HoldingsHub
中文

Home › Stocks › ESS

ESS — ESSEX PPTY TR INC

Reported value held$9.38B
Funds holding (latest)49
SectorReal Estate

Index member: S&P 500

Funds holding (Q2 2026)40
Institutional value$6.65B · 26.14M sh
New / Add / Cut / Exit2 / 20 / 14 / 5
Top-5 / Top-10 concentration62.3% / 81.5%
Institutional holdings change Accumulating +12.8% (+2.96M sh)
Institutional value change Up +38.5%

As of Q2 2026, 40 SEC-registered investment managers reported holding ESS (ESSEX PPTY TR INC) in their latest 13F filings, with a combined reported value of $6.65B across 26.14M shares. That is +12.8% by share count (+2.96M shares) versus the previous quarter, while reported value moved +38.5%. Ownership is concentrated: the five largest holders account for 62.3% of reported value and the top ten for 81.5%.

Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 14 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ESS is a constituent of the S&P 500 and is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 10.30M $2.69B 0.04% Hold
BlackRock Inc history Q2 2026 7.43M $2.17B 0.03% Add
Principal Global Investors history Q2 2026 2.09M $610.27M 0.30% Add
Geode Capital Management history Q2 2026 1.95M $567.54M 0.03% Add
Norges Bank Investment Management history Q2 2026 1.61M $468.80M 0.05% Add
Invesco Ltd history Q2 2026 1.13M $328.12M 0.03% Add
Charles Schwab Investment Management history Q2 2026 939.66K $274.00M 0.04% Add
Legal & General Investment Management America history Q2 2026 892.53K $260.25M 0.05% Reduce
Northern Trust Corp history Q2 2026 862.38K $251.46M 0.03% Add
MFS Investment Management history Q2 2026 838.00K $250.53M 0.08% Reduce
JPMorgan Chase & Co history Q2 2026 830.04K $245.64M 0.03% New
Morgan Stanley history Q2 2026 791.65K $230.84M 0.01% Reduce
Goldman Sachs Group history Q2 2026 619.62K $180.68M 0.02% Add
BNY Mellon history Q2 2026 465.85K $135.84M 0.02% Hold
Wellington Management Group history Q2 2026 330.33K $96.32M 0.02% Add
Bank of America Corp history Q2 2026 275.32K $80.28M 0.01% Add
Deutsche Bank AG history Q2 2026 224.97K $65.60M 0.02% Add
Citigroup Inc history Q2 2026 219.68K $64.06M 0.02% Reduce
Amundi US history Q2 2026 206.91K $60.33M 0.01% Reduce
UBS Group AG history Q2 2026 170.42K $49.69M 0.01% Reduce

