Essex Property TrustESS

13F holders, Q3 2024 (September 30)
608holders +28
71new positions
44sold out
7famous investors
$295.58avg. 13F price*

At the end of Q3 2024, 608 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, up 28 from Q2 2024. 71 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.0B) and State Street Corp. ($1.5B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions71$125.3M
Exits44$125.3M

All 13F filers, Q2 2024 → Q3 2024: 4,090,049 shares bought and 5,623,455 shares sold, net −1,533,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 608 holders

Vanguard Group Inc. 0.05% Add +0.8% 10,291,512 $3.0B
BlackRock, Inc. 0.04% — 6,846,607 $2.0B
State Street Corp. 0.06% Reduce -2.1% 5,172,064 $1.5B
Cohen & Steers, Inc. 2.07% Reduce -21.9% 3,929,899 $1.2B
Geode Capital Management, LLC 0.04% Add +1.5% 1,726,072 $508.4M
T. Rowe Price Associates Inc. 0.06% Reduce -8.0% 1,720,764 $508.4M
Norges Bank 0.07% Reduce -40.0% 1,643,388 $485.5M
Principal Financial Group Inc. 0.23% Reduce -17.9% 1,423,513 $420.5M
Massachusetts Financial Services Co. 0.12% Add +16.1% 1,329,516 $392.8M
Legal & General Group Plc 0.08% Reduce -1.9% 970,753 $286.8M
Dimensional Fund Advisors LP 0.07% Reduce -0.3% 938,260 $277.2M
FMR LLC 0.02% Reduce -10.0% 864,310 $255.3M
Deutsche Bank AG 0.10% Reduce -15.4% 848,493 $250.7M
Ameriprise Financial Inc. 0.06% Reduce -0.4% 776,877 $229.7M
Charles Schwab Investment Management Inc. 0.04% Add +6.7% 754,179 $222.8M
Northern Trust Corp. 0.04% Reduce -0.9% 722,938 $213.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +732.9% 719,596 $212.6M
Daiwa Securities Group Inc. 0.94% Reduce -31.7% 684,106 $202.1M
Morgan Stanley 0.01% Reduce -11.3% 652,025 $192.6M
Resolution Capital Ltd 3.30% Reduce -10.8% 650,179 $192.1M
Wellington Management Group LLP 0.03% Reduce -2.4% 642,956 $189.9M
ProShare Advisors LLC 0.46% Reduce -15.1% 628,959 $185.8M
Invesco Ltd. 0.03% Add +1.3% 609,506 $180.1M
Boston Partners 0.20% Reduce -22.3% 571,324 $168.8M
JPMorgan Chase & Co. 0.01% Reduce -45.0% 513,153 $151.6M
Bank of New York Mellon Corp 0.03% Reduce -5.7% 500,023 $147.7M
Bank of America Corp. 0.01% Add +148.5% 488,085 $144.2M
Nuveen Asset Management, LLC 0.04% Reduce -17.7% 449,034 $133.4M
Russell Investments Group, Ltd. 0.19% Reduce -22.1% 447,167 $132.1M
Jacobs Levy Equity Management, Inc. 0.51% Add +154.7% 444,391 $131.3M
Citadel Advisors 0.14% Add +19517.4% 442,177 $130.6M
Balyasny Asset Management L.P. 0.27% Add +64.0% 348,073 $102.8M
American Century Companies Inc. 0.06% Reduce -0.6% 325,008 $96.0M
Duff & Phelps Investment Management Co. 1.05% Reduce -14.2% 310,645 $91.8M
Goldman Sachs Group Inc. 0.02% Reduce -20.4% 308,574 $91.2M
UBS Group AG 0.02% Add +31.8% 286,997 $84.8M
Sei Investments Co. 0.11% Reduce -12.9% 274,753 $81.2M
Macquarie Group Ltd. 0.08% Add +281.7% 245,835 $72.6M
HSBC Holdings PLC 0.04% Add +21.7% 239,093 $70.6M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +4.3% 237,217 $70.1M
Nomura Asset Management Co. Ltd. 0.20% Reduce -6.0% 223,211 $65.9M
Prudential Financial Inc. 0.09% Add +60.2% 216,976 $64.1M
Robeco Institutional Asset Management B.V. 0.12% Add +205.4% 202,552 $59.8M
Swiss National Bank 0.04% Add +0.2% 190,552 $56.3M
California Public Employees Retirement System 0.04% Reduce -7.8% 184,659 $54.6M
CBRE Investment Management Listed Real Assets LLC 0.86% Add +29.2% 182,020 $53.8M
