ESSEX PPTY TR INC (ESS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
585
Reporting holders
$16.9B
Reported value
89.5%
Of shares outstanding
0.4%
Held as options
+17
Holder change
Institutions report 57,527,797 shares against 64,268,439 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2B | 7,430,141 | 0.03% | 8q | +2.4%+$50.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 5,490,501 | 0.07% | 2q | HELD |
| STATE STREET CORP | $1.5B | 5,211,810 | 0.05% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 4,202,889 | 0.03% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $610.3M | 2,092,902 | 0.30% | 31q | +25.5%+$123.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $567.5M | 1,953,203 | 0.03% | 31q | +1.5%+$8.4M |
| NORGES BANK | $468.8M | 1,607,742 | 0.05% | 32q | +82.4%+$211.7M |
| Invesco Ltd. | $328.1M | 1,125,265 | 0.03% | 31q | +19.8%+$54.2M |
| Resolution Capital Ltd | $299.7M | 1,027,680 | 5.51% | 23q | +52.7%+$103.4M |
| DIMENSIONAL FUND ADVISORS LP | $291.8M | 1,000,799 | 0.05% | 31q | +0.5%+$1.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $274.0M | 939,663 | 0.04% | 31q | +5.9%+$15.2M |
| Sixth Street Partners Management Company, L.P. | $274.0M | 939,663 | 0.04% | new | NEW |
| Legal & General Group Plc | $260.3M | 892,526 | 0.05% | 31q | -1.2%-$3.0M |
| NORTHERN TRUST CORP | $251.5M | 862,383 | 0.03% | 31q | +2.1%+$5.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $250.5M | 838,001 | 0.08% | 16q | -1.4%-$3.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $250.3M | 858,420 | 1.18% | 9q | +31.6%+$60.0M |
| JPMORGAN CHASE & CO | $245.6M | 830,044 | 0.01% | 31q | +52.6%+$84.7M |
| Daiwa Securities Group Inc. | $238.3M | 817,220 | 0.47% | 31q | -11.6%-$31.4M |
| MORGAN STANLEY | $230.8M | 791,652 | 0.01% | 35q | -5.8%-$14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $220.9M | 757,439 | 0.04% | 31q | +23177.2%+$219.9M |
| ProShare Advisors LLC | $188.9M | 647,967 | 0.27% | 31q | -1.2%-$2.4M |
| Boston Partners | $183.3M | 628,452 | 0.16% | 31q | +3.1%+$5.4M |
| GOLDMAN SACHS GROUP INC | $180.7M | 619,623 | 0.02% | 31q | +28.1%+$39.7M |
| Quantinno Capital Management LP | $154.3M | 529,293 | 0.19% | 19q | +38.9%+$43.2M |
| Nuveen, LLC | $144.1M | 494,041 | 0.03% | 6q | -2.8%-$4.2M |
| Bank of New York Mellon Corp | $135.8M | 465,848 | 0.02% | 31q | HELD |
| RUSH ISLAND MANAGEMENT, LP | $127.9M | 438,518 | 8.47% | 4q | -45.7%-$107.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $121.4M | 416,385 | 0.44% | 20q | -1.8%-$2.2M |
| SEI INVESTMENTS CO | $105.8M | 363,007 | 0.09% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $105.2M | 360,888 | 0.02% | 2q | HELD |
| Russell Investments Group, Ltd. | $104.2M | 356,921 | 0.09% | 31q | +16.2%+$14.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $96.3M | 330,332 | 0.02% | 14q | +9.3%+$8.2M |
| AMERICAN CENTURY COMPANIES INC | $95.1M | 326,092 | 0.04% | 23q | +3.8%+$3.5M |
| AEW CAPITAL MANAGEMENT L P | $91.5M | 313,787 | 5.47% | 30q | +5.0%+$4.3M |
| BANK OF AMERICA CORP /DE/ | $80.3M | 275,322 | 0.01% | 31q | +9.3%+$6.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $80.0M | 274,244 | 0.17% | 31q | +2.0%+$1.5M |
| HSBC HOLDINGS PLC | $74.7M | 255,953 | 0.03% | 31q | +16.7%+$10.7M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $71.1M | 243,869 | 0.19% | 28q | HELD |
| State of Tennessee, Department of Treasury | $67.8M | 232,532 | 0.20% | 31q | +2.9%+$1.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $66.0M | 226,319 | 0.04% | 31q | +5.3%+$3.3M |
