Essex Property TrustESS

13F holders, Q1 2024 (March 31)
543holders
7famous investors
$244.94avg. 13F price*

At the end of Q1 2024, 543 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock Inc. ($1.6B) and State Street Corp. ($1.4B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Essex Property Trust Inc.
Sector
Real Estate
CUSIP
297178105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 543Q1 2024Q2 2024: 580Q2 2024Q3 2024: 608Q3 2024Q4 2024: 629Q4 2024Q1 2025: 625Q1 2025Q2 2025: 617Q2 2025Q3 2025: 608Q3 2025Q4 2025: 619Q4 2025Q1 2026: 611Q1 2026Q2 2026: 633Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions48$110.4M
Exits56$106.4M

Ownership 543 holders

Vanguard Group Inc. 0.05% Add +0.2% 10,235,835 $2.5B
BlackRock Inc. 0.04% Add +0.9% 6,529,001 $1.6B
State Street Corp. 0.06% Reduce -5.7% 5,503,972 $1.4B
Cohen & Steers, Inc. 2.57% Add +63.5% 5,022,022 $1.2B
Norges Bank 0.11% Add +0.1% 2,724,662 $667.0M
Principal Financial Group Inc. 0.36% Reduce -8.7% 2,486,997 $608.8M
T. Rowe Price Associates Inc. 0.06% Add +8.7% 1,832,845 $448.7M
Geode Capital Management, LLC 0.04% Add +2.8% 1,583,206 $386.6M
FMR LLC 0.02% Reduce -39.7% 1,280,963 $313.6M
Massachusetts Financial Services Co. 0.08% Add +4.9% 1,117,999 $273.7M
Legal & General Group Plc 0.07% Reduce -0.6% 1,017,456 $249.1M
Daiwa Securities Group Inc. 1.40% Add +86.5% 997,792 $244.3M
JPMorgan Chase & Co. 0.02% Add +24.1% 969,193 $237.3M
Dimensional Fund Advisors LP 0.06% Reduce -1.0% 928,679 $227.3M
Deutsche Bank AG 0.09% Add +12.0% 809,644 $198.2M
Ameriprise Financial Inc. 0.05% Add +0.9% 756,786 $184.5M
Resolution Capital Ltd 3.27% Reduce -8.2% 746,288 $182.7M
Boston Partners 0.22% Add +3.3% 744,175 $182.2M
Northern Trust Corp. 0.03% Reduce -3.6% 736,720 $180.4M
ProShare Advisors LLC 0.48% Reduce -1.8% 734,837 $179.9M
Morgan Stanley 0.01% Reduce -6.9% 699,718 $171.3M
Charles Schwab Investment Management Inc. 0.04% Add +1.0% 696,272 $170.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -3.7% 686,671 $168.1M
Invesco Ltd. 0.04% Reduce -0.6% 680,226 $166.5M
Russell Investments Group, Ltd. 0.21% Add +34.0% 553,015 $135.3M
Bank of New York Mellon Corp 0.03% Reduce -2.2% 545,488 $133.5M
American Century Companies Inc. 0.07% Reduce -41.7% 458,280 $112.2M
Nuveen Asset Management, LLC 0.03% Reduce -18.1% 426,984 $104.8M
Wellington Management Group LLP 0.02% Add +19.8% 377,052 $92.3M
PGGM Investments 1.29% No change 362,252 $88.7M
Sei Investments Co. 0.11% Reduce -13.0% 311,704 $76.3M
Goldman Sachs Group Inc. 0.02% Add +7.6% 293,288 $71.8M
UBS Group AG 0.02% Add +17.6% 277,587 $68.0M
Heitman Real Estate Securities LLC 3.61% Add +4584.3% 259,044 $63.4M
HSBC Holdings PLC 0.04% Add +12.7% 234,821 $57.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.8% 233,526 $57.2M
Canada Pension Plan Investment Board 0.06% Add +8.7% 225,045 $55.1M
California Public Employees Retirement System 0.04% Add +0.4% 221,971 $54.3M
Nomura Asset Management Co. Ltd. 0.20% Add +6.8% 221,122 $54.1M
Bank of America Corp. 0.01% Add +57.1% 209,571 $51.3M
Swiss National Bank 0.03% Reduce -4.2% 192,252 $47.1M
CBRE Investment Management Listed Real Assets LLC 0.85% Reduce -60.9% 186,166 $45.6M
Lido Advisors, LLC 0.38% Reduce -0.8% 170,227 $42.1M
Vest Financial, LLC 1.01% Add +23.6% 154,928 $37.9M
Jacobs Levy Equity Management, Inc. 0.16% Add +326.3% 147,864 $36.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +10.0% 142,766 $35.0M
