Essex Property TrustESS
13F holders, Q1 2025 (March 31)625holders −4
68new positions
77sold out
7famous investors
$296.02avg. 13F price*
At the end of Q1 2025, 625 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 4 from Q4 2024. 68 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.1B) and State Street Corp. ($1.6B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $110.9M |
| Exits | 77 | $287.2M |
All 13F filers, Q4 2024 → Q1 2025: 6,926,202 shares bought and 3,532,203 shares sold, net +3,393,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 625 holders
| Vanguard Group Inc. | 0.06% | Add +0.8% | 10,440,274 | $3.2B |
| BlackRock, Inc. | 0.04% | Reduce -2.7% | 6,824,786 | $2.1B |
| State Street Corp. | 0.07% | Add +0.9% | 5,258,363 | $1.6B |
| Cohen & Steers, Inc. | 2.42% | Add +12.2% | 4,273,228 | $1.3B |
| T. Rowe Price Associates Inc. | 0.10% | Add +66.5% | 2,746,242 | $841.9M |
| Geode Capital Management, LLC | 0.04% | Add +2.5% | 1,801,442 | $550.7M |
| Principal Financial Group Inc. | 0.25% | Reduce -0.9% | 1,481,375 | $454.1M |
| Northern Trust Corp. | 0.06% | Add +10.6% | 1,247,133 | $382.3M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -1.4% | 1,242,310 | $380.9M |
| Legal & General Group Plc | 0.08% | Add +3.6% | 948,795 | $290.9M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -2.0% | 938,224 | $287.6M |
| Ameriprise Financial Inc. | 0.07% | Add +6.6% | 854,606 | $261.2M |
| Norges Bank | 0.04% | Reduce -49.5% | 834,597 | $255.9M |
| Resolution Capital Ltd | 4.91% | Add +59.0% | 821,968 | $252.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +1.9% | 793,115 | $243.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +0.7% | 778,148 | $238.6M |
| Invesco Ltd. | 0.04% | Reduce -0.8% | 727,235 | $222.9M |
| JPMorgan Chase & Co. | 0.02% | Add +65.1% | 725,896 | $222.5M |
| Daiwa Securities Group Inc. | 0.93% | Add +6.5% | 712,600 | $218.5M |
| Morgan Stanley | 0.02% | Add +1.8% | 687,348 | $210.7M |
| Boston Partners | 0.25% | Add +10.4% | 671,191 | $205.7M |
| Wellington Management Group LLP | 0.04% | Add +7.4% | 657,379 | $201.5M |
| ProShare Advisors LLC | 0.43% | Reduce -0.9% | 627,153 | $192.3M |
| Deutsche Bank AG | 0.08% | Add +46.0% | 624,031 | $191.3M |
| FMR LLC | 0.01% | Reduce -4.8% | 584,752 | $179.3M |
| Jacobs Levy Equity Management, Inc. | 0.66% | Add +0.3% | 543,397 | $166.6M |
| Prudential Financial Inc. | 0.21% | Add +128.9% | 483,046 | $148.1M |
| Bank of New York Mellon Corp | 0.03% | Add +1.5% | 452,509 | $138.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.8% | 368,207 | $112.9M |
| Russell Investments Group, Ltd. | 0.15% | Add +12.3% | 358,586 | $109.9M |
| American Century Companies Inc. | 0.07% | Reduce -3.0% | 357,773 | $109.7M |
| Sei Investments Co. | 0.12% | Add +16.0% | 299,363 | $91.8M |
| Nuveen, LLC | 0.03% | — | 296,877 | $91.0M |
| Duff & Phelps Investment Management Co. | 1.05% | Reduce -0.2% | 291,470 | $89.4M |
| UBS Group AG | 0.02% | Add +16.4% | 267,869 | $82.1M |
| HSBC Holdings PLC | 0.05% | Add +6.7% | 249,279 | $76.4M |
| Nomura Asset Management Co. Ltd. | 0.23% | Add +4.4% | 243,045 | $74.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +2.1% | 238,859 | $73.2M |
| Schroder Investment Management Group | 0.06% | Add +2.7% | 202,781 | $61.5M |
| Vest Financial, LLC | 0.94% | Add +4.9% | 197,251 | $60.5M |
| Macquarie Group Ltd. | 0.07% | Reduce -4.5% | 196,128 | $60.1M |
| Aberdeen Group plc | 0.12% | Add +38.4% | 192,941 | $59.0M |
| California Public Employees Retirement System | 0.04% | Add +1.1% | 189,440 | $58.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.12% | Add +59.0% | 189,362 | $58.1M |
| Bank of America Corp. | 0.01% | Add +3.8% | 188,254 | $57.7M |
| Swiss National Bank | 0.04% | Reduce -0.1% | 181,252 | $55.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +8.5% | 174,727 | $53.6M |
