ESSEX PROPERTY TRUST, INC. - REIT (ESS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / REIT
Symbol
ESS on NYSE
Shares outstanding
63,881,115
Price per share
$261.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
63,935,443
Total reported value
$17,115,809,611
% of total 13F portfolios
0.01%
Share change
+7,393
Value change
-$17,250,030
Number of holders
592
Price from insider filings
$261.68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ESSEX PROPERTY TRUST, INC. - REIT (ESS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
COHEN & STEERS, INC. 10% $1,906,539,632 6,648,555 COHEN & STEERS, INC. 31 Jul 2025
PRICE T ROWE ASSOCIATES INC /MD/ 5.2% $952,564,530 3,321,818 T. Rowe Price Associates, Inc. 30 Jun 2025

As of 30 Sep 2025, 592 institutional investors reported holding 63,935,443 shares of ESSEX PROPERTY TRUST, INC. - REIT (ESS). This represents 100% of the company’s total 63,881,115 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ESSEX PROPERTY TRUST, INC. - REIT (ESS) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 16% 10,343,431 -1.4% 0.04% $2,768,522,742
BlackRock, Inc. 11% 7,241,117 +1.1% 0.03% $1,938,157,415
COHEN & STEERS, INC. 10% 6,465,516 +16% 3.1% $1,730,510,000
STATE STREET CORP 8.3% 5,311,499 -1.4% 0.05% $1,435,040,680
PRICE T ROWE ASSOCIATES INC /MD/ 5.7% 3,671,881 +11% 0.11% $982,817,000
GEODE CAPITAL MANAGEMENT, LLC 2.9% 1,850,863 +1.4% 0.03% $493,592,134
PRINCIPAL FINANCIAL GROUP INC 2.2% 1,378,258 -2.4% 0.19% $368,906,692
Daiwa Securities Group Inc. 1.8% 1,157,617 +9.5% 1% $309,848,000
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.6% 994,140 -20% 0.08% $266,091,512
NORTHERN TRUST CORP 1.5% 942,756 -3% 0.03% $252,338,071
DIMENSIONAL FUND ADVISORS LP 1.5% 929,187 +0.59% 0.05% $248,702,597
Legal & General Group Plc 1.4% 921,282 -0.94% 0.06% $246,590,338
AMERIPRISE FINANCIAL INC 1.4% 882,010 +3.9% 0.05% $233,667,826
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 797,594 -0.38% 0.03% $213,484,010
Invesco Ltd. 1.2% 786,774 +7% 0.03% $210,588,009
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 1.2% 743,954 +973% 0.04% $199,126,730
MORGAN STANLEY 1.1% 729,925 -2.2% 0.01% $195,372,606
Boston Partners 1% 653,568 -24% 0.18% $174,925,675
Resolution Capital Ltd 0.99% 634,598 -25% 3.3% $169,856,501
ProShare Advisors LLC 0.94% 601,341 +2.1% 0.34% $160,954,933
JPMORGAN CHASE & CO 0.93% 594,450 +3.9% 0.01% $159,114,237
RUSH ISLAND MANAGEMENT, LP 0.93% 594,108 11% $159,018,947
DEUTSCHE BANK AG\ 0.84% 533,788 -39% 0.05% $142,873,695
GOLDMAN SACHS GROUP INC 0.82% 525,460 +17% 0.02% $140,644,618
Russell Investments Group, Ltd. 0.82% 524,756 +3% 0.16% $140,442,536

Institutional Holders of ESSEX PROPERTY TRUST, INC. - REIT (ESS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 442,253 $115,656,350 +$2,754,442 $261.68 48
