Essex Property Trust Ownership | Who Owns Essex Property Trust?
Essex Property Trust Ownership Summary
Essex Property Trust is owned by 79.04% institutional investors, 1.18% insiders, and 19.78% retail investors. Vanguard group is the largest institutional shareholder, holding 15.99% of ESS shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.72% of its assets in Essex Property Trust shares.
ESS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essex Property Trust | 79.04% | 1.18% | 19.78% |
| Sector | Real Estate Stocks | 42.55% | 9.17% | 48.28% |
| Industry | Residential REIT Stocks | 53.60% | 6.20% | 40.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.30M | 15.99% | $2.69B |
| Blackrock funding, inc. /de | 7.26M | 11.26% | $1.76B |
| Blackrock | 6.49M | 10.11% | $1.77B |
| State street | 5.23M | 8.11% | $1.28B |
| Cohen & steers | 4.84M | 7.51% | $1.17B |
| Price t rowe associates inc /md/ | 3.35M | 5.20% | $810.39M |
| Geode capital management | 1.92M | 2.99% | $464.14M |
| Principal financial group | 1.67M | 2.59% | $403.67M |
| Dimensional fund advisors lp | 995.81K | 1.54% | $240.99M |
| Invesco | 939.24K | 1.46% | $227.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 807.89K | 13.12% | $195.51M |
| Sophron capital management | 79.07K | 5.64% | $19.13M |
| Aew capital management l p | 298.93K | 5.25% | $72.34M |
| Hgi capital management | 6.93K | 5.10% | $1.85M |
| Solel partners lp | 76.70K | 3.97% | $18.56M |
| Gsi capital advisors | 26.08K | 3.43% | $6.31M |
| Resolution capital | 673.02K | 3.42% | $162.87M |
| Hazelview securities | 67.04K | 3.42% | $18.07M |
| Route one investment company | 297.91K | 3.07% | $72.09M |
| Landmark investment partners | 15.91K | 2.76% | $3.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 881.57K | 0.02% | 881.57K |
| Vanguard fiduciary trust | 362.49K | 0.02% | 362.49K |
| Blackrock funding, inc. /de | 7.26M | 0.03% | 306.29K |
| Citadel advisors | 316.86K | 0.01% | 281.91K |
| Aew capital management l p | 298.93K | 5.25% | 270.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthquest | - | - | -1.25M |
| Cohen & steers | 4.84M | 2.04% | -1.16M |
| Ameriprise financial | 149.59K | 0.01% | -731.24K |
| Centersquare investment management | 216.62K | 0.54% | -331.40K |
| International assets investment management | - | - | -285.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 881.57K | 0.02% | 881.57K | $230.69M |
| Vanguard fiduciary trust | 362.49K | 0.02% | 362.49K | $87.72M |
| Alyeska investment group | 251.46K | 0.17% | 251.46K | $60.85M |
| Vanguard global advisers | 140.88K | 0.02% | 140.88K | $34.09M |
| Renaissance | 131.97K | 0.05% | 131.97K | $31.94M |
Sold Out
| Holder | Change |
|---|---|
| Davis capital management | -1.00 |
| Td waterhouse canada | -1.00 |
| Colonial trust advisors | -1.00 |
| Wr wealth planners | -1.00 |
| Elevated capital advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 450 | -26.71% | 50,904,886 | -20.50% | 79 | 0.80% | 211 | -25.70% | 156 | -29.09% |
| Sep 30, 2025 | 585 | -4.41% | 63,176,021 | 1.31% | 98 | 1.05% | 269 | -10.93% | 209 | -3.69% |
| Jun 30, 2025 | 608 | -3.18% | 66,865,898 | 6.76% | 103 | 1.10% | 302 | -10.39% | 215 | 8.04% |
| Mar 31, 2025 | 618 | -2.98% | 62,397,942 | 2.64% | 97 | 1.08% | 331 | 5.75% | 197 | -4.37% |
| Dec 31, 2024 | 343 | -43.95% | 30,233,361 | -48.79% | 47 | 0.56% | 163 | -44.75% | 107 | -48.80% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.40M | 3.72% | -9.35K |
| Vanguard Total Stock Mkt Idx Inv | 2.05M | 3.18% | 14.84K |
| Vanguard US Total Market Shares ETF | 2.03M | 3.16% | 1.36K |
| Vanguard Institutional 500 Index Trust | 1.83M | 2.84% | 13.07K |
| Vanguard 500 Index Investor | 1.64M | 2.55% | -14.74K |
| T. Rowe Price U.S. Value Equity Tr-D | 891.35K | 1.38% | 30.41K |
| Cohen & Steers Instl Realty Shares | 875.26K | 1.36% | -71.93K |
| iShares Core S&P 500 ETF | 833.21K | 1.30% | 2.47K |
| Fidelity 500 Index | 822.98K | 1.28% | 3.35K |
| SPDR® S&P 500 ETF | 801.22K | 1.25% | -11.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | Kasaris Mary | - | Sell | $842.24K |
| Mar 03, 2025 | Kleiman Angela L. | President and CEO | Sell | $1.55M |
| Mar 04, 2025 | Kleiman Angela L. | President and CEO | Sell | $126.05K |
| Mar 03, 2025 | GUERICKE KEITH R | - | Sell | $2.30M |
| Mar 03, 2025 | Morrison Anne | EVP, CAO & General Counsel | Sell | $809.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 6 |
ESS Ownership FAQ
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