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
State Farm Growth Fund Advisers Investment Trust 38,70011.3M $0.11 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 38,32810.4M $0.02 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 37,92211.1M $0.03 %0.06 %as of Jun 30, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 36,64110.7M $2.42 %0.06 %as of Jun 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 36,02710.5M $0.46 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 35,0079.9M $0.03 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 34,89810.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 34,31110M $4.49 %0.05 %as of Jun 30, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 33,4299.7M $0.74 %0.05 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 33,0529M $0.03 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 32,5948.9M $0.06 %0.05 %as of May 31, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 32,0439.3M $3.15 %0.05 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 31,9889.3M $0.03 %0.05 %as of Jun 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 31,8489.3M $1.77 %0.05 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 31,1909.1M $1.92 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 30,7039M $0.03 %0.05 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 29,3488.6M $0.15 %0.05 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 29,3008.5M $2.37 %0.05 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 28,3388.3M $0.03 %0.04 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 28,0758M $1.91 %0.04 %as of Jul 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 27,8657.6M $0.93 %0.04 %as of May 31, 2026 ↗
Select Construction and Housing Portfolio Fidelity Select Portfolios 27,5907.5M $1.14 %0.04 %as of May 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 27,0437.9M $0.25 %0.04 %as of Jun 30, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 25,4597.2M $0.08 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 25,2687.2M $0.05 %0.04 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 25,2017.2M $0.33 %0.04 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 25,1267.3M $0.86 %0.04 %as of Jun 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,9797.3M $1.88 %0.04 %as of Jun 30, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 24,9766.8M $0.38 %0.04 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 24,4556.7M $0.03 %0.04 %as of May 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 24,0476.8M $0.07 %0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 23,7526.9M $0.61 %0.04 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 23,4096.8M $1.20 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 23,4096.7M $0.05 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 22,9456.7M $0.03 %0.04 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 22,5236.4M $0.44 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 21,5886.1M $0.05 %0.03 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 21,2406.2M $0.02 %0.03 %as of Jun 30, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 21,0845.7M $2.14 %0.03 %as of May 31, 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 20,5185.8M $0.03 %0.03 %as of Jul 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 20,4735.8M $0.27 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 20,2845.9M $0.03 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 20,1115.7M $0.02 %0.03 %as of Jul 31, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 19,5775.3M $1.65 %0.03 %as of May 31, 2026 ↗
Stock Index Fund Northern Funds 18,9265.5M $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 18,7905.3M $0.03 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 18,3625.2M $0.03 %0.03 %as of Jul 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 18,1314.9M $0.16 %0.03 %as of May 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 17,9075.2M $0.03 %0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 17,6055.1M $0.10 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 17,2885M $0.03 %0.03 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 17,0734.9M $0.16 %0.03 %as of Jul 31, 2026 ↗
Baron Real Estate Income Fund BARON SELECT FUNDS 16,8604.9M $1.65 %0.03 %as of Jun 30, 2026 ↗
DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 16,5024.8M $0.52 %0.03 %as of Jun 30, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 16,1064.7M $3.54 %0.03 %as of Jun 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 15,6094.6M $0.11 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 15,4554.5M $0.17 %0.02 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 15,2724.5M $1.28 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 15,1994.3M $0.11 %0.02 %as of Jul 31, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 15,1044.3M $1.18 %0.02 %as of Jul 31, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,0204.4M $1.66 %0.02 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 14,9604.4M $0.66 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 14,9434.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 14,7164M $0.06 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 14,4264.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 14,4093.9M $0.03 %0.02 %as of May 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 14,2174M $0.03 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,9004.1M $0.03 %0.02 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 13,7674M $0.72 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 13,6973.9M $0.03 %0.02 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 13,6573.9M $0.03 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 13,6554M $0.03 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 13,6213.7M $0.09 %0.02 %as of May 31, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 13,5714M $1.39 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Equity Income Fund BNY Mellon Investment Funds III 13,4543.7M $0.16 %0.02 %as of May 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 13,3313.9M $0.02 %0.02 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 13,2453.8M $0.03 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 13,1503.8M $0.03 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 13,1193.8M $0.03 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 12,9463.7M $0.13 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 12,9343.5M $0.20 %0.02 %as of May 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 12,8153.6M $0.24 %0.02 %as of Jul 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 12,8013.7M $0.62 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 12,6323.7M $0.03 %0.02 %as of Jun 30, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 12,5673.6M $0.60 %0.02 %as of Jul 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 12,1823.3M $0.19 %0.02 %as of May 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 12,0223.5M $0.09 %0.02 %as of Jun 30, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 12,0073.5M $1.68 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 11,9553.5M $0.18 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 11,7313.3M $0.13 %0.02 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 11,57526.7M SEK0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 11,4093.2M $3.23 %0.02 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 11,2663.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 11,2203.3M $1.65 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 11,1683M $0.03 %0.02 %as of May 31, 2026 ↗
SFT Real Estate Securities Fund Securian Funds Trust 10,9233.2M $2.56 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 10,8703.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 10,8623.2M $0.15 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 10,8563.2M $0.16 %0.02 %as of Jun 30, 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
Cite this page

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