Essex Property Trust Ownership 2024 | Who Owns Essex Property Trust Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

95.79%

Insider Ownership

1.14%

Retail Ownership

3.07%

Institutional Holders

567.00

Essex Property Trust Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC15.91%0.05%10,214,035-21,800-0.21%2,780,260,327Jun 30, 2024
BLACKROCK INC.10.11%0.04%6,493,644-35,357-0.54%1,767,569,745Jun 30, 2024
STATE STREET CORP8.23%0.06%5,281,726-222,246-4.04%1,450,441,191,000Jun 30, 2024
COHEN & STEERS, INC.7.83%2.87%5,029,4257,4030.15%1,369,051,000Jun 30, 2024
NORGES BANK4.26%0.11%2,736,5962,736,596100.00%744,901,431Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.91%0.06%1,869,61836,7732.01%508,912,000Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC2.70%0.28%1,733,154-753,843-30.31%471,764,887,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.65%0.04%1,700,481117,2757.41%461,762,478Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.78%0.10%1,145,56927,5702.47%311,823,882Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.68%0.07%1,077,889-28,842-2.61%293,401,385Jun 30, 2024
DEUTSCHE BANK AG\1.56%0.12%1,003,380193,73623.93%273,120,036Jun 30, 2024
DAIWA SECURITIES GROUP INC.1.56%1.45%1,001,7693,9770.40%272,682,000Jun 30, 2024
FMR LLC1.50%0.02%960,263-320,700-25.04%261,383,618Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.47%0.07%941,50112,8221.38%256,279,898Jun 30, 2024
JPMORGAN CHASE & CO1.45%0.02%933,350-35,843-3.70%254,058,224Jun 30, 2024
AMERIPRISE FINANCIAL INC1.22%0.06%780,21223,4263.10%213,114,028Jun 30, 2024
PROSHARE ADVISORS LLC1.15%0.54%741,0536,2160.85%201,714,627Jun 30, 2024
MORGAN STANLEY1.15%0.02%735,33235,6145.09%200,157,883Jun 30, 2024
BOSTON PARTNERS1.14%0.25%734,839-9,336-1.25%200,026,717Jun 30, 2024
NORTHERN TRUST CORP1.14%0.03%729,858-6,862-0.93%198,667,348,000Jun 30, 2024

Essex Property Trust's largest institutional shareholder is VANGUARD GROUP INC, holding 15.91% of the company's total share outstanding, currently valued at $2.78B. The top 10 institutional shareholders own together 58.07% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RANGER GLOBAL REAL ESTATE ADVISORS, LLC0.15%10.42%95,98295,982100.00%26,126,302Jun 30, 2024
RESOLUTION CAPITAL LTD1.14%3.73%729,315-16,973-2.27%198,519,543Jun 30, 2024
HAZELVIEW SECURITIES INC.0.10%3.42%67,03810,65818.90%18,073,445Jun 30, 2024
COHEN & STEERS, INC.7.83%2.87%5,029,4257,4030.15%1,369,051,000Jun 30, 2024
VERT ASSET MANAGEMENT LLC0.04%2.77%25,530-1,139-4.27%6,949,266Jun 30, 2024
LOUDON INVESTMENT MANAGEMENT, LLC0.02%2.48%15,502-315-1.99%4,219,644Jun 30, 2024
KINLOCH CAPITAL, LLC0.02%2.22%15,616-270-1.70%4,250,675Jun 30, 2024
AURORA INVESTMENT MANAGERS, LLC.0.02%2.21%11,3439028.64%3,088,000Jun 30, 2024
INVESTURE, LLC0.10%2.19%66,000--17,965,200Jun 30, 2024
SYSTEMATIC PORTFOLIOS LLC0.00%2.06%1,0881,088100.00%296,154Jun 30, 2024
HEITMAN REAL ESTATE SECURITIES LLC0.17%1.88%109,363-149,681-57.78%29,768,609Jun 30, 2024
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC0.09%1.52%59,500--16,195,900Jun 30, 2024
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC.0.19%1.48%122,830--33,705,166Jun 30, 2024
DAIWA SECURITIES GROUP INC.1.56%1.45%1,001,7693,9770.40%272,682,000Jun 30, 2024
UNIPLAN INVESTMENT COUNSEL, INC.0.08%1.31%52,932-9,826-15.66%14,408,000Jun 30, 2024
PACIFIC HEIGHTS ASSET MANAGEMENT LLC0.09%1.28%60,000--16,332,000Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.56%1.26%362,210362,210100.00%98,593,562Jun 30, 2024
CBOE VEST FINANCIAL, LLC0.29%1.20%183,46528,53718.42%49,939,173Jun 30, 2024
HEARTLAND ADVISORS INC0.12%1.19%78,180-212-0.27%21,280,596Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.01%0.99%6,4131,14321.69%1,745,566Jun 30, 2024

The largest Essex Property Trust shareholder by % of total assets is RANGER GLOBAL REAL ESTATE ADVISORS, LLC. The company owns 95.98K shares of Essex Property Trust (ESS), representing 10.42% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK4.26%0.11%2,736,5962,736,596100.00%744,901,431Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.56%1.26%362,210362,210100.00%98,593,562Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.03%0.03%658,445281,39374.63%179,228,729Jun 30, 2024
DEUTSCHE BANK AG\1.56%0.12%1,003,380193,73623.93%273,120,036Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.33%0.10%212,245190,117859.17%57,773,089Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.85%0.04%545,500118,51627.76%148,791,481Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.65%0.04%1,700,481117,2757.41%461,762,478Jun 30, 2024
BROOKFIELD CORP /ON/0.17%0.18%106,976106,976100.00%29,118,867Jun 30, 2024
RANGER GLOBAL REAL ESTATE ADVISORS, LLC0.15%10.42%95,98295,982100.00%26,126,302Jun 30, 2024
GOLDMAN SACHS GROUP INC0.60%0.02%387,81894,53032.23%105,564,072Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.21%0.06%135,41088,253187.15%36,858,736Jun 30, 2024
APG ASSET MANAGEMENT US INC.0.18%0.18%118,00080,000210.53%32,192,760Jun 30, 2024
APG ASSET MANAGEMENT N.V.0.06%0.02%39,34436,9001509.82%9,992,477Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.91%0.06%1,869,61836,7732.01%508,912,000Jun 30, 2024
MORGAN STANLEY1.15%0.02%735,33235,6145.09%200,157,883Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC0.06%0.05%35,58235,582100.00%9,685,420Jun 30, 2024
ABRDN PLC0.21%0.07%134,15835,44435.91%36,517,807Jun 30, 2024
ROYAL BANK OF CANADA0.19%0.01%119,85232,06536.53%32,624,000Jun 30, 2024
CBOE VEST FINANCIAL, LLC0.29%1.20%183,46528,53718.42%49,939,173Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.78%0.10%1,145,56927,5702.47%311,823,882Jun 30, 2024

