Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership149,247 shares
Latest Disclosed Value $ 36,117,854
First Trust Advisors Lp reports 1,204.95% increase in ownership of ESS / Essex Property Trust, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 149,247 shares of Essex Property Trust, Inc. (MX:ESS) valued at $36,117,854 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,437 shares of Essex Property Trust, Inc.. This represents a change in shares of 1,204.95% 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)
2026-05-13 2026-03-31 13F ESSEX PPTY TR COM 297178105 149,247 137,810 1,204.95 36,118 1,107.12 0.0257
2026-02-13 2025-12-31 13F ESSEX PPTY TR COM 297178105 11,437 696 6.48 2,993 4.07 0.0022
2025-11-12 2025-09-30 13F ESSEX PPTY TR COM 297178105 10,741 -22,873 -68.05 2,875 -69.82 0.0021
2025-08-13 2025-06-30 13F ESSEX PPTY TR COM 297178105 33,614 21,871 186.25 9,526 164.61 0.0077
2025-05-14 2025-03-31 13F ESSEX PPTY TR COM 297178105 11,743 -11,868 -50.26 3,600 -46.58 0.0032
2025-02-13 2024-12-31 13F ESSEX PPTY TR COM 297178105 23,611 -11,587 -32.92 6,740 -35.19 0.0059
2024-11-13 2024-09-30 13F ESSEX PPTY TR COM 297178105 35,198 27,430 353.12 10,398 391.86 0.0099
2024-08-13 2024-06-30 13F ESSEX PPTY TR COM 297178105 7,768 -12,163 -61.03 2,114 -56.67 0.0022
2024-05-13 2024-03-31 13F ESSEX PPTY TR COM 297178105 19,931 12,160 156.48 4,879 153.32 0.0050
2024-02-13 2023-12-31 13F ESSEX PPTY TR COM 297178105 7,771 -18,764 -70.71 1,927 -65.77 0.0021
2023-11-13 2023-09-30 13F ESSEX PPTY TR COM 297178105 26,535 15,823 147.71 5,628 124.27 0.0067
2023-08-14 2023-06-30 13F ESSEX PPTY TR COM 297178105 10,712 2,124 24.73 2,510 39.70 0.0029
2023-05-15 2023-03-31 13F ESSEX PPTY TR COM 297178105 8,588 -4,489 -34.33 1,796 -35.19 0.0021
2023-02-09 2022-12-31 13F ESSEX PPTY TR COM 297178105 13,077 2,037 18.45 2,772 3.63 0.0033
2022-11-14 2022-09-30 13F ESSEX PPTY TR COM 297178105 11,040 -17,607 -61.46 2,674 -64.30 0.0035
2022-08-12 2022-06-30 13F ESSEX PPTY TR COM 297178105 28,647 5,479 23.65 7,491 -6.41 0.0092
2022-05-13 2022-03-31 13F ESSEX PPTY TR COM 297178105 23,168 -8,489 -26.82 8,004 -28.22 0.0082
2022-02-08 2021-12-31 13F ESSEX PPTY TR COM 297178105 31,657 7,755 32.44 11,151 45.92 0.0108
2021-11-15 2021-09-30 13F ESSEX PPTY TR COM 297178105 23,902 -7,728 -24.43 7,642 -19.46 0.0082
2021-10-12 2021-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 31,630 21,254 204.84 9,489 236.37 0.0103
2021-08-16 2021-06-30 13F ESSEX PPTY TR COM 297178105 41,604 31,228 12,482 0.0129
2021-05-14 2021-03-31 13F ESSEX PPTY TR COM 297178105 10,376 -10,930 -51.30 2,821 -44.23 0.0034
2021-02-02 2020-12-31 13F ESSEX PPTY TR COM 297178105 21,306 -3,628 -14.55 5,058 1.04 0.0067
2020-11-05 2020-09-30 13F ESSEX PPTY TR COM 297178105 24,934 2,886 13.09 5,006 -0.93 0.0080
2020-07-22 2020-06-30 13F ESSEX PPTY TR COM 297178105 22,048 8,885 67.50 5,053 74.30 0.0088
