Essex Property TrustESS

13F holders, Q4 2024 (December 31)
629holders +21
61new positions
58sold out
7famous investors
$285.30avg. 13F price*

At the end of Q4 2024, 629 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, up 21 from Q3 2024. 61 opened new positions and 58 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 (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions61$148.8M
Exits58$74.0M

All 13F filers, Q3 2024 → Q4 2024: 3,337,136 shares bought and 3,221,320 shares sold, net +115,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 629 holders

Vanguard Group Inc. 0.05% Add +0.6% 10,353,157 $3.0B
BlackRock, Inc. 0.04% Add +2.4% 7,011,266 $2.0B
State Street Corp. 0.06% Add +0.8% 5,213,657 $1.5B
Cohen & Steers, Inc. 2.06% Reduce -3.1% 3,809,325 $1.1B
Geode Capital Management, LLC 0.04% Add +1.9% 1,758,174 $500.7M
Norges Bank 0.06% Add +0.5% 1,650,988 $471.3M
T. Rowe Price Associates Inc. 0.05% Reduce -4.1% 1,649,623 $470.9M
Principal Financial Group Inc. 0.23% Add +5.0% 1,494,298 $426.5M
Massachusetts Financial Services Co. 0.11% Reduce -5.3% 1,259,527 $359.5M
Northern Trust Corp. 0.05% Add +56.0% 1,127,830 $321.9M
Dimensional Fund Advisors LP 0.07% Add +2.0% 957,038 $273.2M
Legal & General Group Plc 0.07% Reduce -5.7% 915,885 $261.4M
Ameriprise Financial Inc. 0.06% Add +3.2% 801,813 $227.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +8.2% 778,514 $222.2M
Charles Schwab Investment Management Inc. 0.04% Add +2.5% 772,883 $220.6M
Invesco Ltd. 0.04% Add +20.3% 733,204 $209.3M
Morgan Stanley 0.01% Add +3.6% 675,447 $192.8M
Daiwa Securities Group Inc. 0.86% Reduce -2.2% 669,314 $191.0M
Citadel Advisors 0.17% Add +45.3% 642,451 $183.4M
ProShare Advisors LLC 0.41% Add +0.6% 632,821 $180.6M
FMR LLC 0.01% Reduce -28.9% 614,269 $175.3M
Wellington Management Group LLP 0.03% Reduce -4.8% 612,104 $174.7M
Boston Partners 0.21% Add +6.4% 607,775 $173.5M
Balyasny Asset Management L.P. 0.39% Add +64.0% 570,786 $162.9M
Jacobs Levy Equity Management, Inc. 0.55% Add +21.9% 541,741 $154.6M
Resolution Capital Ltd 2.65% Reduce -20.5% 517,032 $147.6M
Bank of New York Mellon Corp 0.02% Reduce -10.8% 445,896 $127.3M
JPMorgan Chase & Co. 0.01% Reduce -14.3% 439,551 $125.5M
Deutsche Bank AG 0.05% Reduce -49.6% 427,512 $122.0M
Goldman Sachs Group Inc. 0.02% Add +24.0% 382,769 $109.3M
American Century Companies Inc. 0.06% Add +13.5% 368,855 $105.3M
Russell Investments Group, Ltd. 0.13% Reduce -28.6% 319,189 $91.1M
Nuveen Asset Management, LLC 0.02% Reduce -33.0% 300,805 $85.9M
Duff & Phelps Investment Management Co. 1.00% Reduce -6.0% 291,975 $83.3M
Sei Investments Co. 0.09% Reduce -6.0% 258,127 $73.7M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -1.4% 233,895 $66.8M
HSBC Holdings PLC 0.04% Reduce -2.3% 233,552 $66.6M
Nomura Asset Management Co. Ltd. 0.20% Add +4.3% 232,714 $66.4M
UBS Group AG 0.01% Reduce -19.8% 230,224 $65.7M
KBC Group NV 0.18% Add +201.7% 225,768 $64.4M
Prudential Financial Inc. 0.08% Reduce -2.7% 211,069 $60.2M
Macquarie Group Ltd. 0.07% Reduce -16.5% 205,322 $57.9M
Schroder Investment Management Group 0.05% Add +1620.1% 197,436 $55.8M
Vest Financial, LLC 0.95% Add +11.0% 188,098 $53.7M
California Public Employees Retirement System 0.04% Add +1.5% 187,391 $53.5M
Robeco Institutional Asset Management B.V. 0.10% Reduce -9.8% 182,678 $52.1M