As of Jun 30 2024, Essex Property Trust's largest institutional buyer is NORGES BANK. The company purchased 2.74M stocks of ESS, valued at $744.90M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PRINCIPAL FINANCIAL GROUP INC2.70%0.28%1,733,154-753,843-30.31%471,764,887,000Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.13%0.01%86,396-600,275-87.42%23,516,991Jun 30, 2024
PGGM INVESTMENTS0.02%0.04%11,072-351,180-96.94%3,014,000Jun 30, 2024
FMR LLC1.50%0.02%960,263-320,700-25.04%261,383,618Jun 30, 2024
STATE STREET CORP8.23%0.06%5,281,726-222,246-4.04%1,450,441,191,000Jun 30, 2024
HEITMAN REAL ESTATE SECURITIES LLC0.17%1.88%109,363-149,681-57.78%29,768,609Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.51%0.05%326,813-131,467-28.69%88,958,615Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----111,795-100.00%-Jun 30, 2024
INVESCO LTD.0.94%0.03%601,596-78,630-11.56%163,754,512Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----64,026-100.00%-Jun 30, 2024
UBS GROUP AG0.34%0.01%217,765-59,822-21.55%59,275,633Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.02%0.01%14,600-48,400-76.83%3,974,120Jun 30, 2024
DAVIS SELECTED ADVISERS----46,311-100.00%-Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.22%0.70%140,902-45,264-24.31%38,353,524Jun 30, 2024
SQUAREPOINT OPS LLC0.01%0.00%3,500-40,400-92.03%952,700Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.10%0.03%63,294-38,903-38.07%17,228,627Jun 30, 2024
HSBC HOLDINGS PLC0.31%0.03%196,392-38,429-16.37%53,393,702Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----37,900-100.00%-Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.12%0.02%74,463-36,083-32.64%20,268,829Jun 30, 2024
JPMORGAN CHASE & CO1.45%0.02%933,350-35,843-3.70%254,058,224Jun 30, 2024

As of Jun 30 2024, Essex Property Trust's biggest institutional seller is PRINCIPAL FINANCIAL GROUP INC. The company sold -0.75M shares of ESS, valued at $471.76B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK4.26%0.11%2,736,5962,736,596100.00%744,901,431Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.56%1.26%362,210362,210100.00%98,593,562Jun 30, 2024
BROOKFIELD CORP /ON/0.17%0.18%106,976106,976100.00%29,118,867Jun 30, 2024
RANGER GLOBAL REAL ESTATE ADVISORS, LLC0.15%10.42%95,98295,982100.00%26,126,302Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC0.06%0.05%35,58235,582100.00%9,685,420Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP0.04%0.03%24,58124,581100.00%6,690,948Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.03%0.06%18,81818,818100.00%5,122,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.02%16,40316,403100.00%4,464,897Jun 30, 2024
CARRONADE CAPITAL MANAGEMENT, LP0.02%0.20%13,66513,665100.00%3,720,000Jun 30, 2024
OVERSEA-CHINESE BANKING CORP LTD0.01%0.06%7,7637,763100.00%2,113,089Jun 30, 2024
0.01%0.23%6,7386,738100.00%1,836,818Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%6,4706,470100.00%1,761,134Jun 30, 2024
CENTIVA CAPITAL, LP0.01%0.03%6,4526,452100.00%1,756,235Jun 30, 2024
SQUAREPOINT OPS LLC0.01%0.00%5,5005,500100.00%1,497,100Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.01%0.00%5,5005,500100.00%1,497,100Jun 30, 2024
PEARL RIVER CAPITAL, LLC0.01%0.23%5,3495,349100.00%1,455,998Jun 30, 2024
BLACKHAWK CAPITAL PARTNERS LLC.0.01%0.87%5,2735,273100.00%1,435,311Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.03%4,9474,947100.00%1,346,573Jun 30, 2024
HRT FINANCIAL LP0.01%0.01%4,6254,625100.00%1,258,000Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.02%4,5104,510100.00%1,227,622Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.71%4,2864,286100.00%1,166,649Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.01%0.00%4,0974,097100.00%1,113,000Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.01%0.20%3,8313,831100.00%1,042,798Jun 30, 2024
PARADIGM ASSET MANAGEMENT CO LLC0.01%0.28%3,7003,700100.00%1,007,140Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.01%3,5533,553100.00%967,300Jun 30, 2024
OAK THISTLE LLC0.01%0.72%3,5513,551100.00%966,582Jun 30, 2024
VIRTU FINANCIAL LLC0.00%0.06%2,9252,925100.00%796,000Jun 30, 2024
SOUND FINANCIAL STRATEGIES GROUP, LLC0.00%0.69%2,9102,910100.00%792,102Jun 30, 2024
ORG PARTNERS LLC0.00%0.09%2,7252,725100.00%743,302,000Jun 30, 2024
SCIENTECH RESEARCH LLC0.00%0.13%2,2632,263100.00%615,989Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC0.00%0.06%2,1262,126100.00%578,697Jun 30, 2024
PLATO INVESTMENT MANAGEMENT LTD0.00%0.04%1,6731,673100.00%455,391Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.00%0.02%1,6281,628100.00%443,142Jun 30, 2024
CHOREO, LLC0.00%0.01%1,3571,357100.00%369,989Jun 30, 2024
CIBC WORLD MARKET INC.0.00%0.00%1,2801,280100.00%348,000Jun 30, 2024
INCEPTIONR LLC0.00%0.08%1,0941,094100.00%297,787Jun 30, 2024
SYSTEMATIC PORTFOLIOS LLC0.00%2.06%1,0881,088100.00%296,154Jun 30, 2024
ALPHASTAR CAPITAL MANAGEMENT, LLC0.00%0.03%1,0381,038100.00%282,544Jun 30, 2024
PINNACLE ASSOCIATES LTD0.00%0.00%955955100.00%259,951Jun 30, 2024
PARADIGM FINANCIAL PARTNERS, LLC0.00%0.04%920920100.00%250,311Jun 30, 2024
CASTLE ROCK WEALTH MANAGEMENT, LLC0.00%0.06%901901100.00%245,835Jun 30, 2024
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC0.00%0.02%877877100.00%238,719Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP0.00%0.03%851851100.00%231,642Jun 30, 2024
TRUST INVESTMENT ADVISORS0.00%0.14%799799100.00%217,488Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.02%793793100.00%215,855Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.00%0.01%790790100.00%215,059Jun 30, 2024
NAPA WEALTH MANAGEMENT0.00%0.14%775775100.00%211,037Jun 30, 2024
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC0.00%0.01%764764100.00%209,833Jun 30, 2024
SCHNIEDERS CAPITAL MANAGEMENT LLC0.00%0.04%757757100.00%206,055Jun 30, 2024
LEGACY WEALTH ASSET MANAGEMENT, LLC0.00%0.06%740740100.00%201,428Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD0.00%0.01%716716100.00%195,000Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.04%481481100.00%130,920Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.16%402402100.00%109,424Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.00%0.08%400400100.00%108,880Jun 30, 2024
BROWN, LISLE/CUMMINGS, INC.0.00%0.03%304304100.00%82,749Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.03%243243100.00%66,212Jun 30, 2024
0.00%0.03%196196100.00%53,831Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.01%125125100.00%34,025Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%115115100.00%31,303Jun 30, 2024
HANTZ FINANCIAL SERVICES, INC.0.00%0.00%3838100.00%10,000Jun 30, 2024
MEEDER ASSET MANAGEMENT INC0.00%0.00%3737100.00%10,071Jun 30, 2024
EXCHANGE TRADED CONCEPTS, LLC0.00%0.00%3636100.00%9,799Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%3232100.00%8,711Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC-0.00%88100.00%2,206Jun 30, 2024
BALDWIN BROTHERS LLC/MA-0.00%55100.00%1,361Jun 30, 2024
ASSETMARK, INC--44100.00%1,089Jun 30, 2024
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC-0.00%44100.00%1,089Jun 30, 2024
CONCORD WEALTH PARTNERS-0.00%44100.00%1,089Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%33100.00%817Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC-0.00%11100.00%273Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC-0.00%11100.00%245Jun 30, 2024
NORTHWEST FINANCIAL ADVISORS-0.00%11100.00%272Jun 30, 2024

