ESSNYSEReal Estate Investment TrustsFiscal year ends December 31
ESSEX PROPERTY TRUST, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$266.65−2.78 (-1.03%)
Close on Oct 19, 2026
- Market cap
- $17.14B
- P/E (TTM)
- 41.5
- Dividend yield
- 3.86%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
65M of 64M shares
Institutional holders
629
74 new, 47 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $167.67K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,467,763 | 10.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 5,495,779 | 8.52% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 5,172,350 | 8.10% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Capital Management | 4,876,667 | 7.56% | 13G (passive) | Mar 31, 2026 |
| Cohen & Steers, Inc. | 4,853,655 | 7.53% | 13G (passive) amendment | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 3,321,818 | 5.20% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ESS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,430,141 | 11.56% | $2.17B | +174,651 | 0.03% |
| Vanguard Portfolio Management LLC | 5,490,501 | 8.54% | $1.60B | +2,454 | 0.07% |
| State Street Corp | 5,211,810 | 8.11% | $1.53B | −13,696 | 0.05% |
| Cohen & Steers, Inc. | 4,914,673 | 7.65% | $1.43M | +71,547 | 2.27% |
| Vanguard Capital Management LLC | 4,202,889 | 6.54% | $1.23B | +4,613 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 3,357,197 | 5.22% | $978.93K | +8,488 | 0.10% |
| Principal Financial Group Inc | 2,092,902 | 3.26% | $610.27M | +424,866 | 0.30% |
| Geode Capital Management, LLC | 1,953,203 | 3.04% | $567.54M | +28,747 | 0.03% |
| Norges Bank | 1,607,742 | 2.50% | $468.80M | New | 0.05% |
| Invesco Ltd. | 1,125,265 | 1.75% | $328.12M | +186,029 | 0.03% |
| Resolution Capital Ltd | 1,027,680 | 1.60% | $299.66M | +354,660 | 5.51% |
| Dimensional Fund Advisors LP | 1,000,799 | 1.56% | $291.83M | +4,989 | 0.05% |
| Charles Schwab Investment Management Inc | 939,663 | 1.46% | $274.00M | +52,162 | 0.04% |
| Legal & General Group Plc | 892,526 | 1.39% | $260.25M | −10,393 | 0.05% |
| Northern Trust Corp | 862,383 | 1.34% | $251.46M | +18,006 | 0.03% |
| Massachusetts Financial Services Co /Ma/ | 838,001 | 1.30% | $250.53M | −11,522 | 0.08% |
| JPMorgan Chase & Co | 830,044 | 1.29% | $245.64M | +286,076 | 0.01% |
| Daiwa Securities Group Inc. | 817,220 | 1.27% | $238.29M | −107,584 | 0.47% |
| Morgan Stanley | 791,652 | 1.23% | $230.84M | −49,050 | 0.01% |
| UBS Asset Management Americas Inc | 757,439 | 1.18% | $220.86M | +754,185 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 629 | 65M | 100.0% | 74 / 272 | 185 / 47 | 6M | 3M |
| Q1 2026 | 610 | 62M | 96.9% | 72 / 218 | 230 / 71 | 14M | 6M |
| Q4 2025 | 619 | 65M | 100.0% | 81 / 233 | 206 / 60 | 5M | 5M |
| Q3 2025 | 608 | 65M | 100.0% | 65 / 217 | 224 / 68 | 5M | 5M |
| Q2 2025 | 617 | 64M | 99.8% | 70 / 239 | 218 / 69 | 5M | 5M |
| Q1 2025 | 624 | 64M | 100.0% | 79 / 258 | 197 / 77 | 7M | 4M |
| Q4 2024 | 629 | 61M | 94.7% | 88 / 228 | 209 / 58 | 4M | 4M |
| Q3 2024 | 608 | 61M | 95.2% | 80 / 217 | 210 / 47 | 11M | 6M |
| Q2 2024 | 580 | 63M | 97.3% | 86 / 194 | 213 / 45 | 3M | 5M |
| Q1 2024 | 543 | 65M | 100.0% | 59 / 206 | 178 / 58 | 6M | 4M |
| Q4 2023 | 547 | 63M | 98.8% | 79 / 176 | 216 / 50 | 6M | 3M |
