Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership995,810 shares
Latest Disclosed Value $ 240,989,183
Dimensional Fund Advisors Lp reports 6.09% increase in ownership of ESS / Essex Property Trust, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 995,810 shares of Essex Property Trust, Inc. (MX:ESS) valued at $240,989,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 938,637 shares of Essex Property Trust, Inc.. This represents a change in shares of 6.09% 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)
2026-05-07 2026-03-31 13F ESSEX PPTY TR COM 297178105 995,810 57,173 6.09 240,989 -1.89 0.0108
2026-02-12 2025-12-31 13F ESSEX PPTY TR COM 297178105 938,637 9,450 1.02 245,627 -1.24 0.0515
2025-11-12 2025-09-30 13F ESSEX PPTY TR COM 297178105 929,187 5,483 0.59 248,703 -5.00 0.0534
2025-08-12 2025-06-30 13F ESSEX PPTY TR COM 297178105 923,704 -14,520 -1.55 261,784 -8.99 0.0606
2025-05-13 2025-03-31 13F ESSEX PPTY TR COM 297178105 938,224 -18,814 -1.97 287,629 5.29 0.0715
2025-02-13 2024-12-31 13F ESSEX PPTY TR COM 297178105 957,038 18,778 2.00 273,173 -1.45 0.0656
2024-11-07 2024-09-30 13F ESSEX PPTY TR COM 297178105 938,260 -3,241 -0.34 277,179 8.15 0.0672
2024-08-09 2024-06-30 13F ESSEX PPTY TR COM 297178105 941,501 12,822 1.38 256,280 12.72 0.0669
2024-05-10 2024-03-31 13F ESSEX PPTY TR COM 297178105 928,679 -9,103 -0.97 227,350 -2.22 0.0616
2024-02-07 2023-12-31 13F ESSEX PPTY TR COM 297178105 937,782 2,014 0.22 232,521 17.16 0.0679
2023-11-09 2023-09-30 13F ESSEX PPTY TR COM 297178105 935,768 11,258 1.22 198,467 -8.38 0.0651
2023-08-09 2023-06-30 13F ESSEX PPTY TR COM 297178105 924,510 8,933 0.98 216,612 13.13 0.0690
2023-05-12 2023-03-31 13F ESSEX PPTY TR COM 297178105 915,577 16,941 1.89 191,478 100,677.37 0.0645
2023-02-09 2022-12-31 13F ESSEX PPTY TR COM 297178105 898,636 -45,266 -4.80 190 -99.92 0.0563
2022-11-10 2022-09-30 13F ESSEX PPTY TR COM 297178105 943,902 -40,981 -4.16 228,638 -11.23 0.0878
2022-08-12 2022-06-30 13F ESSEX PPTY TR COM 297178105 984,883 -13,491 -1.35 257,555 -25.33 0.0924
2022-05-13 2022-03-31 13F ESSEX PPTY TR COM 297178105 998,374 -17,943 -1.77 344,923 -3.65 0.1063
2022-02-09 2021-12-31 13F ESSEX PPTY TR COM 297178105 1,016,317 -15,981 -1.55 357,977 8.45 0.1082
2021-11-12 2021-09-30 13F ESSEX PPTY TR COM 297178105 1,032,298 -8,841 -0.85 330,075 5.67 0.1063
2021-08-12 2021-06-30 13F ESSEX PPTY TR COM 297178105 1,041,139 -6,837 -0.65 312,355 9.64 0.0989
2021-05-14 2021-03-31 13F ESSEX PPTY TR COM 297178105 1,047,976 -25,190 -2.35 284,892 11.81 0.0942
2021-03-08 2020-12-31 13F/A-2 ESSEX PPTY TR COM 297178105 1,073,166 12,119 1.14 254,793 19.60 0.0920
2021-02-11 2020-12-31 13F ESSEX PPTY TR COM 297178105 1,073,166 12,119 254,793 92,017.6886
2020-11-12 2020-09-30 13F ESSEX PPTY TR COM 297178105 1,061,047 71,441 7.22 213,044 -6.06 0.0903
2020-08-13 2020-06-30 13F ESSEX PPTY TR COM 297178105 989,606 536 0.05 226,782 4.10 0.0997
