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
Eventide US Market ETF Strategy Shares 1,335351.4K $0.23 %0.00 %as of Apr 30, 2026 ↗
WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust 1,309344.5K $0.31 %0.00 %as of Apr 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 1,307316.3K $0.81 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,305315.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,273308.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 1,265306.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,265306.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 1,260331.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,250318.9K $0.22 %0.00 %as of Feb 28, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,227296.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 1,215310K $0.11 %0.00 %as of Feb 27, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 1,191313.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 1,191288.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 1,164281.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 1,1552.7M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 1,135298.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 1,127287.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,104267.2K $0.20 %0.00 %as of Mar 31, 2026 ↗
SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust 1,093264.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 1,0832.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,060279K $0.09 %0.00 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,057255.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 1,055255.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,052268.4K $0.12 %0.00 %as of Feb 27, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 1,052268.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 1,046266.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,015258.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,011244.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,007243.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 1,001255.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Westwood Enhanced Income Opportunity ETF Ultimus Managers Trust 990260.6K $1.15 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 977249.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 957231.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 951242.6K $0.05 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 9472.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 927224.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 900217.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 899217.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 896216.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 895235.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 895216.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
ETFB Green SRI REITs ETF ETF Series Solutions 879231.4K $2.61 %0.00 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 859226.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 855206.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 854206.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 831201.1K $0.31 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 818208.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Energy Resilience Portfolio GLENMEDE FUND INC 808212.7K $1.51 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 792191.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 776204.3K $1.11 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 770186.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 750181.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 748181K $0.03 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 7211.7M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 715188.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 684165.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 677163.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 674163.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Real Estate Option Income ETF Tidal Trust II 664174.8K $3.43 %0.00 %as of Apr 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 660159.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 656167.4K $0.12 %0.00 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 651171.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 651157.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 642155.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 623164K $0.03 %0.00 %as of Apr 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 616149.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 607154.9K $0.02 %0.00 %as of Feb 27, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 588150K $0.02 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 586149.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 580140.4K $0.17 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 579140.1K $0.27 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 576139.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 5661.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 566137K $0.06 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 566137K $0.01 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 536129.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 526138.4K $3.94 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 525127.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 522126.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 5081.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 507122.7K $0.64 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 507122.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 505122.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 500121K $0.17 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 490118.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 486117.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 4721.1M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 4701.1M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 4691.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 4601.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 460117.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 454109.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 450118.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 446113.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 444113.3K $1.10 %0.00 %as of Feb 28, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 441116.1K $0.83 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 435105.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 430104.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 417106.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP REAL ESTATE ProFunds 416100.7K $1.73 %0.00 %as of Mar 31, 2026 ↗

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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