Essex Property TrustESS

13F holders, Q3 2025 (September 30)
608holders −9
55new positions
69sold out
6famous investors
$267.67avg. 13F price*

At the end of Q3 2025, 608 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, down 9 from Q2 2025. 55 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($1.9B) and Cohen & Steers, Inc. ($1.7B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions55$244.4M
Exits69$130.0M

All 13F filers, Q2 2025 → Q3 2025: 4,718,059 shares bought and 3,867,126 shares sold, net +850,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 608 holders

Vanguard Group Inc. 0.04% Reduce -1.4% 10,343,431 $2.8B
BlackRock, Inc. 0.03% Add +1.1% 7,241,117 $1.9B
Cohen & Steers, Inc. 3.12% Add +16.1% 6,465,516 $1.7B
State Street Corp. 0.05% Reduce -1.4% 5,311,499 $1.4B
T. Rowe Price Associates Inc. 0.11% Add +10.6% 3,671,881 $982.8M
Geode Capital Management, LLC 0.03% Add +1.4% 1,850,863 $493.6M
Principal Financial Group Inc. 0.19% Reduce -2.4% 1,378,258 $368.9M
Daiwa Securities Group Inc. 1.05% Add +9.5% 1,157,617 $309.8M
Massachusetts Financial Services Co. 0.08% Reduce -19.9% 994,140 $266.1M
Northern Trust Corp. 0.03% Reduce -3.0% 942,756 $252.3M
Dimensional Fund Advisors LP 0.05% Add +0.6% 929,187 $248.7M
Legal & General Group Plc 0.06% Reduce -0.9% 921,282 $246.6M
Ameriprise Financial Inc. 0.05% Add +3.9% 882,010 $233.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 797,594 $213.5M
Invesco Ltd. 0.03% Add +7.0% 786,774 $210.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +973.0% 743,954 $199.1M
Morgan Stanley 0.01% Reduce -2.2% 729,925 $195.4M
Boston Partners 0.18% Reduce -24.1% 653,568 $174.9M
Resolution Capital Ltd 3.31% Reduce -25.2% 634,598 $169.9M
ProShare Advisors LLC 0.34% Add +2.1% 601,341 $161.0M
JPMorgan Chase & Co. 0.01% Add +3.9% 594,450 $159.1M
Rush Island Management, LP 10.90% New 594,108 $159.0M
Deutsche Bank AG 0.05% Reduce -38.8% 533,788 $142.9M
Goldman Sachs Group Inc. 0.02% Add +16.7% 525,460 $140.6M
Russell Investments Group, Ltd. 0.16% Add +3.0% 524,756 $140.4M
Centersquare Investment Management LLC 1.39% Add +473.5% 516,756 $138.3M
Nuveen, LLC 0.04% Add +57.3% 515,766 $138.0M
Jacobs Levy Equity Management, Inc. 0.50% Reduce -8.4% 468,885 $125.5M
Bank of New York Mellon Corp 0.02% Reduce -3.5% 428,866 $114.8M
Wellington Management Group LLP 0.02% Reduce -37.9% 388,006 $103.9M
Sei Investments Co. 0.09% Add +4.5% 325,218 $87.0M
Duff & Phelps Investment Management Co. 0.92% Add +2.4% 304,446 $81.5M
UBS Group AG 0.01% Add +8.9% 275,690 $73.8M
American Century Companies Inc. 0.04% Reduce -9.2% 264,887 $70.9M
FMR LLC 0.00% Reduce -59.4% 250,234 $67.0M
Nomura Asset Management Co. Ltd. 0.17% Add +2.0% 249,111 $66.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.9% 229,793 $61.5M
Bank of America Corp. 0.00% Add +12.8% 221,089 $59.2M
APG Asset Management US Inc. 0.42% No change 212,048 $56.5M
Macquarie Group Ltd. 0.06% Add +9.3% 205,077 $54.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +6.9% 198,793 $53.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Reduce -28.9% 191,274 $51.2M
Vest Financial, LLC 0.67% Reduce -1.0% 190,781 $51.1M
HSBC Holdings PLC 0.03% Add +11.1% 190,787 $51.0M
Swiss National Bank 0.03% Reduce -4.7% 185,552 $49.7M
Aberdeen Group plc 0.08% Reduce -9.1% 184,420 $48.9M
