Essex Property Trust (ESS) Institutional Ownership

$266.29
+1.58 (+0.60%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Essex Property Trust (NYSE:ESS)

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
262
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$1.12B
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ESS Institutional Buying and Selling by Quarter

Essex Property Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Tidal Investments LLC1,898$465K0.0%-47.3%0.003%
5/16/2024 California State Teachers Retirement System96,463$23.62M0.0%-1.7%0.150%
5/16/2024 Jacobs Levy Equity Management Inc.147,864$36.20M0.2%+326.3%0.230%
5/16/2024 Kinloch Capital LLC15,886$3.89M2.0%+25.1%0.025%
5/16/2024 Caxton Associates LP2,172$532K0.0%N/A0.003%
5/15/2024 Earnest Partners LLC58,056$14.21M0.1%+11.8%0.090%
5/15/2024 SVB Wealth LLC937$229K0.0%+7.6%0.001%
5/15/2024 Public Employees Retirement System of Ohio116,769$28.59M0.1%-2.3%0.182%
5/15/2024 Public Employees Retirement Association of Colorado6,543$1.60M0.0%-3.8%0.010%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund2,119$519K0.0%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems4,876$1.19M0.0%-5.0%0.008%
5/15/2024 Price T Rowe Associates Inc. MD1,832,845$448.70M0.1%+8.7%2.854%
5/15/2024 Long Pond Capital LP34,250$8.39M0.5%N/A0.053%
5/15/2024 1832 Asset Management L.P.22,300$5.46M0.0%-4.7%0.035%
5/14/2024 Canada Pension Plan Investment Board225,045$55.09M0.1%+8.7%0.350%
5/14/2024 Toronto Dominion Bank38,983$9.54M0.0%-12.1%0.061%
5/14/2024 Advisors Asset Management Inc.2,164$530K0.0%+147.9%0.003%
5/14/2024 EP Wealth Advisors LLC1,228$301K0.0%+3.7%0.002%
5/14/2024 Vident Advisory LLC11,993$2.94M0.1%-5.4%0.019%
5/14/2024 Natixis2,472$605K0.0%-87.5%0.004%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund24,500$6.00M0.0%-53.9%0.038%
5/14/2024 CANADA LIFE ASSURANCE Co130,929$32.06M0.1%-0.2%0.204%
5/14/2024 American International Group Inc.16,786$4.11M0.0%-0.2%0.026%
5/14/2024 RB Capital Management LLC2,633$644K0.2%-2.5%0.004%
5/13/2024 Bessemer Group Inc.578$141K0.0%+29.6%0.001%
5/13/2024 UniSuper Management Pty Ltd22,792$5.58M0.1%+20.0%0.035%
5/13/2024 O Shaughnessy Asset Management LLC5,307$1.30M0.0%-2.3%0.008%
5/13/2024 Ameritas Investment Partners Inc.694$170K0.0%-8.8%0.001%
5/11/2024 Catalytic Wealth RIA LLC1,188$291K0.1%+29.3%0.002%
5/11/2024 Nicola Wealth Management LTD.4,300$1.05M0.1%N/A0.007%
5/10/2024 Allstate Corp9,434$2.31M0.2%+38.4%0.015%
5/10/2024 Ontario Teachers Pension Plan Board11,341$2.78M0.0%+151.6%0.018%
5/10/2024 TIAA Trust National Association2,243$549K0.0%-3.3%0.003%
5/10/2024 Vanguard Group Inc.10,235,835$2.51B0.0%+0.2%15.941%
5/10/2024 Intech Investment Management LLC2,052$502K0.0%+12.7%0.003%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp32,243$7.89M0.0%-5.5%0.050%
5/10/2024 Centersquare Investment Management LLC94,026$23.15M0.3%+29.8%0.146%
5/10/2024 Mizuho Markets Americas LLC43,802$10.72M0.3%+107.9%0.068%
5/10/2024 Bright Financial Advisors Inc.11,943$2.92M2.1%N/A0.019%
5/9/2024 Delta Investment Management LLC3,674$899K0.2%-1.7%0.006%
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5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.142,766$34.95M0.0%+10.0%0.222%
5/9/2024 State Board of Administration of Florida Retirement System81,456$19.94M0.0%+2.6%0.127%
5/9/2024 Camelot Portfolios LLC5,270$1.29M1.3%-23.8%0.008%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,303$2.52M0.0%+14.6%0.016%
5/8/2024 Cozad Asset Management Inc.7,846$1.92M0.2%+25.7%0.012%
5/8/2024 ProShare Advisors LLC734,837$179.90M0.5%-1.8%1.144%
