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
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 9,81322.6M SEK0.05 %0.02 %as of Mar 31, 2026 ↗
MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III 9,7322.4M $1.61 %0.02 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 9,6372.3M $0.46 %0.01 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 9,3642.5M $0.81 %0.01 %as of Apr 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 9,2002.2M $0.09 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 9,0102.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 8,9602.2M $0.12 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 8,8202.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 8,6952.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,6772.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 8,6472.1M $1.06 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 8,3952M $0.03 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,2852M $0.30 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,2742M $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/Cohen & Steers U.S. Realty Fund JNL Series Trust 8,2112M $2.57 %0.01 %as of Mar 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 8,1832M $1.28 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 8,0221.9M $0.05 %0.01 %as of Mar 31, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 7,9731.9M $2.31 %0.01 %as of Mar 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 7,9211.9M $0.48 %0.01 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 7,8651.9M $1.81 %0.01 %as of Mar 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 7,8421.9M $0.30 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 7,8311.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 7,7772M $1.09 %0.01 %as of Apr 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 7,7742M $0.51 %0.01 %as of Feb 28, 2026 ↗
Brookfield Global Listed Real Estate Fund Brookfield Investment Funds 7,7701.9M $1.62 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 7,7352M $0.03 %0.01 %as of Apr 30, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 7,5231.8M $2.17 %0.01 %as of Mar 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 7,5131.8M $2.22 %0.01 %as of Mar 31, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 7,4111.8M $3.02 %0.01 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 7,31916.9M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 7,2441.8M $1.33 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 7,1871.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 6,8491.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 6,7681.6M $0.01 %0.01 %as of Mar 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 6,7421.8M $1.10 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 6,6611.8M $0.11 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 6,6521.6M $0.03 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 6,5921.7M $0.26 %0.01 %as of Feb 28, 2026 ↗
ALPS Active REIT ETF ALPS ETF TRUST 6,5791.7M $3.36 %0.01 %as of Feb 28, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 6,4721.6M $1.18 %0.01 %as of Mar 31, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 6,4481.6M $0.48 %0.01 %as of Feb 28, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 6,3851.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 6,2581.5M $1.29 %0.01 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 6,2091.6M $0.12 %0.01 %as of Apr 30, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 6,1691.5M $4.99 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 5,9411.6M $0.84 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 5,9091.6M $0.15 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 5,9071.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,7611.4M $0.31 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 5,69113.1M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 5,6631.4M $0.07 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 5,5811.5M $0.03 %0.01 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 5,4361.4M $0.13 %0.01 %as of Feb 28, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 5,4071.4M $0.30 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust 5,3061.3M $2.60 %0.01 %as of Mar 31, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 5,1871.4M $0.81 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 5,1841.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,1601.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 5,1221.3M $0.27 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 5,1031.2M $0.12 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,0981.3M $0.06 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 5,0191.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,0121.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,9941.3M $0.30 %0.01 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 4,9891.3M $0.03 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 4,9061.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 4,9041.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,8961.2M $0.08 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,8951.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 4,8361.2M $1.72 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,6861.2M $0.03 %0.01 %as of Feb 28, 2026 ↗
LDR HIGH INCOME REALTY FUND World Funds Trust 4,6641.1M $3.95 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,6021.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 4,5721.2M $0.03 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 4,5471.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 4,5351.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 4,5321.1M $0.09 %0.01 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 4,52810.4M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 4,5171.1M $0.21 %0.01 %as of Mar 31, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,4251.1M $0.25 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 4,3831.1M $0.23 %0.01 %as of Mar 31, 2026 ↗
AEW Global Focused Real Estate Fund Natixis Funds Trust IV 4,3681.1M $3.20 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 4,3591.1M $0.15 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 4,3501.1M $0.02 %0.01 %as of Apr 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 4,3061M $0.17 %0.01 %as of Mar 31, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 4,2801M $1.18 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,2521.1M $0.26 %0.01 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 4,2431M $0.17 %0.01 %as of Mar 31, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 4,2051M $0.50 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 4,1421.1M $0.13 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,1151.1M $0.02 %0.01 %as of Apr 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 3,983963.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 3,968960.3K $1.58 %0.01 %as of Mar 31, 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 3,913946.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Global Real Estate Fund, Inc. T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC. 3,889941.1K $1.52 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 3,887940.7K $0.26 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,818924K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 3,728902.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 3,713898.5K $0.03 %0.01 %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