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
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 33,9448.7M $0.06 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 33,4108.8M $0.02 %0.05 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 33,3568.5M $0.03 %0.05 %as of Feb 28, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 32,0088.2M $0.31 %0.05 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 31,9887.7M $0.03 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 31,4457.6M $0.03 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 31,3627.6M $0.03 %0.05 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 31,2047.6M $0.78 %0.05 %as of Mar 31, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 30,4627.4M $1.60 %0.05 %as of Mar 31, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 29,6797.2M $0.85 %0.05 %as of Mar 31, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 28,9427.4M $0.39 %0.05 %as of Feb 28, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 27,9446.8M $1.91 %0.04 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 27,6036.7M $0.14 %0.04 %as of Mar 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 27,3777M $3.02 %0.04 %as of Feb 28, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 26,8256.8M $0.88 %0.04 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 26,2906.4M $1.59 %0.04 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 26,1006.3M $1.85 %0.04 %as of Mar 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 25,9886.3M $0.28 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 25,9206.8M $0.05 %0.04 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 25,2016.6M $0.34 %0.04 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 24,8916M $1.07 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 24,8876.6M $0.05 %0.04 %as of Apr 30, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 24,3775.9M $2.99 %0.04 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 23,3235.9M $0.02 %0.04 %as of Feb 28, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 23,0255.6M $2.13 %0.04 %as of Mar 31, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 22,9705.6M $1.92 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 22,9455.6M $0.03 %0.04 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 22,5235.9M $0.40 %0.04 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 21,8855.8M $0.05 %0.03 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 21,7825.3M $0.02 %0.03 %as of Mar 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 21,4925.2M $0.76 %0.03 %as of Mar 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 21,0845.4M $1.77 %0.03 %as of Feb 28, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 20,58147.4M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 20,5185.4M $0.03 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 20,3184.9M $0.03 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 20,1555.3M $0.02 %0.03 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 20,0474.9M $0.17 %0.03 %as of Mar 31, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 18,0514.6M $1.50 %0.03 %as of Feb 28, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 17,9074.3M $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 17,8884.7M $0.03 %0.03 %as of Apr 30, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 17,4924.5M $0.15 %0.03 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 17,4304.6M $0.15 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 17,4214.2M $0.02 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 17,2434.5M $0.31 %0.03 %as of Apr 30, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 16,9654.1M $0.08 %0.03 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 16,8304.4M $0.21 %0.03 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 16,8254.1M $0.02 %0.03 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 16,6754.4M $0.27 %0.03 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 16,3184.3M $0.03 %0.03 %as of Apr 30, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 16,1063.9M $0.64 %0.03 %as of Mar 31, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,7593.8M $1.56 %0.02 %as of Mar 31, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 15,1044M $1.07 %0.02 %as of Apr 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 15,0664M $0.03 %0.02 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 14,9633.9M $0.03 %0.02 %as of Apr 30, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 14,9603.6M $0.61 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 14,7283.8M $0.06 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 14,6473.7M $0.03 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 14,5793.8M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 14,4263.5M $0.03 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 14,2393.4M $0.03 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,9003.4M $0.03 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon Equity Income Fund BNY Mellon Investment Funds III 13,6323.5M $0.17 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 13,6213.5M $0.08 %0.02 %as of Feb 28, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 13,5683.6M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 13,3483.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 13,2153.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 12,6243.1M $1.55 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 12,6163.2M $0.20 %0.02 %as of Feb 28, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 12,6003M $0.03 %0.02 %as of Mar 31, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 12,5673.3M $0.55 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 12,4723M $0.03 %0.02 %as of Mar 31, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 12,3213M $2.57 %0.02 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 12,2963.2M $0.78 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 12,2503M $0.35 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 12,1993.2M $0.12 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 12,1883.2M $3.27 %0.02 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 12,0073.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 11,9942.9M $1.23 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 11,57526.7M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 11,2202.7M $1.51 %0.02 %as of Mar 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11,1442.7M $0.09 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 11,0252.9M $0.12 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 10,9532.8M $0.03 %0.02 %as of Feb 28, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 10,9382.8M $0.18 %0.02 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 10,8702.6M $0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 10,8342.6M $0.16 %0.02 %as of Mar 31, 2026 ↗
Baron Real Estate Income Fund BARON SELECT FUNDS 10,7602.6M $0.98 %0.02 %as of Mar 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 10,7232.6M $0.77 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,6722.7M $0.03 %0.02 %as of Feb 28, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 10,65824.6M SEK0.06 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 10,5652.8M $0.03 %0.02 %as of Apr 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 10,4612.5M $0.03 %0.02 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 10,4582.8M $0.52 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 10,2222.5M $0.16 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 10,2012.5M $0.17 %0.02 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 10,1752.5M $0.79 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 9,9312.6M $0.08 %0.02 %as of Apr 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 9,9052.5M $0.10 %0.02 %as of Feb 28, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 9,8582.4M $2.58 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 9,8212.4M $0.03 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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