Asset Management One Co., Ltd. 0.13% Reduce -3.8% 138,323 $33.9M
CANADA LIFE ASSURANCE Co 0.06% Reduce -0.2% 130,929 $32.1M
Rhumbline Advisers 0.03% Add +0.1% 130,063 $31.8M
Barclays PLC 0.01% Reduce -10.1% 127,907 $31.3M
Nippon Life Global Investors Americas, Inc. 1.42% Add +19.6% 122,830 $30.3M
Public Employees Retirement System of Ohio 0.11% Reduce -2.4% 116,769 $28.6M
Amundi 0.01% Reduce -19.8% 121,789 $28.5M
State of Tennessee, Department of Treasury 0.10% Add +2.8% 113,498 $27.8M
Schonfeld Strategic Advisors LLC 0.22% New 111,795 $27.4M
BNP Paribas Financial Markets 0.03% Add +93.2% 110,546 $27.1M
Credit Suisse AG/ 0.03% Reduce -13.5% 107,667 $26.4M
Citigroup Inc. 0.03% Add +46.0% 106,511 $26.1M
National Pension Service 0.03% Add +3.1% 104,013 $25.5M
Allianz Asset Management GmbH 0.04% Add +50.8% 102,197 $25.0M
Aberdeen Group plc 0.05% Reduce -1.6% 98,714 $24.2M
California State Teachers Retirement System 0.03% Reduce -1.7% 96,463 $23.6M
Alliancebernstein L.P. 0.01% Reduce -5.5% 94,585 $23.2M
Centersquare Investment Management LLC 0.27% Add +29.8% 94,026 $23.2M
Royal Bank of Canada 0.00% Reduce -36.6% 82,784 $20.3M
Bank of Montreal 0.01% Reduce -3.5% 81,700 $20.0M
Heartland Advisors Inc. 1.01% Add +3.3% 78,392 $19.2M
Baird Financial Group, Inc. 0.04% Add +0.9% 76,257 $18.7M
Aew Capital Management L P 0.89% Reduce -75.9% 74,211 $18.2M
State Board of Administration of Florida Retirement System 0.04% Add +2.6% 81,456 $17.0M
Investure, LLC 2.83% No change 66,000 $16.2M
Envestnet Asset Management Inc. 0.01% Add +35.0% 64,978 $15.9M
Wells Fargo & Company 0.00% Add +16.8% 64,935 $15.9M
Franklin Resources Inc. 0.01% Add +4.1% 64,592 $15.8M
Renaissance Technologies 0.02% Reduce -2.6% 64,026 $15.7M
Macquarie Group Ltd. 0.02% Reduce -14.9% 63,152 $15.5M
Adage Capital Partners Gp, L.L.C. 0.03% Add +1.1% 63,000 $15.4M
Uniplan Investment Counsel, Inc. 1.23% Reduce -2.2% 62,758 $15.4M
Pacific Heights Asset Management LLC 1.21% No change 60,000 $14.7M
American Assets Investment Management, LLC 1.39% No change 59,500 $14.6M
New York State Teachers Retirement System 0.03% Reduce -5.7% 59,205 $14.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -35.6% 58,591 $14.3M
Earnest Partners LLC 0.07% Add +11.8% 58,056 $14.2M
Utah Retirement Systems 0.16% No change 56,549 $13.8M
Hazelview Securities Inc. 2.55% New 56,380 $13.5M
Retirement Systems of Alabama 0.05% Add +0.1% 53,590 $13.1M
State of Alaska, Department of Revenue 0.14% Reduce -7.4% 50,581 $12.4M
New York State Common Retirement Fund 0.02% Reduce -9.7% 50,183 $12.3M
State of New Jersey Common Pension Fund D 0.04% No change 50,149 $12.3M
State of Wisconsin Investment Board 0.03% Add +4.3% 49,013 $12.0M
Prudential Financial Inc. 0.02% Reduce -2.6% 47,157 $11.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -10.8% 46,369 $11.4M
Davis Selected Advisers 0.06% Reduce -16.9% 46,311 $11.3M
DekaBank Deutsche Girozentrale 0.02% Add +15.1% 47,068 $11.3M
Victory Capital Management Inc. 0.01% Reduce -7.3% 45,706 $11.2M
Meiji Yasuda Asset Management Co Ltd. 0.47% Reduce -22.8% 45,108 $11.0M
Andra AP-fonden 0.20% New 45,000 $11.0M
Mizuho Markets Americas LLC 0.29% Add +107.9% 43,802 $10.7M
Janney Montgomery Scott LLC 0.03% Add +1.6% 43,212 $10.6M
Pictet Asset Management Holding SA 0.01% Reduce -5.1% 42,973 $10.5M

"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.

Show all 543 holders