Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ESS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.3M | $1.76B | +4.4% | 11.253% | 0.03% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $1.33B | β | 8.512% | 0.07% |
| 3 | STATE STREET CORP | 5.2M | $1.28B | -0.4% | 8.104% | 0.04% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $1.02B | β | 6.511% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $464.1M | +2.7% | 2.985% | 0.03% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 1.7M | $403.7M | -0.7% | 2.587% | 0.22% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 996K | $241.0M | +6.1% | 1.544% | 0.05% |
| 8 | Invesco Ltd. | 939K | $227.3M | +12.5% | 1.457% | 0.03% |
| 9 | Daiwa Securities Group Inc. | 925K | $223.8M | -16.4% | 1.434% | 0.71% |
| 10 | Legal & General Group Plc | 903K | $218.5M | -5.0% | 1.400% | 0.05% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 888K | $214.8M | +4.7% | 1.377% | 0.03% |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 850K | $210.5M | -4.3% | 1.318% | 0.07% |
| 13 | NORTHERN TRUST CORP | 844K | $204.3M | -7.5% | 1.310% | 0.03% |
| 14 | MORGAN STANLEY | 841K | $203.5M | -12.3% | 1.304% | 0.01% |
| 15 | NORTHWOOD LIQUID MANAGEMENT LP | 808K | $195.5M | +26.8% | 1.253% | 13.12% |
| 16 | Resolution Capital Ltd | 673K | $162.9M | -1.8% | 1.044% | 3.42% |
| 17 | ProShare Advisors LLC | 656K | $158.8M | +5.9% | 1.018% | 0.24% |
| 18 | Boston Partners | 610K | $147.6M | -4.2% | 0.946% | 0.15% |
| 19 | Nuveen, LLC | 508K | $123.0M | -5.5% | 0.789% | 0.03% |
| 20 | GOLDMAN SACHS GROUP INC | 484K | $117.0M | +1.7% | 0.750% | 0.01% |
| 21 | Bank of New York Mellon Corp | 464K | $112.4M | -0.6% | 0.720% | 0.02% |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 424K | $102.6M | -2.8% | 0.657% | 0.43% |
| 23 | Quantinno Capital Management LP | 381K | $92.2M | +42.6% | 0.591% | 0.15% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 362K | $87.7M | β | 0.562% | 0.02% |
| 25 | SEI INVESTMENTS CO | 362K | $87.5M | +2.5% | 0.561% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ESS β a direct measure of their conviction.
Filings activity in ESS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ESS position in Q1 2026
Institutions that fully closed their ESS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 597 | 2.1% | 69.86% | 6.03 pp | $12.78B | 7.9% |
| Q4 2025 | 610 | +4.1% | 75.89% | 0.46 pp | $13.88B | 0.6% |
| Q3 2025 | 586 | 3.9% | 76.35% | 5.74 pp | $13.97B | 7.0% |
| Q2 2025 | 610 | 0.2% | 82.09% | 6.05 pp | $15.02B | 6.9% |
| Q1 2025 | 611 | 0.3% | 88.14% | +6.20 pp | $16.12B | +7.6% |
| Q4 2024 | 613 | +3.4% | 81.94% | 0.06 pp | $14.99B | 0.1% |
| Q3 2024 | 593 | +5.0% | 82.00% | +3.19 pp | $15.00B | +4.1% |
| Q2 2024 | 565 | β | 78.81% | β | $14.42B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESS stock.
Based on Q1 2026 13F filings, institutional ownership of Essex Property Trust, Inc. stands at 69.9%, held across 597 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ESS, with approximately 7,255,490 shares worth $1.76B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ESS.
Our composite Smart Money Score for ESS is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
77 institutions opened new positions in ESS during Q1 2026, while 90 fully exited. 138 added to existing positions and 379 trimmed.
ESS institutional ownership fell by 6.03 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 56.0% of all reported 13F value in ESS, and the top 25 account for 73.4%.
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