Essex Property Trust Inc (ESS) Ownership

246.98 ↓0.23 (-0.09%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Essex Property Trust Inc (ESS), owning a total of 10.2 million shares. Combined, the top 29 institutional holders of ESS own 80.74% of the company with a total of 51.9 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of ESS by 1.5 million shares. 11 institutions bought 2,335,798 total additional shares and increased their ownership by an average of 53.66%. However 9 institutions sold 824,684 total shares and decreased their ownership by an average of 6.47%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Essex Property Trust increased by a net total of 1,511,114 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.913%	-0.894%	10,216,493	-92,159	2023-12-31
BlackRock Inc	10.074%	1.253%	6,467,856	80,058	2023-12-31
State Street Corporation	9.093%	0.078%	5,838,036	4,572	2023-12-31
Cohen & Steers Inc	4.785%	31.178%	3,072,004	730,141	2023-12-31
Principal Financial Group Inc	4.243%	-2.024%	2,723,811	-56,281	2023-12-31
NORGES BANK	4.242%	21.089%	2,723,169	474,262	2023-12-31
FMR Inc	3.310%	-10.269%	2,124,850	-243,173	2023-12-31
T. Rowe Price Associates, Inc.	2.626%	10.691%	1,685,715	162,809	2023-12-31
Geode Capital Management, LLC	2.399%	2.017%	1,539,952	30,452	2023-12-31
Legal & General Group PLC	1.731%	13.304%	1,111,246	130,482	2023-12-31
Massachusetts Financial Services Company	1.660%	-8.991%	1,065,630	-105,280	2023-12-31
Dimensional Fund Advisors, Inc.	1.461%	0.215%	937,782	2,014	2023-12-31
Resolution Capital Limited	1.267%	12.000%	813,113	87,118	2023-12-31
American Century Companies Inc	1.225%	-5.048%	786,382	-41,809	2023-12-31
JPMorgan Chase & Co	1.216%	4.361%	780,777	32,630	2023-12-31
Northern Trust Corp	1.191%	-21.889%	764,429	-214,210	2023-12-31
Morgan Stanley - Brokerage Accounts	1.171%	-5.361%	751,558	-42,572	2023-12-31
Ameriprise Financial Inc	1.168%	-3.362%	750,052	-26,097	2023-12-31
ProShare Advisors LLC	1.165%	-0.413%	748,006	-3,103	2023-12-31
Deutsche Bank AG	1.126%	494.071%	722,955	601,260	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.913%	-0.894%	10,216,493	-92,159	2023-12-31
BlackRock Inc	10.074%	1.253%	6,467,856	80,058	2023-12-31
State Street Corporation	9.093%	0.078%	5,838,036	4,572	2023-12-31
Cohen & Steers Inc	4.785%	31.178%	3,072,004	730,141	2023-12-31
Principal Financial Group Inc	4.243%	-2.024%	2,723,811	-56,281	2023-12-31
NORGES BANK	4.242%	21.089%	2,723,169	474,262	2023-12-31
FMR Inc	3.310%	-10.269%	2,124,850	-243,173	2023-12-31
T. Rowe Price Associates, Inc.	2.626%	10.691%	1,685,715	162,809	2023-12-31
Geode Capital Management, LLC	2.399%	2.017%	1,539,952	30,452	2023-12-31
Legal & General Group PLC	1.731%	13.304%	1,111,246	130,482	2023-12-31
Massachusetts Financial Services Company	1.660%	-8.991%	1,065,630	-105,280	2023-12-31
Dimensional Fund Advisors, Inc.	1.461%	0.215%	937,782	2,014	2023-12-31
Millennium Management LLC	1.385%	212.984%	888,858	604,863	2022-12-31
Amvescap Plc.	1.340%	7.154%	864,760	57,733	2022-09-30
Resolution Capital Limited	1.267%	12.000%	813,113	87,118	2023-12-31
American Century Companies Inc	1.225%	-5.048%	786,382	-41,809	2023-12-31
JPMorgan Chase & Co	1.216%	4.361%	780,777	32,630	2023-12-31
Northern Trust Corp	1.191%	-21.889%	764,429	-214,210	2023-12-31
Morgan Stanley - Brokerage Accounts	1.171%	-5.361%	751,558	-42,572	2023-12-31
Ameriprise Financial Inc	1.168%	-3.362%	750,052	-26,097	2023-12-31
ProShare Advisors LLC	1.165%	-0.413%	748,006	-3,103	2023-12-31
Boston Partners Global Investors, Inc	1.142%	-0.211%	733,439	-1,549	2023-09-30
Deutsche Bank AG	1.126%	494.071%	722,955	601,260	2023-12-31
Charles Schwab Investment Management Inc	1.046%	-1.194%	671,284	-8,112	2023-09-30
Nuveen Asset Management, LLC	1.019%	-1.893%	653,879	-12,619	2022-12-31
PGGM Investments	1.013%	1.793%	650,218	11,452	2023-03-31
Sumitomo Mitsui Trust Holdings Inc	1.013%	2.207%	650,086	14,035	2023-03-31
UBS Asset Mgmt Americas Inc	0.916%	1.491%	591,748	8,693	2022-09-30
Bank of New York Mellon Corp	0.808%	-8.518%	522,920	-48,689	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Essex Property Trust Inc (ESS), owning a total of 2.6 million shares. Combined, the top 30 mutual fund holders of ESS own 38.62% of the company with a total of 24.8 million shares.

