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Essex Property Trust (ESS) Institutional Ownership

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$268.54 -0.23 (-0.09%)
As of 02:30 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Essex Property Trust (NYSE:ESS)

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
433
Total
Institutional Inflows
(last 12 months)
$3.78B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$2.24B
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ESS Institutional Buying and Selling by Quarter

Essex Property Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/12/2026Westpac Banking Corp11,952$2.89M0.2%-1.6%0.019%
5/12/2026ABN Amro Investment Solutions2,780$673K0.0%+25.2%0.004%
5/8/2026 PNC Financial Services Group Inc.7,998$1.94M0.0%-5.9%0.012%
5/8/2026 Andra AP fonden17,262$4.18M0.1%-71.5%0.027%
5/8/2026 Cassaday & Co Wealth Management LLC159$38K0.0%N/A0.000%
5/7/2026 Dimensional Fund Advisors LP995,810$240.99M0.1%+6.1%1.550%
5/7/2026 Parallel Advisors LLC2,759$668K0.0%+3.8%0.004%
5/7/2026 KBC Group NV36,019$8.72M0.0%-39.6%0.056%
5/7/2026 SEB Asset Management AB30,011$7.26M0.0%N/A0.047%
5/7/2026 Swiss National Bank189,032$45.75M0.0%+7.1%0.294%
5/6/2026 California Public Employees Retirement System136,643$33.07M0.0%-0.1%0.213%
5/6/2026 Clifford Swan Investment Counsel LLC6,838$1.66M0.1%-1.4%0.011%
5/6/2026 Kera Capital Partners Inc.3,068$743K0.1%+60.4%0.005%
5/6/2026 Assetmark Inc.442$107K0.0%-11.2%0.001%
5/5/2026 Wealthfront Advisers LLC5,074$1.23M0.0%-13.1%0.008%
5/5/2026 Bank of New York Mellon Corp464,465$112.40M0.0%-0.6%0.723%
5/5/2026 Blackhawk Capital Partners LLC5,111$1.24M0.5%+7.1%0.008%
5/5/2026 Illinois Municipal Retirement Fund10,944$2.65M0.0%-60.3%0.017%
5/5/2026 Sanctuary Advisors LLC6,823$1.65M0.0%-1.6%0.011%
5/5/2026 Sigma Planning Corp4,876$1.18M0.0%+19.6%0.008%
5/5/2026 Checchi Capital Advisers LLC984$238K0.0%+26.6%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,087$747K0.0%+95.3%0.005%
5/4/2026 Principal Financial Group Inc.1,668,036$403.67M0.2%-0.7%2.596%
5/4/2026 Chicago Partners Investment Group LLC3,298$832K0.0%+67.2%0.005%
5/2/2026 Trifecta Capital Advisors LLC310$75K0.0%N/A0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,989$10.65M0.1%+22.8%0.068%
5/1/2026 Fifth Third Bancorp3,693$894K0.0%-8.9%0.006%
4/30/2026 Hsbc Holdings PLC219,383$53.11M0.0%+3.2%0.340%
4/30/2026 Kestra Advisory Services LLC2,080$503K0.0%+26.2%0.003%
4/30/2026 Azzad Asset Management Inc. ADV1,686$408K0.0%-73.6%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.223,756$54.15M0.0%-2.6%0.347%
4/30/2026 Resona Asset Management Co. Ltd.46,497$11.28M0.1%+5.3%0.072%
4/28/2026 Kathmere Capital Management LLC917$222K0.0%-7.9%0.001%
4/28/2026 Whittier Trust Co.1,232$305K0.0%-4.1%0.002%
4/28/2026 Ascentis Independent Advisors381$92K0.0%N/A0.001%
4/28/2026 Kepler Cheuvreux Suisse SA4,372$1.06M0.1%+33.5%0.007%
4/28/2026 Praxis Investment Management Inc.1,057$256K0.0%N/A0.002%
4/28/2026 Revisor Wealth Management LLC1,384$341K0.1%+5.7%0.002%
4/27/2026 Optas LLC1,857$449K0.1%+62.3%0.003%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund19,608$4.75M0.0%+74.2%0.030%
4/27/2026 Platform Technology Partners1,090$264K0.1%N/A0.002%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.1,220$295K0.0%+34.7%0.002%
4/25/2026 Strs Ohio64,342$15.57M0.1%-21.7%0.100%
4/24/2026 USS Investment Management Ltd19,504$4.72M0.0%+12.8%0.030%
4/24/2026 IFM Investors Pty Ltd23,693$5.73M0.0%+3.8%0.037%
4/23/2026 Inspire Investing LLC1,356$328K0.0%+8.5%0.002%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 20,688$5.01M0.0%+3.2%0.032%
4/22/2026 Patton Fund Management Inc.941$228K0.0%+9.4%0.001%
4/22/2026 Janney Montgomery Scott LLC35,998$8.71M0.0%+10.9%0.056%
4/22/2026 Pictet Asset Management Holding SA31,574$7.64M0.0%+3.2%0.049%
4/22/2026 Sterling Capital Management LLC9,727$2.35M0.0%-17.7%0.015%
4/21/2026 Aaron Wealth Advisors LLC2,676$648K0.0%-57.1%0.004%
4/21/2026 Louisiana State Employees Retirement System3,300$799K0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC3,047$737K0.0%+1.7%0.005%
4/20/2026 Ritholtz Wealth Management1,978$479K0.0%-44.0%0.003%
4/20/2026 Vanderbilt University4,594$1.11M0.2%+4.9%0.007%
4/20/2026 OP Asset Management Ltd6,403$1.55M0.0%N/A0.010%
4/18/2026 Leeward Investments LLC MA31,556$7.64M0.4%-3.3%0.049%
4/16/2026 SG Americas Securities LLC91,254$22.08M0.0%+45.5%0.142%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S826$200K0.0%-69.7%0.001%
3/20/2026 Hsbc Holdings PLC212,619$55.66M0.0%+11.4%0.330%
3/17/2026Rockefeller Capital Management L.P.2,664$697K0.0%-21.0%0.004%
3/9/2026Corient Private Wealth LLC9,838$2.58M0.0%+180.4%0.015%
3/6/2026 Hsbc Holdings PLC212,619$55.66M0.0%+11.4%0.330%
3/3/2026 EJMK Ventures LLC1,061$278K0.2%N/A0.002%
3/2/2026Tobam2,433$637K0.2%+672.4%0.004%
2/27/2026 Arwa LLC4,730$1.24M0.7%N/A0.007%
2/27/2026Groupama Asset Managment1,651$432K0.0%-9.5%0.003%
2/24/2026 Pacer Advisors Inc.5,070$1.33M0.0%-1.3%0.008%
2/23/2026 Kera Capital Partners Inc.1,913$482K0.1%+131.6%0.003%
2/23/2026Virtu Financial LLC3,643$953K0.0%N/A0.006%
2/20/2026Kinloch Capital LLC13,985$3.66M1.6%+1.2%0.022%
2/19/2026Invesco Ltd.835,007$218.51M0.0%+6.1%1.297%
2/19/2026Corient Private Wealth LLC126,196$33.02M0.0%+3,497.4%0.196%
2/18/2026Ameriflex Group Inc.208$54K0.0%-50.0%0.000%
2/18/2026Mercer Global Advisors Inc. ADV14,633$3.83M0.0%+5.3%0.023%
2/18/2026Vident Advisory LLC4,421$1.16M0.0%-9.6%0.007%
2/18/2026Beacon Pointe Advisors LLC3,247$850K0.0%-5.7%0.005%
2/18/2026State of Tennessee Department of Treasury202,446$50.99M0.2%+24.4%0.314%
2/18/2026EP Wealth Advisors LLC1,293$338K0.0%N/A0.002%
2/18/2026Mackenzie Financial Corp12,529$3.30M0.0%+33.6%0.019%
2/18/2026Uniplan Investment Counsel Inc.9,170$2.40M0.7%-83.3%0.014%
2/18/2026Virtus Investment Advisers LLC623$163K0.0%N/A0.001%
2/18/2026Wellington Management Group LLP350,595$91.74M0.0%-9.6%0.544%
2/18/2026Toronto Dominion Bank39,150$10.25M0.0%-1.5%0.061%
2/18/2026Tudor Investment Corp ET AL38,336$10.03M0.0%N/A0.060%
2/18/2026 Summit Securities Group LLC466$122K0.0%+312.4%0.001%
2/18/2026Polymer Capital Management US LLC7,368$1.93M0.2%N/A0.011%
2/18/2026Rush Island Management LP637,211$166.75M10.4%+7.3%0.989%
2/18/2026Millennium Management LLC38,651$10.11M0.0%+32.0%0.060%
2/18/2026 Inspire Investing LLC1,250$327K0.0%+8.2%0.002%
2/18/2026Investment Management Corp of Ontario4,346$1.14M0.0%+42.9%0.007%
2/18/2026Janus Henderson Group PLC18,091$4.74M0.0%+18.7%0.028%
2/18/2026Gotham Asset Management LLC89,483$23.42M0.1%+41.3%0.139%
2/18/2026Governors Lane LP22,755$5.96M0.4%+7.2%0.035%
2/18/2026Capitolis Liquid Global Markets LLC100,000$26.17M0.2%N/A0.155%
2/18/2026Balyasny Asset Management L.P.128,880$33.73M0.0%+1,374.8%0.200%
2/18/2026Bamco Inc. NY18,525$4.85M0.0%N/A0.029%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.2,012$526K0.0%+6.7%0.003%
2/17/2026Guggenheim Capital LLC2,258$591K0.0%+18.0%0.004%


