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Essex Property Trust Ownership | Who Owns Essex Property Trust?

OverviewForecastRevenueFinancialsChartTranscripts

Essex Property Trust Ownership Summary

Essex Property Trust is owned by 97.02% institutional investors, 1.15% insiders, and 1.84% retail investors. Vanguard group is the largest institutional shareholder, holding 16.12% of ESS shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.74% of its assets in Essex Property Trust shares.

ESS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEssex Property Trust97.02%1.15%1.84%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryResidential REIT Stocks 71.52%6.89%21.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group10.35M16.12%$2.96B
Blackrock funding, inc. /de7.01M10.92%$2.00B
Blackrock6.49M10.11%$1.77B
State street5.21M8.12%$1.49B
Cohen & steers3.81M5.93%$1.09B
Geode capital management1.76M2.74%$500.69M
Norges bank1.65M2.57%$471.26M
Price t rowe associates inc /md/1.65M2.57%$470.87M
Principal financial group1.49M2.33%$426.53M
Massachusetts financial services co /ma/1.26M1.96%$359.52M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hazelview securities67.04K3.42%$18.07M
Vert asset management28.37K2.77%$8.10M
Resolution capital517.03K2.65%$147.58M
Masterton capital management, lp14.70K2.38%$4.20M
Aurora investment managers, llc.13.19K2.36%$3.77M
Loudon investment management13.95K2.26%$3.98M
Kinloch capital15.62K2.22%$4.25M
Systematic portfolios1.09K2.06%$296.15K
Cohen & steers3.81M2.06%$1.09B
Pensionfund dsm netherlands11.20K1.99%$3.20M

Top Buyers

HolderShares% AssetsChange
Norges bank1.65M0.06%1.65M
Schroder investment management group197.44K0.05%185.96K
Blackrock funding, inc. /de7.01M0.04%164.66K
Kbc group nv225.77K0.18%150.93K
Exoduspoint capital management, lp127.70K0.25%127.70K

Top Sellers

HolderShares% AssetsChange
Balyasny asset management---570.79K
Deutsche bank ag\427.51K0.05%-420.98K
International assets investment management---285.67K
Fmr614.27K0.01%-250.04K
Nuveen asset management300.81K0.02%-148.23K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.65M0.06%1.65M$471.26M
Exoduspoint capital management, lp127.70K0.25%127.70K$36.45M
Raymond james financial24.62K0.00%24.62K$7.03M
New age alpha advisors23.73K0.27%23.73K$6.77M
Fjarde ap-fonden (the fourth swedish national pensionfund)18.82K0.06%18.82K$5.12M

Sold Out

HolderChange
Td waterhouse canada-1.00
Baldwin brothers llc/ma-1.00
Wr wealth planners-1.00
Colonial trust advisors-1.00
Eagle bay advisors-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2025618-2.98%62,397,9422.64%971.08%3315.75%197-4.37%
Dec 31, 2024343-43.95%30,233,361-48.79%470.56%163-44.75%107-48.80%
Sep 30, 20246074.30%58,970,781-4.21%911.00%2936.55%207-1.90%
Jun 30, 20245754.74%61,534,9032.29%951.09%2724.21%21016.67%
Mar 31, 20245490.37%60,154,573-2.93%931.01%2613.16%180-15.89%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor2.41M3.74%-40.60K
Vanguard Total Stock Mkt Idx Inv2.07M3.21%30.75K
Vanguard US Total Market Shares ETF2.03M3.16%1.36K
Vanguard Institutional 500 Index Trust1.81M2.82%28.24K
Vanguard Mid Cap Index Institutional1.40M2.17%13.38K
Fidelity 500 Index806.30K1.25%1.39K
SPDR® S&P 500 ETF801.22K1.25%-11.78K
SPDR® S&P Dividend ETF789.22K1.23%-538.00
SPDR® S&P 500® ETF Trust779.90K1.21%-4.10K
Cohen & Steers Instl Realty Shares775.89K1.21%88.40K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 11, 2025Kasaris Mary-Sell$842.24K
Mar 03, 2025Kleiman Angela L. President and CEOSell$1.55M
Mar 04, 2025Kleiman Angela L. President and CEOSell$126.05K
Mar 03, 2025GUERICKE KEITH R-Sell$2.30M
Mar 03, 2025Morrison Anne EVP, CAO & General CounselSell$809.33K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1-6
2024 Q4--
2024 Q3-5
2024 Q2-2

ESS Ownership FAQ

Who Owns Essex Property Trust?

Essex Property Trust shareholders are primarily institutional investors at 97.02%, followed by 1.15% insiders and 1.83% retail investors. The average institutional ownership in Essex Property Trust's industry, Residential REIT Stocks , is 71.52%, which Essex Property Trust exceeds.

Who owns the most shares of Essex Property Trust?

Essex Property Trust’s largest shareholders are Vanguard group (10.35M shares, 16.12%), Blackrock funding, inc. /de (7.01M shares, 10.92%), and Blackrock (6.49M shares, 10.11%). Together, they hold 37.15% of Essex Property Trust’s total shares outstanding.

Does Blackrock own Essex Property Trust?

Yes, BlackRock owns 10.11% of Essex Property Trust, totaling 6.49M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.77B$. In the last quarter, BlackRock decreased its holdings by -35.357K shares, a -0.54% change.

Who is Essex Property Trust’s biggest shareholder by percentage of total assets invested?

Hazelview securities is Essex Property Trust’s biggest shareholder by percentage of total assets invested, with 3.42% of its assets in 67.04K Essex Property Trust shares, valued at 18.07M$.

Who is the top mutual fund holder of Essex Property Trust shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Essex Property Trust shares, with 3.74% of its total shares outstanding invested in 2.41M Essex Property Trust shares.

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