Essex Property Trust's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.74M shares, valued at $744.90M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCHONFELD STRATEGIC ADVISORS LLC----111,795-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----64,026-100.00%-Jun 30, 2024
DAVIS SELECTED ADVISERS----46,311-100.00%-Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----37,900-100.00%-Jun 30, 2024
LONG POND CAPITAL, LP----34,250-100.00%-Jun 30, 2024
EASTERLY INVESTMENT PARTNERS LLC----21,986-100.00%-Jun 30, 2024
MASTERTON CAPITAL MANAGEMENT, LP----21,200-100.00%-Jun 30, 2024
HOLOCENE ADVISORS, LP----21,105-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----16,786-100.00%-Jun 30, 2024
HAP TRADING, LLC----15,500-100.00%-Jun 30, 2024
BRIGHT FINANCIAL ADVISORS, INC.----11,943-100.00%-Jun 30, 2024
WEISS ASSET MANAGEMENT LP----11,675-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----7,500-100.00%-Jun 30, 2024
DOUBLELINE ETF ADVISER LP----4,890-100.00%-Jun 30, 2024
STRATEGIC GLOBAL ADVISORS, LLC----4,654-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----4,572-100.00%-Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC----4,546-100.00%-Jun 30, 2024
FORA CAPITAL, LLC----3,795-100.00%-Jun 30, 2024
BANCO BTG PACTUAL S.A.----3,000-100.00%-Jun 30, 2024
MAINSTREET INVESTMENT ADVISORS LLC----2,835-100.00%-Jun 30, 2024
GATEWAY INVESTMENT ADVISERS LLC----2,627-100.00%-Jun 30, 2024
SPIDERROCK ADVISORS, LLC----2,530-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----2,300-100.00%-Jun 30, 2024
CAXTON ASSOCIATES LP----2,172-100.00%-Jun 30, 2024
HGI CAPITAL MANAGEMENT, LLC----2,109-100.00%-Jun 30, 2024
CHOATE INVESTMENT ADVISORS----1,742-100.00%-Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----1,689-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----1,248-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----1,200-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----967-100.00%-Jun 30, 2024
SVB WEALTH LLC----937-100.00%-Jun 30, 2024
CYPRESS CAPITAL GROUP----862-100.00%-Jun 30, 2024
ORION PORTFOLIO SOLUTIONS, LLC----841-100.00%-Jun 30, 2024
WESPAC ADVISORS, LLC----840-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----600-100.00%-Jun 30, 2024
VIMA LLC----211-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----162-100.00%-Jun 30, 2024
ORION CAPITAL MANAGEMENT LLC----100-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----90-100.00%-Jun 30, 2024
HHM WEALTH ADVISORS, LLC----41-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----40-100.00%-Jun 30, 2024
MECHANICS FINANCIAL CORP----25-100.00%-Jun 30, 2024
ROGCO, LP----21-100.00%-Jun 30, 2024
BOGART WEALTH, LLC----9-100.00%-Jun 30, 2024
TIDEMARK, LLC----6-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----5-100.00%-Jun 30, 2024
JAMISON PRIVATE WEALTH MANAGEMENT, INC.----5-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----1-100.00%-Jun 30, 2024
WR WEALTH PLANNERS, LLC----1-100.00%-Jun 30, 2024

Essex Property Trust's largest sold out institutional shareholder by shares sold is SCHONFELD STRATEGIC ADVISORS LLC, sold -0.11M shares, valued at -, as of undefined.

Essex Property Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SCHRODER GLOBAL SERIES TRUST2.79%5,700--Jan 31, 2021
DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC1.26%4,000,000--Jan 31, 2021
T. Rowe Price Real Estate Fund, Inc.0.62%131,7043,6002.81%Mar 31, 2024
T. Rowe Price Multi-Sector Account Portfolios, Inc.0.57%900,000--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.54%280,000--Mar 31, 2024
COHEN & STEERS REAL ESTATE SECURITIES FUND INC0.26%481,49920,3944.42%Dec 31, 2023
COHEN & STEERS REALTY SHARES INC0.25%331,841-11,389-3.32%Dec 31, 2023
PIONEER REAL ESTATE SHARES0.24%9,337--Mar 31, 2023
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC0.23%18,572--Jan 31, 2024
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC0.19%371,655-11,189-2.92%Dec 31, 2023
FRANKLIN REAL ESTATE SECURITIES TRUST0.18%11,163--Jan 31, 2024
LoCorr Investment Trust0.16%4,165,000--Mar 31, 2024
PIONEER SERIES TRUST XI0.16%78,770--Mar 28, 2024
Manager Directed Portfolios0.15%25,294--Jan 31, 2024
Guardian Variable Products Trust0.15%2,500,000--Mar 31, 2024
PIONEER SERIES TRUST X0.14%7,910,000--Mar 28, 2024
NUVEEN REAL ESTATE INCOME FUND0.12%16,9503,43525.42%Mar 31, 2024
HEARTLAND GROUP INC0.12%68,9252,0983.14%Mar 31, 2024
CITY NATIONAL ROCHDALE FUNDS0.12%4,775,000--Dec 31, 2023
COHEN & STEERS GLOBAL REALTY SHARES, INC0.12%138,08420,99917.93%Dec 31, 2023
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.11%6,230--Feb 29, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.11%5,936--Feb 29, 2024
AB INSTITUTIONAL FUNDS INC0.10%17,590--Jan 31, 2024
PIONEER MID CAP VALUE FUND0.10%17,644--Jan 31, 2024
FIRST INVESTORS LIFE SERIES FUNDS0.10%300,000300,000-Sep 30, 2019
MFS SERIES TRUST XI0.09%451,511-5,418-1.19%Mar 31, 2024
VALUE LINE ASSET ALLOCATION FUND INC0.09%375,000--Mar 31, 2024
PIONEER SERIES TRUST XII0.09%66,683--Feb 29, 2024
Capital Group Central Fund Series II0.09%10,132,000--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.09%44,388--Mar 31, 2024
JOHNSON MUTUAL FUNDS TRUST0.08%2,298,000--Mar 31, 2024
T. Rowe Price Global Real Estate Fund, Inc.0.08%7,437-52-0.69%Mar 31, 2024
PIONEER FUND /MA/0.08%101,739--Mar 28, 2024
CBRE GLOBAL REAL ESTATE INCOME FUND0.07%76,610--Mar 28, 2024
VALUE LINE CAPITAL APPRECIATION FUND INC0.07%125,000--Mar 31, 2024
Guggenheim Strategy Funds Trust0.07%650,000--Dec 31, 2023
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.06%264,258-5,086-1.89%Dec 31, 2023
abrdn Global Premier Properties Fund0.06%26,31416,838177.69%Jan 31, 2024
Natixis Funds Trust IV0.05%14,955--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.05%2,592,232-54,027-2.04%Jan 31, 2024
Brookfield Investment Funds0.05%75,000--Mar 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.04%52,790-2,902-5.21%Mar 31, 2024
JOHNSON MUTUAL FUNDS TRUST0.04%1,216,000--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%104,000--Mar 31, 2024
Vanguard Montgomery Funds0.04%9,631--Mar 31, 2024
BNY MELLON FUNDS TRUST0.04%3,000,000--Aug 31, 2023
T. Rowe Price Real Assets Fund, Inc.0.04%505,69145,7029.94%Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%5,218,000--Mar 31, 2024
John Hancock Funds III0.03%523,9767,6161.47%Mar 31, 2024
NORTHERN FUNDS0.03%4,775,000--Mar 28, 2024
DAVIS VARIABLE ACCOUNT FUND INC0.03%1,72016010.26%Dec 31, 2023
DSS AMERICAFIRST QUANTITATIVE FUNDS0.03%698--Dec 29, 2023
Brookfield Investment Funds0.03%48,198--Mar 31, 2024
CGM TRUST0.03%40,000--Sep 30, 2022
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.03%250,000--Mar 31, 2024
T. Rowe Price New Income Fund, Inc.0.03%5,006,000--Feb 29, 2024
ALGER FUNDS II0.03%5,910--Jan 31, 2024
Pioneer Series Trust III0.03%7,462--Feb 29, 2024
VICTORY PORTFOLIOS0.03%800,000--Mar 31, 2024
PIONEER BOND FUND /DE/0.02%1,480,000--Mar 28, 2024
ALLSPRING MASTER TRUST0.02%1,629,00076,0004.89%Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%247,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%3,472,000--Mar 31, 2024
Columbia Funds Variable Series Trust II0.02%784,000-18,000-2.24%Mar 31, 2024
Collaborative Investment Series Trust0.02%3,612--Mar 31, 2024
DAVIS SERIES INC0.02%26,174--Dec 31, 2023
FIDELITY SECURITIES FUND0.02%2,000,000--Jan 31, 2024
Principal Exchange-Traded Funds0.02%260,000--Mar 31, 2024
ADVISORS SERIES TRUST0.02%1,000,000--Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.02%100,000--Mar 31, 2024
SPDR S&P 500 ETF TRUST0.02%780,991-16,606-2.08%Mar 31, 2024
Index Funds0.02%167-3-1.76%Mar 31, 2024
Goldman Sachs Real Estate Diversified Income Fund0.02%38,813--Mar 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.02%270,000--Feb 29, 2024
Seven Hills Realty Trust0.02%16,500--Dec 31, 2020
VARIABLE INSURANCE PRODUCTS FUND IV0.02%44,748-7,800-14.84%Mar 31, 2024
FIDELITY CAPITAL TRUST0.02%184,7007,2004.06%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.02%40,000--Mar 31, 2024
NORTHERN FUNDS0.02%2,280,000--Mar 28, 2024
THOMPSON IM FUNDS INC0.02%248,000--Feb 29, 2024
LORD ASSET MANAGEMENT TRUST0.02%565--Oct 31, 2022
VANGUARD INSTITUTIONAL INDEX FUNDS0.02%463,775-4,211-0.90%Mar 31, 2024
Guggenheim Enhanced Equity Income Fund0.02%2,627-26-0.98%Sep 30, 2021
Impact Shares Trust I0.01%15921.27%Mar 31, 2024
Engine No. 1 ETF Trust0.01%885-62-6.55%Jan 31, 2024
Voya Separate Portfolios Trust0.01%351,000--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.01%118,000-35,900-23.33%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%6,089,795-26,191-0.43%Mar 31, 2024
Legg Mason ETF Investment Trust0.01%27,922-9,543-25.47%Mar 31, 2024
BNY Mellon Investment Funds IV, Inc.0.01%200,000--Jan 31, 2024
SYNTAX ETF TRUST0.01%429-33-7.14%Mar 31, 2024
Managed Portfolio Series0.01%300,000--Jan 31, 2024
BNY Mellon Investment Funds V, Inc.0.01%10,150--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.01%37,759--Jan 31, 2024
Voya Separate Portfolios Trust0.01%305,000--Feb 29, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.01%5,547-4,886-46.83%Dec 31, 2023
American Funds Multi-Sector Income Fund0.01%1,762,000--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.01%30,000--Mar 31, 2024
Kelly Strategic ETF Trust0.01%328--Feb 29, 2024
Franklin Templeton ETF Trust0.01%2,250,000--Mar 31, 2024