ESS Institutional Ownership - Frequently Asked Questions

During the previous two years, 669 institutional investors and hedge funds held shares of Essex Property Trust. The most heavily invested institutionals were Vanguard Group Inc. ($2.69B), Cohen & Steers Inc. ($1.57B), State Street Corp ($1.37B), Price T Rowe Associates Inc. MD ($878.81M), Geode Capital Management LLC ($488.60M), Principal Financial Group Inc. ($403.67M), and Wealthquest Corp ($384.61M).Learn more on Essex Property Trust's institutional investors.

96.51% of Essex Property Trust's stock is owned by institutional investors. Learn more on ESS's institutional investor holdings.

Of the 594 institutional investors that purchased Essex Property Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.38M), Valeo Financial Advisors LLC ($2.98M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.38M), Wealthquest Corp ($1.25M), Price T Rowe Associates Inc. MD ($1.24M), Northern Trust Corp ($524.20K), and Jacobs Levy Equity Management Inc. ($482.11K).

Institutional investors have bought a total of 13,549,263 shares in the last 24 months. This purchase volume represents approximately $3.78B in transactions.

Of the 289 institutional investors that sold Essex Property Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Carronade Capital Management LP ($2.10M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($743.34K), Cohen & Steers Inc. ($465.69K), Massachusetts Financial Services Co. MA ($354.31K), Price T Rowe Associates Inc. MD ($313.56K), Wellington Management Group LLP ($274.50K), and Boston Partners ($224.39K).

Institutional investors have sold a total of 8,223,945 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.



This page (NYSE:ESS) was last updated on 5/12/2026 by MarketBeat.com Staff.
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