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 6.85M 7.01M 6.82M 7.16M 7.24M 6.95M 7.26M 7.43M
Principal Global Investors 2.81M 2.83M 2.91M 3.01M 2.99M 2.91M 2.90M 2.80M 2.78M 2.72M 2.49M 1.73M 1.42M 1.49M 1.48M 1.41M 1.38M 1.68M 1.67M 2.09M
Geode Capital Management 1.37M 1.39M 1.45M 1.48M 1.42M 1.44M 1.47M 1.49M 1.51M 1.54M 1.58M 1.70M 1.73M 1.76M 1.80M 1.83M 1.85M 1.87M 1.92M 1.95M
Norges Bank Investment Management — — — — — 2.25M — — — 2.72M — 2.74M — 1.65M — 844.89K — 881.57K — 1.61M
Invesco Ltd 387.89K 411.79K 431.85K 807.03K 864.76K 620.46K 618.57K 610.54K 643.25K 684.43K 680.23K 601.60K 609.51K 733.20K 727.24K 735.37K 786.77K 835.01K 939.24K 1.13M
Charles Schwab Investment Management 589.02K 602.76K 631.44K 624.74K 652.94K 675.07K 683.58K 679.40K 671.28K 689.61K 696.27K 707.07K 754.18K 772.88K 778.15K 800.66K 797.59K 847.70K 887.50K 939.66K
Legal & General Investment Management America 922.10K 906.83K 930.10K 985.20K 929.77K 928.03K 990.60K 997.55K 980.76K 1.11M 1.10M 1.08M 1.06M 915.88K 948.79K 930.06K 921.28K 950.75K 902.92K 892.53K
Northern Trust Corp 1.10M 1.07M 1.10M 956.73K 947.75K 1.00M 1.02M 922.74K 978.64K 764.43K 736.72K 729.86K 722.94K 1.13M 1.25M 971.61K 942.76K 913.27K 844.38K 862.38K
MFS Investment Management — — — — 515.65K 867.65K 1.11M 1.22M 1.17M 1.07M 1.12M 1.15M 1.33M 1.26M 1.24M 1.24M 994.14K 888.00K 849.52K 838.00K
JPMorgan Chase & Co 1.18M 868.86K 887.56K 802.11K 722.45K 692.41K 691.87K 805.92K 748.15K 780.78K 969.19K 933.35K 513.15K 439.55K 725.90K 572.07K 594.45K 653.18K — 830.04K
Morgan Stanley 295.38K 362.09K 293.49K 516.74K 495.47K 524.76K 618.11K 713.70K 794.13K 751.56K 699.72K 735.33K 652.02K 675.45K 687.35K 746.13K 729.92K 958.09K 840.70K 791.65K
Goldman Sachs Group 374.85K 449.48K 422.61K 440.14K 455.06K 343.94K 198.77K 298.84K 283.27K 272.66K 293.29K 387.82K 308.57K 382.77K 368.21K 450.35K 525.46K 475.51K 483.62K 619.62K
BNY Mellon 573.77K 549.24K 554.06K 571.61K 522.92K 588.36K 580.91K 557.29K 555.07K 557.61K 545.49K 530.02K 500.02K 445.90K 452.51K 444.61K 428.87K 467.39K 464.46K 465.85K
Wellington Management Group — — — — — — 2.85K 4.04K 208.65K 314.83K 377.05K 658.45K 642.96K 612.10K 657.38K 625.10K 388.01K 350.60K 302.32K 330.33K
Bank of America Corp 260.67K 252.17K 212.44K 220.76K 198.89K 213.51K 265.80K 191.65K 182.18K 133.38K 209.57K 196.39K 488.08K 181.40K 188.25K 196.07K 221.09K 210.04K 251.89K 275.32K
Deutsche Bank AG 109.49K 107.06K 106.80K 104.97K 98.00K 107.76K 107.63K 131.61K 121.69K 722.96K 809.64K 1.00M 848.49K 427.51K 624.03K 871.68K 533.79K 325.07K 206.37K 224.97K
Citigroup Inc 136.68K 132.73K 82.94K 66.44K 72.65K 77.75K 96.87K 81.70K 86.81K 72.98K 106.51K 81.00K 136.24K 146.48K 97.10K 88.38K 175.69K 247.80K 286.03K 219.68K
Amundi US 132.78K 123.11K 109.69K 150.68K 261.51K 117.88K 120.30K 120.97K 120.81K 151.93K 121.79K 106.04K 100.64K 98.42K 100.21K 166.10K 161.50K 172.24K 238.76K 206.91K
UBS Group AG 200.74K 139.92K 145.90K 146.40K 99.55K 150.16K 154.06K 225.31K 201.21K 236.14K 277.59K 217.76K 287.00K 230.22K 267.87K 253.24K 275.69K 231.90K 182.80K 170.42K
AQR Capital Management 7.50K 7.00K 8.90K 16.45K 15.70K 90.42K 41.48K 27.11K 9.71K 4.34K 5.27K 5.16K 9.44K 6.74K 62.95K 23.56K 102.29K 78.66K 87.19K 169.44K

Download holders (CSV)