Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership14,104 shares
Latest Disclosed Value $ 3,412,935
HighTower Advisors, LLC reports 9.30% increase in ownership of ESS / Essex Property Trust, Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 14,104 shares of Essex Property Trust, Inc. (MX:ESS) valued at $3,412,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,904 shares of Essex Property Trust, Inc.. This represents a change in shares of 9.30% 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)
2026-05-05 2026-03-31 13F ESSEX PPTY TR COM 297178105 14,104 1,200 9.30 3,413 1.07 0.0036
2026-02-06 2025-12-31 13F ESSEX PPTY TR COM 297178105 12,904 -15 -0.12 3,377 -2.34 0.0037
2025-11-07 2025-09-30 13F ESSEX PPTY TR COM 297178105 12,919 49 0.38 3,458 -5.21 0.0039
2025-08-11 2025-06-30 13F ESSEX PPTY TR COM 297178105 12,870 -120 -0.92 3,647 -8.41 0.0046
2025-05-13 2025-03-31 13F ESSEX PPTY TR COM 297178105 12,990 34 0.26 3,982 7.68 0.0054
2025-02-07 2024-12-31 13F ESSEX PPTY TR COM 297178105 12,956 254 2.00 3,698 -1.18 0.0051
2024-11-14 2024-09-30 13F ESSEX PPTY TR COM 297178105 12,702 -769 -5.71 3,742 1.96 0.0053
2024-08-13 2024-06-30 13F ESSEX PPTY TR COM 297178105 13,471 -1,767 -11.60 3,670 -0.73 0.0057
2024-05-06 2024-03-31 13F ESSEX PPTY TR COM 297178105 15,238 -602 -3.80 3,697 -4.69 0.0060
2024-02-12 2023-12-31 13F ESSEX PPTY TR COM 297178105 15,840 2,566 19.33 3,879 38.14 0.0065
2023-11-08 2023-09-30 13F ESSEX PPTY TR COM 297178105 13,274 456 3.56 2,808 -5.90 0.0053
2023-08-14 2023-06-30 13F ESSEX PPTY TR COM 297178105 12,818 8,607 204.39 2,984 238.32 0.0059
2023-05-12 2023-03-31 13F ESSEX PPTY TR COM 297178105 4,211 316 8.11 882 7.43 0.0019
2023-02-09 2022-12-31 13F ESSEX PPTY TR COM 297178105 3,895 159 4.26 821 -7.86 0.0019
2022-11-09 2022-09-30 13F ESSEX PPTY TR COM 297178105 3,736 -306 -7.57 891 -15.62 0.0024
2022-08-10 2022-06-30 13F ESSEX PPTY TR COM 297178105 4,042 35 0.87 1,056 -23.31 0.0027
2022-05-12 2022-03-31 13F ESSEX PPTY TR COM 297178105 4,007 -3,498 -46.61 1,377 -47.84 0.0031
2022-02-10 2021-12-31 13F ESSEX PPTY TR COM 297178105 7,505 -2,049 -21.45 2,640 -13.64 0.0058
2021-11-12 2021-09-30 13F ESSEX PPTY TR COM 297178105 9,554 513 5.67 3,057 11.94 0.0082
2021-08-06 2021-06-30 13F ESSEX PPTY TR COM 297178105 9,041 802 9.73 2,731 22.03 0.0079
2021-05-10 2021-03-31 13F ESSEX PPTY TR COM 297178105 8,239 2,596 46.00 2,238 67.14 0.0071
2021-02-10 2020-12-31 13F ESSEX PPTY TR COM 297178105 5,643 2,442 76.29 1,339 115.27 0.0056
2020-11-13 2020-09-30 13F ESSEX PPTY TR COM 297178105 3,201 -1,661 -34.16 622 -42.99 0.0030
2020-08-10 2020-06-30 13F ESSEX PPTY TR COM 297178105 4,862 694 16.65 1,091 18.20 0.0060
