| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $1.23B | +0.1% | 6.540% | 0.03% |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 2.1M | $610.3M | +25.5% | 3.257% | 0.30% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $567.5M | +1.5% | 3.039% | 0.03% |
| 7 | NORGES BANK | 1.6M | $468.8M | — | 2.502% | 0.05% |
| 8 | Invesco Ltd. | 1.1M | $328.1M | +19.8% | 1.751% | 0.03% |
| 9 | Resolution Capital Ltd | 1.0M | $299.7M | +52.7% | 1.599% | 5.51% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $291.8M | +0.5% | 1.557% | 0.05% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 940K | $274.0M | +5.9% | 1.462% | 0.04% |
| 12 | Legal & General Group Plc | 893K | $260.3M | -1.1% | 1.389% | 0.05% |
| 13 | NORTHERN TRUST CORP | 862K | $251.5M | +2.1% | 1.342% | 0.03% |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 838K | $250.5M | -1.4% | 1.304% | 0.08% |
| 15 | JPMORGAN CHASE & CO | 830K | $245.6M | +52.6% | 1.292% | 0.01% |
| 16 | Daiwa Securities Group Inc. | 817K | $238.3M | -11.6% | 1.272% | 0.47% |
| 17 | MORGAN STANLEY | 792K | $230.8M | -5.8% | 1.232% | 0.01% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 757K | $220.9M | +23177.2% | 1.179% | 0.04% |
| 19 | ProShare Advisors LLC | 648K | $188.9M | -1.2% | 1.008% | 0.27% |
| 20 | Boston Partners | 628K | $183.3M | +3.0% | 0.978% | 0.16% |
| 21 | GOLDMAN SACHS GROUP INC | 620K | $180.7M | +28.1% | 0.964% | 0.02% |
| 22 | Quantinno Capital Management LP | 529K | $154.3M | +38.9% | 0.824% | 0.19% |
| 23 | Nuveen, LLC | 494K | $144.1M | -2.8% | 0.769% | 0.03% |
| 24 | Bank of New York Mellon Corp | 466K | $135.8M | +0.3% | 0.725% | 0.02% |
| 25 | RUSH ISLAND MANAGEMENT, LP | 439K | $127.9M | -45.7% | 0.682% | 8.47% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ESS — a direct measure of their conviction.
Institutions that fully closed their ESS position in Q2 2026
| 98.02% |
| +4.19 pp |
| $16.12B |
| +7.6% |
| Q4 2024 | 613 | +3.4% | 93.83% | +2.30 pp | $14.99B | 0.1% |
| Q3 2024 | 593 | — | 91.53% | — | $15.00B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
66 institutions opened new positions in ESS during Q2 2026, while 46 fully exited. 485 added to existing positions and 64 trimmed.
ESS institutional ownership rose by 4.68 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 55.3% of all reported 13F value in ESS, and the top 25 account for 74.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Essex Property Trust, Inc. (ESS) Institutional Ownership