Essex Property Trust, Inc. (ESS) shareholders
ESSNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 4/3047% above fair value
$273.32+1.52 (+0.56%)
Close on Nov 13, 2026Market cap $17.58BP/E 50.7Yield 3.76%
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. Joint filing with Cohen & Steers Capital Management, Inc. (7.43%) | 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 | 11.55% | $2.17B | +174,651 | 0.03% |
| Vanguard Portfolio Management LLC | 5,490,501 | 8.53% | $1.60B | +2,454 | 0.07% |
| State Street Corp | 5,211,810 | 8.10% | $1.53B | −13,696 | 0.05% |
| Cohen & Steers, Inc. | 4,914,673 | 7.64% | $1.43B | +71,547 | 2.27% |
| Vanguard Capital Management LLC | 4,202,889 | 6.53% | $1.23B | +4,613 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 3,357,197 | 5.22% | $978.93M | +8,488 | 0.10% |
| Principal Financial Group Inc | 2,092,902 | 3.25% | $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 | 96.8% | 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 | 99.7% | 70 / 239 | 218 / 69 | 5M | 5M |
| Q1 2025 | 624 | 64M | 100.0% | 79 / 258 | 197 / 77 | 7M | 4M |
| Q4 2024 | 629 | 61M | 94.6% | 88 / 228 | 209 / 58 | 4M | 4M |
| Q3 2024 | 608 | 61M | 95.1% | 80 / 217 | 210 / 47 | 11M | 6M |
| Q2 2024 | 580 | 63M | 97.2% | 86 / 194 | 213 / 45 | 3M | 5M |
| Q1 2024 | 543 | 65M | 100.0% | 59 / 206 | 178 / 58 | 6M | 4M |
| Q4 2023 | 547 | 63M | 98.7% | 79 / 176 | 216 / 50 | 6M | 3M |
| Q3 2023 | 524 | 61M | 94.8% | 49 / 172 | 211 / 50 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
610 funds held ESS in Q2 2026, 58% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ESS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 2,452,748 | 3.81% | $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 | 0.98% | $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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.56%
2M shares short
Days to cover
3.5
At 1M shares a day
Change since last report
-9.9%
From 3M shares
Short volume, 20 days
54.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Essex Property Trust's stock actually held short. Settlement fails (shares not delivered on time) peaked at 87,599 shares on Oct 1, 2026 over the last 90 days.
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 |
| Scordelis Byron A 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 |
| Keith R Guericke Ttee Keith R Guericke Living Trust U/Dec Dtd 03/03/2017 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 |
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