Essex Property Trust Inc (ESS) Ownership

284.94 ↓1.29 (-0.45%)
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 10.4 million shares. Combined, the top 32 institutional holders of ESS own 88.15% of the company with a total of 56.7 million shares.

In the latest ownership report on December 31st 2024, the top 32 institutional holders decreased their combined ownership of ESS by 169 thousand shares. 14 institutions bought 1,248,268 total additional shares and increased their ownership by an average of 10.88%. However 6 institutions sold 1,416,972 total shares and decreased their ownership by an average of 9.99%.

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 -168,704 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc16.095%0.599%10,353,15761,6452024-12-31
BlackRock Inc10.900%2.405%7,011,266164,6592024-12-31
State Street Corp8.105%0.804%5,213,65741,5932024-12-31
Cohen & Steers Inc5.922%-3.068%3,809,325-120,5742024-12-31
Geode Capital Management, LLC2.733%1.860%1,758,17432,1022024-12-31
NORGES BANK2.567%-39.670%1,650,988-1,085,6082024-12-31
T. Rowe Price Associates, Inc.2.565%-4.134%1,649,623-71,1412024-12-31
Principal Financial Group Inc2.323%4.973%1,494,29870,7852024-12-31
Massachusetts Financial Services Company1.958%-5.264%1,259,527-69,9892024-12-31
Northern Trust Corp1.753%56.007%1,127,830404,8922024-12-31
Dimensional Fund Advisors, Inc.1.488%2.001%957,03818,7782024-12-31
Legal & General Group PLC1.424%-5.652%915,885-54,8682024-12-31
Ameriprise Financial Inc1.247%3.210%801,81324,9362024-12-31
UBS Asset Mgmt Americas Inc1.210%8.188%778,51458,9182024-12-31
Charles Schwab Investment Management Inc1.202%2.480%772,88318,7042024-12-31
Amvescap Plc.1.140%20.295%733,204123,6982024-12-31
Morgan Stanley - Brokerage Accounts1.050%3.592%675,44723,4222024-12-31
Daiwa Securities Group Inc1.041%-2.162%669,314-14,7922024-12-31
Citadel Advisors Llc0.999%45.293%642,451200,2742024-12-31
ProShare Advisors LLC0.984%0.614%632,8213,8622024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc16.095%0.599%10,353,15761,6452024-12-31
BlackRock Inc10.900%2.405%7,011,266164,6592024-12-31
State Street Corporation8.571%-5.722%5,503,972-334,0642024-03-31
State Street Corp8.105%0.804%5,213,65741,5932024-12-31
Cohen & Steers Inc5.922%-3.068%3,809,325-120,5742024-12-31
Geode Capital Management, LLC2.733%1.860%1,758,17432,1022024-12-31
NORGES BANK2.567%-39.670%1,650,988-1,085,6082024-12-31
T. Rowe Price Associates, Inc.2.565%-4.134%1,649,623-71,1412024-12-31
Principal Financial Group Inc2.323%4.973%1,494,29870,7852024-12-31
Massachusetts Financial Services Company1.958%-5.264%1,259,527-69,9892024-12-31
Northern Trust Corp1.753%56.007%1,127,830404,8922024-12-31
JPMorgan Chase & Co1.597%-45.020%1,026,306-840,3942024-09-30
Dimensional Fund Advisors, Inc.1.488%2.001%957,03818,7782024-12-31
Legal & General Group PLC1.424%-5.652%915,885-54,8682024-12-31
Millennium Management LLC1.385%212.984%888,858604,8632022-12-31
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 Inc1.247%3.210%801,81324,9362024-12-31
American Century Companies Inc1.225%-5.048%786,382-41,8092023-12-31
UBS Asset Mgmt Americas Inc1.210%8.188%778,51458,9182024-12-31
Charles Schwab Investment Management Inc1.202%2.480%772,88318,7042024-12-31
Boston Partners Global Investors, Inc1.143%-1.255%734,839-9,3362024-06-30
Amvescap Plc.1.140%20.295%733,204123,6982024-12-31
Morgan Stanley - Brokerage Accounts1.050%3.592%675,44723,4222024-12-31
Daiwa Securities Group Inc1.041%-2.162%669,314-14,7922024-12-31
Nuveen Asset Management, LLC1.019%-1.893%653,879-12,6192022-12-31
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
Citadel Advisors Llc0.999%45.293%642,451200,2742024-12-31
ProShare Advisors LLC0.984%0.614%632,8213,8622024-12-31
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 40 mutual fund holders of ESS own 50.90% of the company with a total of 32.7 million shares.