Essex Property Trust's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 5.70K shares, compromising 2.79% of its total assets.

Essex Property Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 245673.47%
31 Mar, 245480.37%
31 Dec, 235464.60%
30 Sep, 23522-2.43%
30 Jun, 23535-0.74%
31 Mar, 23539-
31 Dec, 225392.86%
30 Sep, 22524-4.38%
30 Jun, 22548-3.69%
31 Mar, 22569-0.18%
31 Dec, 215706.54%
30 Sep, 215352.49%
30 Jun, 21522-0.76%
31 Mar, 215260.57%
31 Dec, 205237.61%
30 Sep, 20486-4.52%
30 Jun, 205090.20%
31 Mar, 20508-8.96%
31 Dec, 195584.30%
30 Sep, 195355.11%
30 Jun, 19509-2.49%
31 Mar, 195222.15%
31 Dec, 185118.96%
30 Sep, 18469-1.26%
30 Jun, 184753.26%
31 Mar, 18460-0.65%
31 Dec, 174634.28%
30 Sep, 174441.60%
30 Jun, 174375.81%
31 Mar, 17413-2.82%
31 Dec, 16425-1.39%
30 Sep, 16431-2.27%
30 Jun, 164412.80%
31 Mar, 164295.15%
31 Dec, 154082.00%
30 Sep, 15400-0.50%
30 Jun, 15402-0.50%
31 Mar, 154041.25%
31 Dec, 143998.72%
30 Sep, 143670.82%
30 Jun, 1436431.41%
31 Mar, 142772.59%
31 Dec, 132705.06%
30 Sep, 132572.39%
30 Jun, 13251109.17%
31 Mar, 131206.19%
31 Dec, 12113-0.88%
30 Sep, 1211414.00%
30 Jun, 121008.70%
31 Mar, 1292-1.08%
31 Dec, 11933.33%
30 Sep, 11909.76%
30 Jun, 11827.89%
31 Mar, 11765.56%
31 Dec, 1072-5.26%
30 Sep, 107615.15%
30 Jun, 1066-
31 Mar, 1066-2.94%
31 Dec, 096813.33%
30 Sep, 0960-6.25%
30 Jun, 0964-5.88%
31 Mar, 0968-2.86%
31 Dec, 087018.64%
30 Sep, 08591.72%
30 Jun, 08585.45%
31 Mar, 08551.85%
31 Dec, 075422.73%
30 Sep, 07447.32%
30 Jun, 0741-6.82%
31 Mar, 0744-10.20%
31 Dec, 064925.64%
30 Sep, 06392.63%
30 Jun, 063818.75%
31 Mar, 06326.67%
31 Dec, 0530-3.23%
30 Sep, 05316.90%
30 Jun, 0529-
31 Mar, 05293.57%
31 Dec, 042833.33%
30 Sep, 0421-8.70%
30 Jun, 0423-14.81%
31 Mar, 042728.57%
31 Dec, 03215.00%
30 Sep, 032017.65%
30 Jun, 031730.77%
31 Mar, 0313-13.33%
31 Dec, 0215-
30 Sep, 0215-6.25%
30 Jun, 02166.67%
31 Mar, 021550.00%
31 Dec, 0110-33.33%
30 Sep, 011525.00%
30 Jun, 0112-7.69%
31 Mar, 01138.33%
31 Dec, 0012-7.69%
30 Sep, 0013-
30 Jun, 0013-
31 Mar, 00138.33%
31 Dec, 991250.00%
30 Sep, 998-20.00%
30 Jun, 991066.67%
31 Mar, 996-

