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
Victory Integrity Mid-Cap Value Fund Victory Portfolios 10,7233.1M $0.83 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 10,65824.6M SEK0.06 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 10,4613.1M $0.03 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,3442.8M $0.02 %0.02 %as of May 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 9,9362.9M $0.53 %0.02 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 9,8622.9M $0.03 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 9,81322.6M SEK0.05 %0.02 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 9,5692.7M $0.87 %0.01 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 9,5652.8M $2.40 %0.01 %as of Jun 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 9,5402.8M $0.03 %0.01 %as of Jun 30, 2026 ↗
Victory RS Value Fund Victory Portfolios 9,5102.8M $1.09 %0.01 %as of Jun 30, 2026 ↗
MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III 9,3362.7M $1.74 %0.01 %as of Jun 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 9,1002.7M $0.09 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 8,9592.4M $0.03 %0.01 %as of May 31, 2026 ↗
NYLIM CBRE Real Estate Fund NYLIM FUNDS TRUST 8,8482.5M $1.13 %0.01 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 8,6782.5M $1.16 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,6772.5M $0.03 %0.01 %as of Jun 30, 2026 ↗
Penn Series Real Estate Securities Fund Penn Series Funds Inc 8,6132.5M $2.57 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 8,5952.5M $1.17 %0.01 %as of Jun 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,5832.4M $0.18 %0.01 %as of Jul 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 8,4982.5M $1.37 %0.01 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 8,4332.4M $0.03 %0.01 %as of Jul 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 8,3952.4M $0.04 %0.01 %as of Jun 30, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 8,3092.4M $2.75 %0.01 %as of Jun 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,2742.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 8,1482.4M $2.54 %0.01 %as of Jun 30, 2026 ↗
ALPS Active REIT ETF ALPS ETF TRUST 8,1232.2M $4.23 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 8,0222.3M $0.06 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 7,9402.3M $0.32 %0.01 %as of Jun 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 7,7742.1M $0.31 %0.01 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 7,6662.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 7,31916.9M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 7,1572.1M $0.02 %0.01 %as of Jun 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,1032.1M $0.29 %0.01 %as of Jun 30, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 7,0572.1M $2.15 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 7,0572M $0.12 %0.01 %as of Jul 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 7,0432.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 7,0262M $3.30 %0.01 %as of Jun 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 6,9891.9M $0.28 %0.01 %as of May 31, 2026 ↗
Stock Index Fund VALIC Co I 6,8491.9M $0.03 %0.01 %as of May 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 6,7421.9M $1.11 %0.01 %as of Jul 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 6,6942M $0.29 %0.01 %as of Jun 30, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 6,6841.9M $2.58 %0.01 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,5391.9M $0.10 %0.01 %as of Jun 30, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 6,5251.9M $1.35 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 6,4611.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
VanEck Real Assets ETF VanEck ETF Trust 6,4451.9M $0.18 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 6,3761.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 6,1971.7M $0.54 %0.01 %as of May 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 6,1421.8M $5.03 %0.01 %as of Jun 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 5,9471.7M $0.08 %0.01 %as of Jun 30, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 5,9301.7M $1.36 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 5,9071.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 5,8621.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 5,7801.6M $0.06 %0.01 %as of May 31, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 5,7751.6M $0.86 %0.01 %as of Jul 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 5,69113.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 5,5871.6M $0.03 %0.01 %as of Jul 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 5,4871.6M $0.12 %0.01 %as of Jul 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 5,4761.5M $0.14 %0.01 %as of May 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 5,4411.5M $0.34 %0.01 %as of Jul 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 5,4291.5M $0.02 %0.01 %as of May 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 5,3781.5M $0.02 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,3641.5M $0.02 %0.01 %as of May 31, 2026 ↗
Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust 5,3511.6M $2.89 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,2601.4M $0.03 %0.01 %as of May 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 5,2531.5M $0.13 %0.01 %as of Jul 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,2251.5M $0.09 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 5,1391.5M $0.14 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,0981.4M $0.07 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 5,0681.5M $0.13 %0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 5,0281.4M $0.02 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,9941.4M $0.31 %0.01 %as of Jul 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 4,8991.3M $0.03 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,8951.4M $0.04 %0.01 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,8321.4M $0.09 %0.01 %as of Jul 31, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,7941.4M $0.29 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 4,6711.3M $0.03 %0.01 %as of Jul 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 4,6621.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
LDR HIGH INCOME REALTY FUND World Funds Trust 4,6421.4M $4.44 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 4,5721.2M $0.03 %0.01 %as of May 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 4,5321.3M $0.08 %0.01 %as of Jun 30, 2026 ↗
Avanza Global Avanza Fonder AB 4,52810.4M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,4861.2M $0.03 %0.01 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,4181.3M $0.27 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 4,3921.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 4,3521.2M $0.15 %0.01 %as of May 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 4,3311.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 4,2911.3M $0.24 %0.01 %as of Jun 30, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 4,2051.2M $0.56 %0.01 %as of Jun 30, 2026 ↗
AEW Global Focused Real Estate Fund Natixis Funds Trust IV 4,2011.2M $3.29 %0.01 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,1731.1M $0.00 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,1151.2M $0.02 %0.01 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 4,1141.2M $0.18 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,0481.2M $0.29 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,0361.2M $0.02 %0.01 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,9601.2M $0.18 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 3,9531.2M $1.77 %0.01 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 3,9469.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,9241.1M $0.07 %0.01 %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