| DEUTSCHE BANK AG\ | $65.6M | 224,971 | 0.02% | 34q | +9.0%+$5.4M |
| CITIGROUP INC | $64.1M | 219,678 | 0.02% | 31q | -23.2%-$19.3M |
| Sumitomo Mitsui Trust Group, Inc. | $63.0M | 215,964 | 0.04% | 31q | -3.5%-$2.3M |
| Heitman Real Estate Securities LLC | $62.3M | 213,726 | 4.00% | 31q | +53.5%+$21.7M |
| Amundi | $60.3M | 206,905 | 0.01% | 21q | -13.3%-$9.3M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $58.2M | 199,720 | 0.50% | 31q | -7.8%-$4.9M |
| Vest Financial, LLC | $55.9M | 191,810 | 0.59% | 23q | -4.7%-$2.8M |
| Swiss National Bank | $53.0M | 181,832 | 0.03% | 31q | -3.8%-$2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $50.5M | 173,157 | 0.08% | 7q | +5.7%+$2.7M |
| BNP PARIBAS FINANCIAL MARKETS | $50.4M | 172,949 | 0.02% | 31q | +12.6%+$5.7M |
| Lido Advisors, LLC | $50.3M | 170,878 | 0.14% | 30q | +0.6%+$283.9K |
| UBS Group AG | $49.7M | 170,417 | 0.01% | 31q | -6.8%-$3.6M |
| AQR CAPITAL MANAGEMENT LLC | $49.3M | 169,437 | 0.02% | 31q | +94.3%+$23.9M |
| APG Asset Management US Inc. | $47.2M | 159,780 | 0.33% | 10q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $46.6M | 158,992 | 0.03% | 31q | +23.4%+$8.8M |
| FMR LLC | $43.0M | 147,429 | 0.00% | 31q | -12.1%-$5.9M |
| Vanguard Global Advisers, LLC | $40.3M | 138,378 | 0.02% | 2q | -1.8%-$729.6K |
| Corient Private Wealth LP | $38.9M | 133,395 | 0.02% | 14q | +100.8%+$19.5M |
| RHUMBLINE ADVISERS | $37.6M | 129,060 | 0.03% | 31q | -1.9%-$736.3K |
| California Public Employees Retirement System | $37.5M | 128,575 | 0.02% | 31q | -5.9%-$2.4M |
| AMERIPRISE FINANCIAL INC | $37.3M | 147,232 | 0.01% | 31q | -50.8%-$38.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $36.3M | 124,339 | 0.05% | 3q | -5.8%-$2.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.1M | 123,769 | 0.02% | 2q | +14.2%+$4.5M |
| FIRST TRUST ADVISORS LP | $35.9M | 123,272 | 0.02% | 31q | -17.4%-$7.6M |
| Asset Management One Co., Ltd. | $35.5M | 121,743 | 0.09% | 31q | +3.7%+$1.3M |
| MACKENZIE FINANCIAL CORP | $32.2M | 110,505 | 0.03% | 31q | +435.9%+$26.2M |
| LANDMARK INVESTMENT PARTNERS, L.P. | $30.0M | 12,719 | 7.52% | 2q | -20.0%-$7.5M |
| BARCLAYS PLC | $29.9M | 102,445 | 0.01% | 31q | -55.9%-$37.9M |
| Investure, LLC | $29.4M | 100,821 | 1.84% | 25q | HELD |
| Pacific Heights Asset Management LLC | $29.2M | 100,000 | 0.92% | 31q | HELD |
| Uniplan Investment Counsel, Inc. | $28.3M | 98,617 | 1.33% | 31q | +96.6%+$13.9M |
| CITADEL ADVISORS LLC | $28.2M | 82,041 | 0.00% | 31q | -74.1%-$80.6M |
| Aberdeen Group plc | $27.8M | 95,226 | 0.04% | 31q | +14.2%+$3.4M |
| BANK OF MONTREAL /CAN/ | $27.5M | 94,342 | 0.01% | 31q | +160.5%+$17.0M |
| NEUBERGER BERMAN GROUP LLC | $27.5M | 94,304 | 0.02% | 31q | +9.0%+$2.3M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $27.1M | 93,006 | 0.08% | 31q | -0.6%-$171.7K |
| Capital World Investors | $26.2M | 89,972 | 0.00% | 6q | +20.3%+$4.4M |
| Susquehanna Portfolio Strategies, LLC | $24.7M | 84,752 | 0.39% | 2q | +13.6%+$3.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.3M | 27,631 | 0.00% | 31q | +446.6%+$19.0M |
| ROYAL BANK OF CANADA | $23.1M | 79,157 | 0.00% | 31q | -29.4%-$9.6M |
| Solel Partners LP | $22.4M | 76,700 | 3.80% | 3q | HELD |
| Vanguard Investments Australia, Ltd. | $21.9M | 74,975 | 0.05% | 2q | +0.7%+$162.7K |
| JANE STREET GROUP, LLC | $21.8M | options only | 0.00% | 13q | OPTIONS |