As of 30 Jun 24, 567 institutions are holding Essex Property Trust's shares, representing an increase of 3.47% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2461,502,9772.24%
31 Mar, 2460,154,186-2.92%
31 Dec, 2361,963,5865.65%
30 Sep, 2358,650,638-5.25%
30 Jun, 2361,901,2510.02%
31 Mar, 2361,888,5782.68%
31 Dec, 2260,274,404-2.29%
30 Sep, 2261,686,0720.71%
30 Jun, 2261,250,846-2.58%
31 Mar, 2262,869,7540.61%
31 Dec, 2162,487,0790.16%
30 Sep, 2162,388,2080.63%
30 Jun, 2162,000,363-0.11%
31 Mar, 2162,066,658-0.79%
31 Dec, 2062,558,415-1.50%
30 Sep, 2063,511,2520.91%
30 Jun, 2062,937,381-0.44%
31 Mar, 2063,217,984-1.29%
31 Dec, 1964,043,633-0.46%
30 Sep, 1964,338,9710.22%
30 Jun, 1964,195,738-0.61%
31 Mar, 1964,589,8771.42%
31 Dec, 1863,682,775-1.66%
30 Sep, 1864,756,5300.74%
30 Jun, 1864,280,872-0.99%
31 Mar, 1864,923,4061.07%
31 Dec, 1764,238,322-0.69%
30 Sep, 1764,684,153-2.24%
30 Jun, 1766,164,9930.12%
31 Mar, 1766,083,8610.05%
31 Dec, 1666,048,5971.13%
30 Sep, 1665,308,5620.20%
30 Jun, 1665,181,048-4.77%
31 Mar, 1668,444,4686.70%
31 Dec, 1564,147,019-15.21%
30 Sep, 1575,653,11618.26%
30 Jun, 1563,969,414-2.14%
31 Mar, 1565,371,3904.07%
31 Dec, 1462,814,350-1.16%
30 Sep, 1463,554,0012.62%
30 Jun, 1461,930,44944.18%
31 Mar, 1442,952,28411.94%
31 Dec, 1338,369,7553.78%
30 Sep, 1336,973,632-1.58%
30 Jun, 1337,566,37083.72%
31 Mar, 1320,448,0260.79%
31 Dec, 1220,288,1957.14%
30 Sep, 1218,935,79820.76%
30 Jun, 1215,680,758-14.10%
31 Mar, 1218,253,75316.28%
31 Dec, 1115,698,5754.93%
30 Sep, 1114,960,990-12.41%
30 Jun, 1117,081,24711.07%
31 Mar, 1115,378,58122.48%
31 Dec, 1012,555,65339.08%
30 Sep, 109,027,759-7.56%
30 Jun, 109,765,603-0.68%
31 Mar, 109,832,558-8.60%
31 Dec, 0910,757,3362.16%
30 Sep, 0910,529,66914.90%
30 Jun, 099,164,513-4.64%
31 Mar, 099,610,695-18.20%
31 Dec, 0811,748,64426.08%
30 Sep, 089,318,539143.02%
30 Jun, 083,834,445-24.53%
31 Mar, 085,080,825-83.82%
31 Dec, 0731,407,993518.33%
30 Sep, 075,079,4792.99%
30 Jun, 074,932,13941.60%
31 Mar, 073,483,131-20.34%
31 Dec, 064,372,568-2.98%
30 Sep, 064,507,0625.62%
30 Jun, 064,267,06112.96%
31 Mar, 063,777,458-14.00%
31 Dec, 054,392,634-6.08%
30 Sep, 054,677,20121.73%
30 Jun, 053,842,42511.67%
31 Mar, 053,440,973-16.58%
31 Dec, 044,124,790118.67%
30 Sep, 041,886,34316.69%
30 Jun, 041,616,5559.98%
31 Mar, 041,469,9033.99%
31 Dec, 031,413,4813.14%
30 Sep, 031,370,4785.88%
30 Jun, 031,294,41514.91%
31 Mar, 031,126,430-42.79%
31 Dec, 021,968,770134.97%
30 Sep, 02837,8668.54%
30 Jun, 02771,917-50.50%
31 Mar, 021,559,41018.31%
31 Dec, 011,318,1051.26%
30 Sep, 011,301,689-20.26%
30 Jun, 011,632,343-23.32%
31 Mar, 012,128,74363.42%
31 Dec, 001,302,632-62.52%
30 Sep, 003,475,51924.26%
30 Jun, 002,796,937-21.01%
31 Mar, 003,541,05783.88%
31 Dec, 991,925,71549.66%
30 Sep, 991,286,729-60.12%
30 Jun, 993,226,532118.48%
31 Mar, 991,476,790-

Essex Property Trust (ESS) has 61.50M shares outstanding as of 30 Jun 24, up 2.24% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2495.79%1.09%
31 Mar, 2493.69%1.01%
31 Dec, 2396.44%1.15%
30 Sep, 2391.38%0.98%
30 Jun, 2396.45%1.05%
31 Mar, 2396.01%1.11%
31 Dec, 2293.12%1.04%
30 Sep, 2294.81%1.08%
30 Jun, 2293.85%1.01%
31 Mar, 2296.31%1.04%
31 Dec, 2196.06%1.04%
30 Sep, 2195.91%1.05%
30 Jun, 2195.38%1.05%
31 Mar, 2195.50%1.05%
31 Dec, 2095.58%1.01%
30 Sep, 2097.36%1.05%
30 Jun, 2096.22%1.05%
31 Mar, 2095.72%1.01%
31 Dec, 1997.27%1.02%
30 Sep, 1997.70%1.02%
30 Jun, 1997.68%1.01%
31 Mar, 1998.31%1.06%
31 Dec, 1896.43%1.00%
30 Sep, 1898.04%1.03%
30 Jun, 1897.32%1.01%
31 Mar, 1898.30%1.04%
31 Dec, 1797.28%1.01%
30 Sep, 1798.01%0.97%
30 Jun, 17100.66%0.99%
31 Mar, 17100.82%0.99%
31 Dec, 16100.88%1.01%
30 Sep, 1699.70%1.01%
30 Jun, 1699.59%0.91%
31 Mar, 16104.65%1.09%
31 Dec, 1598.18%0.73%
30 Sep, 15116.14%1.19%
30 Jun, 1598.70%0.95%
31 Mar, 15101.85%0.83%
31 Dec, 14111.08%1.09%
30 Sep, 14101.05%1.01%
30 Jun, 14100.07%0.77%
31 Mar, 14113.98%1.09%
31 Dec, 13102.32%1.04%
30 Sep, 1399.07%0.97%
30 Jun, 13100.90%3.30%
31 Mar, 1355.26%1.65%
31 Dec, 1257.91%2.15%
30 Sep, 1251.92%2.52%
30 Jun, 1245.36%1.57%
31 Mar, 1253.82%2.31%
31 Dec, 1148.24%2.41%
30 Sep, 1144.76%1.58%
30 Jun, 1153.31%2.19%
31 Mar, 1149.33%2.74%
31 Dec, 1042.39%4.59%
30 Sep, 1030.41%2.74%
30 Jun, 1033.30%2.89%
31 Mar, 1033.94%2.18%
31 Dec, 0939.45%3.22%
30 Sep, 0935.02%3.00%
30 Jun, 0934.16%2.54%
31 Mar, 0936.65%1.63%
31 Dec, 0847.47%3.35%
30 Sep, 0837.65%15.71%
30 Jun, 0815.48%3.67%
31 Mar, 0820.53%0.13%
31 Dec, 07125.22%30.74%
30 Sep, 0720.18%4.98%
30 Jun, 0720.14%9.11%
31 Mar, 0714.86%4.14%
31 Dec, 0618.94%4.99%
30 Sep, 0619.48%5.63%
30 Jun, 0618.59%6.82%
31 Mar, 0616.52%4.50%
31 Dec, 0519.15%4.67%
30 Sep, 0520.24%7.30%
30 Jun, 0516.66%7.47%
31 Mar, 0514.93%4.61%
31 Dec, 0418.00%26.62%
30 Sep, 048.22%16.51%
30 Jun, 047.06%17.04%
31 Mar, 046.43%14.38%
31 Dec, 036.69%15.90%
30 Sep, 036.49%17.13%
30 Jun, 036.15%21.38%
31 Mar, 035.37%4.75%
31 Dec, 0210.62%50.94%
30 Sep, 024.57%26.53%
30 Jun, 024.15%5.84%
31 Mar, 028.43%16.52%
31 Dec, 017.14%14.42%
30 Sep, 017.04%9.01%
30 Jun, 018.84%6.63%
31 Mar, 0111.55%22.87%
31 Dec, 007.11%1.98%
30 Sep, 0018.96%7.95%
30 Jun, 0015.44%4.02%
31 Mar, 0019.60%16.22%
31 Dec, 9910.99%21.64%
30 Sep, 997.13%2.03%
30 Jun, 9918.72%24.04%
31 Mar, 998.82%-

