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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 103.85% institutional investors, 1.16% insiders. Vanguard group is the largest institutional shareholder, holding 16.12% of ESS shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.71% of its assets in Essex Property Trust shares.

ESS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEssex Property Trust103.85%1.16%-5.01%
SectorReal Estate Stocks 66.72%8.97%24.31%
IndustryResidential REIT Stocks 82.17%6.91%10.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group10.35M16.12%$2.96B
Blackrock funding, inc. /de7.16M11.12%$2.03B
Blackrock6.49M10.11%$1.77B
Cohen & steers5.57M8.65%$1.58B
State street5.21M8.12%$1.49B
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/1.24M1.93%$351.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Waterfront capital partners77.89K5.41%$22.07M
Hgi capital management13.21K5.07%$3.74M
Resolution capital848.63K4.77%$240.50M
Heitman real estate securities188.63K3.79%$53.46M
Hazelview securities67.04K3.42%$18.07M
Vert asset management28.41K2.93%$8.05M
Cohen & steers5.57M2.89%$1.58B
Gillson capital lp130.20K2.82%$36.90M
Masterton capital management, lp14.70K2.38%$4.20M
Aurora investment managers, llc.13.31K2.28%$3.77M

Top Buyers

HolderShares% AssetsChange
Norges bank1.65M0.06%1.65M
Cohen & steers5.57M2.89%1.29M
Daiwa securities group1.06M1.11%344.29K
Blackrock funding, inc. /de7.16M0.04%334.84K
Heitman real estate securities188.63K3.79%152.85K

Top Sellers

HolderShares% AssetsChange
Wealthquest---1.25M
Balyasny asset management---570.79K
Deutsche bank ag\427.51K0.05%-420.98K
International assets investment management---285.67K
Fmr614.27K0.01%-250.04K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.65M0.06%1.65M$471.26M
Waterfront capital partners77.89K5.41%77.89K$22.07M
Fjarde ap-fonden (the fourth swedish national pensionfund)18.82K0.06%18.82K$5.12M
Masterton capital management, lp14.70K2.38%14.70K$4.20M
Brookfield corp /on/8.11K0.00%8.11K$2.30M

Sold Out

HolderChange
Td waterhouse canada-1.00
Colonial trust advisors-1.00
Wr wealth planners-1.00
American capital advisory-1.00
Baldwin brothers llc/ma-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025608-3.18%66,865,8986.76%1031.10%302-10.39%2158.04%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor2.39M3.71%2.86K
Vanguard US Total Market Shares ETF2.03M3.16%1.36K
Vanguard Total Stock Mkt Idx Inv2.02M3.14%-48.81K
Vanguard Institutional 500 Index Trust1.83M2.84%13.07K
Vanguard 500 Index Investor1.59M2.47%-233.61K
Vanguard Mid Cap Index Institutional1.44M2.23%15.51K
Cohen & Steers Realty Shares L859.00K1.33%109.22K
Cohen & Steers Instl Realty Shares853.04K1.32%77.16K
Fidelity 500 Index815.80K1.27%4.92K
SPDR® S&P 500 ETF801.22K1.25%-11.78K

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 103.85%, followed by 1.16% insiders and -5.01% retail investors. The average institutional ownership in Essex Property Trust's industry, Residential REIT Stocks , is 82.17%, 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 (7.16M shares, 11.12%), and Blackrock (6.49M shares, 10.11%). Together, they hold 37.35% 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?

Waterfront capital partners is Essex Property Trust’s biggest shareholder by percentage of total assets invested, with 5.41% of its assets in 77.89K Essex Property Trust shares, valued at 22.07M$.

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 3.71% of its total shares outstanding invested in 2.39M Essex Property Trust shares.

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