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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed
6,939,503
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +701,839.

Managers listing ESS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
T. Rowe Price Associates Inc3,348,709$810m0.09%Trimmed-9,61115 May 2026 (the filing on sec.gov)
Invesco Ltd939,236$227munder 0.1%Added+104,22912 May 2026 (the filing on sec.gov)
MFS Investment Management849,523$211m0.07%Trimmed-38,47314 May 2026 (the filing on sec.gov)
Citadel Advisors LLC316,864$77munder 0.1%Added+281,91115 May 2026 (the filing on sec.gov)
Wellington Management Group LLP302,319$73munder 0.1%Trimmed-48,27615 May 2026 (the filing on sec.gov)
Woodline Partners LP233,342$56m0.21%Added+232,46415 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)167,787$41munder 0.1%Trimmed-10,51915 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC131,966$32munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
AQR Capital Management LLC87,193$21munder 0.1%Added+8,53715 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC86,517$21munder 0.1%Added+14,47127 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP79,037$21munder 0.1%Trimmed-4,34815 May 2026 (the filing on sec.gov)
Capital World Investors74,778$18munder 0.1%Added+69,45613 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC68,880$17munder 0.1%Trimmed-60,00015 May 2026 (the filing on sec.gov)
Millennium Management LLC66,945$16munder 0.1%Added+28,29415 May 2026 (the filing on sec.gov)
Marshall Wace LLP51,421$12munder 0.1%Added+9,57715 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.50,467$12munder 0.1%Added+46,17115 May 2026 (the filing on sec.gov)
Tudor Investment Corp29,532$7.1munder 0.1%Trimmed-8,80415 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd17,707$4.3munder 0.1%Trimmed-38418 May 2026 (the filing on sec.gov)
Point72 Asset Management LP13,192$3.2munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC10,393$2.5munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP5,055$1.2munder 0.1%Trimmed-13,08315 May 2026 (the filing on sec.gov)
Bridgewater Associates LP2,096$507kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC2,021$489kunder 0.1%Trimmed-3015 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,884$456kunder 0.1%Trimmed-46,14812 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,713$415kunder 0.1%Trimmed-6,35815 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (6)

Exited (1)

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 →