← Every company
Funds Holding Essex Property Trust Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Essex Property Trust Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of ESS →Funds holding
162
as of 2026-07-31
Reported value
$2.3B
summed across funds
Fund families
69
named trusts
Largest conviction
3.65%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| YieldMax(R) Target 12(TM) Real Estate Option Income ETFTidal Trust II1.1K sh$319.1K | 3.65% |
| Real Estate FundAmerican Century Capital Portfolios, Inc.65.9K sh$18.7M | 3.55% |
| AEW Global Focused Real Estate FundNatixis Funds Trust IV4.2K sh$1.2M | 3.29% |
| Global Real Estate FundAmerican Century Capital Portfolios, Inc.94K sh$26.7M | 3.27% |
| Invesco S&P 500 Equal Weight Real Estate ETFInvesco Exchange-Traded Fund Trust11.4K sh$3.2M | 3.23% |
| Real Estate Securities FundPrincipal Funds, Inc743.5K sh$211.3M | 3.01% |
| BlackRock Real Estate Securities FundBlackRock Funds41.6K sh$11.8M | 2.67% |
| abrdn Real Estate Fundabrdn Funds3.3K sh$931.1K | 2.31% |
| Global Real Estate Securities FundPrincipal Funds, Inc137.6K sh$39.1M | 2.25% |
| iShares Select U.S. REIT ETFiShares Trust156.5K sh$44.5M | 2.11% |
| Global Real Estate Securities FundRUSSELL INVESTMENT CO28.1K sh$8M | 1.91% |
| PACE Global Real Estate Securities InvestmentsPACE SELECT ADVISORS TRUST3.6K sh$1M | 1.82% |
| Westwood Enhanced Income Opportunity ETFUltimus Managers Trust2K sh$580.5K | 1.64% |
| Vest S&P 500 Dividend Aristocrats Target Income FundWorld Funds Trust2.6K sh$747.6K | 1.54% |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETFFirst Trust Exchange-Traded Fund IV185.1K sh$52.6M | 1.49% |
| iShares Core U.S. REIT ETFiShares Trust239.8K sh$68.1M | 1.46% |
| NEUBERGER REAL ESTATE SECURITIES INCOME FUND INCNEUBERGER REAL ESTATE SECURITIES INCOME FUND INC10.4K sh$3M | 1.42% |
| DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC347.8K sh$98.8M | 1.39% |
| Dimensional US Real Estate ETFDimensional ETF Trust85.7K sh$24.4M | 1.37% |
| REAL ESTATE ULTRASECTOR PROFUNDProFunds161 sh$45.7K | 1.36% |
| Direxion Daily Real Estate Bull 3X SharesDirexion Shares ETF Trust2.1K sh$585.9K | 1.30% |
| Harbor Mid Cap Value ETFHarbor ETF Trust195 sh$55.4K | 1.18% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST61.2K sh$17.4M | 1.16% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds81.1K sh$23M | 1.16% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust8.7K sh$2.5M | 1.16% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust132.5K sh$37.6M | 1.16% |
| NYLIM CBRE Real Estate FundNYLIM FUNDS TRUST8.8K sh$2.5M | 1.13% |
| NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust274 sh$77.9K | 1.13% |
| The MidCap Value FundCOMMERCE FUNDS1.6K sh$457.5K | 1.13% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS430.5K sh$122.3M | 1.12% |
| Knights of Columbus Real Estate FundADVISORS' INNER CIRCLE III6.7K sh$1.9M | 1.11% |
| Virtus Real Asset Income ETFETFis Series Trust I715 sh$203.2K | 1.09% |
| iShares Global REIT ETFiShares Trust175.3K sh$49.8M | 0.97% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS2.5M sh$696.9M | 0.95% |
| Dimensional Global Real Estate ETFDimensional ETF Trust122.2K sh$34.7M | 0.90% |
| iShares Environmentally Aware Real Estate ETFiShares Trust441 sh$125.3K | 0.88% |
| DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC241.4K sh$68.6M | 0.88% |
| iShares Developed Real Estate Index FundBlackRock Funds9.6K sh$2.7M | 0.87% |
| Invesco Zacks Mid-Cap ETFInvesco Exchange-Traded Fund Trust5.8K sh$1.6M | 0.86% |
| JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust645 sh$183.3K | 0.73% |
| Hypatia Women CEO ETFTwo Roads Shared Trust224 sh$63.6K | 0.64% |
| WESTWOOD INCOME OPPORTUNITY FUNDUltimus Managers Trust12.6K sh$3.6M | 0.60% |
| FlexShares US Quality Low Volatility Index FundFlexShares Trust3.1K sh$883.1K | 0.54% |
| Tax-Managed Real Assets FundRUSSELL INVESTMENT CO22.5K sh$6.4M | 0.44% |
| Permanent PortfolioPERMANENT PORTFOLIO FAMILY OF FUNDS100K sh$28.4M | 0.40% |
| Nomura Global Listed Real Assets FundDelaware Pooled Trust1.4K sh$386.1K | 0.39% |
| Wilmington Real Asset FundWilmington Funds5.4K sh$1.5M | 0.34% |
| Fidelity SAI Real Estate Income FundFidelity Securities Fund25.2K sh$7.2M | 0.33% |
