Essex Property Trust, Inc. 13F holders
636 funds reported a position in Essex Property Trust, Inc. in their 13F for the quarter ended 30 June 2026, together 65.1 million shares worth $19.00 billion. Against the quarter before, 60 opened a position, 270 added, 192 trimmed and 48 sold out; together they bought a net 1.2 million shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and State Street Corp.
Funds holding636+21 on Q1 2026
Shares they held65.1Mworth $19.00 billion
Net bought on the quarter1.2M sharesabout $355.2 million at the funds' values
Funds buying to selling330 to 240opened or added, to cut or sold
Opened 60Added 270Held 112Trimmed 192Sold out 48
What each fund did in ESS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in ESS in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 299 reported a position in Essex Property Trust, Inc.: 21 opened one, 114 added, 86 trimmed and 24 sold out, a net 621,857 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Essex Property Trust, Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 2.0 million shares worth $531.1 million, 0.0% of its reported book. Sold out: Bridgewater Associates, Point72 Asset Management. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 25,199 shares, about $6.8 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,978,402 | $531.1 million | 0.0% | +25,199 | added | 30 September 2026 | 13F |
| Norges Bank | 1,607,742 | $468.8 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| FMR LLC | 147,429 | $43.0 million | 0.0% | -20,358 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 82,041 | $23.9 million | 0.0% | -234,823 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 57,769 | $16.8 million | 0.0% | -193,695 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 30,006 | $8.7 million | 0.0% | -101,960 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 2,771 | $807,996 | 0.0% | -64,174 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -2,096 | exited | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -13,192 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7,430,141 | 11.41% | $2.17 billion | 0.03% | +174,651 | 13F |
| Vanguard Portfolio Management LLC | 5,490,501 | 8.43% | $1.60 billion | 0.07% | +2,454 | 13F |
| State Street Corp. | 5,211,810 | 8.00% | $1.53 billion | 0.04% | -13,696 | 13F |
| Cohen & Steers, Inc. | 4,914,673 | 7.54% | $1.43 billion | 2.27% | +71,547 | 13F |
| Vanguard Capital Management LLC | 4,202,889 | 6.45% | $1.23 billion | 0.03% | +4,613 | 13F |
| Price T Rowe Associates Inc. | 3,357,197 | 5.15% | $978.9 million | 0.10% | +8,488 | 13F |
| Principal Financial Group Inc. | 2,092,902 | 3.21% | $610.3 million | 0.30% | +424,866 | 13F |
| Geode Capital Management, LLC | 1,953,203 | 3.00% | $567.5 million | 0.03% | +28,747 | 13F |
| Norges Bank | 1,607,742 | 2.47% | $468.8 million | 0.05% | 13F | |
| Invesco Ltd. | 1,125,265 | 1.73% | $328.1 million | 0.03% | +186,029 | 13F |
| Resolution Capital Ltd | 1,027,680 | 1.58% | $299.7 million | 5.51% | +354,660 | 13F |
| Dimensional Fund Advisors LP | 1,000,799 | 1.54% | $291.8 million | 0.05% | +4,989 | 13F |
| Charles Schwab Investment Management Inc. | 939,663 | 1.44% | $274.0 million | 0.04% | +52,162 | 13F |
| Legal & General Group Plc | 892,526 | 1.37% | $260.3 million | 0.05% | -10,393 | 13F |
| Northern Trust Corp. | 862,383 | 1.32% | $251.5 million | 0.03% | +18,006 | 13F |
| Massachusetts Financial Services Co. | 838,001 | 1.29% | $250.5 million | 0.08% | -11,522 | 13F |
| JPMorgan Chase & Co. | 830,044 | 1.27% | $245.6 million | 0.01% | +286,076 | 13F |
| Daiwa Securities Group Inc. | 817,220 | 1.25% | $238.3 million | 0.54% | -107,584 | 13F |
