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, Q4 2023
Institutional positions in Essex Property Trust, Inc. as of Dec 31, 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
- 548
- +29 vs. Q3 2023
- Shares held
- 63.5M
- +2.52M (+4.1%) vs. Q3 2023
- Total value
- $15.8B
- +$2.80B (+21.7%) vs. Q3 2023
- New holders
- 80
- 176 more added
- Sold out
- 51
- 216 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,216,493 | $2.53B | 0.06% | −92,159−0.9% | Reduced |
| BlackRock Inc. | 6,467,856 | $1.60B | 0.04% | +80,058+1.3% | Added |
| State Street Corp | 5,838,036 | $1.46B | 0.07% | +4,572+0.1% | Added |
| Cohen & Steers, Inc. | 3,072,004 | $761.8M | 1.54% | +730,141+31.2% | Added |
| Principal Financial Group Inc | 2,723,811 | $675.3M | 0.43% | −56,281−2.0% | Reduced |
| Norges Bank | 2,723,169 | $675.2M | 0.12% | +474,262+21.1% | Added |
| FMR LLC | 2,124,850 | $526.8M | 0.04% | −243,173−10.3% | Reduced |
| Price T Rowe Associates Inc | 1,685,715 | $418.0M | 0.06% | +162,809+10.7% | Added |
| JPMorgan Chase & Co | 1,561,554 | $387.2M | 0.02% | +813,407+108.7% | Added |
| Geode Capital Management, LLC | 1,539,952 | $380.9M | 0.04% | +30,452+2.0% | Added |
| Morgan Stanley | 1,503,116 | $372.7M | 0.02% | +708,986+89.3% | Added |
| Massachusetts Financial Services Co | 1,065,630 | $264.2M | 0.09% | −105,280−9.0% | Reduced |
| Legal & General Group Plc | 1,023,084 | $253.7M | 0.08% | +42,320+4.3% | Added |
| Dimensional Fund Advisors LP | 937,782 | $232.5M | 0.07% | +2,014+0.2% | Added |
| Resolution Capital Ltd | 813,113 | $201.6M | 3.66% | +87,118+12.0% | Added |
| American Century Companies Inc | 786,382 | $195.0M | 0.13% | −41,809−5.0% | Reduced |
| Northern Trust Corp | 764,429 | $189.5M | 0.03% | −214,210−21.9% | Reduced |
| Ameriprise Financial Inc | 750,052 | $186.6M | 0.06% | −26,097−3.4% | Reduced |
| ProShare Advisors LLC | 748,006 | $185.5M | 0.57% | −3,103−0.4% | Reduced |
| Deutsche Bank AG | 722,955 | $179.2M | 0.09% | +601,260+494.1% | Added |
| Boston Partners | 720,502 | $178.6M | 0.24% | −12,937−1.8% | Reduced |
| UBS Asset Management Americas Inc | 713,092 | $176.8M | 0.07% | +59,564+9.1% | Added |
| Charles Schwab Investment Management Inc | 689,608 | $171.0M | 0.04% | +18,324+2.7% | Added |
| Invesco Ltd. | 684,433 | $169.7M | 0.04% | +41,183+6.4% | Added |
| Bank of New York Mellon Corp | 557,614 | $138.3M | 0.03% | +2,548+0.5% | Added |
| Daiwa Securities Group Inc. | 534,964 | $132.6M | 0.83% | +357,268+201.1% | Added |
| Nuveen Asset Management, LLC | 521,097 | $129.5M | 0.04% | +34,972+7.2% | Added |
| Cbre Clarion Securities LLC | 476,305 | $118.1M | 2.14% | −54,782−10.3% | Reduced |
| Russell Investments Group, Ltd. | 412,721 | $102.6M | 0.18% | +224,554+119.3% | Added |
| PGGM Investments | 362,252 | $89.8M | 1.37% | 00.0% | Unchanged |
| SEI Investments Co | 358,325 | $88.8M | 0.14% | +69,208+23.9% | Added |
| Wellington Management Group LLP | 314,833 | $78.1M | 0.01% | +106,182+50.9% | Added |
| Aew Capital Management L P | 307,744 | $76.3M | 2.78% | +23,590+8.3% | Added |
| Goldman Sachs Group Inc | 272,661 | $67.6M | 0.01% | −10,611−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 237,690 | $58.9M | 0.04% | −220,708−48.1% | Reduced |
| UBS Group AG | 236,140 | $58.5M | 0.02% | +34,931+17.4% | Added |
| California Public Employees Retirement System | 221,108 | $54.8M | 0.04% | +204+0.1% | Added |
| HSBC Holdings PLC | 208,323 | $51.7M | 0.05% | +12,760+6.5% | Added |
| Nomura Asset Management Co Ltd | 207,089 | $51.3M | 0.21% | +11,659+6.0% | Added |
| Canada Pension Plan Investment Board | 207,045 | $51.3M | 0.06% | −27,500−11.7% | Reduced |
| Swiss National Bank | 200,652 | $49.7M | 0.04% | −5,900−2.9% | Reduced |
| Neuberger Berman Group LLC | 189,507 | $47.0M | 0.04% | −45,424−19.3% | Reduced |
| Lido Advisors, LLC | 171,642 | $43.0M | 0.43% | −1,516−0.9% | Reduced |
| Amundi | 151,925 | $37.7M | 0.02% | +31,119+25.8% | Added |
| Asset Management One Co.,Ltd. | 143,828 | $36.4M | 0.15% | +2,332+1.6% | Added |
| Barclays PLC | 142,254 | $35.3M | 0.02% | +7,718+5.7% | Added |
| Balyasny Asset Management LLC | 138,939 | $34.4M | 0.10% | −74,977−35.0% | Reduced |
| Bank of America Corp | 133,382 | $33.1M | 0.00% | −48,799−26.8% | Reduced |