| Q3 2023 | 524 | 61M | 94.9% | 49 / 172 | 211 / 50 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ESS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 2,452,748 | 3.82% | $696.92M | 0.95% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,039,542 | 3.17% | $594.71M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,666,074 | 2.59% | $485.81M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,473,625 | 2.29% | $429.69M | 0.23% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 933,595 | 1.45% | $272.23M | 0.40% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 883,486 | 1.37% | $257.62M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 824,669 | 1.28% | $224.84M | 0.03% | May 31, 2026 |
| Cohen & Steers Institutional Realty Shares | 784,241 | 1.22% | $228.68M | 2.56% | Jun 30, 2026 |
| Real Estate Securities Fund | 743,491 | 1.16% | $211.26M | 3.01% | Jul 31, 2026 |
| Cohen & Steers Real Estate Securities Fund | 728,807 | 1.13% | $212.51M | 2.22% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 714,786 | 1.11% | $208.42M | 2.55% | Jun 30, 2026 |
| T. Rowe Price Value Fund, Inc. | 660,526 | 1.03% | $192.60M | 0.57% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 655,185 | 1.02% | $186.16M | 0.19% | Jul 31, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 640,800 | 1.00% | $174.71M | 1.58% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 633,438 | 0.99% | $184.70M | 0.86% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brennan McGreevy | GVP and CAO | 715 | 0.00% | Feb 20, 2026 |
| Angela L. Kleiman | President and CEO | 21,972 | 0.03% | Feb 20, 2026 |
| Barbara Pak | Executive Vice President & CFO | 12,239 | 0.02% | Feb 20, 2026 |
| Anne Morrison | EVP, CAO & General Counsel | 6,880 | 0.01% | Feb 20, 2026 |
| Rylan Burns | EVP & Chief Investment Officer | 2,232 | 0.00% | Feb 20, 2026 |
| Mary Kasaris | Director | 2,844 | 0.00% | May 29, 2026 |
| George M. Marcus | Director | 382,042 | 0.59% | May 14, 2026 |
| Maria R. Hawthorne | Director | 3,711 | 0.01% | May 14, 2026 |
| Anne B. Gust | Director | 1,830 | 0.00% | May 14, 2026 |
| Irving F. Lyons Iii | Director | 10,394 | 0.02% | May 14, 2026 |
| Keith R. Guericke | Director | 17,357 | 0.03% | May 14, 2026 |
| John V. Arabia | Director | 4,324 | 0.01% | May 14, 2026 |
| Amal M. Johnson | Director | 4,324 | 0.01% | May 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mary Kasaris Director | May 27, 2026 | Sale | −600 | $279.45 | $167.67K | 2,394 |
| Irving F. Lyons Iii Director | May 12, 2026 | Award | +633 | – | – | 9,809 |
| George M. Marcus Director | May 12, 2026 | Award | +1,117 | – | – | 223,042 |
| John V. Arabia Director | May 12, 2026 | Award | +633 | – | – | 1,824 |
| Keith R. Guericke Director | May 12, 2026 | Award | +633 | – | – | 17,357 |
| Mary Kasaris Director | May 12, 2026 | Award | +633 | – | – | 2,994 |
| Amal M. Johnson Director | May 12, 2026 | Award | +633 | – | – | 3,824 |
| Maria R. Hawthorne Director | May 12, 2026 | Award | +633 | – | – | 3,711 |
| Anne B. Gust Director | May 12, 2026 | Award | +633 | – | – | 1,830 |
| Anne Morrison EVP, CAO & General Counsel | Feb 18, 2026 | Tax withholding | −89 | $256.18 | $22.80K | 6,880 |
| Rylan Burns EVP & Chief Investment Officer | Feb 18, 2026 | Tax withholding | −121 | $256.18 | $31.00K | 2,232 |