5/8/2024 Avantax Advisory Services Inc.1,164$285K0.0%-6.6%0.002%
5/8/2024 US Bancorp DE4,127$1.01M0.0%-9.6%0.006%
5/8/2024 Russell Investments Group Ltd.553,015$135.35M0.2%+34.0%0.861%
5/7/2024 Choate Investment Advisors1,742$427K0.0%N/A0.003%
5/7/2024 Sei Investments Co.311,704$76.31M0.1%-13.0%0.485%
5/7/2024 KCM Investment Advisors LLC1,580$387K0.0%-36.7%0.002%
5/7/2024 Heartland Advisors Inc.78,392$19.19M1.0%+3.3%0.122%
5/7/2024 Swiss National Bank192,252$47.07M0.0%-4.2%0.299%
5/7/2024 Forsta AP Fonden12,300$3.01M0.0%+11.8%0.019%
5/7/2024 Illinois Municipal Retirement Fund35,531$8.70M0.1%+26.0%0.055%
5/7/2024 Oppenheimer Asset Management Inc.5,834$1.43M0.0%+25.7%0.009%
5/7/2024 SG Americas Securities LLC42,314$10.36M0.0%+182.1%0.066%
5/7/2024 Empowered Funds LLC822$201K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.15,117$3.70M0.0%+17.3%0.024%
5/3/2024 Larson Financial Group LLC308$75K0.0%+30,700.0%0.000%
5/3/2024 WealthTrust Asset Management LLC3,350$820K0.6%+30.9%0.005%
5/3/2024 Chevy Chase Trust Holdings LLC35,558$8.71M0.0%-0.8%0.055%
5/3/2024 Easterly Investment Partners LLC21,986$5.38M0.4%N/A0.034%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S1,689$413K0.0%-20.0%0.003%
5/2/2024 Mutual of America Capital Management LLC8,418$2.06M0.0%-2.0%0.013%
5/2/2024 FORA Capital LLC3,795$929K0.1%-60.2%0.006%
5/2/2024 Daiwa Securities Group Inc.997,792$244.27M1.4%+86.5%1.554%
5/2/2024 Nordea Investment Management AB4,381$1.07M0.0%+6.5%0.007%
5/2/2024 Tokio Marine Asset Management Co. Ltd.1,747$428K0.0%-6.4%0.003%
5/1/2024 Janney Montgomery Scott LLC43,212$10.58M0.0%+1.6%0.067%
5/1/2024 BNP Paribas Financial Markets110,546$27.06M0.0%+93.2%0.172%
5/1/2024 Mirae Asset Global Investments Co. Ltd.16,109$3.63M0.0%+10.0%0.025%
5/1/2024 Diversify Advisory Services LLC15,795$3.79M0.2%N/A0.025%
4/30/2024 Van ECK Associates Corp27,031$6.62M0.0%+3.2%0.042%
4/30/2024 SpiderRock Advisors LLC2,530$601K0.0%N/A0.004%
4/30/2024 Vest Financial LLC154,928$37.93M1.0%+23.6%0.241%
4/30/2024 Perigon Wealth Management LLC27,378$6.70M0.2%+0.6%0.043%
4/30/2024Commonwealth Equity Services LLC4,423$1.08M0.0%-2.7%0.007%
4/29/2024 Greenleaf Trust841$206K0.0%N/A0.001%
4/29/2024 Principal Financial Group Inc.2,486,997$608.84M0.4%-8.7%3.873%
4/26/2024 Securian Asset Management Inc.3,782$926K0.0%-6.6%0.006%
4/26/2024 Yousif Capital Management LLC39,211$9.60M0.1%+3.0%0.061%
4/26/2024 SlateStone Wealth LLC2,176$533K0.1%N/A0.003%
4/26/2024 Checchi Capital Advisers LLC1,122$275K0.0%+14.1%0.002%
4/25/2024 New York State Teachers Retirement System59,205$14.49M0.0%-5.7%0.092%
4/25/2024 Bank of New York Mellon Corp545,488$133.54M0.0%-2.2%0.850%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 34,860$8.53M0.0%+3.7%0.054%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund23,318$5.71M0.1%+6.9%0.036%
4/24/2024 Simplicity Wealth LLC894$219K0.0%N/A0.001%
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4/23/2024 IRON Financial LLC2,870$703K0.4%+4.3%0.004%
4/23/2024 Louisiana State Employees Retirement System3,700$906K0.0%-5.1%0.006%
4/23/2024 Venturi Wealth Management LLC138$34K0.0%+112.3%0.000%
4/23/2024 Amalgamated Bank13,259$3.25M0.0%-18.6%0.021%
4/23/2024 New Mexico Educational Retirement Board3,200$783K0.0%-3.0%0.005%
4/23/2024 Fifth Third Bancorp3,810$933K0.0%+21.5%0.006%
4/23/2024 Revisor Wealth Management LLC2,268$559K0.3%+119.6%0.004%
4/22/2024 Raymond James & Associates26,298$6.44M0.0%-1.3%0.041%
4/22/2024Ashton Thomas Private Wealth LLC3,953$968K0.1%N/A0.006%
4/19/2024 Leeward Investments LLC MA41,299$10.11M0.4%+4.0%0.064%
(Data available from 1/1/2016 forward)