2020-05-21 2020-03-31 13F ESSEX PPTY TR COM 297178105 4,168 244 6.22 923 -21.91 0.0060
2020-02-14 2019-12-31 13F ESSEX PPTY TR COM 297178105 3,924 -3,579 -47.70 1,182 -51.89 0.0070
2019-11-12 2019-09-30 13F ESSEX PPTY TR COM 297178105 7,503 1,429 23.53 2,457 38.27 0.0134
2019-08-13 2019-06-30 13F ESSEX PPTY TR COM 297178105 6,074 585 10.66 1,777 12.33 0.0106
2019-05-15 2019-03-31 13F ESSEX PPTY TR COM 297178105 5,489 1,446 35.77 1,582 60.28 0.0106
2019-02-14 2018-12-31 13F ESSEX PPTY TR COM 297178105 4,043 13 0.32 987 -0.20 0.0076
2018-11-09 2018-09-30 13F ESSEX PPTY TR COM 297178105 4,030 -56 -1.37 989 1.75 0.0071
2018-08-14 2018-06-30 13F ESSEX PPTY TR COM 297178105 4,086 -10,535 -72.05 972 -72.24 0.0076
2018-05-15 2018-03-31 13F ESSEX PPTY TR COM 297178105 14,621 687 4.93 3,501 4.82 0.0293
2018-02-14 2017-12-31 13F ESSEX PPTY TR COM 297178105 13,934 302 2.22 3,340 -4.46 0.0274
2017-11-14 2017-09-30 13F ESSEX PPTY TR COM 297178105 13,632 -4,197 -23.54 3,496 -24.05 0.0298
2017-09-22 2017-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 17,829 530 3.06 4,603 14.85 0.0412
2017-08-14 2017-06-30 13F ESSEX PPTY TR COM 297178105 17,829 530 4,603
2017-05-15 2017-03-31 13F ESSEX PPTY TR COM 297178105 17,299 6,713 63.41 4,008 62.73 0.0384
2017-02-10 2016-12-31 13F ESSEX PPTY TR COM 297178105 10,586 492 4.87 2,463 9.42 0.0268
2016-11-14 2016-09-30 13F ESSEX PPTY TR COM 297178105 10,094 -190 -1.85 2,251 -4.25 0.0261
2016-08-11 2016-06-30 13F ESSEX PPTY TR COM 297178105 10,284 3,521 52.06 2,351 48.70 0.0297
2016-05-16 2016-03-31 13F ESSEX PPTY TR COM 297178105 6,763 25 0.37 1,581 -1.92 0.0052
2016-05-18 2015-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 6,738 44 0.66 1,612 7.68 0.0191
2016-02-12 2015-12-31 13F ESSEX PPTY TR COM 297178105 6,738 1,612
2015-11-16 2015-09-30 13F ESSEX PPTY TR COM 297178105 6,694 3,769 128.85 1,497 140.68 0.0198
2015-08-11 2015-06-30 13F ESSEX PPTY TR COM 297178105 2,925 6 0.21 622 -7.30 0.0100
2015-05-15 2015-03-31 13F ESSEX PPTY TR COM 297178105 2,919 -349 -10.68 671 -0.59 0.0100
2015-02-17 2014-12-31 13F ESSEX PPTY TR COM 297178105 3,268 959 41.53 675 63.44 0.0103
2014-11-14 2014-09-30 13F ESSEX PPTY TR COM 297178105 2,309 -4,572 -66.44 413 -67.53 0.0070
2014-08-13 2014-06-30 13F ESSEX PPTY TR COM 297178105 6,881 5,524 407.07 1,272 450.65 0.0221
2014-05-15 2014-03-31 13F ESSEX PPTY TR COM 297178105 1,357 -185 -12.00 231 4.52 0.0045
2014-02-14 2013-12-31 13F ESSEX PPTY TR COM 297178105 1,542 1,542 -46.40 221 -51.64 0.0045
2013-11-15 2013-09-30 13F ESSEX PPTY TR COM 297178105 0 -2,877 -100.00 0 -100.00
2013-08-14 2013-06-30 13F ESSEX PPTY TR COM 297178105 2,877 2,877 457 0.0124
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.