Essex Property Trust Ownership | Who Owns Essex Property Trust?
Essex Property Trust Ownership Summary
Essex Property Trust is owned by 47.07% institutional investors, 1.35% insiders, and 51.58% retail investors. Vanguard group is the largest institutional shareholder, holding 16.12% of ESS shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.82% of its assets in Essex Property Trust shares.
ESS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Essex Property Trust | 47.07% | 1.35% | 51.58% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Residential REIT Stocks | 65.31% | 5.00% | 29.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.35M | 16.12% | $2.96B |
| Blackrock funding, inc. /de | 7.01M | 10.92% | $2.00B |
| Blackrock | 6.49M | 10.11% | $1.77B |
| State street | 5.21M | 8.12% | $1.49B |
| Cohen & steers | 3.81M | 5.93% | $1.09B |
| Geode capital management | 1.76M | 2.74% | $500.69M |
| Norges bank | 1.65M | 2.57% | $471.26M |
| Price t rowe associates inc /md/ | 1.65M | 2.57% | $470.87M |
| Principal financial group | 1.49M | 2.33% | $426.53M |
| Massachusetts financial services co /ma/ | 1.26M | 1.96% | $359.52M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mqs management | 873.00 | 7.09% | $249.19K |
| Hazelview securities | 67.04K | 3.42% | $18.07M |
| Vert asset management | 28.37K | 2.77% | $8.10M |
| Resolution capital | 517.03K | 2.65% | $147.58M |
| Masterton capital management, lp | 14.70K | 2.38% | $4.20M |
| Aurora investment managers, llc. | 13.19K | 2.36% | $3.77M |
| Loudon investment management | 13.95K | 2.26% | $3.98M |
| Kinloch capital | 15.62K | 2.22% | $4.25M |
| Systematic portfolios | 1.09K | 2.06% | $296.15K |
| Cohen & steers | 3.81M | 2.06% | $1.09B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.65M | 0.06% | 1.65M |
| Balyasny asset management | 570.79K | 0.24% | 222.71K |
| Schroder investment management group | 197.44K | 0.05% | 185.96K |
| Blackrock funding, inc. /de | 7.01M | 0.04% | 164.66K |
| Kbc group nv | 225.77K | 0.18% | 150.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deutsche bank ag\ | 427.51K | 0.05% | -420.98K |
| International assets investment management | - | - | -285.67K |
| Fmr | 614.27K | 0.01% | -250.04K |
| Nuveen asset management | 300.81K | 0.02% | -148.23K |
| Legal & general group | 915.88K | 0.07% | -144.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.65M | 0.06% | 1.65M | $471.26M |
| Exoduspoint capital management, lp | 127.70K | 0.25% | 127.70K | $36.45M |
| Proficio capital partners | 58.52K | 0.00% | 58.52K | $58.52K |
| Caisse de depot et placement du quebec | 36.85K | 0.02% | 36.85K | $10.52M |
| Capital fund management | 31.08K | 0.02% | 31.08K | $8.87M |
Sold Out
| Holder | Change |
|---|---|
| Baldwin brothers llc/ma | -1.00 |
| Wr wealth planners | -1.00 |
| Colonial trust advisors | -1.00 |
| Td waterhouse canada | -1.00 |
| Sugar maple asset management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 343 | -43.95% | 30,233,361 | -48.79% | 47 | 0.56% | 163 | -44.75% | 107 | -48.80% |
| Sep 30, 2024 | 607 | 4.30% | 58,970,781 | -4.21% | 91 | 1.00% | 293 | 6.55% | 207 | -1.90% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.46M | 3.82% | -28.95K |
| Vanguard US Total Market Shares ETF | 2.03M | 3.16% | 1.36K |
| Vanguard Total Stock Mkt Idx Inv | 2.03M | 3.15% | 11.43K |
| Vanguard Institutional 500 Index Trust | 1.78M | 2.77% | 10.67K |
| Vanguard Mid Cap Index Institutional | 1.39M | 2.16% | 5.84K |
| Fidelity 500 Index | 804.90K | 1.25% | 3.58K |
| SPDR® S&P 500 ETF | 801.22K | 1.25% | -11.78K |
| iShares Core S&P 500 ETF | 784.62K | 1.22% | 2.28K |
| SPDR® S&P 500® ETF Trust | 779.90K | 1.21% | -4.10K |
| SPDR® S&P 500® ETF | 771.01K | 1.20% | -13.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | Kasaris Mary | - | Sell | $842.24K |
| Mar 03, 2025 | Kleiman Angela L. | President and CEO | Sell | $1.55M |
| Mar 04, 2025 | Kleiman Angela L. | President and CEO | Sell | $126.05K |
| Mar 03, 2025 | GUERICKE KEITH R | - | Sell | $2.30M |
| Mar 03, 2025 | Morrison Anne | EVP, CAO & General Counsel | Sell | $809.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 2 |
ESS Ownership FAQ
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