| Allianz Asset Management GmbH | $21.2M | 73,551 | 0.02% | 40q | +2.4%+$491.0K |
| WELLS FARGO & COMPANY/MN | $20.6M | 70,778 | 0.00% | 31q | -41.3%-$14.5M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $20.6M | 70,478 | 0.29% | 31q | +16.1%+$2.9M |
| Adelante Capital Management LLC | $19.8M | 67,992 | 1.30% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $18.9M | 78,171 | 0.01% | 31q | -1.1%-$209.6K |
| NATIONAL BANK OF CANADA /FI/ | $18.6M | 63,793 | 0.01% | 19q | -6.3%-$1.2M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $18.1M | 61,945 | 0.09% | 31q | +40.8%+$5.2M |
| MACQUARIE GROUP LTD | $18.1M | 61,914 | 0.08% | 32q | -3.3%-$621.7K |
| American Assets Investment Management, LLC | $17.3M | 59,500 | 1.05% | 31q | HELD |
| Robeco Institutional Asset Management B.V. | $16.9M | 57,807 | 0.02% | 38q | +23.4%+$3.2M |
| Alyeska Investment Group, L.P. | $16.8M | 57,769 | 0.04% | 2q | -77.0%-$56.5M |
| APG Asset Management N.V. | $16.6M | 65,150 | 0.04% | 31q | +15.1%+$2.2M |
| PRUDENTIAL FINANCIAL INC | $16.6M | 56,883 | 0.02% | 31q | +43.5%+$5.0M |
| AVIVA PLC | $15.6M | 53,370 | 0.02% | 31q | +1.0%+$153.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15.6M | 53,336 | 0.03% | 31q | -2.6%-$407.1K |
| Gotham Asset Management, LLC | $15.5M | 53,139 | 0.04% | 20q | -28.6%-$6.2M |
| ENVESTNET ASSET MANAGEMENT INC | $15.5M | 53,002 | 0.00% | 31q | +3.9%+$573.3K |
Showing the largest 100 of 629 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 585 | $16.9B | 57,527,797 | 70 | 246 | 156 | 0.4% |
| Q1 2026 | 568 | $13.1B | 53,779,087 | 65 | 198 | 196 | 0.2% |
| Q4 2025 | 569 | $14.0B | 53,531,435 | 53 | 208 | 173 | 0.3% |
| Q3 2025 | 558 | $14.2B | 52,600,812 | 49 | 192 | 181 | 0.6% |
| Q2 2025 | 570 | $15.2B | 53,328,046 | 60 | 200 | 196 | 0.3% |
| Q1 2025 | 573 | $16.5B | 53,633,934 | 63 | 223 | 159 | 0.3% |
| Q4 2024 | 569 | $15.3B | 53,503,318 | 57 | 188 | 173 | 0.2% |
| Q3 2024 | 545 | $15.9B | 53,538,055 | 65 | 179 | 174 | 0.3% |
| Q2 2024 | 516 | $14.7B | 53,783,481 | 72 | 158 | 176 | 0.2% |
| Q1 2024 | 485 | $13.8B | 56,040,377 | 46 | 162 | 147 | 0.3% |
| Q4 2023 | 485 | $14.1B | 56,640,099 | 52 | 133 | 180 | 0.3% |
| Q3 2023 | 460 | $11.8B | 55,435,736 | 40 | 142 | 171 | 0.3% |
| Q2 2023 | 451 | $13.2B | 55,944,853 | 42 | 142 | 177 | 0.3% |
| Q1 2023 | 446 | $12.3B | 58,842,973 | 52 | 173 | 133 | 0.4% |
| Q4 2022 | 405 | $10.6B | 49,916,478 | 61 | 144 | 129 | 0.3% |
| Q3 2022 | 518 | $15.1B | 62,133,979 | 35 | 189 | 187 | 0.1% |
| Q2 2022 | 543 | $16.1B | 61,309,746 | 67 | 203 | 172 | 0.2% |
| Q1 2022 | 561 | $21.7B | 62,689,518 | 57 | 194 | 185 | 0.3% |
| Q4 2021 | 564 | $22.1B | 62,690,760 | 65 | 191 | 162 | 0.3% |
| Q3 2021 | 526 | $20.0B | 62,425,751 | 54 | 181 | 164 | 0.3% |
| Q2 2021 | 515 | $18.7B | 62,075,347 | 49 | 177 | 174 | 0.3% |
| Q1 2021 | 521 | $17.0B | 62,156,960 | 56 | 178 | 188 | 0.3% |
| Q4 2020 | 511 | $15.0B | 62,647,728 | 64 | 165 | 183 | 0.4% |
| Q3 2020 | 473 | $12.8B | 63,709,559 | 36 | 176 | 175 | 0.3% |
| Q2 2020 | 498 | $14.5B | 63,267,994 | 58 | 148 | 208 | 0.3% |
| Q1 2020 | 492 | $14.1B | 63,648,518 | 38 | 193 | 183 | 0.4% |
| Q4 2019 | 538 | $19.8B | 65,453,877 | 53 | 181 | 170 | 0.5% |
| Q3 2019 | 515 | $21.3B | 64,557,157 | 63 | 181 | 151 | 0.8% |
| Q2 2019 | 494 | $19.0B | 64,537,149 | 47 | 158 | 161 | 1.1% |
| Q1 2019 | 506 | $18.9B | 64,809,616 | 53 | 157 | 177 | 0.8% |
| Q4 2018 | 499 | $16.1B | 65,123,988 | 9 | 7 | 11 | 0.6% |