Essex Property Trust ESS Institutional Ownership

NYSE ESS

$269.22 -2.12 (-0.78%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

635 Institutions

Increased 349 55.0%

Unchanged 102 16.1%

Reduced 184 29.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

177.14%

▲+10.44 pp QoQ

Shares Held by Institutions

66.11Mn

of 37.32Mn outstanding

▲+7.57% QoQ

Shares Outstanding

37.32Mn

-28.79Mn held outside 13F filers

Institutional Investors

635

filed 13F for Jun 2026

▲+23 vs prior quarter

Net Shares Added (QoQ)

+4.65Mn

accumulated since last quarter

Value of Holdings

$18.11Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Essex Property Trust, Inc. (NYSE:ESS) has 635 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 177.1% of Essex Property Trust's outstanding shares in June 2026, up from 166.7% in March 2026.
They increased total shares held in ESS by 7.57% quarter over quarter, and investors in Essex Property Trust increased 1.76% from a year ago.
Activity in ESS broke down as 349 buyers, 184 sellers, and 102 unchanged among 635 total holders.
Combined, these investors held 66.11Mn shares in ESS for June 2026, up by 4.65Mn shares quarter on quarter, and up 2.89Mn shares year over year.
BlackRock, Inc. leads ownership in ESS with 7.43Mn shares as of June 30, 2026, equal to 19.91% of outstanding shares.
Leading buyers of Essex Property Trust shares for the quarter ending June 2026 were NORGES BANK (1.61Mn), Sixth Street Partners Management Company, L.P. (939.66K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (754.18K), Principal Financial Group Inc (424.87K), Resolution Capital Ltd (354.66K).
The largest sales of ESS for the quarter ending June 2026 came from RUSH ISLAND MANAGEMENT, LP (369.38K), CITADEL ADVISORS LLC (234.82K), Woodline Partners LP (219.3K), Alyeska Investment Group, L.P. (193.7K), Barclays Plc (130.05K).
Per Business Quant data, the top 10 holders of Essex Property Trust for the quarter ending June 2026 are BlackRock, Inc. (7.43Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.49Mn), State Street Corp (5.21Mn), Cohen & Steers, Inc. (4.91Mn), VANGUARD CAPITAL MANAGEMENT LLC (4.2Mn), PRICE T ROWE ASSOCIATES INC /MD/ (3.36Mn), Principal Financial Group Inc (2.09Mn), GEODE CAPITAL MANAGEMENT, LLC (1.95Mn), NORGES BANK (1.61Mn), Invesco Ltd. (1.13Mn).

Form 13F Holdings

635 Institutional Holders

Report period 30 Jun, 2026

Total shares held 66.11Mn

Of outstanding 177.14%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,430,141	19.91%	▲174,651	+2.41%	$2.17Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,490,501	14.71%	▲2,454	+0.04%	$1.60Bn
3	State Street Corp	0000093751	5,211,810	13.96%	▼13,696	-0.26%	$1.53Bn
4	Cohen & Steers, Inc.	0001284812	4,914,673	13.17%	▲71,547	+1.48%	$1.43Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,202,889	11.26%	▲4,613	+0.11%	$1.23Bn
6	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	3,357,197	9.00%	▲8,488	+0.25%	$978.93K
7	Principal Financial Group Inc	0001126328	2,092,902	5.61%	▲424,866	+25.47%	$610.27Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,953,203	5.23%	▲28,747	+1.49%	$567.54Mn
9	NORGES BANK	0001374170	1,607,742	4.31%	▲1,607,742	0.00%	$468.80Mn
10	Invesco Ltd.	0000914208	1,125,265	3.02%	▲186,029	+19.81%	$328.12Mn
11	Resolution Capital Ltd	0001612389	1,027,680	2.75%	▲354,660	+52.70%	$299.66Mn
12	DIMENSIONAL FUND ADVISORS LP	0000354204	1,000,799	2.68%	▲4,989	+0.50%	$291.83Mn
13	Sixth Street Partners Management Company, L.P.	0001812095	939,663	2.52%	▲939,663	0.00%	$274.00Mn
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	939,663	2.52%	▲52,162	+5.88%	$274.00Mn
14	Legal & General Group Plc	0000764068	892,526	2.39%	▼10,393	-1.15%	$260.25Mn
15	Northern Trust Corp	0000073124	862,383	2.31%	▲18,006	+2.13%	$251.46Mn
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	838,001	2.25%	▼11,522	-1.36%	$250.53Mn
17	Jpmorgan Chase & Co	0000019617	830,044	2.22%	▲286,076	+52.59%	$245.64Mn
18	Daiwa Securities Group Inc.	0001481045	817,220	2.19%	▼107,584	-11.63%	$238.29Mn
19	Morgan Stanley	0000895421	791,652	2.12%	▼49,050	-5.83%	$230.84Mn

Showing 1 to 20 of 635 holders