| Great West Life Assurance Co | 131,175 | $32.4M | 0.07% | +17,284+15.2% | Added |
| Royal Bank of Canada | 130,590 | $32.4M | 0.01% | +50,424+62.9% | Added |
| Rhumbline Advisers | 129,878 | $32.2M | 0.03% | −4,314−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129,783 | $31.5M | 0.06% | +3,993+3.2% | Added |
| CBOE Vest Financial, LLC | 125,321 | $31.1M | 1.16% | +31,731+33.9% | Added |
| Credit Suisse AG | 124,476 | $30.9M | 0.03% | −13,285−9.6% | Reduced |
| ExodusPoint Capital Management, LP | 123,790 | $30.7M | 0.38% | +121,290+4,851.6% | Added |
| Public Employees Retirement System of Ohio | 119,573 | $29.6M | 0.12% | +1,469+1.2% | Added |
| State of Tennessee, Treasury Department | 110,455 | $27.4M | 0.11% | −1,196−1.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 102,710 | $25.7M | 1.43% | +2,290+2.3% | Added |
| National Pension Service | 100,860 | $25.0M | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 100,310 | $24.9M | 0.05% | +68,951+219.9% | Added |
| Alliancebernstein L.P. | 100,148 | $24.8M | 0.01% | −1,196−1.2% | Reduced |
| California State Teachers Retirement System | 98,174 | $24.3M | 0.03% | +96+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 90,949 | $22.5M | 0.05% | −44,059−32.6% | Reduced |
| Bank of Montreal | 84,703 | $21.4M | 0.01% | +17,431+25.9% | Added |
| State Board of Administration of Florida Retirement System | 79,373 | $19.7M | 0.04% | +9,178+13.1% | Added |
| Heartland Advisors Inc | 75,890 | $18.8M | 0.98% | −21,126−21.8% | Reduced |
| Baird Financial Group, Inc. | 75,602 | $18.7M | 0.04% | +829+1.1% | Added |
| Macquarie Group Ltd | 74,244 | $18.4M | 0.02% | +9,688+15.0% | Added |
| Citigroup Inc | 72,979 | $18.1M | 0.02% | −13,829−15.9% | Reduced |
| Centersquare Investment Management LLC | 72,442 | $18.0M | 0.20% | +34,427+90.6% | Added |
| Allianz Asset Management GmbH | 67,774 | $16.8M | 0.03% | −14,664−17.8% | Reduced |
| Investure, LLC | 66,000 | $16.4M | 2.18% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 65,726 | $16.3M | 0.03% | +22,900+53.5% | Added |
| Uniplan Investment Counsel, Inc. | 64,142 | $16.2M | 1.20% | −7,772−10.8% | Reduced |
| New York State Teachers Retirement System | 62,802 | $15.6M | 0.03% | −1,525−2.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 62,300 | $15.4M | 0.03% | +62,300 | New |
| Franklin Resources Inc | 62,067 | $15.4M | 0.01% | +5,887+10.5% | Added |
| Pacific Heights Asset Management LLC | 60,000 | $14.9M | 1.27% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 59,500 | $14.8M | 1.52% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 58,439 | $14.5M | 0.65% | −19,946−25.4% | Reduced |
| BNP Paribas Arbitrage, SA | 57,206 | $14.2M | 0.03% | −20,316−26.2% | Reduced |
| Utah Retirement Systems | 56,549 | $14.0M | 0.18% | +28,718+103.2% | Added |
| Davis Selected Advisers | 55,751 | $13.8M | 0.08% | −1,440−2.5% | Reduced |
| Wells Fargo & Company | 55,614 | $13.8M | 0.00% | −1,180−2.1% | Reduced |
| New York State Common Retirement Fund | 55,540 | $13.8M | 0.02% | −9,466−14.6% | Reduced |
| State of Alaska, Department of Revenue | 54,632 | $13.5M | 0.16% | +1,426+2.7% | Added |
| Adelante Capital Management LLC | 53,639 | $13.3M | 0.92% | −115,052−68.2% | Reduced |
| Retirement Systems of Alabama | 53,565 | $13.3M | 0.06% | −367−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 53,182 | $13.2M | 0.05% | +43,582+454.0% | Added |
| Manufacturers Life Insurance Company, The | 51,992 | $12.9M | 0.01% | +2,026+4.1% | Added |
| Earnest Partners LLC | 51,907 | $12.9M | 0.06% | +1,956+3.9% | Added |
| State of New Jersey Common Pension Fund D | 50,149 | $12.4M | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 49,923 | $12.4M | 0.04% | +7,312+17.2% | Added |
| Victory Capital Management Inc | 49,277 | $12.2M | 0.01% | +4,943+11.1% | Added |
| Korea Investment CORP | 48,942 | $12.1M | 0.03% | +32,362+195.2% | Added |
| Envestnet Asset Management Inc | 48,139 | $11.9M | 0.00% | −5,132−9.6% | Reduced |
| Kettle Hill Capital Management, LLC | 48,047 | $11.9M | 3.11% | +48,047 | New |
| State of Wisconsin Investment Board | 46,974 | $11.6M | 0.03% | −3,075−6.1% | Reduced |
| Prudential Financial Inc | 48,443 | $11.6M | 0.02% | −9,699−16.7% | Reduced |
| Pictet Asset Management Holding SA | 45,276 | $11.2M | 0.01% | +1,066+2.4% | Added |