dimensional Fund Advisors LP | 935,768 | $198.5M | 0.07% | +11,258+1.2% | Added |
| American Century Companies Inc | 828,191 | $175.7M | 0.14% | +71,359+9.4% | Added |
| Morgan Stanley | 794,130 | $168.4M | 0.02% | +80,431+11.3% | Added |
| Ameriprise Financial Inc | 776,149 | $164.2M | 0.05% | +89,198+13.0% | Added |
| ProShare Advisors LLC | 751,109 | $159.3M | 0.50% | −68,008−8.3% | Reduced |
| JPMorgan Chase & Co | 748,147 | $158.7M | 0.02% | −57,770−7.2% | Reduced |
| Boston Partners | 733,439 | $155.6M | 0.22% | −1,549−0.2% | Reduced |
| Resolution Capital Ltd | 725,995 | $154.0M | 3.05% | −109,231−13.1% | Reduced |
| Charles Schwab Investment Management Inc | 671,284 | $142.4M | 0.04% | −8,112−1.2% | Reduced |
| UBS Asset Management Americas Inc | 653,528 | $138.6M | 0.06% | +50,217+8.3% | Added |
| Invesco Ltd. | 643,250 | $136.4M | 0.04% | +32,706+5.4% | Added |
| Bank of New York Mellon Corp | 555,066 | $117.7M | 0.03% | −2,225−0.4% | Reduced |
| Cbre Clarion Securities LLC | 531,087 | $112.6M | 2.26% | +92,793+21.2% | Added |
| Citadel Advisors LLC | 519,031 | $110.1M | 0.12% | +490,905+1,745.4% | Added |
| Nuveen Asset Management, LLC | 486,125 | $103.1M | 0.04% | +71,567+17.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 458,398 | $97.2M | 0.08% | −123,398−21.2% | Reduced |
| PGGM Investments | 362,252 | $76.8M | 1.33% | −277,823−43.4% | Reduced |
| Lasalle Investment Management Securities LLC | 292,886 | $62.1M | 2.78% | −175,700−37.5% | Reduced |
| SEI Investments Co | 289,117 | $61.3M | 0.11% | −3,660−1.3% | Reduced |
| Aew Capital Management L P | 284,154 | $60.3M | 2.52% | −68,330−19.4% | Reduced |
| Goldman Sachs Group Inc | 283,272 | $60.1M | 0.02% | −15,566−5.2% | Reduced |
| Neuberger Berman Group LLC | 234,931 | $49.8M | 0.05% | +4,700+2.0% | Added |
| Canada Pension Plan Investment Board | 234,545 | $49.7M | 0.07% | +17,000+7.8% | Added |
| California Public Employees Retirement System | 220,904 | $46.9M | 0.04% | +6,410+3.0% | Added |
| Balyasny Asset Management LLC | 213,916 | $45.4M | 0.13% | +213,916 | New |
| Wellington Management Group LLP | 208,651 | $44.3M | 0.01% | +204,615+5,069.7% | Added |
| Swiss National Bank | 206,552 | $43.8M | 0.03% | −26,200−11.3% | Reduced |
| UBS Group AG | 201,209 | $42.7M | 0.02% | −24,100−10.7% | Reduced |
| HSBC Holdings PLC | 195,563 | $41.5M | 0.05% | −15,588−7.4% | Reduced |
| Nomura Asset Management Co Ltd | 195,430 | $41.4M | 0.19% | +10,929+5.9% | Added |
| Heitman Real Estate Securities LLC | 194,103 | $41.2M | 2.48% | −85,722−30.6% | Reduced |
| Russell Investments Group, Ltd. | 188,167 | $39.9M | 0.08% | +23,721+14.4% | Added |
| Bank of America Corp | 182,181 | $38.6M | 0.00% | −9,467−4.9% | Reduced |
| Daiwa Securities Group Inc. | 177,696 | $37.7M | 0.27% | +1,393+0.8% | Added |
| Lido Advisors, LLC | 173,158 | $36.7M | 0.41% | −764−0.4% | Reduced |
| Adelante Capital Management LLC | 168,691 | $35.8M | 2.90% | −33,516−16.6% | Reduced |
| Westfield Capital Management Co LP | 149,886 | $31.8M | 0.22% | −6,275−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 141,496 | $30.0M | 0.13% | −5,916−4.0% | Reduced |
| Credit Suisse AG | 137,761 | $29.2M | 0.03% | −7,139−4.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 135,008 | $28.6M | 0.08% | +85,725+173.9% | Added |
| Barclays PLC | 134,536 | $28.5M | 0.02% | +27,938+26.2% | Added |
| Rhumbline Advisers | 134,192 | $28.5M | 0.03% | −2,491−1.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125,790 | $26.7M | 0.05% | −3,189−2.5% | Reduced |
| Amundi | 120,806 | $26.5M | 0.01% | −159−0.1% | Reduced |
| Deutsche Bank AG | 121,695 | $25.8M | 0.02% | −9,918−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 118,104 | $25.0M | 0.11% | +3,947+3.5% | Added |
| Great West Life Assurance Co | 113,891 | $24.2M | 0.06% | +2,768+2.5% | Added |
| State of Tennessee, Treasury Department | 111,651 | $23.7M | 0.10% | −10,169−8.3% | Reduced |
| National Pension Service | 100,860 | $21.6M | 0.03% | +2,461+2.5% | Added |
| Alliancebernstein L.P. | 101,344 | $21.5M | 0.01% | −9,298−8.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 100,420 | $21.5M | 1.32% | +18,730+22.9% | Added |
| California State Teachers Retirement System | 98,078 | $20.8M | 0.03% | −5,803−5.6% | Reduced |
| Heartland Advisors Inc | 97,016 | $20.6M | 1.16% | +10,107+11.6% | Added |
| CBOE Vest Financial, LLC | 93,590 | $19.8M | 1.09% | +36,874+65.0% | Added |
| Citigroup Inc | 86,808 | $18.4M | 0.03% | +5,112+6.3% | Added |
| Allianz Asset Management GmbH | 82,438 | $17.5M | 0.04% | −45,215−35.4% | Reduced |
| Toronto Dominion Bank | 81,738 | $17.3M | 0.01% | −2,394−2.8% | Reduced |
| Royal Bank of Canada | 80,166 | $17.0M | 0.00% | −43,179−35.0% | Reduced |
| Millennium Management LLC | 80,083 | $17.0M | 0.02% | +69,439+652.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 78,385 | $16.6M | 0.78% | −1,251−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 77,522 | $16.4M | 0.04% | +22,683+41.4% | Added |
| Baird Financial Group, Inc. | 74,773 | $15.9M | 0.04% | +589+0.8% | Added |
| Bank of Montreal | 67,272 | $15.2M | 0.01% | +3,259+5.1% | Added |
| Uniplan Investment Counsel, Inc. | 71,914 | $15.2M | 1.16% | +2,067+3.0% | Added |
| State Board of Administration of Florida Retirement System | 70,195 | $14.9M | 0.04% | −8,045−10.3% | Reduced |
| Investure, LLC | 66,000 | $14.0M | 2.99% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 65,006 | $13.8M | 0.02% | −10,072−13.4% | Reduced |
| Macquarie Group Ltd | 64,556 | $13.7M | 0.02% | +893+1.4% | Added |
| New York State Teachers Retirement System | 64,327 | $13.6M | 0.03% | −523−0.8% | Reduced |
| Pacific Heights Asset Management LLC | 60,000 | $12.7M | 1.20% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 59,500 | $12.6M | 1.41% | 00.0% | Unchanged |
| Prudential Financial Inc | 58,142 | $12.3M | 0.02% | +1,389+2.4% | Added |
| Davis Selected Advisers | 57,191 | $12.1M | 0.08% | −11,030−16.2% | Reduced |
| Wells Fargo & Company | 56,794 | $12.0M | 0.00% | −20,752−26.8% | Reduced |
| Franklin Resources Inc | 56,180 | $11.9M | 0.01% | −13,461−19.3% | Reduced |
| Retirement Systems of Alabama | 53,932 | $11.4M | 0.05% | −38−0.1% | Reduced |
| Envestnet Asset Management Inc | 53,271 | $11.3M | 0.01% | −2,003−3.6% | Reduced |
| State of Alaska, Department of Revenue | 53,206 | $11.3M | 0.14% | +245+0.5% | Added |
| State of New Jersey Common Pension Fund D | 50,149 | $10.6M | 0.04% | −11,502−18.7% | Reduced |
| State of Wisconsin Investment Board | 50,049 | $10.6M | 0.03% | +7,376+17.3% | Added |
| Manufacturers Life Insurance Company, The | 49,966 | $10.6M | 0.01% | +3,750+8.1% | Added |
| Earnest Partners LLC | 49,951 | $10.6M | 0.06% | +6,990+16.3% | Added |
| Illinois Municipal Retirement Fund | 45,577 | $9.67M | 0.18% | +19,309+73.5% | Added |
| Victory Capital Management Inc | 44,334 | $9.40M | 0.01% | −1,286−2.8% | Reduced |
| Pictet Asset Management Holding SA | 44,210 | $9.38M | 0.01% | +44,210 | New |
| Janney Montgomery Scott LLC | 44,070 | $9.35M | 0.03% | −130−0.3% | Reduced |
| Renaissance Technologies LLC | 42,826 | $9.08M | 0.02% | +42,826 | New |
| KBC Group NV | 42,611 | $9.04M | 0.04% | +12,782+42.9% | Added |