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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 16.06% 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 70.61%9.19%20.19%
IndustryResidential REIT Stocks 82.63%6.91%10.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group10.34M16.06%$2.77B
Blackrock funding, inc. /de7.24M11.25%$1.94B
Blackrock6.49M10.11%$1.77B
Cohen & steers6.47M10.04%$1.73B
State street5.31M8.25%$1.44B
Price t rowe associates inc /md/3.67M5.70%$982.82M
Geode capital management1.85M2.87%$493.59M
Norges bank1.65M2.57%$471.26M
Principal financial group1.38M2.14%$368.91M
Daiwa securities group1.16M1.80%$309.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Rush island management, lp594.11K10.90%$159.02M
Hgi capital management6.93K5.10%$1.85M
Sophron capital management61.50K5.07%$16.46M
Gsi capital advisors25.80K3.90%$6.91M
Hazelview securities67.04K3.42%$18.07M
Resolution capital634.60K3.31%$169.86M
Cohen & steers6.47M3.12%$1.73B
Heitman real estate securities164.58K3.01%$44.05M
Vert asset management29.41K2.65%$7.87M
Landmark investment partners31.78K2.60%$8.51M

Top Buyers

HolderShares% AssetsChange
Norges bank1.65M0.06%1.65M
Cohen & steers6.47M3.12%898.62K
Ubs asset management americas743.95K0.04%674.62K
Rush island management, lp594.11K10.90%594.11K
Centersquare investment management516.76K1.39%426.65K

Top Sellers

HolderShares% AssetsChange
Wealthquest---1.25M
Balyasny asset management---570.79K
Prudential financial85.50K0.03%-533.51K
Fmr250.23K0.00%-365.75K
Deutsche bank ag\533.79K0.05%-337.89K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.65M0.06%1.65M$471.26M
Rush island management, lp594.11K10.90%594.11K$159.02M
Lmr partners llp49.04K0.06%49.04K$13.13M
Janney montgomery scott33.44K0.02%33.44K$8.95M
Caisse de depot et placement du quebec26.58K0.01%26.58K$7.11M

Sold Out

HolderChange
Td waterhouse canada-1.00
Financial management professionals-1.00
Wr wealth planners-1.00
Colonial trust advisors-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 Index816.14K1.27%345.00
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 82.63%, which Essex Property Trust exceeds.

Who owns the most shares of Essex Property Trust?

Essex Property Trust’s largest shareholders are Vanguard group (10.34M shares, 16.06%), Blackrock funding, inc. /de (7.24M shares, 11.25%), and Blackrock (6.49M shares, 10.11%). Together, they hold 37.42% 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?

Rush island management, lp is Essex Property Trust’s biggest shareholder by percentage of total assets invested, with 10.90% of its assets in 594.11K Essex Property Trust shares, valued at 159.02M$.

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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