Titelia

Fund shareholders of Essex Property Trust Inc

ISIN US2971781057 · United States · LEI 549300TR2H2VEFX0NC60

Fund shareholders
635
Of which ETFs
170 465 other funds
Value held
7.1B $ 440.2M SEK · 1.5M €
Share of capital
44.5 % of 64.3M shares on Jul 23, 2026

635 funds hold this company. This table lists the 634 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 2,391,080629.4M $0.90 %3.72 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,049,833496.1M $0.02 %3.19 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,638,413396.5M $0.03 %2.55 %as of Mar 31, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 875,260211.8M $2.58 %1.36 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 829,337200.7M $0.03 %1.29 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 819,625209.1M $0.03 %1.28 %as of Feb 28, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 783,149189.5M $2.60 %1.22 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 743,395179.9M $0.11 %1.16 %as of Mar 31, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 735,438193.6M $2.87 %1.14 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 696,089168.5M $0.09 %1.08 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 674,021177.4M $0.20 %1.05 %as of Apr 30, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 665,799161.1M $0.51 %1.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 647,614156.7M $0.76 %1.01 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 647,232165.1M $1.37 %1.01 %as of Feb 28, 2026 ↗
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 533,659129.1M $1.77 %0.83 %as of Mar 31, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 502,297121.6M $1.41 %0.78 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 473,354114.6M $0.19 %0.74 %as of Mar 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 445,533113.7M $1.17 %0.69 %as of Feb 28, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 429,924104M $0.48 %0.67 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 423,913111.6M $1.05 %0.66 %as of Apr 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 410,66399.4M $0.62 %0.64 %as of Mar 31, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 401,76197.2M $0.92 %0.63 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 363,88188.1M $0.03 %0.57 %as of Mar 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 347,79491.5M $1.32 %0.54 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 336,39881.4M $1.16 %0.52 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 298,20172.2M $0.03 %0.46 %as of Mar 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 246,81865M $0.85 %0.38 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 243,72759M $0.12 %0.38 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 236,06862.1M $0.12 %0.37 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 209,56450.7M $0.15 %0.33 %as of Mar 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 207,24754.5M $1.45 %0.32 %as of Apr 30, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 203,63849.3M $1.24 %0.32 %as of Mar 31, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 193,66851M $1.51 %0.30 %as of Apr 30, 2026 ↗
iShares Global REIT ETF iShares Trust 169,90844.7M $0.93 %0.26 %as of Apr 30, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 169,35641M $1.59 %0.26 %as of Mar 31, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 154,47540.7M $1.92 %0.24 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 146,12935.4M $0.05 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 141,93337.4M $0.03 %0.22 %as of Apr 30, 2026 ↗
MFS Global Real Estate Fund MFS SERIES TRUST XIII 140,44835.8M $1.58 %0.22 %as of Feb 28, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 139,76533.8M $0.42 %0.22 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund Principal Funds, Inc 137,57336.2M $2.11 %0.21 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 135,23332.7M $0.03 %0.21 %as of Mar 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 132,37334.8M $1.10 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 120,54030.8M $0.02 %0.19 %as of Feb 28, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 117,04828.3M $3.60 %0.18 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 116,42128.2M $1.66 %0.18 %as of Mar 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 115,42130.4M $0.87 %0.18 %as of Apr 30, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 110,34926.7M $1.30 %0.17 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 110,26626.7M $0.06 %0.17 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 101,75226.8M $0.13 %0.16 %as of Apr 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 100,00026.3M $0.35 %0.16 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 98,39123.8M $0.64 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 95,27924.3M $0.02 %0.15 %as of Feb 28, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 94,95823M $3.70 %0.15 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 93,533215.6M SEK0.02 %0.15 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 92,05122.3M $0.16 %0.14 %as of Mar 31, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 88,28923.2M $2.85 %0.14 %as of Apr 30, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 87,36321.1M $0.52 %0.14 %as of Mar 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 84,77122.3M $1.33 %0.13 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 82,51521.7M $1.11 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 79,39319.2M $0.02 %0.12 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 75,44418.3M $0.06 %0.12 %as of Mar 31, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 74,50418M $0.32 %0.12 %as of Mar 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 73,67917.8M $1.40 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 66,17116.9M $0.03 %0.10 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 62,36115.9M $1.41 %0.10 %as of Feb 28, 2026 ↗
JNL/WMC Global Real Estate Fund JNL Series Trust 61,49014.9M $2.91 %0.10 %as of Mar 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 61,11116.1M $1.11 %0.10 %as of Apr 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 59,97314.5M $0.03 %0.09 %as of Mar 31, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 59,19814.3M $1.92 %0.09 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 58,20715.3M $0.02 %0.09 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 57,81314M $0.01 %0.09 %as of Mar 31, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 56,47614.9M $2.79 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 54,42213.2M $0.05 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 53,75814.1M $0.02 %0.08 %as of Apr 30, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 52,91913.9M $0.34 %0.08 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 52,24213.3M $0.01 %0.08 %as of Feb 28, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 52,22513.3M $0.58 %0.08 %as of Feb 28, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 51,43812.4M $0.69 %0.08 %as of Mar 31, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 51,16213.1M $0.78 %0.08 %as of Feb 28, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 50,45812.9M $0.18 %0.08 %as of Feb 28, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 47,48611.5M $1.05 %0.07 %as of Mar 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 47,35511.5M $0.62 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 47,07611.4M $1.00 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 45,45711M $0.03 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 42,55310.3M $0.07 %0.07 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 41,32610.5M $0.07 %0.06 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 40,6329.8M $0.03 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,30810.1M $0.02 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 37,9229.2M $0.03 %0.06 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 37,8299.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 37,3499.5M $0.02 %0.06 %as of Feb 28, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 37,2439M $2.93 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 37,1029.5M $0.05 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 36,2458.8M $0.01 %0.06 %as of Mar 31, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 35,9889.2M $1.37 %0.06 %as of Feb 28, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 35,8798.7M $0.95 %0.06 %as of Mar 31, 2026 ↗
Select Construction and Housing Portfolio Fidelity Select Portfolios 35,5109.1M $1.20 %0.06 %as of Feb 28, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 34,9629.2M $2.11 %0.05 %as of Apr 30, 2026 ↗
Real Estate Portfolio PACIFIC SELECT FUND 34,0818.2M $2.58 %0.05 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Nuveen Short-Term REIT ETF NuShares ETF Trust 4.99 %as of Mar 31, 2026 ↗
Residential REIT ETF Tidal Trust I 4.37 %as of Apr 30, 2026 ↗
LDR HIGH INCOME REALTY FUND World Funds Trust 3.95 %as of Mar 31, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 3.94 %as of Apr 30, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 3.70 %as of Mar 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 3.60 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II 3.43 %as of Apr 30, 2026 ↗
ALPS Active REIT ETF ALPS ETF TRUST 3.36 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 3.27 %as of Apr 30, 2026 ↗
AEW Global Focused Real Estate Fund Natixis Funds Trust IV 3.20 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2595+3028,439,830+2.7 %
2026Q1565-4427,678,853-4.1 %
2025Q4609-2628,868,294-1.8 %
2025Q3635-2029,404,884+3.3 %
2025Q2655+5028,467,271+5.4 %
2025Q1605-2227,009,431-3.0 %
2024Q4627+2827,831,218-2.9 %
2024Q3599-228,672,188-1.2 %
2024Q2601-729,018,151+12.4 %
2024Q1608-425,815,652-11.7 %
2023Q461229,238,629

