Who owns Essex Property Trust (ESS)
Which tracked institutional funds hold ESS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ESS is one-sided between 2026-Q1 and 2026-Q2: 262 added or opened and 81 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ESS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ESS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 588 tracked filers holding ESS, 329 increased or opened the position and 264 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ESS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- Adelante Capital Management LLC$20M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7M
- Nykredit A/S$7M
- Jupiter Topco LLC$5M
- Diversify Advisory Services, LLC$5M
- Masterton Capital Management, LP$4M
Full exits 51
- COHEN & STEERS, INC.$1.2B
- Route One Investment Company, L.P.$72M
- Amundi$58M
- CANADA LIFE ASSURANCE Co$37M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$27M
- SG Americas Securities, LLC$22M
Largest adds
- BlackRock, Inc.$832M
- VANGUARD PORTFOLIO MANAGEMENT LLC$273M
- STATE STREET CORP$255M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$220M
- NORGES BANK$213M
- VANGUARD CAPITAL MANAGEMENT LLC$210M
Largest trims
- RUSH ISLAND MANAGEMENT, LP$68M
- CITADEL ADVISORS LLC$53M
- Woodline Partners LP$52M
- Alyeska Investment Group, L.P.$44M
- BARCLAYS PLC$26M
- RENAISSANCE TECHNOLOGIES LLC$23M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,430,141 | $2.2B | 13.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,490,501 | $1.6B | 9.8% | 2026-Q2 |
| STATE STREET CORP trimmed | 5,211,810 | $1.5B | 9.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,202,889 | $1.2B | 7.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,357,197 | $979M | 6.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 2,092,902 | $610M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,953,203 | $568M | 3.5% | 2026-Q2 |
| NORGES BANK added | 1,607,742 | $469M | 2.9% | 2026-Q2 |
| Invesco Ltd. added | 1,125,265 | $328M | 2.0% | 2026-Q2 |
| Resolution Capital Ltd added | 1,027,680 | $300M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,000,799 | $292M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 939,663 | $274M | 1.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 892,526 | $260M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 862,383 | $251M | 1.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 838,001 | $251M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 830,044 | $246M | 1.5% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 817,220 | $238M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 791,652 | $231M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 757,439 | $221M | 1.4% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 647,967 | $189M | 1.2% | 2026-Q2 |
| Boston Partners added | 628,452 | $183M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 619,623 | $181M | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 529,293 | $154M | 0.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 494,041 | $144M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 465,848 | $136M | 0.8% | 2026-Q2 |
| RUSH ISLAND MANAGEMENT, LP trimmed | 438,518 | $128M | 0.8% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 429,210 | $125M | 0.8% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 416,385 | $121M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 363,007 | $106M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 360,888 | $105M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 356,921 | $104M | 0.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 330,332 | $96M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 326,092 | $95M | 0.6% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P added | 313,787 | $91M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 275,322 | $80M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 274,244 | $80M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 255,953 | $75M | 0.5% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 243,869 | $71M | 0.4% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 232,532 | $68M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 226,319 | $66M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 224,971 | $66M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 219,678 | $64M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 215,964 | $63M | 0.4% | 2026-Q2 |
| Heitman Real Estate Securities LLC added | 213,726 | $62M | 0.4% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 199,720 | $58M | 0.4% | 2026-Q2 |
| Vest Financial, LLC trimmed | 191,810 | $56M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 181,832 | $53M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 173,157 | $50M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 172,949 | $50M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC added | 170,878 | $50M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 170,417 | $50M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 169,437 | $49M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. | 159,780 | $47M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 158,992 | $47M | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 147,429 | $43M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 147,232 | $37M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 138,378 | $40M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 129,060 | $38M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 128,575 | $37M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 124,339 | $36M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 123,769 | $36M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 123,272 | $36M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 121,743 | $35M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 110,505 | $32M | 0.2% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 107,012 | $31M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 102,445 | $30M | 0.2% | 2026-Q2 |
| Investure, LLC | 100,821 | $29M | 0.2% | 2026-Q2 |
| Pacific Heights Asset Management LLC | 100,000 | $29M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 97,844 | $29M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 95,226 | $28M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 94,342 | $28M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 94,304 | $27M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 93,006 | $27M | 0.2% | 2026-Q2 |
| Capital World Investors added | 89,972 | $26M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 84,752 | $25M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 82,041 | $24M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 79,157 | $23M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 78,171 | $19M | 0.1% | 2026-Q2 |
| Solel Partners LP | 76,700 | $22M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 74,975 | $22M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 73,551 | $21M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 70,778 | $21M | 0.1% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 70,478 | $21M | 0.1% | 2026-Q2 |
| Adelante Capital Management LLC added | 67,992 | $20M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 66,697 | $19M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 65,150 | $17M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 63,793 | $19M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 61,945 | $18M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 61,914 | $18M | 0.1% | 2026-Q2 |
| American Assets Investment Management, LLC | 59,500 | $17M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 57,807 | $17M | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 57,769 | $17M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 56,883 | $17M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 53,370 | $16M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 53,336 | $16M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 53,139 | $15M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 53,002 | $15M | 0.1% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. trimmed | 50,107 | $14M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 50,092 | $15M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 49,438 | $14M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.