As of 30 Jun 24, Essex Property Trust is held by 95.79% institutional shareholders, representing a 1.09% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 242683.08%
31 Mar, 242602.77%
31 Dec, 2325316.59%
30 Sep, 23217-3.56%
30 Jun, 23225-17.58%
31 Mar, 23273-2.85%
31 Dec, 2228122.17%
30 Sep, 22230-20.14%
30 Jun, 222883.60%
31 Mar, 22278-7.02%
31 Dec, 2129915.00%
30 Sep, 212609.70%
30 Jun, 21237-4.05%
31 Mar, 21247-3.52%
31 Dec, 2025611.30%
30 Sep, 202306.48%
30 Jun, 20216-9.24%
31 Mar, 20238-13.45%
31 Dec, 192753.00%
30 Sep, 1926719.73%
30 Jun, 19223-2.19%
31 Mar, 19228-8.80%
31 Dec, 1825030.89%
30 Sep, 18191-9.05%
30 Jun, 182102.44%
31 Mar, 18205-10.48%
31 Dec, 1722911.17%
30 Sep, 17206-1.44%
30 Jun, 1720917.42%
31 Mar, 17178-13.59%
31 Dec, 1620620.47%
30 Sep, 16171-17.79%
30 Jun, 16208-1.89%
31 Mar, 1621210.99%
31 Dec, 15191-3.54%
30 Sep, 15198-2.46%
30 Jun, 15203-0.49%
31 Mar, 152041.49%
31 Dec, 1420120.36%
30 Sep, 14167-39.71%
30 Jun, 1427784.67%
31 Mar, 1415014.50%
31 Dec, 1313112.93%
30 Sep, 13116-38.62%
30 Jun, 13189145.45%
31 Mar, 137745.28%
31 Dec, 1253-25.35%
30 Sep, 127129.09%
30 Jun, 12553.77%
31 Mar, 1253-14.52%
31 Dec, 11625.08%
30 Sep, 115931.11%
30 Jun, 11457.14%
31 Mar, 11422.44%
31 Dec, 1041-4.65%
30 Sep, 104322.86%
30 Jun, 10352.94%
31 Mar, 1034-15.00%
31 Dec, 094029.03%
30 Sep, 0931-8.82%
30 Jun, 0934-19.05%
31 Mar, 0942-6.67%
31 Dec, 08454.65%
30 Sep, 084330.30%
30 Jun, 0833-
31 Mar, 0833-8.33%
31 Dec, 073644.00%
30 Sep, 0725-7.41%
30 Jun, 0727-6.90%
31 Mar, 0729-12.12%
31 Dec, 063373.68%
30 Sep, 0619-5.00%
30 Jun, 06205.26%
31 Mar, 061911.76%
31 Dec, 0517-
30 Sep, 0517-15.00%
30 Jun, 052017.65%
31 Mar, 0517-5.56%
31 Dec, 041850.00%
30 Sep, 04129.09%
30 Jun, 0411-45.00%
31 Mar, 042066.67%
31 Dec, 0312-14.29%
30 Sep, 031416.67%
30 Jun, 031233.33%
31 Mar, 039-
31 Dec, 02928.57%
30 Sep, 027-41.67%
30 Jun, 02129.09%
31 Mar, 021157.14%
31 Dec, 017-12.50%
30 Sep, 01860.00%
30 Jun, 015-44.44%
31 Mar, 01912.50%
31 Dec, 00860.00%
30 Sep, 005-
30 Jun, 005-28.57%
31 Mar, 007-
31 Dec, 99740.00%
30 Sep, 995-37.50%
30 Jun, 99833.33%
31 Mar, 996-

268 institutional shareholders have increased their position in ESS stock as of 30 Jun 24 compared to 260 in the previous quarter (a 3.08% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2420916.11%
31 Mar, 24180-15.49%
31 Dec, 232131.43%
30 Sep, 23210-4.11%
30 Jun, 2321921.67%
31 Mar, 231802.27%
31 Dec, 22176-9.28%
30 Sep, 2219410.23%
30 Jun, 22176-12.00%
31 Mar, 2220014.94%
31 Dec, 211741.16%
30 Sep, 21172-5.49%
30 Jun, 21182-4.71%
31 Mar, 21191-3.05%
31 Dec, 2019710.67%
30 Sep, 20178-17.59%
30 Jun, 2021612.50%
31 Mar, 201928.47%
31 Dec, 1917714.19%
30 Sep, 19155-11.43%
30 Jun, 19175-4.37%
31 Mar, 1918311.59%
31 Dec, 18164-4.65%
30 Sep, 181728.86%
30 Jun, 18158-3.66%
31 Mar, 1816414.69%
31 Dec, 171434.38%
30 Sep, 17137-9.27%
30 Jun, 17151-6.79%
31 Mar, 1716210.96%
31 Dec, 16146-15.61%
30 Sep, 1617313.07%
30 Jun, 161532.68%
31 Mar, 161491.36%
31 Dec, 151475.76%
30 Sep, 1513913.01%
30 Jun, 15123-5.38%
31 Mar, 15130-4.41%
31 Dec, 14136-5.56%
30 Sep, 14144125.00%
30 Jun, 1464-28.09%
31 Mar, 1489-13.59%
31 Dec, 131030.98%
30 Sep, 13102142.86%
30 Jun, 134244.83%
31 Mar, 1329-29.27%
31 Dec, 124186.36%
30 Sep, 1222-29.03%
30 Jun, 123119.23%
31 Mar, 122618.18%
31 Dec, 1122-4.35%
30 Sep, 1123-14.81%
30 Jun, 11278.00%
31 Mar, 112531.58%
31 Dec, 1019-9.52%
30 Sep, 1021-4.55%
30 Jun, 1022-12.00%
31 Mar, 102538.89%
31 Dec, 0918-14.29%
30 Sep, 0921-19.23%
30 Jun, 092630.00%
31 Mar, 0920-
31 Dec, 0820150.00%
30 Sep, 088-42.86%
30 Jun, 08147.69%
31 Mar, 08138.33%
31 Dec, 0712-14.29%
30 Sep, 0714100.00%
30 Jun, 077-12.50%
31 Mar, 07814.29%
31 Dec, 067-36.36%
30 Sep, 0611-21.43%
30 Jun, 061427.27%
31 Mar, 0611-
31 Dec, 051110.00%
30 Sep, 0510100.00%
30 Jun, 055-37.50%
31 Mar, 05833.33%
31 Dec, 04620.00%
30 Sep, 045-16.67%
30 Jun, 04620.00%
31 Mar, 045-28.57%
31 Dec, 03716.67%
30 Sep, 036200.00%
30 Jun, 032-
31 Mar, 032-50.00%
31 Dec, 024-20.00%
30 Sep, 02566.67%
30 Jun, 023-
31 Mar, 02350.00%
31 Dec, 012-50.00%
30 Sep, 014-20.00%
30 Jun, 01566.67%
31 Mar, 013-
31 Dec, 003-50.00%
30 Sep, 00620.00%
30 Jun, 00525.00%
31 Mar, 004-
31 Dec, 994300.00%
30 Sep, 991-50.00%
30 Jun, 992-
31 Mar, 99--

