Essex Property Trust Ownership | Who Owns Essex Property Trust?
Essex Property Trust Ownership Summary
Essex Property Trust is owned by 95.84% institutional investors, 1.14% insiders, and 3.02% retail investors. Vanguard group is the largest institutional shareholder, holding 15.91% of ESS shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.93% of its assets in Essex Property Trust shares.
ESS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essex Property Trust | 95.84% | 1.14% | 3.02% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Residential REIT Stocks | 77.83% | 4.68% | 17.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.21M | 15.91% | $2.78B |
| Blackrock | 6.49M | 10.11% | $1.77B |
| State street | 5.28M | 8.23% | $1.45B |
| Cohen & steers | 5.03M | 7.83% | $1.37B |
| Norges bank | 2.74M | 4.26% | $744.90M |
| Price t rowe associates inc /md/ | 1.87M | 2.91% | $508.91M |
| Principal financial group | 1.73M | 2.70% | $471.76M |
| Geode capital management | 1.70M | 2.65% | $461.76M |
| Massachusetts financial services co /ma/ | 1.15M | 1.78% | $311.82M |
| Legal & general group | 1.08M | 1.68% | $293.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Resolution capital | 729.32K | 3.73% | $198.52M |
| Hazelview securities | 67.04K | 3.42% | $18.07M |
| Cohen & steers | 5.03M | 2.87% | $1.37B |
| Vert asset management | 25.53K | 2.77% | $6.95M |
| Loudon investment management | 15.50K | 2.48% | $4.22M |
| Kinloch capital | 15.62K | 2.22% | $4.25M |
| Aurora investment managers, llc. | 11.34K | 2.21% | $3.09M |
| Investure | 66.00K | 2.19% | $17.97M |
| Systematic portfolios | 1.09K | 2.06% | $296.15K |
| Heitman real estate securities | 109.36K | 1.88% | $29.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.74M | 0.11% | 2.74M |
| Duff & phelps investment management | 362.21K | 1.26% | 362.21K |
| Wellington management group llp | 658.45K | 0.03% | 281.39K |
| Deutsche bank ag\ | 1.00M | 0.12% | 193.74K |
| Balyasny asset management | 212.25K | 0.10% | 190.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 1.73M | 0.28% | -753.84K |
| Ubs asset management americas | 86.40K | 0.01% | -600.27K |
| Pggm investments | 11.07K | 0.04% | -351.18K |
| Fmr | 960.26K | 0.02% | -320.70K |
| State street | 5.28M | 0.06% | -222.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.74M | 0.11% | 2.74M | $744.90M |
| Duff & phelps investment management | 362.21K | 1.26% | 362.21K | $98.59M |
| Brookfield corp /on/ | 106.98K | 0.18% | 106.98K | $29.12M |
| Westwood group | 35.58K | 0.05% | 35.58K | $9.69M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 18.82K | 0.06% | 18.82K | $5.12M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -1.00 |
| Colonial trust advisors | -1.00 |
| Wr wealth planners | -1.00 |
| Jfs wealth advisors | -2.00 |
| Innealta capital | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 575 | 4.74% | 61,534,903 | 2.29% | 95 | 1.09% | 272 | 4.21% | 210 | 16.67% |
| Mar 31, 2024 | 549 | 0.37% | 60,154,573 | -2.93% | 93 | 1.01% | 261 | 3.16% | 180 | -15.89% |
| Dec 31, 2023 | 547 | 4.59% | 61,968,971 | 5.64% | 96 | 1.15% | 253 | 16.05% | 214 | 1.90% |
| Sep 30, 2023 | 523 | -2.43% | 58,657,977 | -5.25% | 91 | 0.98% | 218 | -3.54% | 210 | -4.11% |
| Jun 30, 2023 | 536 | -0.74% | 61,907,817 | 0.03% | 96 | 1.05% | 226 | -17.52% | 219 | 21.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.53M | 3.93% | -6.74K |
| Vanguard Total Stock Mkt Idx Inv | 2.03M | 3.15% | -6.31K |
| Vanguard Institutional 500 Index Trust | 1.70M | 2.65% | 19.20K |
| Vanguard Mid Cap Index Institutional | 1.36M | 2.12% | 2.48K |
| Fidelity 500 Index | 789.34K | 1.23% | -1.71K |
| SPDR® S&P 500® ETF Trust | 779.03K | 1.21% | 266.00 |
| SPDR® S&P Dividend ETF | 775.70K | 1.21% | - |
| Cohen & Steers Real Estate Securities A | 774.60K | 1.21% | - |
| Cohen & Steers Real Estate Opportunities | 774.60K | 1.21% | - |
| Cohen & Steers Instl Realty Shares | 769.60K | 1.20% | 35.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 17, 2024 | Johnson Amal M | - | Sell | $2.31M |
| Sep 16, 2024 | Kleiman Angela L. | President and CEO | Sell | $320.58K |
| Sep 16, 2024 | Kleiman Angela L. | President and CEO | Sell | $2.23M |
| Sep 16, 2024 | Morrison Anne | EVP, CAO & General Counsel | Sell | $809.33K |
| Aug 30, 2024 | Johnson Amal M | - | Sell | $624.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | - |
| 2023 Q2 | - | - |
ESS Ownership FAQ
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