ESS
Essex Property Trust, Inc. · Real Estate · REIT - Residential
Momentum inputs (comparable managers):
holder breadth -15.8% ·
share flow +1.2% ·
net new positions -18.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| 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 | The Vanguard Group ✦ (passive) | 10.49M | — | $2.97B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 7.16M | — | $2.03B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 5.39M | +2.5% | $1.54B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 3.32M | +20.9% | $941.30M | 0.1% | ▲ Add | 5 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (passive) | 1.83M | +1.3% | $515.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Norges Bank ✦ (passive) | 844.89K | +1.2% | $239.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 625.10K | -4.9% | $177.15M | 0.0% | ▼ Trim | 5 | SEC ↗ ×7 |
| 8 | Fidelity (FMR) ✦ | 615.98K | — | $174.57M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Marshall Wace ✦ | 82.62K | -49.3% | $23.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Adage Capital Partners ✦ | 71.63K | -15.1% | $20.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 51.20K | -3.5% | $14.51M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 40.21K | -8.7% | $11.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 23.56K | -62.6% | $6.68M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 14 | Capital World Investors ✦ | 3.48K | +246.8% | $984,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 3.34K | +33.6% | $947,237 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 2.20K | -52.2% | $623,480 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $38.21M | was 0.1% |
| Millennium Management | $25.12M | was 0.0% |
| Citadel Advisors | $232,380 | 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.