209 institutional shareholders have reduced their position in ESS stock as of 30 Jun 24 compared to 180 in the previous quarter (a 16.11% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 245673.47%61,502,9772.24%95.79%1.09%2683.08%20916.11%
31 Mar, 245480.37%60,154,186-2.92%93.69%1.01%2602.77%180-15.49%
31 Dec, 235464.60%61,963,5865.65%96.44%1.15%25316.59%2131.43%
30 Sep, 23522-2.43%58,650,638-5.25%91.38%0.98%217-3.56%210-4.11%
30 Jun, 23535-0.74%61,901,2510.02%96.45%1.05%225-17.58%21921.67%
31 Mar, 23539-61,888,5782.68%96.01%1.11%273-2.85%1802.27%
31 Dec, 225392.86%60,274,404-2.29%93.12%1.04%28122.17%176-9.28%
30 Sep, 22524-4.38%61,686,0720.71%94.81%1.08%230-20.14%19410.23%
30 Jun, 22548-3.69%61,250,846-2.58%93.85%1.01%2883.60%176-12.00%
31 Mar, 22569-0.18%62,869,7540.61%96.31%1.04%278-7.02%20014.94%
31 Dec, 215706.54%62,487,0790.16%96.06%1.04%29915.00%1741.16%
30 Sep, 215352.49%62,388,2080.63%95.91%1.05%2609.70%172-5.49%
30 Jun, 21522-0.76%62,000,363-0.11%95.38%1.05%237-4.05%182-4.71%
31 Mar, 215260.57%62,066,658-0.79%95.50%1.05%247-3.52%191-3.05%
31 Dec, 205237.61%62,558,415-1.50%95.58%1.01%25611.30%19710.67%
30 Sep, 20486-4.52%63,511,2520.91%97.36%1.05%2306.48%178-17.59%
30 Jun, 205090.20%62,937,381-0.44%96.22%1.05%216-9.24%21612.50%
31 Mar, 20508-8.96%63,217,984-1.29%95.72%1.01%238-13.45%1928.47%
31 Dec, 195584.30%64,043,633-0.46%97.27%1.02%2753.00%17714.19%
30 Sep, 195355.11%64,338,9710.22%97.70%1.02%26719.73%155-11.43%
30 Jun, 19509-2.49%64,195,738-0.61%97.68%1.01%223-2.19%175-4.37%
31 Mar, 195222.15%64,589,8771.42%98.31%1.06%228-8.80%18311.59%
31 Dec, 185118.96%63,682,775-1.66%96.43%1.00%25030.89%164-4.65%
30 Sep, 18469-1.26%64,756,5300.74%98.04%1.03%191-9.05%1728.86%
30 Jun, 184753.26%64,280,872-0.99%97.32%1.01%2102.44%158-3.66%
31 Mar, 18460-0.65%64,923,4061.07%98.30%1.04%205-10.48%16414.69%
31 Dec, 174634.28%64,238,322-0.69%97.28%1.01%22911.17%1434.38%
30 Sep, 174441.60%64,684,153-2.24%98.01%0.97%206-1.44%137-9.27%
30 Jun, 174375.81%66,164,9930.12%100.66%0.99%20917.42%151-6.79%
31 Mar, 17413-2.82%66,083,8610.05%100.82%0.99%178-13.59%16210.96%
31 Dec, 16425-1.39%66,048,5971.13%100.88%1.01%20620.47%146-15.61%
30 Sep, 16431-2.27%65,308,5620.20%99.70%1.01%171-17.79%17313.07%
30 Jun, 164412.80%65,181,048-4.77%99.59%0.91%208-1.89%1532.68%
31 Mar, 164295.15%68,444,4686.70%104.65%1.09%21210.99%1491.36%
31 Dec, 154082.00%64,147,019-15.21%98.18%0.73%191-3.54%1475.76%
30 Sep, 15400-0.50%75,653,11618.26%116.14%1.19%198-2.46%13913.01%
30 Jun, 15402-0.50%63,969,414-2.14%98.70%0.95%203-0.49%123-5.38%
31 Mar, 154041.25%65,371,3904.07%101.85%0.83%2041.49%130-4.41%
31 Dec, 143998.72%62,814,350-1.16%111.08%1.09%20120.36%136-5.56%
30 Sep, 143670.82%63,554,0012.62%101.05%1.01%167-39.71%144125.00%
30 Jun, 1436431.41%61,930,44944.18%100.07%0.77%27784.67%64-28.09%
31 Mar, 142772.59%42,952,28411.94%113.98%1.09%15014.50%89-13.59%
31 Dec, 132705.06%38,369,7553.78%102.32%1.04%13112.93%1030.98%
30 Sep, 132572.39%36,973,632-1.58%99.07%0.97%116-38.62%102142.86%
30 Jun, 13251109.17%37,566,37083.72%100.90%3.30%189145.45%4244.83%
31 Mar, 131206.19%20,448,0260.79%55.26%1.65%7745.28%29-29.27%
31 Dec, 12113-0.88%20,288,1957.14%57.91%2.15%53-25.35%4186.36%
30 Sep, 1211414.00%18,935,79820.76%51.92%2.52%7129.09%22-29.03%
30 Jun, 121008.70%15,680,758-14.10%45.36%1.57%553.77%3119.23%
31 Mar, 1292-1.08%18,253,75316.28%53.82%2.31%53-14.52%2618.18%
31 Dec, 11933.33%15,698,5754.93%48.24%2.41%625.08%22-4.35%
30 Sep, 11909.76%14,960,990-12.41%44.76%1.58%5931.11%23-14.81%
30 Jun, 11827.89%17,081,24711.07%53.31%2.19%457.14%278.00%
31 Mar, 11765.56%15,378,58122.48%49.33%2.74%422.44%2531.58%
31 Dec, 1072-5.26%12,555,65339.08%42.39%4.59%41-4.65%19-9.52%
30 Sep, 107615.15%9,027,759-7.56%30.41%2.74%4322.86%21-4.55%
30 Jun, 1066-9,765,603-0.68%33.30%2.89%352.94%22-12.00%
31 Mar, 1066-2.94%9,832,558-8.60%33.94%2.18%34-15.00%2538.89%
31 Dec, 096813.33%10,757,3362.16%39.45%3.22%4029.03%18-14.29%
30 Sep, 0960-6.25%10,529,66914.90%35.02%3.00%31-8.82%21-19.23%
30 Jun, 0964-5.88%9,164,513-4.64%34.16%2.54%34-19.05%2630.00%
31 Mar, 0968-2.86%9,610,695-18.20%36.65%1.63%42-6.67%20-
31 Dec, 087018.64%11,748,64426.08%47.47%3.35%454.65%20150.00%
30 Sep, 08591.72%9,318,539143.02%37.65%15.71%4330.30%8-42.86%
30 Jun, 08585.45%3,834,445-24.53%15.48%3.67%33-147.69%
31 Mar, 08551.85%5,080,825-83.82%20.53%0.13%33-8.33%138.33%
31 Dec, 075422.73%31,407,993518.33%125.22%30.74%3644.00%12-14.29%
30 Sep, 07447.32%5,079,4792.99%20.18%4.98%25-7.41%14100.00%
30 Jun, 0741-6.82%4,932,13941.60%20.14%9.11%27-6.90%7-12.50%
31 Mar, 0744-10.20%3,483,131-20.34%14.86%4.14%29-12.12%814.29%
31 Dec, 064925.64%4,372,568-2.98%18.94%4.99%3373.68%7-36.36%
30 Sep, 06392.63%4,507,0625.62%19.48%5.63%19-5.00%11-21.43%
30 Jun, 063818.75%4,267,06112.96%18.59%6.82%205.26%1427.27%
31 Mar, 06326.67%3,777,458-14.00%16.52%4.50%1911.76%11-
31 Dec, 0530-3.23%4,392,634-6.08%19.15%4.67%17-1110.00%
30 Sep, 05316.90%4,677,20121.73%20.24%7.30%17-15.00%10100.00%
30 Jun, 0529-3,842,42511.67%16.66%7.47%2017.65%5-37.50%
31 Mar, 05293.57%3,440,973-16.58%14.93%4.61%17-5.56%833.33%
31 Dec, 042833.33%4,124,790118.67%18.00%26.62%1850.00%620.00%
30 Sep, 0421-8.70%1,886,34316.69%8.22%16.51%129.09%5-16.67%
30 Jun, 0423-14.81%1,616,5559.98%7.06%17.04%11-45.00%620.00%
31 Mar, 042728.57%1,469,9033.99%6.43%14.38%2066.67%5-28.57%
31 Dec, 03215.00%1,413,4813.14%6.69%15.90%12-14.29%716.67%
30 Sep, 032017.65%1,370,4785.88%6.49%17.13%1416.67%6200.00%
30 Jun, 031730.77%1,294,41514.91%6.15%21.38%1233.33%2-
31 Mar, 0313-13.33%1,126,430-42.79%5.37%4.75%9-2-50.00%
31 Dec, 0215-1,968,770134.97%10.62%50.94%928.57%4-20.00%
30 Sep, 0215-6.25%837,8668.54%4.57%26.53%7-41.67%566.67%
30 Jun, 02166.67%771,917-50.50%4.15%5.84%129.09%3-
31 Mar, 021550.00%1,559,41018.31%8.43%16.52%1157.14%350.00%
31 Dec, 0110-33.33%1,318,1051.26%7.14%14.42%7-12.50%2-50.00%
30 Sep, 011525.00%1,301,689-20.26%7.04%9.01%860.00%4-20.00%
30 Jun, 0112-7.69%1,632,343-23.32%8.84%6.63%5-44.44%566.67%
31 Mar, 01138.33%2,128,74363.42%11.55%22.87%912.50%3-
31 Dec, 0012-7.69%1,302,632-62.52%7.11%1.98%860.00%3-50.00%
30 Sep, 0013-3,475,51924.26%18.96%7.95%5-620.00%
30 Jun, 0013-2,796,937-21.01%15.44%4.02%5-28.57%525.00%
31 Mar, 00138.33%3,541,05783.88%19.60%16.22%7-4-
31 Dec, 991250.00%1,925,71549.66%10.99%21.64%740.00%4300.00%
30 Sep, 998-20.00%1,286,729-60.12%7.13%2.03%5-37.50%1-50.00%
30 Jun, 991066.67%3,226,532118.48%18.72%24.04%833.33%2-
31 Mar, 996-1,476,790-8.82%-6---

