DaveManuel.com · Institutional Ownership · Who Owns It
ESSEX PPTY TR INC (ESS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
638
Reporting holders
$19.1B
Reported value
101.4%
Of shares outstanding
0.2%
Calls
0.1%
Puts
+23
Holder change
Institutions report 65,147,106 shares against 64,268,439 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2B | 7,430,141 | 0.03% | 8q | +2.4%+$50.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 5,490,501 | 0.07% | 2q | HELD |
| STATE STREET CORP | $1.5B | 5,211,810 | 0.05% | 31q | HELD |
| COHEN & STEERS, INC. | $1.4B | 4,914,673 | 2.27% | 31q | +1.5%+$20.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 4,202,889 | 0.03% | 2q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $978.9M | 3,357,197 | 0.10% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $610.3M | 2,092,902 | 0.30% | 31q | +25.5%+$123.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $567.5M | 1,953,203 | 0.03% | 31q | +1.5%+$8.4M |
| NORGES BANK | $468.8M | 1,607,742 | 0.05% | 32q | +82.4%+$211.7M |
| Invesco Ltd. | $328.1M | 1,125,265 | 0.03% | 31q | +19.8%+$54.2M |
| Resolution Capital Ltd | $299.7M | 1,027,680 | 5.51% | 23q | +52.7%+$103.4M |
| DIMENSIONAL FUND ADVISORS LP | $291.8M | 1,000,799 | 0.05% | 31q | +0.5%+$1.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $274.0M | 939,663 | 0.04% | 31q | +5.9%+$15.2M |
| Legal & General Group Plc | $260.3M | 892,526 | 0.05% | 31q | -1.2%-$3.0M |
| NORTHERN TRUST CORP | $251.5M | 862,383 | 0.03% | 31q | +2.1%+$5.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $250.5M | 838,001 | 0.08% | 16q | -1.4%-$3.4M |
| JPMORGAN CHASE & CO | $245.6M | 830,044 | 0.01% | 31q | +52.6%+$84.7M |
| Daiwa Securities Group Inc. | $238.3M | 817,220 | 0.47% | 31q | -11.6%-$31.4M |
| MORGAN STANLEY | $230.8M | 791,652 | 0.01% | 35q | -5.8%-$14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $220.9M | 757,439 | 0.04% | 31q | +23177.2%+$219.9M |
| ProShare Advisors LLC | $188.9M | 647,967 | 0.27% | 31q | -1.2%-$2.4M |
| Boston Partners | $183.3M | 628,452 | 0.16% | 31q | +3.1%+$5.4M |
| GOLDMAN SACHS GROUP INC | $180.7M | 619,623 | 0.02% | 31q | +28.1%+$39.7M |
| Quantinno Capital Management LP | $154.3M | 529,293 | 0.19% | 19q | +38.9%+$43.2M |
| Nuveen, LLC | $144.1M | 494,041 | 0.03% | 6q | -2.8%-$4.2M |
| Bank of New York Mellon Corp | $135.8M | 465,848 | 0.02% | 31q | HELD |
| RUSH ISLAND MANAGEMENT, LP | $127.9M | 438,518 | 8.47% | 4q | -45.7%-$107.7M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $125.2M | 429,210 | 1.18% | 9q | +31.6%+$30.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $121.4M | 416,385 | 0.44% | 20q | -1.8%-$2.2M |
| SEI INVESTMENTS CO | $105.8M | 363,007 | 0.09% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $105.2M | 360,888 | 0.02% | 2q | HELD |
| Russell Investments Group, Ltd. | $104.2M | 356,921 | 0.09% | 31q | +16.2%+$14.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $96.3M | 330,332 | 0.02% | 14q | +9.3%+$8.2M |
| AMERICAN CENTURY COMPANIES INC | $95.1M | 326,092 | 0.04% | 23q | +3.8%+$3.5M |
| AEW CAPITAL MANAGEMENT L P | $91.5M | 313,787 | 5.47% | 30q | +5.0%+$4.3M |
| BANK OF AMERICA CORP /DE/ | $80.3M | 275,322 | 0.01% | 31q | +9.3%+$6.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $80.0M | 274,244 | 0.17% | 31q | +2.0%+$1.5M |
| HSBC HOLDINGS PLC | $74.7M | 255,953 | 0.03% | 31q | +16.7%+$10.7M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $71.1M | 243,869 | 0.19% | 28q | HELD |
| State of Tennessee, Department of Treasury | $67.8M | 232,532 | 0.20% | 31q | +2.9%+$1.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $66.0M | 226,319 | 0.04% | 31q | +5.3%+$3.3M |
