Essex Property Trust, Inc. (ESS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

511,238Shares held by institutions

$123,998,221Value of institutional holdings

105.29%Institutional ownership %

3.90%Shares Changed QoQ

618No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Essex Property Trust, Inc. (NYSE:ESS) has 606 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 93.6% of outstanding shares in December 2025, down from 100.8% in September 2025.
Their total shares held in ESS increased 0.59% quarter over quarter, and separately, investors owning Essex Property Trust decreased 3.04% from a year ago.
During the quarter, 312 of these 606 funds increased positions in ESS, 202 reduced exposure, and 92 held steady.
Altogether, these fund groups held 60.3Mn shares in ESS by December 2025, up by 354.62K shares quarter on quarter, and down 2.26Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in Essex Property Trust with 10.3Mn shares, accounting for 15.98% of total shares outstanding.
The most significant purchases of ESS for the quarter ending December 2025 came from NORGES BANK (881.57K), Route One Investment Company, L.P. (532.98K), Principal Financial Group Inc (301.35K), Morgan Stanley (228.16K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (209.99K).
Leading sellers of Essex Property Trust shares for the quarter ending December 2025 were UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (743.34K), Jpmorgan Chase & Co (535.72K), Cohen & Steers, Inc. (465.69K), BlackRock, Inc. (291.92K), Bank Of America Corp /De/ (232.14K).
According to Business Quant data, leading holders of ESS for December 2025 are VANGUARD GROUP INC (10.3Mn), BlackRock, Inc. (6.95Mn), Cohen & Steers, Inc. (6.0Mn), State Street Corp (5.25Mn), GEODE CAPITAL MANAGEMENT, LLC (1.87Mn), Principal Financial Group Inc (1.68Mn), Daiwa Securities Group Inc. (1.11Mn), Morgan Stanley (958.09K), Legal & General Group Plc (950.75K), DIMENSIONAL FUND ADVISORS LP (938.64K).

606 Institutional Holders

511,238 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-291,920	-4.03%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-46,568	-0.45%	$0.00
RUSH ISLAND MANAGEMENT, LP	31 Dec, 2025	43,103	7.26%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	234,451	122.89%	$0.00
Cohen & Steers, Inc.	31 Dec, 2025	-465,686	-7.20%	$0.00
CENTERSQUARE INVESTMENT MANAGEMENT LLC	31 Dec, 2025	31,261	6.05%	$0.00
Barclays Plc	31 Dec, 2025	-140,894	-45.62%	$0.00
State Street Corp	31 Dec, 2025	-63,751	-1.20%	$0.00
Nuveen, LLC	31 Dec, 2025	22,016	4.27%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	1,957	58.04%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	22,835	1.23%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	-135,298	-25.78%	$0.00
Principal Financial Group Inc	31 Dec, 2025	301,349	21.86%	$0.00
Quantinno Capital Management LP	31 Dec, 2025	114,508	75.00%	$0.00
Daiwa Securities Group Inc.	31 Dec, 2025	-51,644	-4.46%	$0.00
UBS Group AG	31 Dec, 2025	-43,788	-15.88%	$0.00
Morgan Stanley	31 Dec, 2025	228,165	31.26%	$0.00
Vest Financial, LLC	31 Dec, 2025	-4,087	-2.14%	$0.00
Legal & General Group Plc	31 Dec, 2025	29,466	3.20%	$0.00
Aberdeen Group plc	31 Dec, 2025	755	0.41%	$0.00

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