| Barbara Pak Executive Vice President & CFO | Feb 18, 2026 | Tax withholding | −206 | $256.18 | $52.77K | 12,239 |
| Angela L. Kleiman President and CEO | Feb 18, 2026 | Tax withholding | −481 | $256.18 | $123.22K | 21,972 |
| Brennan McGreevy GVP and CAO | Feb 18, 2026 | Tax withholding | −24 | $256.18 | $6.15K | 715 |
| Brennan McGreevy GVP and CAO | Feb 6, 2026 | Tax withholding | −60 | $258.06 | $15.48K | 739 |
| Anne Morrison EVP, CAO & General Counsel | Feb 6, 2026 | Tax withholding | −81 | $258.06 | $20.90K | 6,969 |
| Angela L. Kleiman President and CEO | Feb 6, 2026 | Tax withholding | −473 | $258.06 | $122.06K | 22,453 |
| Barbara Pak Executive Vice President & CFO | Feb 6, 2026 | Tax withholding | −215 | $258.06 | $55.48K | 12,445 |
| Rylan Burns EVP & Chief Investment Officer | Feb 6, 2026 | Tax withholding | −80 | $258.06 | $20.64K | 2,353 |
| Angela L. Kleiman President and CEO | Dec 29, 2025 | Gift | −2,534 | – | – | 22,926 |
| Anne Morrison EVP, CAO & General Counsel | Dec 12, 2025 | Tax withholding | −3,780 | $257.62 | $973.80K | 7,050 |
| Anne Morrison EVP, CAO & General Counsel | Dec 12, 2025 | Award | +7,441 | – | – | 10,830 |
| Angela L. Kleiman President and CEO | Dec 12, 2025 | Award | +23,974 | – | – | 37,636 |
| Angela L. Kleiman President and CEO | Dec 12, 2025 | Tax withholding | −12,176 | $257.62 | $3.14M | 25,460 |
| Barbara Pak Executive Vice President & CFO | Dec 12, 2025 | Tax withholding | −4,138 | $257.62 | $1.07M | 12,660 |
| Barbara Pak Executive Vice President & CFO | Dec 12, 2025 | Award | +8,144 | – | – | 16,798 |
| Rylan Burns EVP & Chief Investment Officer | Dec 9, 2025 | Tax withholding | −178 | $252.20 | $44.89K | 2,433 |
| Brennan McGreevy GVP and CAO | Dec 9, 2025 | Tax withholding | −28 | $252.20 | $7.06K | 799 |
| George M. Marcus Director | May 28, 2025 | Option exercise | +13,418 | $216.31 | $2.90M | 221,925 |
| Irving F. Lyons Iii Director | May 22, 2025 | Other | −585 | – | – | 9,176 |
| Irving F. Lyons Iii Director | May 22, 2025 | Other | +585 | – | – | 585 |
| Keith R. Guericke Director | May 13, 2025 | Award | +606 | – | – | 16,724 |
| John V. Arabia Director | May 13, 2025 | Award | +606 | – | – | 1,191 |
| Irving F. Lyons Iii Director | May 13, 2025 | Award | +606 | – | – | 9,761 |
| Maria R. Hawthorne Director | May 13, 2025 | Award | +606 | – | – | 3,078 |
| Mary Kasaris Director | May 13, 2025 | Award | +606 | – | – | 2,361 |
| Anne B. Gust Director | May 13, 2025 | Award | +606 | – | – | 1,191 |
| Amal M. Johnson Director | May 13, 2025 | Award | +606 | – | – | 3,191 |
| George M. Marcus Director | May 13, 2025 | Award | +1,069 | – | – | 208,507 |
| Mary Kasaris Director | Mar 11, 2025 | Sale | −2,800 | $300.80 | $842.24K | 1,755 |
| Mary Kasaris Director | Mar 11, 2025 | Option exercise | +2,800 | $216.31 | $605.67K | 4,555 |
| Angela L. Kleiman President and CEO | Mar 4, 2025 | Sale(10b5-1 plan) | −400 | $315.12 | $126.05K | 13,662 |
| Angela L. Kleiman President and CEO | Mar 4, 2025 | Option exercise | +400 | $214.79 | $85.92K | 14,062 |
| Keith R. Guericke Director | Mar 3, 2025 | Sale | −7,298 | $315.00 | $2.30M | 16,118 |
| Keith R. Guericke Director | Mar 3, 2025 | Option exercise | +7,298 | $216.31 | $1.58M | 23,416 |