Vest Financial, LLC 0.97% Reduce -7.6% 169,488 $50.1M
Lido Advisors, LLC 0.38% Add +0.5% 169,378 $50.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.0% 155,798 $46.0M
Barclays PLC 0.02% Add +10.8% 154,194 $45.6M
Royal Bank of Canada 0.01% Add +32.0% 151,593 $44.8M
SG Americas Securities, LLC 0.16% Add +371.5% 144,611 $42.7M
Aberdeen Group plc 0.08% Add +4.5% 140,250 $41.5M
BNP Paribas Financial Markets 0.04% Add +83.3% 136,454 $40.3M
Citigroup Inc. 0.04% Add +68.2% 136,244 $40.2M
State of Tennessee, Department of Treasury 0.14% Reduce -2.9% 134,913 $39.9M
Asset Management One Co., Ltd. 0.14% Add +0.4% 131,901 $39.0M
Rhumbline Advisers 0.03% Reduce -3.2% 128,190 $37.9M
CANADA LIFE ASSURANCE Co 0.07% Reduce -7.0% 127,982 $37.8M
Nippon Life Global Investors Americas, Inc. 1.57% No change 122,830 $36.6M
National Pension Service 0.03% Add +20.2% 121,148 $35.8M
Public Employees Retirement System of Ohio 0.15% Add +0.6% 116,626 $34.5M
APG Asset Management US Inc. 0.22% Reduce -8.0% 108,610 $31.8M
Allianz Asset Management GmbH 0.05% Add +66.0% 105,065 $31.0M
Centersquare Investment Management LLC 0.28% Add +6.3% 99,950 $29.5M
Amundi 0.01% Reduce -5.1% 100,645 $29.0M
California State Teachers Retirement System 0.03% Reduce -2.5% 92,666 $27.4M
Gillson Capital LP 2.34% New 87,000 $25.7M
Alliancebernstein L.P. 0.01% Reduce -5.9% 86,888 $25.7M
Waterfront Capital Partners, LLC 4.56% New 84,025 $24.8M
Bank of Montreal 0.01% Add +1.4% 82,949 $24.4M
Baird Financial Group, Inc. 0.04% Add +0.1% 77,814 $23.0M
Pictet Asset Management Holding SA 0.02% Add +64.4% 75,334 $22.3M
KBC Group NV 0.07% Add +162.7% 74,841 $22.1M
Heitman Real Estate Securities LLC 1.19% Reduce -32.6% 73,724 $21.8M
Heartland Advisors Inc. 1.11% Reduce -8.0% 71,923 $21.2M
Jane Street Group, LLC 0.03% Reduce -41.7% 69,248 $20.5M
Investure, LLC 1.35% No change 66,000 $19.5M
Qube Research & Technologies Ltd 0.04% New 65,146 $19.2M
Voloridge Investment Management, LLC 0.07% Add +4319.2% 64,255 $19.0M
State Board of Administration of Florida Retirement System 0.04% Add +2.7% 63,389 $18.7M
Aew Capital Management L P 0.80% Reduce -2.4% 62,701 $18.5M
Pacific Heights Asset Management LLC 1.32% No change 60,000 $17.7M
American Assets Investment Management, LLC 1.54% No change 59,500 $17.6M
New York State Teachers Retirement System 0.04% Add +6.0% 58,694 $17.3M
Envestnet Asset Management Inc. 0.01% Reduce -0.4% 57,914 $17.1M
Earnest Partners LLC 0.07% Add +0.7% 57,159 $16.9M
State of Wisconsin Investment Board 0.04% Add +14.3% 56,525 $16.7M
Utah Retirement Systems 0.19% Add +0.2% 56,049 $16.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +73.1% 55,111 $16.3M
Wells Fargo & Company 0.00% Add +4.7% 54,892 $16.2M
Andra AP-fonden 0.23% Add +26.4% 52,200 $15.4M
Retirement Systems of Alabama 0.06% Reduce -0.9% 50,989 $15.1M
Guggenheim Capital LLC 0.11% Add +155.8% 50,265 $14.8M
DekaBank Deutsche Girozentrale 0.03% Reduce -8.1% 50,197 $14.6M
Uniplan Investment Counsel, Inc. 1.28% Reduce -8.0% 48,712 $14.4M
Franklin Resources Inc. 0.00% Add +7.4% 48,200 $14.0M
Illinois Municipal Retirement Fund 0.20% Add +31.4% 46,908 $13.9M
Manufacturers Life Insurance Company, The 0.01% Add +0.3% 45,899 $13.6M
Meiji Yasuda Asset Management Co Ltd. 0.51% Reduce -3.3% 45,093 $13.3M

"% 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 608 holders