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
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,508439.7K $0.19 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 1,504438.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 1,468417.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Residential REIT ETF Tidal Trust I 1,459414.6K $5.16 %0.00 %as of Jul 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 1,450422.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,444393.7K $0.25 %0.00 %as of May 31, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 1,438392.1K $0.07 %0.00 %as of May 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 1,4343.3M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 1,428416.4K $0.30 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 1,423404.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 1,418402.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 1,415412.6K $0.13 %0.00 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 1,4053.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 1,359386.1K $0.39 %0.00 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,323375.9K $0.13 %0.00 %as of Jul 31, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 1,309381.7K $1.42 %0.00 %as of Jun 30, 2026 ↗
WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust 1,309371.9K $0.32 %0.00 %as of Jul 31, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 1,300379.1K $0.91 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 1,293367.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 1,280363.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,249364.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 1,247340K $0.12 %0.00 %as of May 29, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,221356K $0.01 %0.00 %as of Jun 30, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 1,203350.8K $0.32 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 1,191338.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 1,187346.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,187346.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 1,181335.6K $0.10 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,170319K $0.02 %0.00 %as of May 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 1,165317.6K $0.11 %0.00 %as of May 29, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 1,161338.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 1,1552.7M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,145333.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,127328.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
YieldMax(R) Target 12(TM) Real Estate Option Income ETF Tidal Trust II 1,123319.1K $3.65 %0.00 %as of Jul 31, 2026 ↗
SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust 1,112324.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,104321.9K $0.23 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 1,097299.1K $0.02 %0.00 %as of May 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 1,091318.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 1,0832.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 1,072312.6K $0.33 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,071312.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 1,069291.5K $0.03 %0.00 %as of May 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,050286.3K $0.03 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 985287.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 976266.1K $0.01 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 951277.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 949276.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 9472.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 929270.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 915266.8K $0.35 %0.00 %as of Jun 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 912248.6K $0.03 %0.00 %as of May 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 900262.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 896261.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 895261K $0.04 %0.00 %as of Jun 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 864251.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 857249.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 854249K $0.03 %0.00 %as of Jun 30, 2026 ↗
ETFB Green SRI REITs ETF ETF Series Solutions 833236.7K $2.71 %0.00 %as of Jul 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 812236.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
Energy Resilience Portfolio GLENMEDE FUND INC 808229.6K $1.54 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 764208.3K $0.05 %0.00 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 750218.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 748218.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 740215.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 732213.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 7211.7M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 715203.2K $1.09 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 707206.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 690201.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 676197.1K $0.29 %0.00 %as of Jun 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 665193.9K $0.19 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 660192.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 651189.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 645188.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Large Cap Value Plus ETF J.P. Morgan Exchange-Traded Fund Trust 645183.3K $0.73 %0.00 %as of Jul 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 642187.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 629183.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
NYLIM Candriam U.S. Large Cap Equity ETF NYLIM ETF Trust 629178.7K $0.05 %0.00 %as of Jul 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 623169.9K $0.02 %0.00 %as of May 29, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 616179.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 595169.1K $0.06 %0.00 %as of Jul 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 592172.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 588160.3K $0.02 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 573162.8K $0.03 %0.00 %as of Jul 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. 566165K $0.07 %0.00 %as of Jun 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 556162.1K $0.28 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 554161.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 552161K $0.03 %0.00 %as of Jun 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 536156.3K $0.12 %0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 529144.2K $0.01 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 513149.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 512149.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 5081.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 507147.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 502136.9K $0.02 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 488142.3K $0.01 %0.00 %as of Jun 30, 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 ↗

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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