Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership32,312 shares
Latest Disclosed Value $ 7,819,504
Franklin Resources Inc reports 30.14% increase in ownership of ESS / Essex Property Trust, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 32,312 shares of Essex Property Trust, Inc. (MX:ESS) valued at $7,819,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 24,829 shares of Essex Property Trust, Inc.. This represents a change in shares of 30.14% 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 32,312 7,483 30.14 7,820 20.35 0.0003
2026-02-11 2025-12-31 13F ESSEX PPTY TR COM 297178105 24,829 97 0.39 6,497 -1.84 0.0016
2025-11-13 2025-09-30 13F ESSEX PPTY TR COM 297178105 24,732 -22,470 -47.60 6,620 -50.52 0.0017
2025-08-12 2025-06-30 13F ESSEX PPTY TR COM 297178105 47,202 -5,386 -10.24 13,377 -17.02 0.0035
2025-05-13 2025-03-31 13F ESSEX PPTY TR COM 297178105 52,588 -13,122 -19.97 16,122 -14.05 0.0046
2025-02-12 2024-12-31 13F ESSEX PPTY TR COM 297178105 65,710 17,510 36.33 18,756 33.56 0.0052
2024-11-27 2024-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 48,200 3,316 7.39 14,043 14.95 0.0039
2024-11-12 2024-09-30 13F ESSEX PPTY TR COM 297178105 48,200 3,316 14,043 0.0007
2024-08-14 2024-06-30 13F ESSEX PPTY TR COM 297178105 44,884 -19,708 -30.51 12,217 -22.74 0.0038
2024-05-13 2024-03-31 13F ESSEX PPTY TR COM 297178105 64,592 2,525 4.07 15,813 2.76 0.0050
2024-02-09 2023-12-31 13F ESSEX PPTY TR COM 297178105 62,067 5,887 10.48 15,389 29.15 0.0072
2023-11-13 2023-09-30 13F ESSEX PPTY TR COM 297178105 56,180 -13,461 -19.33 11,915 -26.97 0.0061
2023-08-11 2023-06-30 13F ESSEX PPTY TR COM 297178105 69,641 61,142 719.40 16,317 818.18 0.0078
2023-05-12 2023-03-31 13F ESSEX PPTY TR COM 297178105 8,499 -438 -4.90 1,777 -6.13 0.0009
2023-02-10 2022-12-31 13F ESSEX PPTY TR COM 297178105 8,937 670 8.10 1,894 -5.44 0.0010
2022-11-14 2022-09-30 13F ESSEX PPTY TR COM 297178105 8,267 966 13.23 2,002 4.87 0.0011
2022-08-11 2022-06-30 13F ESSEX PPTY TR COM 297178105 7,301 -1,635 -18.30 1,909 -38.16 0.0009
2022-05-13 2022-03-31 13F ESSEX PPTY TR COM 297178105 8,936 -9,955 -52.70 3,087 -53.61 0.0012
2022-02-11 2021-12-31 13F ESSEX PPTY TR COM 297178105 18,891 -883 -4.47 6,654 5.25 0.0024
2021-11-12 2021-09-30 13F ESSEX PPTY TR COM 297178105 19,774 17,667 838.49 6,322 900.32 0.0024
2021-08-13 2021-06-30 13F ESSEX PPTY TR COM 297178105 2,107 -84 -3.83 632 6.04 0.0002
2021-05-13 2021-03-31 13F ESSEX PPTY TR COM 297178105 2,191 49 2.29 596 17.32 0.0002
2021-02-10 2020-12-31 13F ESSEX PPTY TR COM 297178105 2,142 18 0.85 508 18.97 0.0002
2020-11-12 2020-09-30 13F ESSEX PPTY TR COM 297178105 2,124 544 34.43 427 22.70 0.0002
2020-08-13 2020-06-30 13F ESSEX PPTY TR COM 297178105 1,580 1,580 348 0.0002
