Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership149,589 shares
Latest Disclosed Value $ 35,359,399
Ameriprise Financial Inc reports 83.02% decrease in ownership of ESS / Essex Property Trust, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 149,589 shares of Essex Property Trust, Inc. (MX:ESS) valued at $35,359,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 880,825 shares of Essex Property Trust, Inc.. This represents a change in shares of -83.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ESSEX PROPERTY TRUST COM 297178105 149,589 -731,236 -83.02 35,359 -84.74 0.0015
2026-02-17 2025-12-31 13F ESSEX PROPERTY TRUST COM 297178105 880,825 -1,185 -0.13 231,747 -0.82 0.0524
2025-11-14 2025-09-30 13F ESSEX PROPERTY TRUST COM 297178105 882,010 32,981 3.88 233,668 -2.02 0.0537
2025-08-14 2025-06-30 13F ESSEX PROPERTY TRUST COM 297178105 849,029 -5,577 -0.65 238,477 -8.70 0.0588
2025-05-14 2025-03-31 13F ESSEX PROPERTY TRUST COM 297178105 854,606 52,793 6.58 261,205 14.87 0.0705
2025-02-14 2024-12-31 13F ESSEX PROPERTY TRUST COM 297178105 801,813 24,936 3.21 227,398 -1.00 0.0583
2024-11-14 2024-09-30 13F ESSEX PROPERTY TRUST COM 297178105 776,877 -3,335 -0.43 229,688 7.78 0.0589
2024-08-14 2024-06-30 13F ESSEX PROPERTY TRUST COM 297178105 780,212 23,426 3.10 213,114 15.48 0.0577
2024-05-15 2024-03-31 13F ESSEX PROPERTY TRUST COM 297178105 756,786 6,734 0.90 184,546 -1.10 0.0508
2024-02-14 2023-12-31 13F ESSEX PROPERTY TRUST COM 297178105 750,052 -26,097 -3.36 186,605 13.62 0.0559
2023-11-14 2023-09-30 13F ESSEX PROPERTY TRUST COM 297178105 776,149 89,198 12.98 164,233 1.55 0.0539
2023-08-14 2023-06-30 13F ESSEX PROPERTY TRUST COM 297178105 686,951 7,910 1.16 161,726 14.25 0.0507
2023-05-22 2023-03-31 13F/A-1 ESSEX PROPERTY TRUST COM 297178105 679,041 138,926 25.72 141,548 24.42 0.0464
2023-05-15 2023-03-31 13F ESSENTIAL UTILITIES COM 297178105 679,041 138,926 141,548 0.0086
2023-02-14 2022-12-31 13F ESSEX PROPERTY TRUST COM 297178105 540,115 89,880 19.96 113,770 5.08 0.0390
2022-11-14 2022-09-30 13F ESSEX PROPERTY TRUST COM 297178105 450,235 393,701 696.40 108,271 631.31 0.0400
2022-08-15 2022-06-30 13F ESSEX PROPERTY TRUST COM 297178105 56,534 -32,460 -36.47 14,805 -49.37 0.0052
2022-05-16 2022-03-31 13F ESSEX PROPERTY TRUST COM 297178105 88,994 21,221 31.31 29,244 26.13 0.0086
2022-02-14 2021-12-31 13F ESSEX PROPERTY TRUST COM 297178105 67,773 8,995 15.30 23,186 23.24 0.0064
2021-11-15 2021-09-30 13F ESSEX PROPERTY TRUST COM 297178105 58,778 -11,406 -16.25 18,813 -10.75 0.0060
2021-08-16 2021-06-30 13F ESSEX PROPERTY TRUST COM 297178105 70,184 -9,791 -12.24 21,078 -3.13 0.0065
2021-05-17 2021-03-31 13F ESSEX PROPERTY TRUST COM 297178105 79,975 -24,929 -23.76 21,759 -12.70 0.0072
2021-02-12 2020-12-31 13F ESSEX PROPERTY TRUST COM 297178105 104,904 -11,565 -9.93 24,925 6.80 0.0088
2020-11-16 2020-09-30 13F ESSEX PROPERTY TRUST COM 297178105 116,469 9,974 9.37 23,338 -4.91 0.0095
