Essex Property TrustESS
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 619 institutions reported holding Essex Property Trust Inc. (ESS) in their 13F filings, up 11 from Q3 2025. 56 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.8B) and Cohen & Steers, Inc. ($1.6B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $254.7M |
| Exits | 58 | $99.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,138,441 shares bought and 3,978,970 shares sold, net −840,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 619 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.5% | 10,296,863 | $2.7B |
| BlackRock, Inc. | 0.03% | Reduce -4.0% | 6,949,197 | $1.8B |
| Cohen & Steers, Inc. | 2.84% | Reduce -7.2% | 5,999,830 | $1.6B |
| State Street Corp. | 0.05% | Reduce -1.2% | 5,247,748 | $1.4B |
| T. Rowe Price Associates Inc. | 0.10% | Reduce -8.5% | 3,358,320 | $878.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.2% | 1,873,698 | $488.6M |
| Principal Financial Group Inc. | 0.22% | Add +21.9% | 1,679,607 | $439.5M |
| Daiwa Securities Group Inc. | 0.94% | Reduce -4.5% | 1,105,973 | $289.4M |
| Morgan Stanley | 0.01% | Add +31.3% | 958,090 | $250.7M |
| Legal & General Group Plc | 0.06% | Add +3.2% | 950,748 | $248.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.0% | 938,637 | $245.6M |
| Northern Trust Corp. | 0.03% | Reduce -3.1% | 913,268 | $239.0M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -10.7% | 887,996 | $232.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -0.1% | 880,825 | $231.7M |
| Norges Bank | 0.02% | — | 881,574 | $230.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +6.3% | 847,701 | $221.8M |
| Invesco Ltd. | 0.02% | Add +6.1% | 835,007 | $218.5M |
| Resolution Capital Ltd | 3.96% | Add +7.9% | 684,979 | $179.2M |
| JPMorgan Chase & Co. | 0.01% | Add +9.9% | 653,184 | $170.9M |
| Rush Island Management, LP | 10.42% | Add +7.3% | 637,211 | $166.7M |
| Boston Partners | 0.17% | Reduce -2.6% | 636,468 | $166.5M |
| ProShare Advisors LLC | 0.29% | Add +3.0% | 619,245 | $162.0M |
| Centersquare Investment Management LLC | 1.42% | Add +6.0% | 548,017 | $143.4M |
| Nuveen, LLC | 0.04% | Add +4.3% | 537,782 | $140.7M |
| Route One Investment Company, L.P. | 5.82% | New | 532,977 | $139.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -9.5% | 475,507 | $124.4M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 467,394 | $122.3M |
| Jacobs Levy Equity Management, Inc. | 0.44% | Reduce -7.0% | 436,013 | $114.1M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -25.8% | 389,458 | $102.0M |
| Sei Investments Co. | 0.09% | Add +8.6% | 353,040 | $92.4M |
| Wellington Management Group LLP | 0.02% | Reduce -9.6% | 350,595 | $91.7M |
| Duff & Phelps Investment Management Co. | 0.97% | Add +8.0% | 328,657 | $86.0M |
| Deutsche Bank AG | 0.03% | Reduce -39.1% | 325,069 | $85.1M |
| Quantinno Capital Management LP | 0.14% | Add +75.0% | 267,181 | $69.9M |
| American Century Companies Inc. | 0.03% | Reduce -0.7% | 263,043 | $68.8M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +2.6% | 255,533 | $66.9M |
| Citigroup Inc. | 0.04% | Add +41.0% | 247,804 | $64.8M |
| UBS Group AG | 0.01% | Reduce -15.9% | 231,902 | $60.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.1% | 229,668 | $60.1M |
| HSBC Holdings PLC | 0.03% | Add +11.4% | 212,619 | $55.7M |
| APG Asset Management US Inc. | 0.43% | No change | 212,048 | $55.5M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 210,042 | $55.0M |
| Nomura Asset Management International Inc. | 0.08% | — | 209,987 | $54.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +2.2% | 203,079 | $52.2M |
| State of Tennessee, Department of Treasury | 0.16% | Add +24.4% | 202,446 | $51.0M |
| Vest Financial, LLC | 0.62% | Reduce -2.1% | 186,694 | $48.9M |