Institutional managers

600 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,255,4901.8B $as of Mar 31, 2026
STATE STREET CORP5,225,5061.3B $as of Mar 31, 2026
COHEN & STEERS, INC.4,843,1261.2M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/3,348,709810.4K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,924,456464.1M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,668,036403.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP995,810241M $as of Mar 31, 2026
Invesco Ltd.939,236227.3M $as of Mar 31, 2026
Daiwa Securities Group Inc.924,804223.8M $as of Mar 31, 2026
Legal & General Group Plc902,919218.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC887,501214.8M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/849,523210.5M $as of Mar 31, 2026
NORTHERN TRUST CORP844,377204.3M $as of Mar 31, 2026
MORGAN STANLEY840,702203.5M $as of Mar 31, 2026
RUSH ISLAND MANAGEMENT, LP807,893195.5M $as of Mar 31, 2026
Resolution Capital Ltd673,020162.9M $as of Mar 31, 2026
ProShare Advisors LLC656,067158.8M $as of Mar 31, 2026
Boston Partners609,847147.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO543,968132M $as of Mar 31, 2026
Nuveen, LLC508,466123M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC483,617117M $as of Mar 31, 2026
Bank of New York Mellon Corp464,465112.4M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC423,870102.6M $as of Mar 31, 2026
Quantinno Capital Management LP381,04292.2M $as of Mar 31, 2026
SEI INVESTMENTS CO361,69487.5M $as of Mar 31, 2026

Declared shareholders of Essex Property Trust Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.52 %5,495,779as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 7.56 %4,876,667as of Mar 31, 2026 · SCHEDULE 13G
Cohen & Steers, Inc. and 4 others7.53 %4,853,655as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Essex Property Trust Inc". https://titelia.com/en/stocks/essex-property-trust-inc-US2971781057