| WESTWOOD MULTI-ASSET INCOME FUNDUltimus Managers Trust1.3K sh$371.9K | 0.32% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust5K sh$1.4M | 0.31% |
| Pacer WealthShield ETFPacer Funds Trust258 sh$73.3K | 0.30% |
| Fidelity Real Estate Income FundFidelity Securities Fund47K sh$13.4M | 0.30% |
| Eventide US Market ETFStrategy Shares1.8K sh$516.9K | 0.28% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust20.5K sh$5.8M | 0.27% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust4.4K sh$1.3M | 0.27% |
| iShares MSCI USA Size Factor ETFiShares Trust3K sh$843.9K | 0.20% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust655.2K sh$186.2M | 0.19% |
| Column Mid Cap Select FundTrust for Professional Managers18.7K sh$5.3M | 0.16% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO17.1K sh$4.9M | 0.16% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust5.1K sh$1.5M | 0.14% |
| Federated Hermes MDT Balanced FundFederated Hermes MDT Series1.6K sh$454.6K | 0.14% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust242.3K sh$68.9M | 0.13% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST12.9K sh$3.7M | 0.13% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust5.3K sh$1.5M | 0.13% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust108.4K sh$30.8M | 0.13% |
| iShares Russell Mid-Cap Index FundBlackRock Funds11.7K sh$3.3M | 0.13% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO1.3K sh$375.9K | 0.13% |
| iShares Morningstar Mid-Cap ETFiShares Trust7.1K sh$2M | 0.12% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST5.5K sh$1.6M | 0.12% |
| Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc2.9K sh$823.2K | 0.11% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust15.2K sh$4.3M | 0.11% |
| SA Franklin Systematic U.S. Large Cap Core PortfolioSUNAMERICA SERIES TRUST1.2K sh$335.6K | 0.10% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO2K sh$562.9K | 0.09% |
| T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.2.8K sh$782.8K | 0.09% |
| Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc2.4K sh$673.4K | 0.09% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST2.5K sh$703.2K | 0.09% |
| Column Mid Cap FundTrust for Professional Managers3.4K sh$957.5K | 0.09% |
| FlexShares STOXX US ESG Select Index FundFlexShares Trust390 sh$110.8K | 0.08% |
| iShares MSCI USA Value Factor ETFiShares Trust25.5K sh$7.2M | 0.08% |
| FlexShares STOXX Global ESG Select Index FundFlexShares Trust304 sh$86.4K | 0.08% |
| BlackRock Dynamic High Income PortfolioBlackRock Funds II3.8K sh$1.1M | 0.07% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.8K sh$519.7K | 0.07% |
| BlackRock Multi-Asset Income PortfolioBlackRock Funds II24K sh$6.8M | 0.07% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST1.5K sh$433.3K | 0.06% |
| Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc595 sh$169.1K | 0.06% |
| US Vegan Climate ETFETF Series Solutions377 sh$107.1K | 0.06% |
| LARGE-CAP VALUE PROFUNDProFunds11 sh$3.1K | 0.06% |
| NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust629 sh$178.7K | 0.05% |
| Pacer MSCI World Industry Advantage ETFPacer Funds Trust2 sh$568.3 | 0.05% |
| iShares Core Dividend ETFiShares Trust3K sh$865.2K | 0.05% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST2K sh$562K | 0.05% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust21.6K sh$6.1M | 0.05% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust25.3K sh$7.2M | 0.05% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds23.4K sh$6.7M | 0.05% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS3 sh$852.4 | 0.04% |
| JPMorgan Global Allocation FundJPMorgan Trust I2.8K sh$799K | 0.04% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust11.3K sh$3.2M | 0.03% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS9 sh$2.6K | 0.03% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS1.4K sh$404.3K | 0.03% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS54 sh$15.3K | 0.03% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS68 sh$19.3K | 0.03% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS3.4K sh$968.9K | 0.03% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST13.7K sh$3.9M | 0.03% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds4.7K