MetaCap

Who Owns Essex Property Stock?

NYSE: ESSReal EstateReal Estate Investment TrustsUSD

271.57+2.99 (+1.11%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
104.50%
Institutional holders
965
  • Institutions 99.3%
  • Insiders 0.7%
  • Public and other 0.0%

Who owns Essex Property stock?

Institutional investors own about 104.5% of Essex Property's shares, spread across 965 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.73% of ESS.

The largest institutional holders are Blackrock Inc. (11.56%), Vanguard Portfolio Management LLC (8.54%) and State Street Corporation (8.11%). Together, the top 10 institutions control 58.2% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their ESS positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of ESS

Essex Property top institutional holders
InstitutionShares% HeldChange
Blackrock Inc.7.43M11.56%+2.4%
Vanguard Portfolio Management LLC5.49M8.54%+0.0%
State Street Corporation5.21M8.11%-0.3%
Cohen & Steers Inc.4.91M7.65%+1.5%
Vanguard Capital Management LLC4.20M6.54%+0.1%
Price (T.Rowe) Associates Inc3.36M5.22%+0.3%
Principal Financial Group, Inc.2.09M3.26%+25.5%
Geode Capital Management, LLC1.95M3.04%+1.5%
NORGES BANK1.61M2.50%+82.4%
Invesco Ltd.1.13M1.75%+19.8%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of ESS

Essex Property top fund holders
FundShares% Held
VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund2.45M3.82%
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.04M3.17%
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund1.67M2.59%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.47M2.29%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund933.60K1.45%
TR PRICE-Price (T.Rowe) U.S. Value Equity Trust895.93K1.39%
iShares Trust-iShares Core S&P 500 ETF855.55K1.33%
Fidelity Concord Street Trust-Fidelity 500 Index Fund834.19K1.30%
SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust786.79K1.22%
COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha784.24K1.22%

Frequently asked questions

Who is the largest shareholder of Essex Property?

Blackrock Inc. is the largest institutional shareholder of ESS, owning 11.56% of shares outstanding (7.43M shares) as of its latest 13F filing.

What percentage of Essex Property is owned by institutions?

Institutions own about 104.5% of ESS shares and 105.3% of the public float.

How much of Essex Property do insiders own?

Insiders, such as officers and directors, own about 0.73% of ESS shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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