2020-08-14 2020-06-30 13F ESSEX PROPERTY TRUST COM 297178105 106,495 12,072 12.79 24,543 17.90 0.0105
2020-05-15 2020-03-31 13F ESSEX PROPERTY TRUST COM 297178105 94,423 -72,907 -43.57 20,816 -58.67 0.0109
2020-02-14 2019-12-31 13F ESSEX PROPERTY TRUST COM 297178105 167,330 -7,269 -4.16 50,361 -11.73 0.0209
2019-11-14 2019-09-30 13F ESSEX PROPERTY TRUST COM 297178105 174,599 23,843 15.82 57,053 29.58 0.0256
2019-08-14 2019-06-30 13F ESSEX PROPERTY TRUST COM 297178105 150,756 -4,065 -2.63 44,030 -1.71 0.0197
2019-05-15 2019-03-31 13F ESSEX PROPERTY TRUST COM 297178105 154,821 -6,612 -4.10 44,796 13.10 0.0206
2019-02-14 2018-12-31 13F ESSEX PROPERTY TRUST COM 297178105 161,433 28,544 21.48 39,606 20.74 0.0198
2018-11-14 2018-09-30 13F ESSEX PPTY TR COM 297178105 132,889 -226,372 -63.01 32,803 -61.82 0.0115
2018-08-14 2018-06-30 13F ESSEX PROPERTY TRUST COM 297178105 359,261 27,759 8.37 85,910 7.65 0.0380
2018-05-14 2018-03-31 13F ESSEX PROPERTY TRUST COM 297178105 331,502 -17,314 -4.96 79,807 -5.23 0.0361
2018-02-12 2017-12-31 13F ESSEX PROPERTY TRUST COM 297178105 348,816 -11,872 -3.29 84,210 -8.11 0.0384
2017-11-07 2017-09-30 13F ESSEX PROPERTY TRUST COM 297178105 360,688 6,435 1.82 91,643 0.53 0.0436
2017-08-10 2017-06-30 13F ESSEX PROPERTY TRUST COM 297178105 354,253 5,471 1.57 91,160 12.87 0.0456
2017-05-05 2017-03-31 13F ESSEX PROPERTY TRUST COM 297178105 348,782 -2,698 -0.77 80,769 -1.18 0.0418
2017-02-03 2016-12-31 13F ESSEX PROPERTY TRUST COM 297178105 351,480 -8,669 -2.41 81,730 1.89 0.0446
2016-11-08 2016-09-30 13F ESSEX PROPERTY TRUST COM 297178105 360,149 16,856 4.91 80,217 2.43 0.0449
2016-08-08 2016-06-30 13F ESSEX PROPERTY TRUST COM 297178105 343,293 56,023 19.50 78,312 16.54 0.0459
2016-05-12 2016-03-31 13F ESSEX PROPERTY TRUST COM 297178105 287,270 2,167 0.76 67,200 -1.58 0.0401
2016-02-11 2015-12-31 13F ESSEX PROPERTY TRUST COM 297178105 285,103 -428 -0.15 68,281 7.09 0.0401
2015-11-12 2015-09-30 13F ESSEX PROPERTY TRUST COM 297178105 285,531 -850 -0.30 63,759 4.76 0.0395
2015-08-13 2015-06-30 13F ESSEX PROPERTY TRUST COM 297178105 286,381 47,385 19.83 60,864 10.75 0.0346
2015-05-14 2015-03-31 13F ESSEX PROPERTY TRUST COM 297178105 238,996 121,426 103.28 54,954 126.13 0.0315
2015-02-13 2014-12-31 13F ESSEX PROPERTY TRUST COM 297178105 117,570 -469 -0.40 24,302 15.11 0.0142
2014-11-14 2014-09-30 13F ESSEX PROPERTY TRUST COM 297178105 118,039 8,317 7.58 21,112 4.00 0.0127
2014-08-13 2014-06-30 13F ESSEX PROPERTY TRUST COM 297178105 109,722 -72,164 -39.68 20,300 -34.37 0.0120
2014-05-14 2014-03-31 13F ESSEX PROPERTY TRUST COM 297178105 181,886 14,994 8.98 30,929 29.10 0.0186
2014-02-14 2013-12-31 13F ESSEX PROPERTY TRUST COM 297178105 166,892 -35,498 -17.54 23,958 -19.87 0.0145
2013-11-14 2013-09-30 13F ESSEX PROPERTY TRUST COM 297178105 202,390 47,978 31.07 29,899 21.82 0.0196
2013-08-14 2013-06-30 13F ESSEX PROPERTY TRUST COM 297178105 154,412 154,412 24,543 0.0170
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.