2020-05-06 2020-03-31 13F ESSEX PPTY TR COM 297178105 13,163 -39,006 -74.77 2,899 -81.53 0.0066
2020-02-03 2019-12-31 13F ESSEX PPTY TR COM 297178105 52,169 30,007 135.40 15,696 116.83 0.0268
2019-11-04 2019-09-30 13F ESSEX PPTY TR COM 297178105 22,162 -11,746 -34.64 7,239 -26.87 0.0136
2019-07-30 2019-06-30 13F ESSEX PPTY TR COM 297178105 33,908 -5,403 -13.74 9,899 -12.94 0.0187
2019-06-19 2019-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 39,311 24,539 166.12 11,370 213.91 0.0226
2019-05-09 2019-03-31 13F ESSEX PPTY TR COM 297178105 39,311 24,539 11,370
2019-02-07 2018-12-31 13F ESSEX PPTY TR COM 297178105 14,772 2,442 19.81 3,622 19.07 0.0086
2018-10-25 2018-09-30 13F ESSEX PPTY TR COM 297178105 12,330 1,986 19.20 3,042 23.01 0.0057
2018-08-02 2018-06-30 13F ESSEX PPTY TR COM 297178105 10,344 -12,364 -54.45 2,473 -54.75 0.0051
2018-04-23 2018-03-31 13F ESSEX PPTY TR COM 297178105 22,708 7,061 45.13 5,465 44.69 0.0125
2018-02-08 2017-12-31 13F ESSEX PPTY TR COM 297178105 15,647 -14,017 -47.25 3,777 -49.88 0.0090
2017-10-24 2017-09-30 13F ESSEX PPTY TR COM 297178105 29,664 10,546 55.16 7,536 53.23 0.0194
2017-08-02 2017-06-30 13F ESSEX PPTY TR COM 297178105 19,118 -21,814 -53.29 4,918 -48.11 0.0131
2017-05-02 2017-03-31 13F ESSEX PPTY TR COM 297178105 40,932 18,173 79.85 9,477 79.12 0.0263
2017-02-06 2016-12-31 13F ESSEX PPTY TR COM 297178105 22,759 -10,898 -32.38 5,291 -29.41 0.0157
2016-11-01 2016-09-30 13F ESSEX PPTY TR COM 297178105 33,657 -23,006 -40.60 7,495 -42.01 0.0224
2016-08-04 2016-06-30 13F ESSEX PPTY TR COM 297178105 56,663 -23,673 -29.47 12,924 -31.21 0.0407
2016-05-10 2016-03-31 13F ESSEX PPTY TR COM 297178105 80,336 -16,358 -16.92 18,787 -18.85 0.0604
2016-05-04 2015-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 96,694 57,845 148.90 23,150 166.71 0.0601
2016-02-03 2015-12-31 13F ESSEX PPTY TR COM 297178105 96,694 23,150
2015-11-05 2015-09-30 13F ESSEX PPTY TR COM 297178105 38,849 -38,340 -49.67 8,680 -47.08 0.0251
2015-08-04 2015-06-30 13F ESSEX PPTY TR COM 297178105 77,189 -6,360 -7.61 16,403 -14.60 0.0426
2015-05-04 2015-03-31 13F ESSEX PPTY TR COM 297178105 83,549 29,816 55.49 19,208 73.03 0.0564
2015-02-13 2014-12-31 13F ESSEX PPTY TR COM 297178105 53,733 -150 -0.28 11,101 15.25 0.0374
2014-11-12 2014-09-30 13F ESSEX PPTY TR COM 297178105 53,883 14,028 35.20 9,632 30.69 0.0379
2014-08-11 2014-06-30 13F ESSEX PPTY TR COM 297178105 39,855 26,225 192.41 7,370 217.95 0.0306
2014-05-12 2014-03-31 13F ESSEX PPTY TR COM 297178105 13,630 -952 -6.53 2,318 10.75 0.0102
2014-08-08 2013-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 14,582 -4,480 -23.50 2,093 -25.65 0.0101
2014-02-13 2013-12-31 13F ESSEX PPTY TR COM 297178105 14,582 2,093
2013-11-12 2013-09-30 13F ESSEX PPTY TR COM 297178105 19,062 -9,383 -32.99 2,815 -37.72 0.0153
2013-08-12 2013-06-30 13F ESSEX PPTY TR COM 297178105 28,445 28,445 4,520 0.0294
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.