Citigroup Inc. 0.03% Add +98.8% 175,688 $47.0M
Lido Advisors, LLC 0.19% Reduce -0.2% 170,563 $46.1M
Heitman Real Estate Securities LLC 3.01% Reduce -12.8% 164,582 $44.1M
State of Tennessee, Department of Treasury 0.15% Add +17.7% 162,765 $43.6M
CANADA LIFE ASSURANCE Co 0.06% Add +5.1% 160,840 $42.8M
Amundi 0.01% Reduce -2.8% 161,502 $42.2M
California Public Employees Retirement System 0.02% Reduce -8.3% 154,983 $41.5M
Barclays PLC 0.02% Add +10.2% 154,634 $41.4M
Quantinno Capital Management LP 0.11% Add +21.4% 152,673 $40.9M
Royal Bank of Canada 0.01% Reduce -2.5% 144,596 $38.7M
Schroder Investment Management Group 0.03% Reduce -17.3% 137,746 $36.3M
Rhumbline Advisers 0.03% Reduce -3.7% 133,448 $35.7M
National Pension Service 0.03% Add +5.6% 131,355 $35.2M
CBRE Investment Management Listed Real Assets LLC 0.50% No change 131,098 $35.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% No change 129,070 $34.5M
Allianz Asset Management GmbH 0.04% Add +11.9% 128,262 $34.3M
Asset Management One Co., Ltd. 0.10% Reduce -4.1% 127,028 $34.0M
BNP Paribas Financial Markets 0.03% Reduce -1.0% 123,829 $33.1M
Public Employees Retirement System of Ohio 0.10% Reduce -0.5% 112,453 $30.1M
AQR Capital Management 0.02% Add +334.2% 102,288 $26.8M
California State Teachers Retirement System 0.03% Add +1.4% 96,996 $26.0M
STRS Ohio 0.09% Add +29.2% 95,042 $25.4M
Andra AP-fonden 0.30% Add +223.3% 88,900 $23.8M
Prudential Financial Inc. 0.03% Reduce -86.2% 85,499 $22.9M
Pacific Heights Asset Management LLC 1.01% Add +41.7% 85,000 $22.8M
Alliancebernstein L.P. 0.01% Reduce -0.7% 82,648 $22.1M
Baird Financial Group, Inc. 0.03% Reduce -0.3% 81,092 $21.7M
Investure, LLC 1.21% No change 73,031 $19.5M
Lighthouse Investment Partners, LLC 0.67% Add +393.1% 69,629 $18.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +7.7% 68,686 $18.4M
Westwood Holdings Group Inc. 0.13% Add +29.0% 67,874 $18.2M
Engineers Gate Manager LP 0.20% Reduce -44.3% 65,925 $17.6M
Gotham Asset Management 0.07% Add +23.7% 63,319 $16.9M
KBC Group NV 0.04% Reduce -2.2% 62,184 $16.6M
Sophron Capital Management L.P. 5.07% Add +2.0% 61,503 $16.5M
American Assets Investment Management, LLC 1.17% No change 59,500 $15.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.7% 58,243 $15.6M
Verition Fund Management LLC 0.09% New 58,101 $15.6M
Robeco Institutional Asset Management B.V. 0.02% Add +1.1% 56,958 $15.2M
Utah Retirement Systems 0.15% No change 55,969 $15.0M
New York State Teachers Retirement System 0.03% Reduce -0.0% 55,557 $14.9M
Envestnet Asset Management Inc. 0.00% Reduce -5.3% 54,933 $14.7M
APG Asset Management N.V. 0.04% Reduce -1.4% 64,500 $14.7M
Uniplan Investment Counsel, Inc. 1.49% Add +1.1% 54,885 $14.7M
Wells Fargo & Company 0.00% Add +16.1% 52,861 $14.1M
Bank of Montreal 0.01% Add +57.9% 51,805 $13.9M
Retirement Systems of Alabama 0.04% Reduce -0.2% 50,386 $13.5M
DekaBank Deutsche Girozentrale 0.02% No change 50,197 $13.2M
LMR Partners LLP 0.25% New 49,044 $13.1M
Earnest Partners LLC 0.06% Reduce -4.9% 48,760 $13.1M
Aviva PLC 0.02% Add +1.1% 48,488 $13.0M
SG Americas Securities, LLC 0.05% Add +472.8% 48,472 $13.0M
Royal London Asset Management Ltd. 0.03% Add +23.3% 45,703 $12.2M
Handelsbanken Fonder AB 0.04% Reduce -2.0% 45,554 $12.2M

"% 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