Essex Property TrustESS
13F holders, Q2 2025 (June 30)617holders −8
61new positions
67sold out
4famous investors
$283.45avg. 13F price*
At the end of Q2 2025, 617 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 8 from Q1 2025. 61 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($2.0B) and Cohen & Steers, Inc. ($1.6B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $62.8M |
| Exits | 67 | $137.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,995,665 shares bought and 5,338,306 shares sold, net −342,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Vanguard Group Inc. | 0.05% | Add +0.5% | 10,493,313 | $3.0B |
| BlackRock, Inc. | 0.04% | Add +4.9% | 7,159,627 | $2.0B |
| Cohen & Steers, Inc. | 2.90% | Add +30.3% | 5,566,894 | $1.6B |
| State Street Corp. | 0.06% | Add +2.5% | 5,388,169 | $1.5B |
| T. Rowe Price Associates Inc. | 0.11% | Add +20.9% | 3,321,433 | $941.3M |
| Geode Capital Management, LLC | 0.04% | Add +1.3% | 1,825,007 | $515.2M |
| Principal Financial Group Inc. | 0.21% | Reduce -4.7% | 1,412,506 | $400.3M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -0.1% | 1,241,540 | $351.9M |
| Daiwa Securities Group Inc. | 1.11% | Add +48.3% | 1,056,887 | $299.5M |
| Northern Trust Corp. | 0.04% | Reduce -22.1% | 971,607 | $275.4M |
| Legal & General Group Plc | 0.07% | Reduce -2.0% | 930,060 | $263.6M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.6% | 923,704 | $261.8M |
| Deutsche Bank AG | 0.09% | Add +39.7% | 871,680 | $247.0M |
| Boston Partners | 0.27% | Add +28.3% | 860,854 | $243.9M |
| Resolution Capital Ltd | 4.77% | Add +3.2% | 848,629 | $240.5M |
| Norges Bank | 0.03% | Add +1.2% | 844,891 | $239.4M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.7% | 849,029 | $238.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.9% | 800,661 | $226.9M |
| Morgan Stanley | 0.01% | Add +8.6% | 746,131 | $211.5M |
| Invesco Ltd. | 0.04% | Add +1.1% | 735,367 | $208.4M |
| Wellington Management Group LLP | 0.03% | Reduce -4.9% | 625,097 | $177.2M |
| Prudential Financial Inc. | 0.23% | Add +28.1% | 619,011 | $175.4M |
| FMR LLC | 0.01% | Add +5.3% | 615,984 | $174.6M |
| ProShare Advisors LLC | 0.33% | Reduce -6.1% | 588,895 | $166.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -21.2% | 572,072 | $162.1M |
| Jacobs Levy Equity Management, Inc. | 0.57% | Reduce -5.8% | 511,987 | $145.1M |
| Russell Investments Group, Ltd. | 0.18% | Add +42.1% | 509,455 | $144.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +22.3% | 450,345 | $127.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.8% | 444,610 | $126.0M |
| Nuveen, LLC | 0.03% | Add +10.5% | 327,941 | $92.9M |
| Sei Investments Co. | 0.10% | Add +4.0% | 311,291 | $88.2M |
| Duff & Phelps Investment Management Co. | 0.99% | Add +2.0% | 297,246 | $84.2M |
| American Century Companies Inc. | 0.05% | Reduce -18.5% | 291,713 | $82.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.14% | Add +42.1% | 269,051 | $76.2M |
| UBS Group AG | 0.01% | Reduce -5.5% | 253,236 | $71.8M |
| Nomura Asset Management Co. Ltd. | 0.19% | Add +0.5% | 244,169 | $69.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -4.6% | 227,786 | $64.6M |
| APG Asset Management US Inc. | 0.45% | Add +80.8% | 212,048 | $60.4M |
| Aberdeen Group plc | 0.10% | Add +5.1% | 202,798 | $56.3M |
| Bank of America Corp. | 0.00% | Add +4.2% | 196,075 | $55.6M |
| Swiss National Bank | 0.03% | Add +7.5% | 194,752 | $55.2M |
| Vest Financial, LLC | 0.77% | Reduce -2.3% | 192,767 | $54.6M |
| Heitman Real Estate Securities LLC | 3.79% | Add +427.2% | 188,627 | $53.5M |
| Macquarie Group Ltd. | 0.07% | Reduce -4.3% | 187,637 | $53.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +6.4% | 185,913 | $52.7M |
| Lido Advisors, LLC | 0.26% | Add +0.6% | 170,850 | $48.9M |
| HSBC Holdings PLC | 0.03% | Reduce -31.1% | 171,776 | $48.6M |
| California Public Employees Retirement System | 0.03% | Reduce -10.8% | 168,956 | $47.9M |
| Schroder Investment Management Group | 0.04% | Reduce -17.8% | 166,637 | $47.2M |
| Amundi | 0.02% | Add +65.8% | 166,096 | $47.1M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +6.7% | 153,030 | $43.4M |
| Royal Bank of Canada | 0.01% | Reduce -12.3% | 148,323 | $42.0M |
| Barclays PLC | 0.02% | Add +13.2% | 140,329 | $39.8M |
| Rhumbline Advisers | 0.03% | Add +1.4% | 138,574 | $39.3M |
| State of Tennessee, Department of Treasury | 0.14% | Add +9.6% | 138,340 | $39.2M |
| Asset Management One Co., Ltd. | 0.12% | Reduce -1.1% | 132,450 | $37.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.57% | No change | 131,098 | $37.2M |
| Gillson Capital LP | 2.82% | Add +67.6% | 130,200 | $36.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.25% | Add +4.1% | 129,070 | $36.6M |
| Quantinno Capital Management LP | 0.15% | Add +39.4% | 125,783 | $35.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.3% | 125,029 | $35.4M |
| National Pension Service | 0.03% | Add +0.6% | 124,400 | $35.3M |
| Engineers Gate Manager LP | 0.42% | Add +4061.8% | 118,402 | $33.6M |
| Allianz Asset Management GmbH | 0.04% | Reduce -10.5% | 114,587 | $32.5M |
| Public Employees Retirement System of Ohio | 0.11% | Add +1.4% | 113,003 | $32.0M |
| California State Teachers Retirement System | 0.03% | Reduce -5.4% | 95,639 | $27.1M |
| Landmark Investment Partners, L.P. | 11.89% | Reduce -27.9% | 93,560 | $26.5M |
| Centersquare Investment Management LLC | 0.26% | Add +1.7% | 90,106 | $25.5M |
| Citigroup Inc. | 0.02% | Reduce -9.0% | 88,382 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.5% | 83,211 | $23.6M |
| Marshall Wace, LLP | 0.03% | Reduce -49.3% | 82,618 | $23.4M |
| Baird Financial Group, Inc. | 0.04% | Add +0.9% | 81,377 | $23.1M |
| Waterfront Capital Partners, LLC | 5.48% | New | 77,888 | $22.1M |
| STRS Ohio | 0.08% | Reduce -0.2% | 73,541 | $20.8M |
| Investure, LLC | 1.58% | No change | 73,031 | $20.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -15.1% | 71,632 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -91.3% | 69,337 | $19.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +9.3% | 63,766 | $18.1M |
| KBC Group NV | 0.05% | Reduce -61.3% | 63,598 | $18.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +4.3% | 61,757 | $17.5M |
| Aew Capital Management L P | 0.91% | Add +0.5% | 61,081 | $17.3M |
| Sophron Capital Management L.P. | 5.23% | Reduce -5.8% | 60,302 | $17.1M |
| Pacific Heights Asset Management LLC | 0.91% | No change | 60,000 | $17.0M |
| American Assets Investment Management, LLC | 1.36% | No change | 59,500 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 57,991 | $16.4M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -18.6% | 56,314 | $16.0M |
| Utah Retirement Systems | 0.17% | Reduce -0.1% | 55,969 | $15.9M |
| APG Asset Management N.V. | 0.05% | Add +0.6% | 65,400 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Add +0.0% | 55,580 | $15.8M |
| Uniplan Investment Counsel, Inc. | 1.61% | Reduce -2.9% | 54,272 | $15.4M |
| Westwood Holdings Group Inc. | 0.11% | Add +51.8% | 52,601 | $14.9M |
| Earnest Partners LLC | 0.07% | Reduce -0.5% | 51,275 | $14.5M |
| Gotham Asset Management | 0.09% | Reduce -3.5% | 51,201 | $14.5M |
| Retirement Systems of Alabama | 0.05% | Reduce -0.7% | 50,465 | $14.3M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +6.7% | 50,197 | $14.2M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -27.9% | 49,940 | $14.2M |
| Aviva PLC | 0.03% | Add +1878.8% | 47,966 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -7.6% | 47,273 | $13.4M |
| Franklin Resources Inc. | 0.00% | Reduce -10.2% | 47,202 | $13.4M |
| Heartland Advisors Inc. | 0.74% | Add +21.5% | 47,123 | $13.4M |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.