Essex Property Trust Ownership | Who Owns Essex Property Trust?
Essex Property Trust Ownership Summary
Essex Property Trust is owned by 102.15% institutional investors, 0.73% insiders. 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 | 102.15% | 0.73% | -2.89% |
| Sector | Real Estate Stocks | 72.77% | 10.03% | 17.20% |
| Industry | Residential REIT Stocks | 85.90% | 5.13% | 8.97% |
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/ | 3.36M | 5.21% | $978.93M |
| 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 | 438.52K | 8.47% | $127.87M |
| Resolution capital | 1.03M | 5.51% | $299.66M |
| 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 |
| Heitman real estate securities | 213.73K | 4.00% | $62.32M |
| Solel partners lp | 76.70K | 3.80% | $22.36M |
| Hazelview securities | 67.04K | 3.42% | $18.07M |
| Sophron capital management | 36.11K | 3.26% | $10.53M |
| Masterton capital management, lp | 12.90K | 3.19% | $3.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.61M | 0.05% | 1.61M |
| Sixth street partners management company | 939.66K | 0.04% | 939.66K |
| Ubs asset management americas | 757.44K | 0.04% | 754.18K |
| Principal financial group | 2.09M | 0.30% | 424.87K |
| Resolution capital | 1.03M | 5.51% | 354.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthquest | - | - | -1.25M |
| Rush island management, lp | 438.52K | 8.47% | -369.38K |
| Route one investment company | - | - | -297.91K |
| International assets investment management | - | - | -285.67K |
| Citadel advisors | 82.04K | 0.00% | -234.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.61M | 0.05% | 1.61M | $468.80M |
| Sixth street partners management company | 939.66K | 0.04% | 939.66K | $274.00M |
| Adelante capital management | 67.99K | 1.30% | 67.99K | $19.83M |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 630 | 2.11% | 65,842,032 | 5.97% | 102 | 1.10% | 345 | 19.79% | 178 | -22.27% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.45M | 3.82% | -1.25K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.05M | 3.18% | 5.31K |
| 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 | 1.69M | 2.63% | 17.58K |
| Vanguard Small Cap Index | 1.48M | 2.30% | 3.42K |
| Vanguard MStar Small Cap Value Index | 938.31K | 1.46% | 2.77K |
| Vanguard Morn Small Cap Value Index | 935.54K | 1.46% | 457.63K |
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 |
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