Essex Property Trust, Inc.· ESS

🇺🇸 US · LargeSP500NYSE

Real Estate REIT - Residential Website

Price: $270.05
Day: -0.28%
Mkt Cap: $17.35B
52W Range: $238.46 – $303.35
Volume: 787.4K
Beta: 0.71

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 643 institutions hold; 349 added, 186 reduced

Blog

stockoscope.com

Essex Property Trust, Inc.

ESS|Real Estate|REIT - Residential

Current price: $270

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

N/A

insufficient history to compare

Seller breadth · Q2 2026

1 seller

vs 5.0 avg per quarter

Institutional net breadth · Q2 2026

+186

426 adding vs 240 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

7.4M

+2.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.5M

+0.0%

STATE STREET CORP

5.2M

-0.3%

COHEN & STEERS, INC.

4.9M

+1.5%

VANGUARD CAPITAL MANAGEMENT LLC

4.2M

+0.1%

PRICE T ROWE ASSOCIATES INC /MD/

3.4M

+0.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

105

183

119

105 buying183 unchanged119 selling

407 funds held ESS in Q2 2026, holding 28.5M shares between them, up 2.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.4M sh

NATIONWIDE MUTUAL FUNDS22.1K sh

Ivy Variable Insurance Portfolios3.5K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Mar 3

GUERICKE KEITH R

$2.3M

Sale · Mar 3

Pak Barbara

$2.0M

Sale · Mar 3

Kleiman Angela L.

$1.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore ESS on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ESS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+82

Fund Flow

10% weight

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ESS

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $167.7K (600 shares)

Limited history to compare against

Buying seen in 1 of 15 quarters

Net insider flow has improved over recent quarters

N/A

Selling pace

insufficient history to compare

0.36%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

in Q2 2026

Q4 2022

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, ESS

Top 7 highest-value insider trades from the last 8 quarters

GUERICKE KEITH R

Director

Sell

7,298 shares at $315.00

≈31.2% of their stake at the time

Mar 3, 2025$2.30M

Pak Barbara

CFO

Sell

6,318 shares at $314.79

≈42.2% of their stake at the time

Mar 3, 2025$1.99M

Kleiman Angela L.

CEO

Sell

4,929 shares at $314.99

≈26.5% of their stake at the time

Mar 3, 2025$1.55M

Kasaris Mary

Director

Sell

2,800 shares at $300.80

≈61.5% of their stake at the time

Mar 11, 2025$842.24K

Morrison Anne

General Counsel

Sell

2,571 shares at $314.79

≈43.1% of their stake at the time

Mar 3, 2025$809.33K

Kasaris Mary

Director

Sell

600 shares at $279.45

≈20.0% of their stake at the time

May 27, 2026$167.67K

Kleiman Angela L.

CEO

Sell

400 shares at $315.12

≈2.8% of their stake at the time

Mar 4, 2025$126.05K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ESS

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Moderate accumulation: 426 adding vs 240 reducing

Momentum improving from prior quarter

+186

Net breadth

426 adding vs 240 reducing

Accumulating

1.77

Add / reduce ratio

in Q2 2026

+23

New − closed

77 initiated, 54 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+426 growing-240 shrinkingNet: +186

349

186

New (77)

Increased (349)

Reduced (186)

Closed (54)

Top Institutional Holders, ESS

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

7.4M

$2.2B

Ownership

11.53%

+2.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.5M

$1.6B

Ownership

8.52%

+0.0%

STATE STREET CORP

5.2M

$1.5B

Ownership

8.09%

-0.3%

COHEN & STEERS, INC.

4.9M

$1.4B

Ownership

7.63%

+1.5%

VANGUARD CAPITAL MANAGEMENT LLC

4.2M

$1.2B

Ownership

6.52%

+0.1%

PRICE T ROWE ASSOCIATES INC /MD/

3.4M

$978.9M

Ownership

5.21%

+0.3%

PRINCIPAL FINANCIAL GROUP INC

2.1M

$610.3M

Ownership

3.25%

+25.5%

GEODE CAPITAL MANAGEMENT, LLC

2.0M

$567.5M

Ownership

3.03%

+1.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 407 ETFs and mutual funds reporting

105 buying119 sellingNet: -14

105

183

119

Buying (105)

Unchanged (183)

Selling (119)

In total, funds bought 1.3M shares and sold 568.3K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

407 ETFs and mutual funds reporting

105 buying vs 119 selling (balanced)

Top Fund Holders, ESS

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.4M

Weight

6.78%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

22.1K

Weight

0.00%

Jul 31, 2026Increased

Ivy Variable Insurance Portfolios

3.5K

Weight

0.02%

Jun 30, 2026No change

Brighthouse Funds Trust I

3.3K

Weight

0.00%

Jun 30, 2026Decreased

Morgan Stanley ETF Trust

3.2K

Weight

0.00%

Jun 30, 2026Increased

BNY MELLON STOCK INDEX FUND, INC.

3.1K

Weight

0.57%

Jun 30, 2026Decreased

SPIRIT OF AMERICA INVESTMENT FUND INC

3.0K

Weight

0.45%

Jun 30, 2026Decreased

Guggenheim Variable Funds Trust

2.8K

Weight

0.11%

Jun 30, 2026No change

Essex Property Trust, Inc.· ESS

Holdings Analysis

Insider Trading Activity

1.3Transaction History93Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings148Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History93Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings148Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights