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 2024
Institutional positions in Essex Property Trust, Inc. as of Dec 31, 2024. 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
- 631
- +30 vs. Q3 2024
- Shares held
- 60.9M
- −302.5K (−0.5%) vs. Q3 2024
- Total value
- $17.4B
- −$629.0M (−3.5%) vs. Q3 2024
- New holders
- 89
- 228 more added
- Sold out
- 59
- 209 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Essex Property Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,353,157 | $2.96B | 0.05% | +61,645+0.6% | Added |
| BlackRock, Inc. | 7,011,266 | $2.00B | 0.04% | +164,659+2.4% | Added |
| State Street Corp | 5,213,657 | $1.49B | 0.06% | +41,593+0.8% | Added |
| Cohen & Steers, Inc. | 3,809,325 | $1.09B | 2.06% | −120,574−3.1% | Reduced |
| Geode Capital Management, LLC | 1,758,174 | $500.7M | 0.04% | +32,102+1.9% | Added |
| Norges Bank | 1,650,988 | $471.3M | 0.06% | +7,600+0.5% | Added |
| Price T Rowe Associates Inc | 1,649,623 | $470.9M | 0.05% | −71,141−4.1% | Reduced |
| Principal Financial Group Inc | 1,494,298 | $426.5M | 0.23% | +70,785+5.0% | Added |
| Massachusetts Financial Services Co | 1,259,527 | $359.5M | 0.11% | −69,989−5.3% | Reduced |
| Northern Trust Corp | 1,127,830 | $321.9M | 0.05% | +404,892+56.0% | Added |
| Dimensional Fund Advisors LP | 957,038 | $273.2M | 0.07% | +18,778+2.0% | Added |
| Legal & General Group Plc | 915,885 | $261.4M | 0.07% | −54,868−5.7% | Reduced |
| Ameriprise Financial Inc | 801,813 | $227.4M | 0.06% | +24,936+3.2% | Added |
| UBS Asset Management Americas Inc | 778,514 | $222.2M | 0.05% | +58,918+8.2% | Added |
| Charles Schwab Investment Management Inc | 772,883 | $220.6M | 0.04% | +18,704+2.5% | Added |
| Invesco Ltd. | 733,204 | $209.3M | 0.04% | +123,698+20.3% | Added |
| Morgan Stanley | 675,447 | $192.8M | 0.01% | +23,422+3.6% | Added |
| Daiwa Securities Group Inc. | 669,314 | $191.0M | 0.85% | −14,792−2.2% | Reduced |
| Citadel Advisors LLC | 642,451 | $183.4M | 0.17% | +200,274+45.3% | Added |
| ProShare Advisors LLC | 632,821 | $180.6M | 0.41% | +3,862+0.6% | Added |
| FMR LLC | 614,269 | $175.3M | 0.01% | −250,041−28.9% | Reduced |
| Wellington Management Group LLP | 612,104 | $174.7M | 0.03% | −30,852−4.8% | Reduced |
| Boston Partners | 607,775 | $173.5M | 0.21% | +36,451+6.4% | Added |
| Balyasny Asset Management LLC | 570,786 | $162.9M | 0.38% | +222,713+64.0% | Added |
| Jacobs Levy Equity Management, Inc | 541,741 | $154.6M | 0.55% | +97,350+21.9% | Added |
| Resolution Capital Ltd | 517,032 | $147.6M | 2.65% | −133,147−20.5% | Reduced |
| Bank of New York Mellon Corp | 445,896 | $127.3M | 0.02% | −54,127−10.8% | Reduced |
| JPMorgan Chase & Co | 439,551 | $125.5M | 0.01% | −586,755−57.2% | Reduced |
| Deutsche Bank AG | 427,512 | $122.0M | 0.05% | −420,981−49.6% | Reduced |
| Goldman Sachs Group Inc | 382,769 | $109.3M | 0.02% | +74,195+24.0% | Added |
| American Century Companies Inc | 368,855 | $105.3M | 0.06% | +43,847+13.5% | Added |
| Russell Investments Group, Ltd. | 319,189 | $91.1M | 0.13% | −127,978−28.6% | Reduced |
| Nuveen Asset Management, LLC | 300,805 | $85.9M | 0.02% | −148,229−33.0% | Reduced |
| Duff & Phelps Investment Management Co | 291,975 | $83.3M | 1.00% | −18,670−6.0% | Reduced |
| SEI Investments Co | 258,127 | $73.7M | 0.09% | −16,626−6.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 233,895 | $66.8M | 0.05% | −3,322−1.4% | Reduced |
| HSBC Holdings PLC | 233,552 | $66.6M | 0.04% | −5,541−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 232,714 | $66.4M | 0.20% | +9,503+4.3% | Added |
| UBS Group AG | 230,224 | $65.7M | 0.01% | −56,773−19.8% | Reduced |
| KBC Group NV | 225,768 | $64.4M | 0.18% | +150,927+201.7% | Added |
| Prudential Financial Inc | 211,069 | $60.2M | 0.08% | −5,907−2.7% | Reduced |
| Macquarie Group Ltd | 205,322 | $57.9M | 0.07% | −40,513−16.5% | Reduced |
| Schroder Investment Management Group | 197,436 | $55.8M | 0.05% | +185,958+1,620.1% | Added |
| CBOE Vest Financial, LLC | 188,098 | $53.7M | 0.95% | +18,610+11.0% | Added |
| California Public Employees Retirement System | 187,391 | $53.5M | 0.04% | +2,732+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 182,678 | $52.1M | 0.10% | −19,874−9.8% | Reduced |
| Swiss National Bank | 181,452 | $51.8M | 0.03% | −9,100−4.8% | Reduced |
