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 3.73% 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 | 42.56% | 9.05% | 48.39% |
| 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 | 6.95M | 10.78% | $1.82B |
| Blackrock | 6.49M | 10.11% | $1.77B |
| Cohen & steers | 6.00M | 9.31% | $1.57B |
| State street | 5.31M | 8.25% | $1.44B |
| Price t rowe associates inc /md/ | 3.67M | 5.70% | $982.82M |
| Geode capital management | 1.87M | 2.91% | $488.60M |
| Principal financial group | 1.68M | 2.61% | $439.52M |
| Daiwa securities group | 1.11M | 1.72% | $289.41M |
| Morgan stanley | 958.09K | 1.49% | $250.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 594.11K | 10.90% | $159.02M |
| Hgi capital management | 6.93K | 5.10% | $1.85M |
| Sophron capital management | 61.50K | 5.07% | $16.46M |
| Gsi capital advisors | 26.18K | 3.84% | $6.85M |
| Hazelview securities | 67.04K | 3.42% | $18.07M |
| Resolution capital | 634.60K | 3.31% | $169.86M |
| Cohen & steers | 6.00M | 2.84% | $1.57B |
| Vert asset management | 30.65K | 2.67% | $8.02M |
| Landmark investment partners | 31.78K | 2.60% | $8.51M |
| Heitman real estate securities | 131.17K | 2.41% | $34.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 881.57K | 0.02% | 881.57K |
| Rush island management, lp | 594.11K | 10.90% | 594.11K |
| Price t rowe associates inc /md/ | 3.67M | 0.11% | 350.45K |
| Principal financial group | 1.68M | 0.22% | 301.35K |
| Morgan stanley | 958.09K | 0.01% | 228.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthquest | - | - | -1.25M |
| Ubs asset management americas | 612.00 | - | -743.34K |
| Balyasny asset management | - | - | -570.79K |
| Prudential financial | 85.50K | 0.03% | -533.51K |
| Cohen & steers | 6.00M | 2.84% | -465.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 881.57K | 0.02% | 881.57K | $230.69M |
| Rush island management, lp | 594.11K | 10.90% | 594.11K | $159.02M |
| Lmr partners llp | 49.04K | 0.06% | 49.04K | $13.13M |
| Jane street group | 48.03K | 0.00% | 48.03K | $12.57M |
| Caisse de depot et placement du quebec | 26.58K | 0.01% | 26.58K | $7.11M |
Sold Out
| Holder | Change |
|---|---|
| Td waterhouse canada | -1.00 |
| Colonial trust advisors | -1.00 |
| Wr wealth planners | -1.00 |
| American capital advisory | -1.00 |
| Financial management professionals | -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 | 3.73% | 7.42K |
| Vanguard US Total Market Shares ETF | 2.03M | 3.16% | 1.36K |
| Vanguard Total Stock Mkt Idx Inv | 2.03M | 3.15% | 3.91K |
| Vanguard Institutional 500 Index Trust | 1.83M | 2.84% | 13.07K |
| Vanguard 500 Index Investor | 1.64M | 2.55% | 10.06K |
| Cohen & Steers Instl Realty Shares | 947.19K | 1.47% | - |
| Cohen & Steers Realty Shares L | 872.01K | 1.35% | -44.38K |
| T. Rowe Price U.S. Value Equity Tr-D | 860.94K | 1.34% | -58.20K |
| iShares Core S&P 500 ETF | 820.16K | 1.27% | 153.15K |
| Fidelity 500 Index | 814.48K | 1.26% | 1.10K |
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 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | - |
ESS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools