ESS
Essex Property Trust, Inc. · Real Estate · REIT - Residential
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -11.4% ·
net new positions +7.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -1 | 46.26M | $13.50B | +6 | −6 |
| Q1 2026 | 151 | +3 | 43.25M | $10.48B | +4 | −2 |
| Q4 2025 | 147 | -2 | 50.44M | $13.17B | +1 | −2 |
| Q3 2025 | 20 | +2 | 31.77M | $8.51B | +2 | −1 |
| Q2 2025 | 16 | -3 | 30.55M | $8.67B | — | −3 |
| Q1 2025 | 16 | +2 | 11.92M | $3.67B | +2 | — |
| Q4 2024 | 14 | 0 | 11.85M | $3.38B | +1 | −1 |
| Q3 2024 | 13 | +1 | 6.32M | $1.87B | +2 | −1 |
| Q2 2024 | 12 | — | 7.14M | $1.94B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.73M | +1.5% | $508.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.73M | +1.5% | $508.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 1.72M | -8.0% | $508.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 1.72M | -8.0% | $508.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.72M | -8.0% | $508.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 1.72M | -8.0% | $508.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 1.64M | -40.0% | $485.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 642.96K | -2.4% | $189.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 442.18K | +19517.4% | $130.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 442.18K | +19517.4% | $130.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 36.43K | +47.6% | $10.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 32.17K | +372.6% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 22.73K | -55.0% | $6.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 20.41K | New | $6.03M | 0.0% | New | 1 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 12.26K | -18.3% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 9.44K | +83.0% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 9.44K | +83.0% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Adage Capital Partners ✦ | 9.26K | -36.5% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 5.52K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $6.03M | 0.0% |
| D. E. Shaw & Co. | $1.63M | 0.0% |
Exited
| Marshall Wace | $14.57M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 607 holders, 61.59M shares, $12.76B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.