In the latest ownership report on March 31st 2024, the top 30 fund holders increased their combined ownership of ESS by 6 thousand shares. 1 funds bought 12,475 total additional shares and increased their ownership by an average of 1.37%. However 1 funds sold 6,004 total shares and decreased their ownership by an average of 0.77%.

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 6,471 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Dividend ETF	1.434%	1.374%	920,692	12,475	2024-03-31
SPDR® S&P 500 ETF Trust	1.207%	-0.769%	774,987	-6,004	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.080%	0.179%	2,619,410	4,678	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.131%	-0.193%	2,010,195	-3,894	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.111%	1.353%	1,996,692	26,659	2023-03-31
Vanguard Institutional 500 Index Trust	2.496%	1.037%	1,602,344	16,443	2024-02-29
Vanguard 500 Index Investor	2.407%	0.502%	1,544,949	7,710	2023-08-31
Vanguard Mid Cap Index Institutional	2.234%	-0.254%	1,434,284	-3,654	2024-02-29
SPDR® S&P Dividend ETF	1.434%	1.374%	920,692	12,475	2024-03-31
Principal Real Estate Securities R5	1.394%	0.000%	895,177	0	2024-02-29
SPDR® S&P 500 ETF Trust	1.207%	-0.769%	774,987	-6,004	2024-03-31
Fidelity 500 Index	1.199%	1.017%	769,800	7,746	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	747,911	4,758	2023-11-30
ProShares S&P 500 Dividend Aristocrats	1.128%	0.000%	724,111	0	2024-03-28
iShares Core S&P 500 ETF	1.036%	0.736%	665,412	4,864	2024-03-28
Daiwa US-REIT Open Mother Fund	0.998%	-14.518%	646,290	-109,761	2022-03-17
T. Rowe Price Real Assets Tr I-Z	0.850%	10.485%	546,028	51,818	2023-12-31
Vanguard Value Index Inv	0.836%	0.348%	536,560	1,859	2024-02-29
JHancock Disciplined Value Mid Cap I	0.807%	1.722%	518,346	8,777	2024-02-29
Cohen & Steers Real Estate Securities A	0.750%	4.423%	481,499	20,394	2023-12-31
Cohen & Steers Real Estate Opportunities	0.750%	4.423%	481,499	20,394	2023-12-31
Vanguard Mid-Cap Value ETF	0.738%	-2.780%	473,936	-13,553	2024-02-29
T. Rowe Price Real Assets	0.716%	7.982%	459,989	34,002	2023-12-31
MFS Mid Cap Value Equity	0.712%	-1.713%	456,929	-7,962	2023-12-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.711%	3.311%	456,135	14,620	2023-10-31
MFS Mid Cap Value A	0.703%	-1.186%	451,511	-5,418	2024-02-29
American Century U.S. Mid Cap Value	0.698%	-2.348%	448,399	-10,780	2023-12-31
American Century Mid Cap Value Inv	0.698%	-2.348%	448,399	-10,780	2023-12-31
Vanguard Institutional Index I	0.667%	-0.335%	427,787	-1,437	2023-11-30
SPDR® Portfolio S&P 500 High Div ETF	0.656%	0.000%	421,120	0	2023-06-30
DFA Real Estate Securities I	0.655%	-0.737%	420,114	-3,120	2023-04-30
Vanguard Real Estate II Index	0.651%	0.199%	417,989	832	2023-04-30