2020-05-14 2020-03-31 13F ESSEX PPTY TR COM 297178105 989,070 -9,977 -1.00 217,843 -27.52 0.1135
2020-02-14 2019-12-31 13F ESSEX PPTY TR COM 297178105 999,047 -834 -0.08 300,571 -7.97 0.1095
2019-11-12 2019-09-30 13F ESSEX PPTY TR COM 297178105 999,881 89 0.01 326,611 11.91 0.1269
2019-08-13 2019-06-30 13F ESSEX PPTY TR COM 297178105 999,792 -1,354 -0.14 291,863 0.79 0.1133
2019-08-12 2019-03-31 13F/A-2 ESSEX PPTY TR COM 297178105 1,001,146 3,124 0.31 289,574 18.33 0.1153
2019-05-10 2019-03-31 13F ESSEX PPTY TR COM 297178105 1,001,146 3,124 289,574
2019-02-26 2018-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 998,022 -4,509 -0.45 244,727 -1.05 0.1109
2019-02-13 2018-12-31 13F ESSEX PPTY TR COM 297178105 998,022 -4,509 244,727
2018-11-13 2018-09-30 13F ESSEX PPTY TR COM 297178105 1,002,531 -2,851 -0.28 247,325 2.90 0.0941
2018-08-10 2018-06-30 13F ESSEX PPTY TR COM 297178105 1,005,382 16,077 1.63 240,351 0.94 0.0958
2018-05-11 2018-03-31 13F ESSEX PPTY TR COM 297178105 989,305 26,141 2.71 238,104 2.42 0.0992
2018-02-12 2017-12-31 13F ESSEX PPTY TR COM 297178105 963,164 23,086 2.46 232,479 -2.65 0.0964
2017-11-13 2017-09-30 13F ESSEX PPTY TR COM 297178105 940,078 18,322 1.99 238,806 0.70 0.1044
2017-08-11 2017-06-30 13F ESSEX PPTY TR COM 297178105 921,756 26,095 2.91 237,146 14.36 0.1095
2017-05-12 2017-03-31 13F ESSEX PPTY TR COM 297178105 895,661 11,289 1.28 207,374 0.86 0.0991
2017-02-09 2016-12-31 13F ESSEX PPTY TR COM 297178105 884,372 6,428 0.73 205,612 5.16 0.1027
2016-11-10 2016-09-30 13F ESSEX PPTY TR COM 297178105 877,944 8,478 0.98 195,523 -1.41 0.1057
2016-08-09 2016-06-30 13F ESSEX PPTY TR COM 297178105 869,466 13,637 1.59 198,311 -0.91 0.1141
2016-05-13 2016-03-31 13F ESSEX PPTY TR COM 297178105 855,829 12,177 1.44 200,142 -0.91 0.1198
2016-02-10 2015-12-31 13F ESSEX PPTY TR COM 297178105 843,652 25,359 3.10 201,985 10.48 0.1259
2015-11-13 2015-09-30 13F ESSEX PPTY TR COM 297178105 818,293 10,318 1.28 182,818 6.48 0.1200
2015-08-14 2015-06-30 13F ESSEX PPTY TR COM 297178105 807,975 3,626 0.45 171,692 -7.16 0.1051
2015-05-14 2015-03-31 13F ESSEX PPTY TR COM 297178105 804,349 18,236 2.32 184,925 13.86 0.1168
2015-02-06 2014-12-31 13F ESSEX PPTY TR COM 297178105 786,113 3,384 0.43 162,417 16.08 0.1067
2014-11-13 2014-09-30 13F ESSEX PPTY TR COM 297178105 782,729 22,097 2.91 139,915 -0.52 0.0991
2014-08-08 2014-06-30 13F ESSEX PPTY TR COM 297178105 760,632 311,005 69.17 140,647 83.96 0.0978
2014-05-14 2014-03-31 13F ESSEX PPTY TR COM 297178105 449,627 21,805 5.10 76,457 24.53 0.0571
2014-02-12 2013-12-31 13F ESSEX PPTY TR COM 297178105 427,822 22,922 5.66 61,397 2.66 0.0478
2013-11-13 2013-09-30 13F ESSEX PPTY TR COM 297178105 404,900 18,749 4.86 59,805 -2.55 0.0518
2013-08-15 2013-06-30 13F ESSEX PPTY TR COM 297178105 386,151 386,151 61,369 0.0578
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.