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ESS in the 13F filings

Essex Property Trust Inc · CUSIP 297178105

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
6,237,664
combined, among listed positions
Reported value
$1.6bn
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -211,592.

Managers listing ESS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
T. Rowe Price Associates Inc3,358,320$879m0.09%Trimmed-313,56117 Feb 2026 (the filing on sec.gov)
MFS Investment Management887,996$232m0.07%Trimmed-106,14422 Jan 2026 (the filing on sec.gov)
Invesco Ltd835,007$219munder 0.1%Added+48,23319 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP350,595$92munder 0.1%Trimmed-37,41117 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)178,306$47munder 0.1%Trimmed-71,92817 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC128,880$34munder 0.1%Added+120,14117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP83,385$22munder 0.1%Added+73717 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC78,656$21munder 0.1%Trimmed-23,63217 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC72,046$19munder 0.1%Added+67,29927 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC48,032$13munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP41,844$11munder 0.1%Added+38,84113 Feb 2026 (the filing on sec.gov)
Millennium Management LLC38,651$10munder 0.1%Added+13,57617 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp38,336$10munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC34,953$9.1munder 0.1%Added+21,66517 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP18,138$4.7munder 0.1%Added+7,24317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd18,091$4.7munder 0.1%Added+2,84617 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC8,071$2.1munder 0.1%Added+6,35313 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP5,810$1.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Capital World Investors5,322$1.4munder 0.1%Trimmed-28411 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.4,296$1.1munder 0.1%Trimmed-2,90417 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC2,051$537kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Woodline Partners LP878$230kunder 0.1%Trimmed-7,63417 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ESS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$907mn.a.n.a.
Q3 20135$692mn.a.n.a.
Q4 20137$638mn.a.n.a.
Q1 20146$1.3bnn.a.n.a.
Q2 20146$1.8bnn.a.n.a.
Q3 20146$1.7bnn.a.n.a.
Q4 20146$1.9bnn.a.n.a.
Q1 20159$2.2bnn.a.n.a.
Q2 201511$2.0bnn.a.n.a.
Q3 201513$2.0bnn.a.n.a.
Q4 201510$1.8bnn.a.n.a.
Q1 201612$1.8bnn.a.n.a.
Q2 20168$1.7bnn.a.n.a.
Q3 20168$1.7bnn.a.n.a.
Q4 20167$1.8bnn.a.n.a.
Q1 20174$1.8bnn.a.n.a.
Q2 20177$1.9bnn.a.n.a.
Q3 201712$2.1bnn.a.n.a.
Q4 201710$1.9bnn.a.n.a.
Q1 20189$1.8bnn.a.n.a.
Q2 201814$1.5bnn.a.n.a.
Q3 20189$1.4bnn.a.n.a.
Q4 201810$1.4bnn.a.n.a.
Q1 20198$1.7bnn.a.n.a.
Q2 20199$1.6bnn.a.n.a.
Q3 20198$1.8bnn.a.n.a.
Q4 201913$1.5bnn.a.n.a.
Q1 202013$662mn.a.n.a.
Q2 202016$769mn.a.n.a.
Q3 202010$617mn.a.n.a.
Q4 20205$115mn.a.n.a.
Q1 20214$154mn.a.n.a.
Q2 20213$185mn.a.n.a.
Q3 20215$518mn.a.n.a.
Q4 20217$571mn.a.n.a.
Q1 20229$1.1bnn.a.n.a.
Q2 202215$871mn.a.n.a.
Q3 202213$1.3bnn.a.n.a.
Q4 202211$755mn.a.n.a.
Q1 20237$1.1bnn.a.n.a.
Q2 20235$1.2bnn.a.n.a.
Q3 20236$1.2bnn.a.n.a.
Q4 20237$1.3bn34
Q1 20245$755m51
Q2 20245$1.1bn52
Q3 20245$1.2bn32
Q4 202411$1.5bn83
Q1 20259$1.6bn73
Q2 20254$1.5bn13
Q3 20253$1.3bn21
Q4 20253$1.1bn1412
Q1 20264$1.1bn1513
Q2 20262$1.2bn1216

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ESS and WELL →ESS and EQIX →ESS and PLD →Choose a stock to compare with ESS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ESS, latest filings →Back to the 13F Explorer →