In the latest ownership report on March 31st 2025, the top 40 fund holders increased their combined ownership of ESS by 727 thousand shares. 9 funds bought 769,690 total additional shares and increased their ownership by an average of 4.68%. However 7 funds sold 42,273 total shares and decreased their ownership by an average of 0.73%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Essex Property Trust increased by a net total of 727,417 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 Investor3.811%-0.192%2,451,409-4,7222025-03-31
Vanguard Total Stock Mkt Idx Inv3.163%0.440%2,034,7858,9192025-03-31
Vanguard Institutional 500 Index Trust2.777%0.268%1,786,1374,7762025-03-31
Vanguard Mid Cap Index Institutional2.154%-0.190%1,385,307-2,6402025-03-31
SPDR® S&P 500 ETF1.246%-1.449%801,221-11,7802025-03-31
iShares Core S&P 500 ETF1.220%0.291%784,6162,2802025-03-31
SPDR® S&P 500® ETF Trust1.212%-0.524%779,903-4,1042025-03-31
Cohen & Steers Instl Realty Shares1.206%12.858%775,88688,3972025-03-31
SPDR® S&P 500® ETF1.199%-1.658%771,011-12,9962025-03-31
Cohen & Steers Real Estate Opportunities1.183%0.000%760,73502025-03-31
Cohen & Steers Real Estate Securities A1.183%0.000%760,73502025-03-31
Cohen & Steers Realty Shares L1.166%19.993%749,785124,9272025-03-31
T. Rowe Price Real Assets Tr I-Z1.134%6.591%729,43645,1072025-03-31
SPDR® S&P Dividend ETF1.126%-0.304%723,966-2,2052025-03-31
ProShares S&P 500 Dividend Aristocrats0.948%0.000%610,05602025-03-31
Vanguard Value Index Inv0.875%1.492%562,8488,2752025-03-31
T. Rowe Price U.S. Value Equity Tr-Z0.755%0.000%485,941485,9412025-03-31
Invesco S&P 500® Equal Weight ETF0.755%0.220%485,6521,0682025-03-31
T. Rowe Price Real Assets0.730%-0.808%469,428-3,8262025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.811%-0.192%2,451,409-4,7222025-03-31
Vanguard Total Stock Mkt Idx Inv3.163%0.440%2,034,7858,9192025-03-31
Vanguard US Total Market Shares ETF3.159%0.067%2,031,8761,3642024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.111%1.353%1,996,69226,6592023-03-31
Vanguard Institutional 500 Index Trust2.777%0.268%1,786,1374,7762025-03-31
Vanguard 500 Index Investor2.407%0.502%1,544,9497,7102023-08-31
Vanguard Mid Cap Index Institutional2.154%-0.190%1,385,307-2,6402025-03-31
Fidelity 500 Index1.251%0.447%804,9043,5842025-02-28
SPDR® S&P 500 ETF1.246%-1.449%801,221-11,7802025-03-31
iShares Core S&P 500 ETF1.220%0.291%784,6162,2802025-03-31
SPDR® S&P 500® ETF Trust1.212%-0.524%779,903-4,1042025-03-31
Cohen & Steers Instl Realty Shares1.206%12.858%775,88688,3972025-03-31
SPDR® S&P 500® ETF1.199%-1.658%771,011-12,9962025-03-31
SPDR® S&P 500 ETF Trust1.196%0.698%767,7675,3202024-05-30
Cohen & Steers Real Estate Opportunities1.183%0.000%760,73502025-03-31
Cohen & Steers Real Estate Securities A1.183%0.000%760,73502025-03-31
Cohen & Steers Realty Shares L1.166%19.993%749,785124,9272025-03-31
Fidelity® 500 Index1.165%0.640%747,9114,7582023-11-30
T. Rowe Price Real Assets Tr I-Z1.134%6.591%729,43645,1072025-03-31
SPDR® S&P Dividend ETF1.126%-0.304%723,966-2,2052025-03-31
T. Rowe Price Real Assets Tr I-D1.064%9.746%684,32960,7702024-12-31
ProShares S&P 500 Dividend Aristocrats0.948%0.000%610,05602025-03-31
Vanguard Value Index Inv0.875%1.492%562,8488,2752025-03-31
JHancock Disciplined Value Mid Cap I0.767%17.496%493,16973,4352025-02-28
T. Rowe Price U.S. Value Equity Tr-Z0.755%0.000%485,941485,9412025-03-31
Invesco S&P 500® Equal Weight ETF0.755%0.220%485,6521,0682025-03-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc0.741%0.000%475,82202024-08-31
T. Rowe Price Real Assets0.730%-0.808%469,428-3,8262025-03-31
Daiwa US-REIT Open Mother Fund0.710%-32.754%456,920-222,5522024-09-17
Principal Real Estate Securities R50.710%-7.548%456,028-37,2292024-07-31
American Century Mid Cap Value Inv0.698%-2.348%448,399-10,7802023-12-31
American Century U.S. Mid Cap Value0.698%-2.348%448,399-10,7802023-12-31
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%0.000%441,04002024-12-31
MFS Mid Cap Value A0.686%0.000%441,04002025-02-28
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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a3/11/25 05:12am

$ESS the catalyst we need !

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aussie7132/13/25 08:01am

$ESS Dip buyers are going to get wrecked

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born_to_be_kob12/24/24 08:02pm

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

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iphonepromax8/19/24 07:31pm

$ESS I warned everyone this company sucks

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