Swiss National Bank 0.03% Reduce -4.8% 181,452 $51.8M
Bank of America Corp. 0.00% Reduce -62.8% 181,404 $51.8M
Royal Bank of Canada 0.01% Add +15.7% 175,435 $50.1M
Lido Advisors, LLC 0.30% Add +0.1% 169,488 $48.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +3.4% 161,099 $45.8M
Allianz Asset Management GmbH 0.06% Add +42.0% 149,233 $42.6M
Citigroup Inc. 0.04% Add +7.5% 146,483 $41.8M
CBRE Investment Management Listed Real Assets LLC 0.71% Reduce -23.1% 139,924 $39.9M
Aberdeen Group plc 0.07% Reduce -0.6% 139,439 $39.5M
CANADA LIFE ASSURANCE Co 0.07% Add +7.1% 137,098 $39.1M
Asset Management One Co., Ltd. 0.13% Add +0.3% 132,317 $37.6M
ExodusPoint Capital Management, LP 0.38% New 127,697 $36.5M
Rhumbline Advisers 0.03% Reduce -1.0% 126,886 $36.2M
State of Tennessee, Department of Treasury 0.13% Reduce -6.1% 126,719 $36.2M
Marshall Wace, LLP 0.05% New 125,073 $35.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% — 119,087 $34.0M
BNP Paribas Financial Markets 0.03% Reduce -12.9% 118,860 $33.9M
Barclays PLC 0.02% Reduce -24.3% 116,769 $33.3M
National Pension Service 0.03% Reduce -5.5% 114,431 $32.7M
Public Employees Retirement System of Ohio 0.11% Reduce -1.9% 114,400 $32.7M
California State Teachers Retirement System 0.03% Add +8.8% 100,836 $28.8M
Centersquare Investment Management LLC 0.30% Add +0.1% 100,100 $28.6M
Qube Research & Technologies Ltd 0.04% Add +46.4% 95,395 $27.2M
Amundi 0.01% Reduce -2.2% 98,422 $26.8M
Landmark Investment Partners, L.P. 10.20% — 88,427 $25.2M
Alliancebernstein L.P. 0.01% Reduce -2.9% 84,406 $24.1M
APG Asset Management US Inc. 0.18% Reduce -23.8% 82,813 $23.6M
Baird Financial Group, Inc. 0.04% Add +1.7% 79,125 $22.6M
Pictet Asset Management Holding SA 0.02% Add +2.4% 77,154 $22.0M
Investure, LLC 1.23% Add +10.7% 73,031 $20.8M
Heartland Advisors Inc. 1.08% Reduce -3.4% 69,501 $19.8M
Voloridge Investment Management, LLC 0.07% Add +6.8% 68,591 $19.6M
Hudson Bay Capital Management LP 0.14% New 68,041 $19.4M
APG Asset Management N.V. 0.05% Add +104.5% 68,500 $18.9M
Franklin Resources Inc. 0.01% Add +36.3% 65,710 $18.8M
Gillson Capital LP 1.68% Reduce -24.8% 65,456 $18.7M
Andra AP-fonden 0.28% Add +17.6% 61,400 $17.5M
Pacific Heights Asset Management LLC 1.17% No change 60,000 $17.1M
Aew Capital Management L P 0.83% Reduce -4.6% 59,791 $17.1M
Korea Investment CORP 0.04% Add +156.7% 59,598 $17.0M
American Assets Investment Management, LLC 1.38% No change 59,500 $17.0M
Millennium Management 0.02% Add +161.7% 59,496 $17.0M
Schonfeld Strategic Advisors LLC 0.11% Add +979.7% 58,843 $16.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -8.4% 58,048 $16.6M
Handelsbanken Fonder AB 0.06% Add +37.8% 56,929 $16.3M
New York State Teachers Retirement System 0.03% Reduce -4.5% 56,068 $16.0M
Utah Retirement Systems 0.18% No change 56,049 $16.0M
Gotham Asset Management 0.15% Add +50.1% 54,681 $15.6M
Bank of Montreal 0.01% Reduce -35.9% 53,162 $15.2M
Quantinno Capital Management LP 0.15% Add +37.1% 53,074 $15.1M
Earnest Partners LLC 0.07% Reduce -9.4% 51,802 $14.8M
Sophron Capital Management L.P. 5.84% — 51,764 $14.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +30.8% 51,743 $14.8M
Envestnet Asset Management Inc. 0.00% Reduce -11.1% 51,503 $14.7M

"% 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 629 holders