ESSEssex Property Trust
Essex Property Trust, Inc. (“Essex”), a Maryland corporation, is an S&P 500 company that operates as a self-administered and self-managed real estate investment trust (“REIT”). 10-K, Item 1
- Employees
- 1,689
- Headquarters
- San Mateo, CA
- CEO
- Angela L. Kleiman
- Next results
- around Feb 3, 2027
Who owns ESS
100% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 7.43M | $2.2B | 11.56% | Added +2.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.49M | $1.6B | 8.54% | Held |
| STATE STREET CORP | 5.21M | $1.5B | 8.11% | Held |
| COHEN & STEERS, INC. | 4.91M | $1.4M | 7.65% | Added +1.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.20M | $1.2B | 6.54% | Held |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.36M | $979K | 5.22% | Held |
| PRINCIPAL FINANCIAL GROUP INC | 2.09M | $610.3M | 3.26% | Added +25.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.95M | $567.5M | 3.04% | Added +1.5% |
| NORGES BANK | 1.61M | $468.8M | 2.50% | New |
| Invesco Ltd. | 1.13M | $328.1M | 1.75% | Added +19.8% |
| Resolution Capital Ltd | 1.03M | $299.7M | 1.60% | Added +52.7% |
| DIMENSIONAL FUND ADVISORS LP | 1.00M | $291.8M | 1.56% | Added +0.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 940K | $274.0M | 1.46% | Added +5.9% |
| Legal & General Group Plc | 893K | $260.3M | 1.39% | Reduced -1.2% |
| NORTHERN TRUST CORP | 862K | $251.5M | 1.34% | Added +2.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 838K | $250.5M | 1.30% | Reduced -1.4% |
| JPMORGAN CHASE & CO | 830K | $245.6M | 1.29% | Added +52.6% |
| Daiwa Securities Group Inc. | 817K | $238.3M | 1.27% | Reduced -11.6% |
| MORGAN STANLEY | 792K | $230.8M | 1.23% | Reduced -5.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 757K | $220.9M | 1.18% | Added ×233 |
| ProShare Advisors LLC | 648K | $188.9M | 1.01% | Reduced -1.2% |
| Boston Partners | 628K | $183.3M | 0.98% | Added +3.1% |
| GOLDMAN SACHS GROUP INC | 620K | $180.7M | 0.96% | Added +28.1% |
| Quantinno Capital Management LP | 529K | $154.3M | 0.82% | Added +38.9% |
| Nuveen, LLC | 494K | $144.1M | 0.77% | Reduced -2.8% |
Bought the most shares
- NORGES BANK +1.61M, new
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC +754K
- PRINCIPAL FINANCIAL GROUP INC +425K
- Resolution Capital Ltd +355K
- JPMORGAN CHASE & CO +286K
- Invesco Ltd. +186K
- BlackRock, Inc. +175K
- Quantinno Capital Management LP +148K
- GOLDMAN SACHS GROUP INC +136K
- DUFF & PHELPS INVESTMENT MANAGEMENT CO +103K
Sold the most shares
- RUSH ISLAND MANAGEMENT, LP -369K
- Route One Investment Company, L.P. -298K, sold out
- CITADEL ADVISORS LLC -235K
- Woodline Partners LP -219K
- Alyeska Investment Group, L.P. -194K
- BARCLAYS PLC -130K
- CAPITOLIS LIQUID GLOBAL MARKETS LLC -110K, sold out
- Daiwa Securities Group Inc. -108K
- RENAISSANCE TECHNOLOGIES LLC -102K
- CITIGROUP INC -66K
Superinvestors holding ESS 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Chris Davis Davis Selected Advisers | Jun 30, 2026 | 29K | $8.3M | 0.04% | Added +70.0% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about ESS in the last year.
Work on ESS in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/ESS/export.csv") into a cell.