Essex Property Trust Inc (ESS) Ownership

284.25 ↑4.73 (1.69%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Essex Property Trust Inc (ESS), owning a total of 10.3 million shares. Combined, the top 31 institutional holders of ESS own 87.80% of the company with a total of 56.4 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of ESS by 2.2 million shares. 5 institutions bought 967,329 total additional shares and increased their ownership by an average of 151.58%. However 13 institutions sold 3,164,786 total shares and decreased their ownership by an average of 13.6%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Essex Property Trust decreased by a net total of -2,197,457 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc16.014%0.759%10,291,51277,4772024-09-30
State Street Corp8.048%-2.076%5,172,064-109,6622024-09-30
Cohen & Steers Inc6.115%-21.862%3,929,899-1,099,5262024-09-30
Geode Capital Management, LLC2.686%1.505%1,726,07225,5912024-09-30
T. Rowe Price Associates, Inc.2.678%-7.962%1,720,764-148,8542024-09-30
Principal Financial Group Inc2.215%-17.866%1,423,513-309,6412024-09-30
Massachusetts Financial Services Company2.069%16.057%1,329,516183,9472024-09-30
Legal & General Group PLC1.650%-1.608%1,060,560-17,3292024-09-30
Dimensional Fund Advisors, Inc.1.460%-0.344%938,260-3,2412024-09-30
FMR Inc1.345%-9.992%864,310-95,9532024-09-30
Deutsche Bank AG1.320%-15.437%848,493-154,8872024-09-30
Ameriprise Financial Inc1.209%-0.427%776,877-3,3352024-09-30
Charles Schwab Investment Management Inc1.174%6.663%754,17947,1142024-09-30
Northern Trust Corp1.125%-0.948%722,938-6,9202024-09-30
UBS Asset Mgmt Americas Inc1.120%732.904%719,596633,2002024-09-30
Daiwa Securities Group Inc1.065%-31.710%684,106-317,6632024-09-30
Morgan Stanley - Brokerage Accounts1.015%-55.665%652,025-818,6392024-09-30
Resolution Capital Limited1.012%-10.851%650,179-79,1362024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc16.014%0.759%10,291,51277,4772024-09-30
BlackRock Inc10.104%-0.542%6,493,644-35,3572024-06-30
State Street Corporation8.571%-5.722%5,503,972-334,0642024-03-31
State Street Corp8.048%-2.076%5,172,064-109,6622024-09-30
Cohen & Steers Inc6.115%-21.862%3,929,899-1,099,5262024-09-30
NORGES BANK4.258%0.493%2,736,59613,4272024-06-30
Geode Capital Management, LLC2.686%1.505%1,726,07225,5912024-09-30
T. Rowe Price Associates, Inc.2.678%-7.962%1,720,764-148,8542024-09-30
Principal Financial Group Inc2.215%-17.866%1,423,513-309,6412024-09-30
Massachusetts Financial Services Company2.069%16.057%1,329,516183,9472024-09-30
Legal & General Group PLC1.650%-1.608%1,060,560-17,3292024-09-30
Dimensional Fund Advisors, Inc.1.460%-0.344%938,260-3,2412024-09-30
JPMorgan Chase & Co1.452%-3.698%933,350-35,8432024-06-30
Millennium Management LLC1.385%212.984%888,858604,8632022-12-31
Amvescap Plc.1.340%7.154%864,76057,7332022-09-30
FMR Inc1.345%-9.992%864,310-95,9532024-09-30
Deutsche Bank AG1.320%-15.437%848,493-154,8872024-09-30
American Century Companies Inc1.225%-5.048%786,382-41,8092023-12-31
Ameriprise Financial Inc1.209%-0.427%776,877-3,3352024-09-30
Charles Schwab Investment Management Inc1.174%6.663%754,17947,1142024-09-30
ProShare Advisors LLC1.153%0.846%741,0536,2162024-06-30
Boston Partners Global Investors, Inc1.143%-1.255%734,839-9,3362024-06-30
Northern Trust Corp1.125%-0.948%722,938-6,9202024-09-30
UBS Asset Mgmt Americas Inc1.120%732.904%719,596633,2002024-09-30
Daiwa Securities Group Inc1.065%-31.710%684,106-317,6632024-09-30
Nuveen Asset Management, LLC1.019%-1.893%653,879-12,6192022-12-31
Morgan Stanley - Brokerage Accounts1.015%-55.665%652,025-818,6392024-09-30
PGGM Investments1.013%1.793%650,21811,4522023-03-31
Resolution Capital Limited1.012%-10.851%650,179-79,1362024-09-30
Sumitomo Mitsui Trust Holdings Inc1.013%2.207%650,08614,0352023-03-31
Bank of New York Mellon Corp0.808%-8.518%522,920-48,6892022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Essex Property Trust Inc (ESS), owning a total of 2.5 million shares. Combined, the top 34 mutual fund holders of ESS own 42.63% of the company with a total of 27.4 million shares.