sh$1.3M | 0.03% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST3.4K sh$957.8K | 0.03% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust5.6K sh$1.6M | 0.03% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust362 sh$102.9K | 0.03% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.2.7K sh$772.9K | 0.03% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust3.3K sh$932.3K | 0.03% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds13.7K sh$3.9M | 0.03% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III364 sh$103.4K | 0.03% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust18.8K sh$5.3M | 0.03% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST143.6K sh$40.8M | 0.03% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC14.2K sh$4M | 0.03% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc13.2K sh$3.8M | 0.03% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST2.1K sh$599.5K | 0.03% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust18.4K sh$5.2M | 0.03% |
| Victory 500 Index FundVictory Portfolios III14.9K sh$4.2M | 0.03% |
| iShares Morningstar Value ETFiShares Trust1.3K sh$363.7K | 0.03% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.1.3K sh$367.4K | 0.03% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust8.4K sh$2.4M | 0.03% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust269 sh$76.4K | 0.03% |
| iShares Morningstar U.S. Equity ETFiShares Trust1.2K sh$338.4K | 0.03% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust125 sh$35.5K | 0.03% |
| MFS Global Alternative Strategy FundMFS Series Trust XV191 sh$54.3K | 0.03% |
| Wilmington Large-Cap Strategy FundWilmington Funds573 sh$162.8K | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS20.5K sh$5.8M | 0.03% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust243 sh$69K | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust2.7K sh$766.6K | 0.03% |
| iShares Morningstar Growth ETFiShares Trust2.8K sh$800.7K | 0.03% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust1.5K sh$437.9K | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds53.8K sh$15.3M | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust35K sh$9.9M | 0.03% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust56 sh$15.9K | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST38.9K sh$11M | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds4.1K sh$1.2M | 0.02% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS3 sh$852.4 | 0.02% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS4 sh$1.1K | 0.02% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust446 sh$126.7K | 0.02% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC132 sh$37.5K | 0.02% |
| ULTRABULL PROFUNDProFunds138 sh$39.2K | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST303 sh$86.1K | 0.02% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust5K sh$1.4M | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.6K sh$460.3K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust180 sh$51.1K | 0.02% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust187 sh$53.1K | 0.02% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO192 sh$54.6K | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust70 sh$19.9K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust20.1K sh$5.7M | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS59.7K sh$17M | 0.02% |
| MidCap Value Fund IPrincipal Funds, Inc1.4K sh$402.9K | 0.02% |
| BULL PROFUNDProFunds30 sh$8.5K | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust9 sh$2.6K | 0.02% |
| Morningstar Alternatives FundMorningstar Funds Trust129 sh$36.7K | 0.01% |
| Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds281 sh$79.8K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust40 sh$11.4K | 0.01% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust157 sh$44.6K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds201 sh$57.1K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds242 sh$68.8K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds163 sh$46.3K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds85 sh$24.2K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds23 sh$6.5K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.