| Angela L. Kleiman President and CEO | Mar 3, 2025 | Sale(10b5-1 plan) | −4,929 | $314.99 | $1.55M | 13,662 |
| Angela L. Kleiman President and CEO | Mar 3, 2025 | Option exercise | +4,929 | $214.79 | $1.06M | 18,591 |
| Anne Morrison EVP, CAO & General Counsel | Mar 3, 2025 | Sale(10b5-1 plan) | −2,571 | $314.79 | $809.33K | 3,389 |
| Anne Morrison EVP, CAO & General Counsel | Mar 3, 2025 | Option exercise | +2,571 | $214.79 | $552.23K | 5,960 |
| Barbara Pak Executive Vice President & CFO | Mar 3, 2025 | Sale(10b5-1 plan) | −6,318 | $314.79 | $1.99M | 8,654 |
| Barbara Pak Executive Vice President & CFO | Mar 3, 2025 | Option exercise | +6,318 | $214.79 | $1.36M | 14,972 |
| Brennan McGreevy GVP and CAO | Feb 18, 2025 | Award | +171 | – | – | 827 |
| Rylan Burns EVP & Chief Investment Officer | Feb 18, 2025 | Award | +645 | – | – | 2,611 |
| Barbara Pak Executive Vice President & CFO | Feb 18, 2025 | Award | +1,213 | – | – | 8,654 |
| Anne Morrison EVP, CAO & General Counsel | Feb 18, 2025 | Award | +645 | – | – | 3,389 |
| Angela L. Kleiman President and CEO | Feb 18, 2025 | Award | +2,838 | – | – | 13,662 |
| Brennan McGreevy GVP and CAO | Feb 7, 2025 | Tax withholding | −60 | $292.14 | $17.53K | 656 |
| Anne Morrison EVP, CAO & General Counsel | Feb 7, 2025 | Tax withholding | −81 | $292.14 | $23.66K | 2,744 |
| Rylan Burns EVP & Chief Investment Officer | Feb 7, 2025 | Tax withholding | −80 | $292.14 | $23.37K | 1,966 |
| Barbara Pak Executive Vice President & CFO | Feb 7, 2025 | Tax withholding | −212 | $292.14 | $61.93K | 7,441 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mary Kasaris Director | May 27, 2026 | 600 | $167.67K | May 27, 2026 | Restricted Stock Vesting |
| Mary Kasaris Director | Mar 11, 2025 | 2,800 | $842.24K | Mar 11, 2025 | Options Granted - 05/09/2023 |
| Angela L. Kleiman Officer, Director | Mar 4, 2025 | 400 | $126.05K | Mar 4, 2025 | Option Granted 12/09/2022 |
| Barbara Pak Officer | Mar 3, 2025 | 6,318 | $1.99M | Mar 3, 2025 | Option Granted 12/09/2022 |
| Keith R. Guericke Director | Mar 3, 2025 | 7,298 | $2.30M | Mar 3, 2025 | Option Granted 05/09/2023 |
| Angela L. Kleiman Officer, Director | Mar 3, 2025 | 4,929 | $1.55M | Mar 3, 2025 | Option Granted 12/09/2022 |
| Anne Morrison Officer | Mar 3, 2025 | 2,571 | $809.33K | Mar 3, 2025 | Option Granted - 12/09/2022 |
| Amal M. Johnson Director | Sep 17, 2024 | 7,298 | $2.31M | Sep 17, 2024 | Options Granted 05/09/2023 |
| Anne Morrison Officer | Sep 16, 2024 | 2,571 | $809.33K | Sep 16, 2024 | Option Granted - 12/09/2022 |
| Angela L. Kleiman Officer, Director | Sep 16, 2024 | 8,080 | $2.55M | Sep 16, 2024 | Option Granted - 12/09/2022 |
| Amal M. Johnson Director | Aug 30, 2024 | 2,453 | $735.90K | Aug 30, 2024 | Option Granted 02/20/2018 |
| Byron A. Scordelis Former Director | Jul 18, 2024 | 717 | $204.35K | Jul 18, 2024 | Restricted Stock Vesting |
| Angela L. Kleiman Officer, Director | Jun 21, 2024 | 993 | $276.14K | Jun 21, 2024 | Restricted Stock Vesting |
| R. Guericke Ttee Keith R. Guericke Living Trust U/Dec Dtd 03/03/2017 Keith Director | Jun 14, 2024 | 10,000 | $2.75M | Jun 14, 2024 | Exercise of options under a registered plan |
| Thomas E. Robinson Director | Mar 11, 2024 | 2,781 | $678.35K | Mar 11, 2024 | Option Granted 04/28/2014 |