Essex Property Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 25, 2024Kleiman Angela L.officer President and CEOS-SaleSell3,780$278.27$1.05M9,494
Jun 18, 2024GUERICKE KEITH Rdirector-S-SaleSell10,000$274.57$2.75M16,118
Mar 13, 2024ROBINSON THOMAS Edirector-S-SaleSell2,781$243.92$678.34K3,654
Mar 01, 2024LYONS IRVING F IIIdirector-S-SaleSell2,083$230.90$480.96K8,570

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 25, 2024Kleiman Angela L.officer President and CEOS-SaleSell3,780$278.27$1.05M9,494
Jun 18, 2024GUERICKE KEITH Rdirector-S-SaleSell10,000$274.57$2.75M16,118
Mar 13, 2024ROBINSON THOMAS Edirector-S-SaleSell2,781$243.92$678.34K3,654
Mar 13, 2024ROBINSON THOMAS Edirector-M-ExemptSell2,781$172.89$480.81K-
Mar 01, 2024LYONS IRVING F IIIdirector-S-SaleSell2,083$230.90$480.96K8,570
Mar 01, 2024LYONS IRVING F IIIdirector-M-ExemptSell2,781$172.89$480.81K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 25, 2024Kleiman Angela L.officer President and CEOS-SaleSell3,780$278.27$1.05M9,494
Jun 18, 2024GUERICKE KEITH Rdirector-S-SaleSell10,000$274.57$2.75M16,118
May 16, 2024MARCUS GEORGE Mdirector-A-AwardBuy1,076--207,438
May 16, 2024Arabia John Vdirector-A-AwardBuy585--585
May 16, 2024GUERICKE KEITH Rdirector-A-AwardBuy585--26,118
May 16, 2024GUST ANNE Bdirector-A-AwardBuy585--585
May 16, 2024HAWTHORNE MARIA Rdirector-A-AwardBuy585--2,472
May 16, 2024Johnson Amal Mdirector-A-AwardBuy585--2,585
May 16, 2024Kasaris Marydirector-A-AwardBuy585--1,755
May 16, 2024LYONS IRVING F IIIdirector-A-AwardBuy585--9,155
Mar 13, 2024ROBINSON THOMAS Edirector-M-ExemptBuy2,781$172.89$480.81K6,435
Mar 13, 2024ROBINSON THOMAS Edirector-S-SaleSell2,781$243.92$678.34K3,654
Mar 13, 2024ROBINSON THOMAS Edirector-M-ExemptSell2,781$172.89$480.81K-
Mar 01, 2024LYONS IRVING F IIIdirector-M-ExemptBuy2,781$172.89$480.81K10,653
Mar 01, 2024LYONS IRVING F IIIdirector-S-SaleSell2,083$230.90$480.96K8,570
Mar 01, 2024LYONS IRVING F IIIdirector-M-ExemptSell2,781$172.89$480.81K-
Feb 13, 2024Pak Barbaraofficer Executive Vice President & CFOA-AwardBuy1,145--6,483
Feb 13, 2024Morrison Anneofficer EVP, CAO & General CounselA-AwardBuy589--2,321
Feb 13, 2024Burns Rylanofficer EVP & Chief Investment OfficerA-AwardBuy426--2,112
Feb 13, 2024Kleiman Angela L.officer President and CEOA-AwardBuy2,704--13,274

The last insider sell of Essex Property Trust's stock was made by Kleiman Angela L. on Jun 25 2024, selling 3,780 shares at $278.27 per share (valued at $1.05M).

Essex Property Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20248--
Q1 2024115220.00%
Q4 20236785.71%
Q2 20239--
Q4 2022103333.33%
Q2 202213--
Q1 2022101662.50%
Q4 2021243177.42%
Q3 202161442.86%
Q2 202182400.00%
Q1 20215683.33%
Q4 2020103333.33%
Q2 20207--
Q1 2020213265.63%
Q4 20191610160.00%
Q3 2019122157.14%
Q2 201985160.00%
Q1 201941822.22%
Q4 2018233174.19%
Q3 20181250.00%

8 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Essex Property Trust's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024-2-
Q4 2023---
Q2 2023---
Q4 20222--
Q2 2022---
Q1 2022-8-
Q4 2021-21-
Q3 2021-7-
Q2 2021-1-
Q1 2021---
Q4 2020---
Q2 2020---
Q1 2020-12-
Q4 2019-1-
Q3 2019-9-
Q2 2019---
Q1 2019-8-
Q4 2018-15-
Q3 2018-1-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Essex Property Trust's stocks.

Essex Property Trust Peer Ownership


TickerCompany
MAAMid-America Apartment Communities, Inc.
EQREquity Residential
AVBAvalonBay Communities, Inc.
NXRTNexPoint Residential Trust, Inc.
CPTCamden Property Trust
UDRUDR, Inc.

ESS Ownership FAQ


Essex Property Trust is owned by institutional shareholders (95.79%), insiders (1.14%), and public (3.07%). The largest institutional shareholder of Essex Property Trust is VANGUARD GROUP INC (15.91% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (2.79% of total shares).

Essex Property Trust's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, COHEN & STEERS, INC., and NORGES BANK. The top five shareholders own together 46.34% of the company's share outstanding.

As of Jun 2024, there are 567 institutional shareholders of Essex Property Trust.

VANGUARD GROUP INC owns 10.21M shares of Essex Property Trust, representing 15.91% of the company's total shares outstanding, valued at $2.78B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 6.49M shares of Essex Property Trust (ESS), compromising 10.11% of the company, valued at $1.77B.

STATE STREET CORP is the third largest holder of Essex Property Trust. The company owns 5.28M of the company's shares outstanding (worth $1.45T).