| DEUTSCHE BANK AG\ | $65.6M | 224,971 | 0.02% | 34q | +9.0%+$5.4M |
| CITIGROUP INC | $64.1M | 219,678 | 0.02% | 31q | -23.2%-$19.3M |
| Sumitomo Mitsui Trust Group, Inc. | $63.0M | 215,964 | 0.04% | 31q | -3.5%-$2.3M |
| Heitman Real Estate Securities LLC | $62.3M | 213,726 | 4.00% | 31q | +53.5%+$21.7M |
| Amundi | $60.3M | 206,905 | 0.01% | 21q | -13.3%-$9.3M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $58.2M | 199,720 | 0.50% | 31q | -7.8%-$4.9M |
| Vest Financial, LLC | $55.9M | 191,810 | 0.59% | 23q | -4.7%-$2.8M |
| Swiss National Bank | $53.0M | 181,832 | 0.03% | 31q | -3.8%-$2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $50.5M | 173,157 | 0.08% | 7q | +5.7%+$2.7M |
| BNP PARIBAS FINANCIAL MARKETS | $50.4M | 172,949 | 0.02% | 31q | +12.6%+$5.7M |
| Lido Advisors, LLC | $50.3M | 170,878 | 0.14% | 30q | +0.6%+$283.9K |
| UBS Group AG | $49.7M | 170,417 | 0.01% | 31q | -6.8%-$3.6M |
| AQR CAPITAL MANAGEMENT LLC | $49.3M | 169,437 | 0.02% | 31q | +94.3%+$23.9M |
| CANADA LIFE ASSURANCE Co | $48.8M | 167,626 | 0.08% | 31q | +11.2%+$4.9M |
| APG Asset Management US Inc. | $47.2M | 159,780 | 0.33% | 10q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $46.6M | 158,992 | 0.03% | 31q | +23.4%+$8.8M |
| FMR LLC | $43.0M | 147,429 | 0.00% | 31q | -12.1%-$5.9M |
| Vanguard Global Advisers, LLC | $40.3M | 138,378 | 0.02% | 2q | -1.8%-$729.6K |
| RHUMBLINE ADVISERS | $37.6M | 129,060 | 0.03% | 31q | -1.9%-$736.3K |
| California Public Employees Retirement System | $37.5M | 128,575 | 0.02% | 31q | -5.9%-$2.4M |
| AMERIPRISE FINANCIAL INC | $37.3M | 147,232 | 0.01% | 31q | -1.6%-$596.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $36.3M | 124,339 | 0.05% | 3q | -5.8%-$2.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.1M | 123,769 | 0.02% | 2q | +14.2%+$4.5M |
| FIRST TRUST ADVISORS LP | $35.9M | 123,272 | 0.02% | 31q | -17.4%-$7.6M |
| Asset Management One Co., Ltd. | $35.5M | 121,743 | 0.09% | 31q | +3.7%+$1.3M |
| MACKENZIE FINANCIAL CORP | $32.2M | 110,505 | 0.03% | 31q | +435.9%+$26.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $31.2M | 107,012 | 0.19% | 25q | -18.2%-$6.9M |
| LANDMARK INVESTMENT PARTNERS, L.P. | $30.0M incl. $26.4M options CALL | 12,719 | 7.52% | 2q | -20.0%-$7.5M |
| BARCLAYS PLC | $29.9M | 102,445 | 0.01% | 31q | -55.9%-$37.9M |
| Investure, LLC | $29.4M | 100,821 | 1.84% | 25q | HELD |
| Pacific Heights Asset Management LLC | $29.2M | 100,000 | 0.92% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $28.5M | 97,844 | 0.03% | 31q | +5.9%+$1.6M |
| CITADEL ADVISORS LLC | $28.2M incl. $4.2M options CALL+PUT | 82,041 | 0.00% | 31q | -74.1%-$80.6M |
| Aberdeen Group plc | $27.8M | 95,226 | 0.04% | 31q | +14.2%+$3.4M |
| BANK OF MONTREAL /CAN/ | $27.5M | 94,342 | 0.01% | 31q | +160.5%+$17.0M |
| NEUBERGER BERMAN GROUP LLC | $27.5M | 94,304 | 0.02% | 31q | +9.0%+$2.3M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $27.1M | 93,006 | 0.08% | 31q | -0.6%-$171.7K |
| Capital World Investors | $26.2M | 89,972 | 0.00% | 6q | +20.3%+$4.4M |
| Susquehanna Portfolio Strategies, LLC | $24.7M | 84,752 | 0.39% | 2q | +13.6%+$3.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.3M incl. $15.3M options CALL+PUT | 27,631 | 0.00% | 31q | +446.6%+$19.0M |
| ROYAL BANK OF CANADA | $23.1M | 79,157 | 0.00% | 31q | -29.4%-$9.6M |
| Solel Partners LP | $22.4M | 76,700 | 3.80% | 3q | HELD |
| Vanguard Investments Australia, Ltd. | $21.9M | 74,975 | 0.05% | 2q | +0.7%+$162.7K |