| Bank of America Corp | 181,404 | $51.8M | 0.00% | −306,681−62.8% | Reduced |
| Royal Bank of Canada | 175,435 | $50.1M | 0.01% | +23,842+15.7% | Added |
| Lido Advisors, LLC | 169,488 | $48.4M | 0.30% | +110+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161,099 | $45.8M | 0.04% | +5,301+3.4% | Added |
| Allianz Asset Management GmbH | 149,233 | $42.6M | 0.06% | +44,168+42.0% | Added |
| Citigroup Inc | 146,483 | $41.8M | 0.04% | +10,239+7.5% | Added |
| Cbre Clarion Securities LLC | 139,924 | $39.9M | 0.71% | −42,096−23.1% | Reduced |
| Standard Life Aberdeen plc | 139,439 | $39.5M | 0.07% | −811−0.6% | Reduced |
| Great West Life Assurance Co | 137,098 | $39.1M | 0.07% | +9,116+7.1% | Added |
| Asset Management One Co.,Ltd. | 132,317 | $37.6M | 0.13% | +416+0.3% | Added |
| ExodusPoint Capital Management, LP | 127,697 | $36.5M | 0.38% | +127,697 | New |
| Rhumbline Advisers | 126,886 | $36.2M | 0.03% | −1,304−1.0% | Reduced |
| State of Tennessee, Treasury Department | 126,719 | $36.2M | 0.13% | −8,194−6.1% | Reduced |
| Marshall Wace, LLP | 125,073 | $35.7M | 0.04% | +125,073 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 119,087 | $34.0M | 0.07% | +119,087 | New |
| BNP Paribas Arbitrage, SA | 118,860 | $33.9M | 0.03% | −17,594−12.9% | Reduced |
| Barclays PLC | 116,769 | $33.3M | 0.02% | −37,425−24.3% | Reduced |
| National Pension Service | 114,431 | $32.7M | 0.03% | −6,717−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 114,400 | $32.7M | 0.11% | −2,226−1.9% | Reduced |
| California State Teachers Retirement System | 100,836 | $28.8M | 0.03% | +8,170+8.8% | Added |
| Centersquare Investment Management LLC | 100,100 | $28.6M | 0.30% | +150+0.2% | Added |
| Qube Research & Technologies Ltd | 95,395 | $27.2M | 0.04% | +30,249+46.4% | Added |
| Amundi | 98,422 | $26.8M | 0.01% | −2,223−2.2% | Reduced |
| Landmark Investment Partners, L.P. | 88,427 | $25.2M | 10.20% | +88,427 | New |
| Alliancebernstein L.P. | 84,406 | $24.1M | 0.01% | −2,482−2.9% | Reduced |
| APG Asset Management US Inc. | 82,813 | $23.6M | 0.18% | −25,797−23.8% | Reduced |
| Baird Financial Group, Inc. | 79,125 | $22.6M | 0.04% | +1,311+1.7% | Added |
| Pictet Asset Management Holding SA | 77,154 | $22.0M | 0.02% | +1,820+2.4% | Added |
| Investure, LLC | 73,031 | $20.8M | 1.23% | +7,031+10.7% | Added |
| Heartland Advisors Inc | 69,501 | $19.8M | 1.08% | −2,422−3.4% | Reduced |
| Voloridge Investment Management, LLC | 68,591 | $19.6M | 0.07% | +4,336+6.7% | Added |
| Hudson Bay Capital Management LP | 68,041 | $19.4M | 0.12% | +68,041 | New |
| APG Asset Management N.V. | 68,500 | $18.9M | 0.05% | +35,000+104.5% | Added |
| Franklin Resources Inc | 65,710 | $18.8M | 0.01% | +17,510+36.3% | Added |
| Gillson Capital LP | 65,456 | $18.7M | 1.68% | −21,544−24.8% | Reduced |
| Andra AP-fonden | 61,400 | $17.5M | 0.28% | +9,200+17.6% | Added |
| Pacific Heights Asset Management LLC | 60,000 | $17.1M | 1.17% | 00.0% | Unchanged |
| Aew Capital Management L P | 59,791 | $17.1M | 0.83% | −2,910−4.6% | Reduced |
| Korea Investment CORP | 59,598 | $17.0M | 0.04% | +36,382+156.7% | Added |
| American Assets Investment Management, LLC | 59,500 | $17.0M | 1.38% | 00.0% | Unchanged |
| Millennium Management LLC | 59,496 | $17.0M | 0.01% | +36,764+161.7% | Added |
| Schonfeld Strategic Advisors LLC | 58,843 | $16.8M | 0.11% | +53,393+979.7% | Added |
| State Board of Administration of Florida Retirement System | 58,048 | $16.6M | 0.03% | −5,341−8.4% | Reduced |
| Handelsbanken Fonder AB | 56,929 | $16.3M | 0.06% | +15,608+37.8% | Added |
| New York State Teachers Retirement System | 56,068 | $16.0M | 0.03% | −2,626−4.5% | Reduced |
| Utah Retirement Systems | 56,049 | $16.0M | 0.18% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 54,681 | $15.6M | 0.15% | +18,251+50.1% | Added |
| Bank of Montreal | 53,162 | $15.2M | 0.01% | −29,787−35.9% | Reduced |
| Quantinno Capital Management LP | 53,074 | $15.1M | 0.15% | +14,356+37.1% | Added |
| Earnest Partners LLC | 51,802 | $14.8M | 0.07% | −5,357−9.4% | Reduced |
| Sophron Capital Management L.P. | 51,764 | $14.8M | 5.84% | +51,764 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,743 | $14.8M | 0.04% | +12,191+30.8% | Added |
| Envestnet Asset Management Inc | 51,503 | $14.7M | 0.00% | −6,411−11.1% | Reduced |