Essex Property TrustESS

13F holders, Q4 2025 (December 31)
619holders +11
56new positions
58sold out
8famous investors
$261.62avg. 13F price*

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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions56$254.7M
Exits58$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.

Show all 619 holders