ESS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESS shares?

During the previous two years, 553 institutional investors and hedge funds held shares of Essex Property Trust. The most heavily invested institutionals were Vanguard Group Inc. ($2.51B), State Street Corp ($1.59B), BlackRock Inc. ($1.49B), Cohen & Steers Inc. ($761.76M), Norges Bank ($675.18M), Principal Financial Group Inc. ($608.84M), and FMR LLC ($502.23M).Learn more on ESS's institutional investors.

What percentage of Essex Property Trust stock is owned by institutional investors?

96.51% of Essex Property Trust stock is owned by institutional investors. Learn more on ESS's institutional investor holdings.

Which institutional investors have been buying Essex Property Trust stock?

Of the 470 institutional investors that purchased Essex Property Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.72M), Cohen & Steers Inc. ($1.88M), FMR LLC ($1.12M), Daiwa Securities Group Inc. ($822.71K), PGGM Investments ($638.77K), Massachusetts Financial Services Co. MA ($515.65K), and Russell Investments Group Ltd. ($422.85K).

How much institutional buying is happening at Essex Property Trust?

Institutional investors have bought a total of 17,898,879 shares in the last 24 months. This purchase volume represents approximately $4.22B in transactions.

Which Essex Property Trust major shareholders have been selling company stock?

Of the 348 institutional investors that sold Essex Property Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resolution Capital Ltd ($863.88K), Cohen & Steers Inc. ($640.39K), Principal Financial Group Inc. ($505.83K), Lasalle Investment Management Securities LLC ($481.97K), Northern Trust Corp ($463.03K), Sumitomo Mitsui Trust Holdings Inc. ($416.56K), and Daiwa Securities Group Inc. ($324.27K).

How much institutional selling is happening at Essex Property Trust?

Institutional investors have sold a total of 10,040,456 shares in the last 24 months. This volume of shares sold represents approximately $2.34B in transactions.


This page (NYSE:ESS) was last updated on 5/19/2024 by MarketBeat.com Staff

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