Titelia

Fund shareholders of Essex Property Trust Inc

ISIN US2971781057 · United States · LEI 549300TR2H2VEFX0NC60

Fund shareholders
649
Of which ETFs
179 470 other funds
Value held
≈ 8.5B $ 8.5B $ · 440.2M SEK · 1.5M €
Share of capital
46.3 % of 64.3M shares on Jul 23, 2026

649 funds hold this company. This table lists the 648 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 2,452,748696.9M $0.95 %3.82 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,039,542594.7M $0.03 %3.17 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,666,074485.8M $0.03 %2.59 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,473,625429.7M $0.23 %2.29 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 933,595272.2M $0.40 %1.45 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 883,486257.6M $0.03 %1.37 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 824,669224.8M $0.03 %1.28 %as of May 31, 2026 ↗
Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC 784,241228.7M $2.56 %1.22 %as of Jun 30, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 743,491211.3M $3.01 %1.16 %as of Jul 31, 2026 ↗
Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC 728,807212.5M $2.22 %1.13 %as of Jun 30, 2026 ↗
Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC 714,786208.4M $2.55 %1.11 %as of Jun 30, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 660,526192.6M $0.57 %1.03 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 655,185186.2M $0.19 %1.02 %as of Jul 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 640,800174.7M $1.58 %1.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 633,438184.7M $0.86 %0.99 %as of Jun 30, 2026 ↗
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 539,274157.2M $1.94 %0.84 %as of Jun 30, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 455,874124.3M $1.25 %0.71 %as of May 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 430,873125.6M $0.54 %0.67 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 430,478122.3M $1.12 %0.67 %as of Jul 31, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 405,803118.3M $0.68 %0.63 %as of Jun 30, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 380,604111M $1.09 %0.59 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 347,971101.5M $0.03 %0.54 %as of Jun 30, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 347,79498.8M $1.39 %0.54 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 342,32399.8M $1.35 %0.53 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 262,62876.6M $0.13 %0.41 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 242,31868.9M $0.13 %0.38 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 241,40568.6M $0.88 %0.38 %as of Jul 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 239,78468.1M $1.46 %0.37 %as of Jul 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 230,77062.9M $0.91 %0.36 %as of May 31, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 221,89864.7M $1.38 %0.35 %as of Jun 30, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 185,14452.6M $1.49 %0.29 %as of Jul 31, 2026 ↗
iShares Global REIT ETF iShares Trust 175,29649.8M $0.97 %0.27 %as of Jul 31, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 156,49744.5M $2.11 %0.24 %as of Jul 31, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 155,13145.2M $1.72 %0.24 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 152,20144.4M $0.03 %0.24 %as of Jun 30, 2026 ↗
Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC 151,32944.1M $1.93 %0.24 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 143,55640.8M $0.03 %0.22 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 143,13141.7M $0.05 %0.22 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund Principal Funds, Inc 137,57339.1M $2.25 %0.21 %as of Jul 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 132,46037.6M $1.16 %0.21 %as of Jul 31, 2026 ↗
MFS Global Real Estate Fund MFS SERIES TRUST XIII 131,28635.8M $1.67 %0.20 %as of May 31, 2026 ↗
JPMorgan Large Cap Value Fund JPMorgan Trust II 130,30538M $0.74 %0.20 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 122,15134.7M $0.90 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 122,06033.3M $0.02 %0.19 %as of May 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 114,77133.5M $3.83 %0.18 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 113,44533.1M $0.41 %0.18 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 111,35332.5M $1.76 %0.17 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 108,44630.8M $0.13 %0.17 %as of Jul 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 106,03930.9M $0.06 %0.16 %as of Jun 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 100,00028.4M $0.40 %0.16 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 98,64026.9M $0.02 %0.15 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 97,82828.5M $0.18 %0.15 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 97,48128.4M $0.72 %0.15 %as of Jun 30, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 93,96026.7M $3.27 %0.15 %as of Jul 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 93,533215.6M SEK0.02 %0.15 %as of Mar 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 92,07826.8M $4.08 %0.14 %as of Jun 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 85,71124.4M $1.37 %0.13 %as of Jul 31, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 84,56924.7M $0.56 %0.13 %as of Jun 30, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 84,25924.6M $0.37 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 81,29723.7M $0.03 %0.13 %as of Jun 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 81,06223M $1.16 %0.13 %as of Jul 31, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 78,78821.5M $0.77 %0.12 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 78,18622.8M $0.06 %0.12 %as of Jun 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 73,68821.5M $1.49 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 67,56818.4M $0.03 %0.11 %as of May 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 66,95618.3M $1.48 %0.10 %as of May 31, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 65,85018.7M $3.55 %0.10 %as of Jul 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 61,15717.4M $1.16 %0.10 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 59,97317.5M $0.03 %0.09 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 59,73917M $0.02 %0.09 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 58,91017.2M $0.01 %0.09 %as of Jun 30, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 58,14517M $2.08 %0.09 %as of Jun 30, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 56,66716.5M $0.29 %0.09 %as of Jun 30, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 56,22516.4M $0.87 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 55,52616.2M $0.06 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 53,75815.3M $0.03 %0.08 %as of Jul 31, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 53,45014.6M $0.55 %0.08 %as of May 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 53,36715.6M $2.55 %0.08 %as of Jun 30, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 53,21015.5M $4.48 %0.08 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 53,16614.5M $0.20 %0.08 %as of May 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 51,02414.9M $1.44 %0.08 %as of Jun 30, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 50,64213.8M $4.12 %0.08 %as of May 31, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 50,43814.7M $1.13 %0.08 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 50,29913.7M $0.01 %0.08 %as of May 31, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 47,98713.1M $2.14 %0.07 %as of May 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 47,67413.9M $1.17 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 47,20213.8M $1.10 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 47,08612.8M $0.08 %0.07 %as of May 31, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 47,01913.4M $0.30 %0.07 %as of Jul 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 45,93313.4M $0.67 %0.07 %as of Jun 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 45,28313.2M $1.41 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 44,71613M $0.03 %0.07 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 43,15112.6M $0.07 %0.07 %as of Jun 30, 2026 ↗
JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust 42,58611.6M $2.45 %0.07 %as of May 31, 2026 ↗
Real Estate Portfolio PACIFIC SELECT FUND 41,83112.2M $3.53 %0.07 %as of Jun 30, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 41,64111.8M $2.67 %0.06 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 40,57411.1M $0.05 %0.06 %as of May 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 40,02110.9M $0.41 %0.06 %as of May 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 39,76811.6M $0.03 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,86811M $0.03 %0.06 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.03 %as of Sep 30, 2025 ↗

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
Residential REIT ETF Tidal Trust I 5.16 %as of Jul 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 5.03 %as of Jun 30, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 4.49 %as of Jun 30, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 4.48 %as of Jun 30, 2026 ↗
LDR HIGH INCOME REALTY FUND World Funds Trust 4.44 %as of Jun 30, 2026 ↗
ALPS Active REIT ETF ALPS ETF TRUST 4.23 %as of May 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 4.12 %as of May 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 4.08 %as of Jun 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 3.83 %as of Jun 30, 2026 ↗
YieldMax(R) Target 12(TM) Real Estate Option Income ETF Tidal Trust II 3.65 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3609+1429,552,325+3.9 %
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
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Titelia. "Fund shareholders of Essex Property Trust Inc". https://titelia.com/en/stocks/essex-property-trust-inc-US2971781057