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Essex Property Trust, Inc. · 13F filings

ESS Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Essex Property Trust, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 632 funds reported holding ESS at Jun 30, 2026, together owning 101.4% of the company.

← ESS stock page

Fund sentiment
Bullish
Strongly bearishNeutralStrongly bullish
  • ▲340 buying vs 234 selling
  • ▲Held by funds +4.5 pts
  • ▲Funds holding +19
  • ▼Superinvestors: 0 added, 5 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding632+19 vs Q1 2026
Held by funds101.4%+4.5 pts
Value held$19B65.1M shares
Put/call ratio0.00down from 0.00

Funds holding and ownership

8 quarters
Q3 2024: 609 fundsQ3 '24Q4 2024: 631 fundsQ4 '24Q1 2025: 626 fundsQ1 '25Q2 2025: 619 fundsQ2 '25Q3 2025: 611 fundsQ3 '25Q4 2025: 622 fundsQ4 '25Q1 2026: 613 fundsQ1 '26Q2 2026: 632 fundsQ2 '26101.4% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding632613+3.1%
In funds' top 1075+40.0%
13F shares65.1M62.3M+4.6%
Held by funds101.4%96.9%+4.5 pts
New positions6960+15.0%
Increased271218+24.3%
Reduced187226−17.3%
Sold out4771−33.8%
Calls (shares)95K4,256+2139.2%
Puts (shares)3000–
Put/call ratio0.000.00–

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 285 buyingQ4 2024: 264 sellingQ4 '24Q1 2025: 323 buyingQ1 2025: 268 sellingQ1 '25Q2 2025: 299 buyingQ2 2025: 286 sellingQ2 '25Q3 2025: 274 buyingQ3 2025: 287 sellingQ3 '25Q4 2025: 291 buyingQ4 2025: 263 sellingQ4 '25Q1 2026: 278 buyingQ1 2026: 297 sellingQ1 '26Q2 2026: 340 buyingQ2 2026: 234 sellingQ2 '26
Buying 340Selling 234latest quarter

Superinvestors in ESS

All superinvestors →

Who owns ESS

share of fund held shares
  • Index and passive funds47.0%
  • Active managers and hedge funds35.7%
  • Banks and brokers12.2%
  • Pensions, insurers and other5.1%

The top 10 holders own 57.4% of all ESS shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 0.49Q3 '24Q4 2024: 1.22Q4 '24Q1 2025: 0.04Q1 '25Q2 2025: 0.09Q2 '25Q3 2025: 0.10Q3 '25Q4 2025: 0.00Q4 '25Q1 2026: 0.00Q1 '26Q2 2026: 0.00Q2 '260.00

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

183 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1BlackRock, Inc.11.56%7.4M$2.2B+175K
2Vanguard Portfolio Management LLC8.54%5.5M$1.6B+2,454
3State Street Corp8.11%5.2M$1.5B−14K
4Cohen & Steers, Inc.7.65%4.9M$1.4B+72K
5Vanguard Capital Management LLC6.54%4.2M$1.2B+4,613
6Price T Rowe Associates Inc /md/5.22%3.4M$979M+8,488
7Principal Financial Group Inc3.26%2.1M$610M+425K
8Geode Capital Management, LLC3.04%2M$568M+29K
9Norges Bank2.50%1.6M$469M+1.6M
10Invesco Ltd.1.75%1.1M$328M+186K
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

ESS institutional ownership FAQ

Who owns the most ESS stock?

In Q2 2026 13F filings the largest holder of ESS was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.

What percentage of ESS is owned by institutions?

Funds that file 13F reports held 101.4% of ESS's shares at Jun 30, 2026, compared with 96.9% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying ESS?

In Q2 2026, 340 funds bought ESS (69 of them new positions) and 234 sold (47 sold out completely). Among well known investors, 0 added and 5 cut. Our fund sentiment for ESS is bullish.

What is ESS's institutional put/call ratio?

Funds reported $87K of ESS puts against $26.7M of calls, a put/call ratio of 0.00 (0.00 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this ESS ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.