Essex Property Trust Ownership | Who Owns Essex Property Trust?
Essex Property Trust Ownership Summary
Essex Property Trust is owned by 96.37% institutional investors, 0.73% insiders, and 2.90% 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 3.82% of its assets in Essex Property Trust shares.
ESS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essex Property Trust | 96.37% | 0.73% | 2.90% |
| Sector | Real Estate Stocks | 49.41% | 9.79% | 40.80% |
| Industry | Residential REIT Stocks | 48.83% | 4.90% | 46.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.30M | 15.99% | $2.69B |
| Blackrock funding, inc. /de | 7.43M | 11.53% | $2.17B |
| Blackrock | 6.49M | 10.11% | $1.77B |
| State street | 5.21M | 8.09% | $1.53B |
| Cohen & steers | 4.91M | 7.63% | $1.43B |
| Vanguard capital management | 4.20M | 6.52% | $1.23B |
| Price t rowe associates inc /md/ | 3.35M | 5.20% | $810.39M |
| Principal financial group | 2.09M | 3.25% | $610.27M |
| Geode capital management | 1.95M | 3.03% | $567.54M |
| Norges bank | 1.61M | 2.49% | $468.80M |
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 | 313.79K | 5.47% | $91.50M |
| Hgi capital management | 6.93K | 5.10% | $1.85M |
| Gsi capital advisors | 32.51K | 4.47% | $9.48M |
| Solel partners lp | 76.70K | 3.97% | $18.56M |
| 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 | 1.61M | 0.05% | 1.61M |
| Ubs asset management americas | 757.44K | 0.04% | 754.18K |
| Principal financial group | 2.09M | 0.30% | 424.87K |
| Jpmorgan chase | 830.04K | 0.01% | 286.08K |
| Citadel advisors | 316.86K | 0.01% | 281.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthquest | - | - | -1.25M |
| Ameriprise financial | 149.59K | 0.01% | -731.24K |
| International assets investment management | - | - | -285.67K |
| Route one investment company | 297.91K | 3.07% | -235.06K |
| Nuveen asset management | 300.81K | 0.02% | -148.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.61M | 0.05% | 1.61M | $468.80M |
| Alyeska investment group | 251.46K | 0.17% | 251.46K | $60.85M |
| Susquehanna portfolio strategies | 74.59K | 0.27% | 74.59K | $18.05M |
| Lmr partners llp | 49.04K | 0.06% | 49.04K | $13.13M |
| Cibc world markets | 25.19K | 0.03% | 25.19K | $6.59M |
Sold Out
| Holder | Change |
|---|---|
| Elevated capital advisors | -1.00 |
| Wr wealth planners | -1.00 |
| Td waterhouse canada | -1.00 |
| Colonial trust advisors | -1.00 |
| Financial management professionals | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 604 | -3.51% | 62,116,656 | -3.56% | 96 | 0.97% | 285 | -8.65% | 223 | 7.73% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.45M | 3.82% | 37.59K |
| Vanguard Total Stock Mkt Idx Inv | 2.04M | 3.17% | -11.78K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.04M | 3.17% | -11.78K |
| 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 | 1.67M | 2.60% | -17.25K |
| Vanguard Small Cap Index | 1.47M | 2.29% | 732.16K |
| Vanguard Morn Small Cap Value Index | 935.54K | 1.46% | 457.63K |
| Vanguard Small Cap Value Index Inv | 935.54K | 1.46% | 457.63K |
| T. Rowe Price U.S. Value Equity Tr-D | 895.93K | 1.39% | 4.58K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 27, 2026 | Kasaris Mary | - | Sell | $167.67K |
| Mar 11, 2025 | Kasaris Mary | - | Sell | $842.24K |
| Mar 04, 2025 | Kleiman Angela L. | President and CEO | Sell | $126.05K |
| Mar 03, 2025 | Kleiman Angela L. | President and CEO | Sell | $1.55M |
| Mar 03, 2025 | GUERICKE KEITH R | - | Sell | $2.30M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 6 |
ESS Ownership FAQ
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