| Morgan Stanley | 791,652 | 1.22% | $230.8 million | 0.01% | -49,050 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 757,439 | 1.16% | $220.9 million | 0.04% | +754,185 | 13F |
| ProShare Advisors LLC | 647,967 | 0.99% | $188.9 million | 0.27% | -8,100 | 13F |
| Boston Partners | 628,452 | 0.96% | $183.3 million | 0.16% | +18,605 | 13F |
| Goldman Sachs Group Inc. | 619,623 | 0.95% | $180.7 million | 0.02% | +136,006 | 13F |
| Quantinno Capital Management LP | 529,293 | 0.81% | $154.3 million | 0.18% | +148,251 | 13F |
| Nuveen, LLC | 494,041 | 0.76% | $144.1 million | 0.03% | -14,425 | 13F |
| Bank of New York Mellon Corp | 465,848 | 0.72% | $135.8 million | 0.02% | +1,383 | 13F |
| Rush Island Management, LP | 438,518 | 0.67% | $127.9 million | 8.47% | -369,375 | 13F |
| Duff & Phelps Investment Management Co. | 429,210 | 0.66% | $125.2 million | 1.18% | +102,953 | 13F |
| Jacobs Levy Equity Management, Inc. | 416,385 | 0.64% | $121.4 million | 0.44% | -7,485 | 13F |
| Sei Investments Co. | 363,007 | 0.56% | $105.8 million | 0.09% | +1,313 | 13F |
| Vanguard Fiduciary Trust Co. | 360,888 | 0.55% | $105.2 million | 0.02% | -1,603 | 13F |
| Russell Investments Group, Ltd. | 356,921 | 0.55% | $104.2 million | 0.09% | +49,689 | 13F |
| Wellington Management Group LLP | 330,332 | 0.51% | $96.3 million | 0.02% | +28,013 | 13F |
| American Century Companies Inc. | 326,092 | 0.50% | $95.1 million | 0.04% | +11,849 | 13F |
| Aew Capital Management L P | 313,787 | 0.48% | $91.5 million | 5.47% | +14,853 | 13F |
| Bank of America Corp. | 275,322 | 0.42% | $80.3 million | 0.01% | +23,434 | 13F |
| Nomura Asset Management Co. Ltd | 274,244 | 0.42% | $80.0 million | 0.17% | +5,259 | 13F |
| HSBC Holdings PLC | 255,953 | 0.39% | $74.7 million | 0.04% | +36,570 | 13F |
| Teacher Retirement System of Texas | 243,869 | 0.37% | $71.1 million | 0.19% | -533 | 13F |
| State of Tennessee, Department of Treasury | 232,532 | 0.36% | $67.8 million | 0.20% | +6,631 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 226,319 | 0.35% | $66.0 million | 0.04% | +11,370 | 13F |
| Deutsche Bank AG | 224,971 | 0.35% | $65.6 million | 0.02% | +18,603 | 13F |
| Citigroup Inc. | 219,678 | 0.34% | $64.1 million | 0.03% | -66,349 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 215,964 | 0.33% | $63.0 million | 0.04% | -7,792 | 13F |
| Heitman Real Estate Securities LLC | 213,726 | 0.33% | $62.3 million | 4.00% | +74,497 | 13F |
| Amundi | 206,905 | 0.32% | $60.3 million | 0.01% | -31,856 | 13F |
| Centersquare Investment Management LLC | 199,720 | 0.31% | $58.2 million | 0.50% | -16,896 | 13F |
| Vest Financial, LLC | 191,810 | 0.29% | $55.9 million | 0.59% | -9,498 | 13F |
| Swiss National Bank | 181,832 | 0.28% | $53.0 million | 0.03% | -7,200 | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 173,157 | 0.27% | $50.5 million | 0.08% | +9,301 | 13F |
The 50 largest of the 636 funds that reported a position in ESS in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on ESS
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 8,400 | $2.4 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 6,100 | $1.8 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 15 May 2026 | 13G/A | Cohen & Steers, Inc. and 9 others | 4.9 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 5.5 million | 8.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 4.9 million | 7.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 18 August 2026 | 512 | $283.06 | SEC |
| 10 August 2026 | 238 | $288.10 | SEC |
| 6 August 2026 | 42 | $288.04 | SEC |
| 4 August 2026 | 23 | $285.88 | SEC |
| 23 July 2026 | 1,945 | $293.07 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.