ESS
Essex Property Trust, Inc. · Real Estate · REIT - Residential
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | State Street Global Advisors ✦ (passive) | 5.21M | — | $1.49B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.76M | +1.9% | $500.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.76M | +1.9% | $500.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 1.65M | +0.5% | $471.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.65M | -4.1% | $470.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 1.65M | -4.1% | $470.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 1.65M | -4.1% | $470.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 1.65M | -4.1% | $470.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 642.45K | +45.3% | $183.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 642.45K | +45.3% | $183.38M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 612.10K | -4.8% | $174.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 125.07K | New | $35.70M | 0.0% | New | 1 | SEC ↗ |
| 19 | Millennium Management ✦ | 59.50K | +161.7% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 54.68K | +50.1% | $15.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 35.00K | +277.9% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 16.03K | +190.3% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 16.03K | +190.3% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 12.29K | +0.3% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 11.26K | -65.0% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 6.74K | -28.6% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 6.74K | -28.6% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 6.74K | -28.6% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 6.74K | -28.6% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $35.70M | 0.0% |
Exited
| Arrowstreet Capital | $6.03M | 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.