| Aberdeen Group plc | 0.07% | Add +0.4% | 185,175 | $48.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Reduce -5.5% | 180,780 | $47.5M |
| FMR LLC | 0.00% | Reduce -28.7% | 178,306 | $46.7M |
| Swiss National Bank | 0.03% | Reduce -4.9% | 176,472 | $46.2M |
| Lido Advisors, LLC | 0.18% | Add +0.0% | 170,572 | $46.1M |
| Amundi | 0.01% | Add +6.7% | 172,244 | $45.1M |
| Barclays PLC | 0.02% | Add +8.6% | 167,934 | $43.9M |
| BNP Paribas Financial Markets | 0.03% | Add +29.3% | 160,122 | $41.9M |
| Teacher Retirement System of Texas | 0.14% | Add +1768.0% | 157,438 | $41.2M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -7.1% | 149,356 | $39.1M |
| California Public Employees Retirement System | 0.02% | Reduce -11.8% | 136,746 | $35.8M |
| Schroder Investment Management Group | 0.03% | Reduce -2.5% | 134,331 | $35.5M |
| Heitman Real Estate Securities LLC | 2.42% | Reduce -20.3% | 131,174 | $34.3M |
| Rhumbline Advisers | 0.03% | Reduce -1.8% | 131,057 | $34.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.20% | No change | 129,070 | $33.8M |
| Balyasny Asset Management L.P. | 0.07% | Add +1374.8% | 128,880 | $33.7M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -7.0% | 118,126 | $31.1M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -3.3% | 108,716 | $28.4M |
| Royal Bank of Canada | 0.00% | Reduce -27.0% | 105,561 | $27.6M |
| Pacific Heights Asset Management LLC | 0.98% | Add +17.6% | 100,000 | $26.2M |
| Capitolis Liquid Global Markets LLC | 0.16% | New | 100,000 | $26.2M |
| California State Teachers Retirement System | 0.03% | Reduce -1.6% | 95,413 | $25.0M |
| Arbejdsmarkedets Tillaegspension | 0.61% | — | 92,224 | $24.1M |
| Gotham Asset Management | 0.09% | Add +41.3% | 89,483 | $23.4M |
| Lighthouse Investment Partners, LLC | 0.76% | Add +25.8% | 87,590 | $22.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 83,385 | $21.8M |
| STRS Ohio | 0.08% | Reduce -13.6% | 82,145 | $21.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -36.7% | 81,231 | $21.3M |
| AQR Capital Management | 0.01% | Reduce -23.1% | 78,656 | $20.6M |
| Sophron Capital Management L.P. | 6.49% | Add +25.3% | 77,089 | $20.2M |
| Solel Partners LP | 3.25% | New | 76,700 | $20.1M |
| Brookfield Corp | 0.02% | Add +824.4% | 74,920 | $19.6M |
| Investure, LLC | 1.07% | No change | 73,031 | $19.1M |
| Neuberger Berman Group LLC | 0.01% | Add +1417.7% | 72,046 | $18.9M |
| Macquarie Group Ltd. | 0.08% | Reduce -66.1% | 69,557 | $18.2M |
| Westwood Holdings Group Inc. | 0.15% | Add +0.4% | 68,119 | $17.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.25% | Reduce -50.9% | 64,350 | $16.8M |
| SG Americas Securities, LLC | 0.02% | Add +29.4% | 62,727 | $16.4M |
| Cibc World Market Inc. | 0.03% | Add +41.6% | 62,161 | $16.3M |
| Andra AP-fonden | 0.20% | Reduce -31.8% | 60,620 | $15.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -12.8% | 59,898 | $15.7M |
| KBC Group NV | 0.04% | Reduce -4.1% | 59,652 | $15.6M |
| American Assets Investment Management, LLC | 1.07% | No change | 59,500 | $15.6M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 58,243 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 57,261 | $15.0M |
| Utah Retirement Systems | 0.14% | No change | 55,969 | $14.6M |
| New York State Teachers Retirement System | 0.03% | Reduce 0.0% | 55,556 | $14.5M |
| Uniplan Investment Counsel, Inc. | 1.46% | Reduce -2.0% | 53,803 | $14.1M |
| Apollo Management Holdings, L.P. | 0.16% | New | 52,580 | $13.8M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 50,197 | $13.7M |
| APG Asset Management N.V. | 0.04% | Reduce -5.8% | 60,780 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 51,241 | $13.4M |
| Aviva PLC | 0.02% | Add +5.3% | 51,084 | $13.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -11.5% | 50,383 | $13.2M |
"% of holder's portfolio" is ESS's weight in each manager's 13F, not the share of Essex Property Trust Inc. the manager owns.