2025 Q3 63,935,443 $17,115,809,611 -$17,250,030 $267.66 592
2025 Q2 63,970,378 $18,132,680,273 +$753,194,437 $283.40 608
2025 Q1 61,253,237 $18,783,841,546 +$153,161,071 $306.57 616
2024 Q4 60,770,427 $17,340,584,879 +$13,629,711 $285.44 622
2024 Q3 60,323,684 $17,830,324,041 -$449,966,227 $295.42 599
2024 Q2 61,510,379 $16,756,109,449 -$315,036,550 $272.20 572
2024 Q1 62,813,283 $15,384,234,025 +$199,303,618 $244.81 536
2023 Q4 61,904,200 $15,362,952,032 +$265,940,691 $247.94 543
2023 Q3 60,928,555 $12,936,119,797 -$203,366,657 $212.09 518
2023 Q2 61,716,560 $14,460,600,084 +$34,685,911 $234.30 519
2023 Q1 61,499,539 $12,875,057,822 +$286,579,283 $209.14 520
2022 Q4 60,309,271 $12,793,980,802 -$360,793,757 $211.92 519
2022 Q3 61,802,672 $14,979,626,303 +$76,786,253 $242.23 510
2022 Q2 61,281,591 $16,039,955,469 -$298,655,822 $261.51 531
2022 Q1 62,634,967 $21,646,551,248 +$215,755,839 $345.48 546
2021 Q4 61,964,699 $21,824,271,055 -$170,534,918 $352.23 550
2021 Q3 62,403,958 $19,969,392,353 +$154,784,667 $319.74 511
2021 Q2 62,017,257 $18,621,464,847 -$28,121,459 $300.01 500
2021 Q1 62,108,084 $16,889,880,420 -$102,903,128 $271.84 498
2020 Q4 62,561,073 $14,856,676,518 -$148,059,540 $237.42 497
2020 Q3 63,553,862 $12,772,079,242 +$108,006,592 $200.79 464
2020 Q2 62,910,748 $14,410,187,779 +$24,129,565 $229.17 487
2020 Q1 63,152,800 $13,914,743,465 -$183,538,561 $220.24 483
2019 Q4 63,910,397 $19,235,291,586 -$296,685,139 $300.86 533
2019 Q3 64,320,811 $21,019,298,264 +$84,608,608 $326.65 497
2019 Q2 64,198,488 $18,745,095,106 +$92,461,236 $291.93 483
2019 Q1 64,590,505 $18,690,722,484 +$264,487,415 $289.24 489
2018 Q4 63,690,425 $15,627,745,003 -$218,613,535 $245.21 485
2018 Q3 64,762,995 $15,980,410,413 +$124,288,441 $246.71 450
2018 Q2 64,289,511 $15,370,430,019 -$26,986,771 $239.07 463
2018 Q1 64,361,590 $15,491,576,816 -$11,175,150 $240.68 439
2017 Q4 64,244,816 $15,505,544,378 -$3,554,523 $241.37 447
2017 Q3 64,171,649 $16,300,383,519 -$483,526,405 $254.03 428
2017 Q2 66,158,975 $17,022,871,953 +$63,742,257 $257.27 421
2017 Q1 66,056,646 $15,297,058,648 +$1,391,949,767 $231.53 397
2016 Q4 66,045,833 $15,343,757,573 +$432,752,453 $232.50 412
2016 Q3 65,279,744 $14,534,966,415 +$31,712,804 $222.70 414
2016 Q2 65,151,463 $14,857,599,708 +$119,857,565 $228.09 430
2016 Q1 64,560,836 $15,091,544,149 +$52,225,382 $233.86 415
2015 Q4 64,145,895 $15,361,800,069 -$162,787,981 $239.41 402
2015 Q3 64,786,709 $14,470,629,141 +$207,627,292 $223.42 391
2015 Q2 63,954,147 $13,588,133,034 +$82,323,875 $212.50 388
2015 Q1 65,350,026 $15,027,166,348 +$137,524,805 $229.90 396
2014 Q4 62,775,693 $12,976,683,595 -$86,923,574 $206.60 387
2014 Q3 63,533,948 $11,357,697,475 +$292,578,277 $178.75 357
2014 Q2 61,911,175 $11,450,068,145 +$3,527,375,258 $184.91 351
2014 Q1 42,946,887 $7,302,776,316 +$887,427,867 $170.05 263