| Lido Advisors, LLC | 0.31% | Add +0.2% | 169,857 | $52.5M |
| Royal Bank of Canada | 0.01% | Reduce -3.6% | 169,044 | $51.8M |
| KBC Group NV | 0.16% | Reduce -27.2% | 164,331 | $50.4M |
| Marshall Wace, LLP | 0.07% | Add +30.4% | 163,086 | $50.0M |
| Hudson Bay Capital Management LP | 0.36% | Add +132.7% | 158,359 | $48.5M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +4.6% | 143,363 | $44.0M |
| Rhumbline Advisers | 0.04% | Add +7.7% | 136,660 | $41.9M |
| Asset Management One Co., Ltd. | 0.14% | Add +1.2% | 133,886 | $41.0M |
| CBRE Investment Management Listed Real Assets LLC | 0.62% | Reduce -6.3% | 131,098 | $40.2M |
| BNP Paribas Financial Markets | 0.03% | Add +9.9% | 130,631 | $40.0M |
| Landmark Investment Partners, L.P. | 12.46% | Add +46.8% | 129,848 | $39.8M |
| Allianz Asset Management GmbH | 0.06% | Reduce -14.2% | 128,039 | $39.3M |
| State of Tennessee, Department of Treasury | 0.15% | Reduce -0.3% | 126,274 | $38.7M |
| Point72 Asset Management | 0.11% | New | 124,647 | $38.2M |
| Barclays PLC | 0.02% | Add +6.2% | 124,023 | $38.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.28% | — | 123,970 | $38.0M |
| National Pension Service | 0.04% | Add +8.1% | 123,707 | $37.9M |
| APG Asset Management US Inc. | 0.27% | Add +41.6% | 117,251 | $35.8M |
| Public Employees Retirement System of Ohio | 0.12% | Reduce -2.6% | 111,475 | $34.2M |
| California State Teachers Retirement System | 0.04% | Add +0.3% | 101,124 | $31.0M |
| Citigroup Inc. | 0.02% | Reduce -33.7% | 97,104 | $29.8M |
| Lighthouse Investment Partners, LLC | 1.35% | New | 96,366 | $29.5M |
| Amundi | 0.01% | Add +1.8% | 100,209 | $29.5M |
| Quantinno Capital Management LP | 0.18% | Add +70.0% | 90,237 | $27.7M |
| Centersquare Investment Management LLC | 0.28% | Reduce -11.5% | 88,598 | $27.2M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 84,490 | $25.9M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +140.9% | 84,332 | $25.9M |
| Millennium Management | 0.03% | Add +37.7% | 81,952 | $25.1M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 80,654 | $24.7M |
| Gillson Capital LP | 2.03% | Add +18.7% | 77,695 | $23.8M |
| Voloridge Investment Management, LLC | 0.09% | Add +12.6% | 77,251 | $23.7M |
| Korea Investment CORP | 0.06% | Add +26.7% | 75,510 | $23.1M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +25.3% | 73,725 | $22.6M |
| STRS Ohio | 0.09% | Add +50.3% | 73,718 | $22.6M |
| Investure, LLC | 1.48% | No change | 73,031 | $22.4M |
| Andra AP-fonden | 0.36% | Add +17.6% | 72,200 | $22.1M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -10.2% | 69,267 | $21.2M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -62.1% | 69,223 | $21.2M |
| Sophron Capital Management L.P. | 6.68% | Add +23.7% | 64,044 | $19.6M |
| AQR Capital Management | 0.02% | Add +834.0% | 62,954 | $19.3M |
| Aew Capital Management L P | 0.91% | Add +1.7% | 60,781 | $18.6M |
| APG Asset Management N.V. | 0.06% | Reduce -5.1% | 65,000 | $18.4M |
| Pacific Heights Asset Management LLC | 1.25% | No change | 60,000 | $18.4M |
| American Assets Investment Management, LLC | 1.60% | No change | 59,500 | $18.2M |
| National Bank of Canada | 0.02% | Add +44.8% | 59,491 | $18.2M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.0% | 59,238 | $18.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +12.7% | 58,314 | $17.9M |
| Utah Retirement Systems | 0.20% | No change | 56,049 | $17.2M |
| Uniplan Investment Counsel, Inc. | 1.72% | Add +17.2% | 55,866 | $17.1M |
| Handelsbanken Fonder AB | 0.07% | Reduce -2.0% | 55,777 | $17.1M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.9% | 55,568 | $17.0M |
| Gotham Asset Management | 0.14% | Reduce -2.9% | 53,084 | $16.3M |
| Franklin Resources Inc. | 0.00% | Reduce -20.0% | 52,588 | $16.1M |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.