| JANE STREET GROUP, LLC | $21.8M CALL+PUT | options only | 0.00% | 13q | OPTIONS |
| Allianz Asset Management GmbH | $20.9M | 71,526 | 0.02% | 40q | HELD |
| WELLS FARGO & COMPANY/MN | $20.6M | 70,778 | 0.00% | 31q | +17.5%+$3.1M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $20.6M | 70,478 | 0.29% | 31q | +16.1%+$2.9M |
| Adelante Capital Management LLC | $19.8M | 67,992 | 1.30% | new | NEW |
| Corient Private Wealth LP | $19.0M | 65,119 | 0.03% | 14q | -2.0%-$382.3K |
| ALLIANCEBERNSTEIN L.P. | $18.9M | 78,171 | 0.01% | 31q | -1.1%-$209.6K |
| NATIONAL BANK OF CANADA /FI/ | $18.6M | 63,793 | 0.01% | 19q | -6.3%-$1.2M |
| Handelsbanken Fonder AB | $18.5M | 63,326 | 0.05% | 25q | +53.8%+$6.5M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $18.1M | 61,945 | 0.09% | 31q | +40.8%+$5.2M |
| MACQUARIE GROUP LTD | $18.1M | 61,914 | 0.08% | 32q | -3.3%-$621.7K |
| American Assets Investment Management, LLC | $17.3M | 59,500 | 1.05% | 31q | HELD |
| Robeco Institutional Asset Management B.V. | $16.9M | 57,807 | 0.02% | 38q | +23.4%+$3.2M |
| Alyeska Investment Group, L.P. | $16.8M | 57,769 | 0.04% | 2q | -77.0%-$56.5M |
| SG Americas Securities, LLC | $16.7M | 57,392 | 0.01% | 31q | -37.1%-$9.9M |
| APG Asset Management N.V. | $16.6M | 65,150 | 0.04% | 31q | +15.1%+$2.2M |
Showing the largest 100 of 638 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-24 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | Kasaris Mary | Director | Sold | 600 | $167.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 180 | $744.5M | 2,765,149 | 22 | 63 | 52 | 0.0% |
| Q2 2026 | 638 | $19.1B | 65,147,106 | 69 | 264 | 178 | 0.4% |
| Q1 2026 | 615 | $15.1B | 62,276,837 | 66 | 215 | 212 | 0.2% |
| Q4 2025 | 620 | $17.0B | 64,762,889 | 55 | 224 | 189 | 0.3% |
| Q3 2025 | 612 | $17.4B | 64,669,307 | 53 | 210 | 203 | 0.5% |
| Q2 2025 | 627 | $18.2B | 64,169,511 | 65 | 223 | 209 | 0.3% |
| Q1 2025 | 629 | $19.1B | 62,295,567 | 67 | 243 | 183 | 0.2% |
| Q4 2024 | 633 | $17.4B | 60,857,053 | 59 | 211 | 197 | 0.2% |
| Q3 2024 | 612 | $18.0B | 60,910,594 | 70 | 201 | 200 | 0.2% |
| Q2 2024 | 581 | $17.1B | 62,509,907 | 79 | 176 | 200 | 0.2% |
| Q1 2024 | 549 | $16.0B | 65,253,233 | 49 | 189 | 171 | 0.3% |
| Q4 2023 | 553 | $15.8B | 63,469,308 | 56 | 165 | 204 | 0.3% |
| Q3 2023 | 528 | $13.0B | 61,007,603 | 43 | 167 | 198 | 0.3% |
| Q2 2023 | 531 | $14.5B | 61,842,372 | 48 | 168 | 210 | 0.3% |
| Q1 2023 | 533 | $13.6B | 64,633,102 | 55 | 208 | 168 | 0.4% |
| Q4 2022 | 526 | $12.8B | 60,307,665 | 69 | 183 | 188 | 0.2% |
| Q3 2022 | 498 | $34.7B | 143,275,248 | 34 | 180 | 181 | 0.1% |
| Q2 2022 | 531 | $46.6B | 178,096,826 | 64 | 197 | 171 | 0.1% |
| Q1 2022 | 551 | $33.1B | 95,632,933 | 57 | 189 | 182 | 0.2% |
| Q4 2021 | 553 | $36.3B | 102,876,176 | 65 | 186 | 158 | 0.2% |
| Q3 2021 | 517 | $33.0B | 102,878,347 | 53 | 181 | 161 | 0.2% |
| Q2 2021 | 507 | $24.7B | 82,225,060 | 49 | 175 | 169 | 0.2% |
| Q1 2021 | 511 | $28.3B | 103,742,577 | 55 | 173 | 185 | 0.2% |
| Q4 2020 | 505 | $27.4B | 114,906,538 | 64 | 162 | 181 | 0.2% |
| Q3 2020 | 470 | $43.3B | 215,432,902 | 36 | 175 | 174 | 0.1% |
| Q2 2020 | 494 | $49.9B | 217,387,799 | 58 | 146 | 207 | 0.1% |
| Q1 2020 | 488 | $49.3B | 223,550,591 | 38 | 191 | 182 | 0.1% |
| Q4 2019 | 534 | $69.1B | 229,149,546 | 52 | 180 | 168 | 0.1% |
| Q3 2019 | 511 | $68.9B | 210,294,071 | 62 | 178 | 151 | 0.3% |
| Q2 2019 | 490 | $57.6B | 196,716,908 | 47 | 157 | 158 | 0.3% |
| Q1 2019 | 503 | $64.3B | 221,830,718 | 53 | 155 | 176 | 0.2% |
| Q4 2018 | 496 | $51.7B | 210,465,043 | 9 | 7 | 10 | 0.2% |