In the latest ownership report on November 30th 2024, the top 34 fund holders increased their combined ownership of ESS by 18 thousand shares. 5 funds bought 42,151 total additional shares and increased their ownership by an average of 0.71%. However 2 funds sold 60,157 total shares and decreased their ownership by an average of 1.22%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Essex Property Trust decreased by a net total of -18,006 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.848%-2.159%2,473,272-54,5802024-11-30
Vanguard Total Stock Mkt Idx Inv3.143%-0.275%2,019,988-5,5772024-11-30
Vanguard Institutional 500 Index Trust2.687%1.497%1,726,94925,4642024-11-30
Vanguard Mid Cap Index Institutional2.131%0.523%1,369,6057,1312024-11-30
SPDR® S&P 500® ETF Trust1.235%0.597%793,9254,7122024-11-30
SPDR® S&P Dividend ETF1.182%0.000%759,64802024-11-30
iShares Core S&P 500 ETF1.129%0.000%725,70202024-11-30
Vanguard Value Index Inv0.855%0.694%549,2363,7832024-11-30
Vanguard Mid-Cap Value ETF0.690%0.240%443,1641,0612024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.848%-2.159%2,473,272-54,5802024-11-30
Vanguard Total Stock Mkt Idx Inv3.143%-0.275%2,019,988-5,5772024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.111%1.353%1,996,69226,6592023-03-31
Vanguard Institutional 500 Index Trust2.687%1.497%1,726,94925,4642024-11-30
Vanguard 500 Index Investor2.407%0.502%1,544,9497,7102023-08-31
Vanguard Mid Cap Index Institutional2.131%0.523%1,369,6057,1312024-11-30
SPDR® S&P 500® ETF Trust1.235%0.597%793,9254,7122024-11-30
Fidelity 500 Index1.226%-0.164%788,046-1,2922024-10-31
Cohen & Steers Real Estate Opportunities1.205%0.000%774,59502024-09-30
Cohen & Steers Real Estate Securities A1.205%0.000%774,59502024-09-30
Cohen & Steers Instl Realty Shares1.198%4.773%769,59635,0592024-09-30
SPDR® S&P 500 ETF Trust1.196%0.698%767,7675,3202024-05-30
SPDR® S&P Dividend ETF1.182%0.000%759,64802024-11-30
Fidelity® 500 Index1.165%0.640%747,9114,7582023-11-30
iShares Core S&P 500 ETF1.129%0.000%725,70202024-11-30
Daiwa US-REIT Open Mother Fund1.057%460.089%679,472558,1572024-03-18
ProShares S&P 500 Dividend Aristocrats0.974%-0.085%626,228-5302024-11-29
Cohen & Steers Realty Shares L0.972%-1.054%624,858-6,6582024-09-30
T. Rowe Price Real Assets Tr I-Z0.970%-9.271%623,559-63,7172024-09-30
Vanguard Value Index Inv0.855%0.694%549,2363,7832024-11-30
JHancock Disciplined Value Mid Cap I0.806%0.388%517,5311,9982024-06-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc0.741%0.000%475,82202024-08-31
Principal Real Estate Securities R50.710%-7.548%456,028-37,2292024-07-31
American Century U.S. Mid Cap Value0.698%-2.348%448,399-10,7802023-12-31
American Century Mid Cap Value Inv0.698%-2.348%448,399-10,7802023-12-31
T. Rowe Price Real Assets0.697%1.355%447,9445,9882024-10-31
The Real Estate Select Sector SPDR®0.690%0.400%443,1811,7642024-11-29
Vanguard Mid-Cap Value ETF0.690%0.240%443,1641,0612024-11-30
MFS Mid Cap Value Equity0.686%-0.410%441,040-1,8172024-09-30
MFS Mid Cap Value A0.686%-0.410%441,040-1,8172024-09-30
Vanguard Institutional Index I0.667%-0.335%427,787-1,4372023-11-30
SPDR® Portfolio S&P 500 High Div ETF0.656%0.000%421,12002023-06-30
DFA Real Estate Securities I0.655%-0.737%420,114-3,1202023-04-30
Vanguard Real Estate II Index0.651%0.199%417,9898322023-04-30

Discussions

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born_to_be_kob

$ESS tomorrow will be an explosion day
I believe it!

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iphonepromax

$ESS I warned everyone this company sucks

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