2020-03-11 2019-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 0 -12,532 -100.00 0 -100.00
2019-11-14 2019-09-30 13F ESSEX PPTY TR COM 297178105 12,532 -119 -0.94 4,094 10.86 0.0022
2019-08-14 2019-06-30 13F ESSEX PPTY TR COM 297178105 12,651 -9,639 -43.24 3,693 -42.72 0.0020
2019-05-15 2019-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 22,290 -7,853 -26.05 6,447 -12.78 0.0035
2019-05-14 2019-03-31 13F ESSEX PPTY TR COM 297178105 22,290 -7,853 6,447
2019-02-12 2018-12-31 13F ESSEX PPTY TR COM 297178105 30,143 -1,065 -3.41 7,392 -4.00 0.0045
2018-11-13 2018-09-30 13F ESSEX PPTY TR COM 297178105 31,208 -15,495 -33.18 7,700 -31.03 0.0038
2018-08-14 2018-06-30 13F ESSEX PPTY TR COM 297178105 46,703 4,282 10.09 11,165 9.35 0.0057
2018-05-10 2018-03-31 13F ESSEX PPTY TR COM 297178105 42,421 2,227 5.54 10,210 5.24 0.0052
2018-02-14 2017-12-31 13F ESSEX PPTY TR COM 297178105 40,194 -1,604 -3.84 9,702 -8.63 0.0047
2017-11-13 2017-09-30 13F ESSEX PPTY TR COM 297178105 41,798 -2,106 -4.80 10,618 -5.99 0.0052
2017-08-10 2017-06-30 13F ESSEX PPTY TR COM 297178105 43,904 5,691 14.89 11,295 27.67 0.0056
2017-05-12 2017-03-31 13F ESSEX PPTY TR COM 297178105 38,213 200 0.53 8,847 0.10 0.0045
2017-02-14 2016-12-31 13F ESSEX PPTY TR COM 297178105 38,013 -7,753 -16.94 8,838 -13.28 0.0046
2016-11-14 2016-09-30 13F ESSEX PPTY TR COM 297178105 45,766 100 0.22 10,192 -2.15 0.0053
2016-08-11 2016-06-30 13F ESSEX PPTY TR COM 297178105 45,666 -70,200 -60.59 10,416 -61.56 0.0056
2016-05-10 2016-03-31 13F ESSEX PPTY TR COM 297178105 115,866 -34,300 -22.84 27,096 -24.63 0.0144
2016-04-27 2015-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 150,166 -3,600 -2.34 35,951 4.65 0.0182
2016-02-12 2015-12-31 13F ESSEX PPTY TR COM 297178105 150,166 35,951
2015-11-10 2015-09-30 13F ESSEX PPTY TR COM 297178105 153,766 -3,800 -2.41 34,355 2.60 0.0170
2015-08-12 2015-06-30 13F ESSEX PPTY TR COM 297178105 157,566 -7,500 -4.54 33,483 -11.77 0.0152
2015-05-14 2015-03-31 13F ESSEX PPTY TR COM 297178105 165,066 17,200 11.63 37,949 24.22 0.0172
2015-02-10 2014-12-31 13F ESSEX PPTY TR COM 297178105 147,866 -1,100 -0.74 30,549 14.73 0.0139
2014-11-12 2014-09-30 13F ESSEX PPTY TR COM 297178105 148,966 200 0.13 26,628 -3.20 0.0121
2014-08-12 2014-06-30 13F ESSEX PPTY TR COM 297178105 148,766 43,759 41.67 27,508 54.05 0.0121
2014-05-13 2014-03-31 13F ESSEX PPTY TR COM 297178105 105,007 -3,600 -3.31 17,856 14.56 0.0084
2014-02-12 2013-12-31 13F ESSEX PPTY TR COM 297178105 108,607 -3,659 -3.26 15,586 -6.01 0.0076
2013-11-14 2013-09-30 13F ESSEX PPTY TR COM 297178105 112,266 -214 -0.19 16,582 -7.23 0.0088
2013-08-09 2013-06-30 13F ESSEX PPTY TR COM 297178105 112,480 112,480 17,875 0.0102
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.