Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionM&t Bank Corp
Latest Disclosed Ownership7,529 shares
Latest Disclosed Value $ 1,822,018
M&t Bank Corp reports 3.68% increase in ownership of ESS / Essex Property Trust, Inc.

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 7,529 shares of Essex Property Trust, Inc. (MX:ESS) valued at $1,822,018 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 7,262 shares of Essex Property Trust, Inc.. This represents a change in shares of 3.68% 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)
2026-05-12 2026-03-31 13F ESSEX PPTY TR COM 297178105 7,529 267 3.68 1,822 -4.05 0.0015
2026-01-30 2025-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 7,262 6,219 596.26 1,900 580.65 0.0061
2026-01-28 2025-12-31 13F ESSEX PPTY TR COM 297178105 93,117 92,074 1,071 0.0006
2025-11-14 2025-09-30 13F ESSEX PPTY TR COM 297178105 1,043 -6,039 -85.27 279 -86.10 0.0009
2025-08-13 2025-06-30 13F ESSEX PPTY TR COM 297178105 7,082 -160 -2.21 2,007 -9.59 0.0069
2025-04-30 2025-03-31 13F ESSEX PPTY TR COM 297178105 7,242 -450 -5.85 2,220 1.14 0.0081
2025-02-06 2024-12-31 13F ESSEX PPTY TR COM 297178105 7,692 -348 -4.33 2,196 -7.54 0.0074
2024-11-19 2024-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 8,040 21 0.26 2,375 8.80 0.0078
2024-11-15 2024-09-30 13F ESSEX PPTY TR COM 297178105 8,040 21 2,375 0.0014
2024-07-31 2024-06-30 13F ESSEX PPTY TR COM 297178105 8,019 149 1.89 2,183 13.29 0.0074
2024-05-07 2024-03-31 13F ESSEX PPTY TR COM 297178105 7,870 -185 -2.30 1,927 -3.56 0.0067
2024-02-06 2023-12-31 13F ESSEX PPTY TR COM 297178105 8,055 -321 -3.83 1,997 12.44 0.0073
2023-11-02 2023-09-30 13F ESSEX PPTY TR COM 297178105 8,376 -146 -1.71 1,776 -11.02 0.0071
2023-08-09 2023-06-30 13F ESSEX PPTY TR COM 297178105 8,522 81 0.96 1,996 13.09 0.0075
2023-05-11 2023-03-31 13F ESSEX PPTY TR COM 297178105 8,441 865 11.42 1,765 9.97 0.0068
2023-02-13 2022-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 7,576 -735 -8.84 1,606 -20.27 0.0065
2023-02-13 2022-12-31 13F ESSENTIAL UTILS COM 297178105 65,181 56,870 3,434 0.0138
2022-11-17 2022-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 8,311 91 1.11 2,013 -5.23 0.0089
2022-11-14 2022-09-30 13F ESSEX PPTY TR COM 297178105 8,311 91 1,989 0.0017
2022-08-05 2022-06-30 13F ESSEX PPTY TR COM 297178105 8,220 813 10.98 2,124 -17.03 0.0100
2022-05-09 2022-03-31 13F ESSEX PPTY TR COM 297178105 7,407 753 11.32 2,560 9.26 0.0113
2022-02-07 2021-12-31 13F ESSEX PPTY TR COM 297178105 6,654 1,252 23.18 2,343 35.67 0.0098
2021-10-28 2021-09-30 13F ESSEX PPTY TR COM 297178105 5,402 213 4.10 1,727 10.85 0.0078
2021-08-13 2021-06-30 13F ESSEX PPTY TR COM 297178105 5,189 864 19.98 1,558 32.60 0.0068
2021-05-06 2021-03-31 13F ESSEX PPTY TR COM 297178105 4,325 -1,180 -21.44 1,175 -10.10 0.0051
2021-02-12 2020-12-31 13F ESSEX PPTY TR COM 297178105 5,505 -1,266 -18.70 1,307 -3.83 0.0057
2020-11-06 2020-09-30 13F ESSEX PPTY TR COM 297178105 6,771 462 7.32 1,359 -6.08 0.0067
2020-07-29 2020-06-30 13F ESSEX PPTY TR COM 297178105 6,309 -493 -7.25 1,447 -3.47 0.0078
2020-05-14 2020-03-31 13F ESSEX PPTY TR COM 297178105 6,802 1,338 24.49 1,499 -8.82 0.0089
2020-02-07 2019-12-31 13F ESSEX PPTY TR COM 297178105 5,464 -63 -1.14 1,644 -8.92 0.0077
2019-11-12 2019-09-30 13F ESSEX PPTY TR COM 297178105 5,527 -662 -10.70 1,805 -0.06 0.0090
2019-08-12 2019-06-30 13F ESSEX PPTY TR COM 297178105 6,189 -23 -0.37 1,806 0.56 0.0094
2019-05-15 2019-03-31 13F ESSEX PPTY TR COM 297178105 6,212 -295 -4.53 1,796 12.53 0.0094
2019-02-01 2018-12-31 13F ESSEX PPTY TR COM 297178105 6,507 786 13.74 1,596 12.95 0.0092
2018-11-09 2018-09-30 13F ESSEX PPTY TR COM 297178105 5,721 -468 -7.56 1,413 -4.53 0.0071
2018-08-10 2018-06-30 13F ESSEX PPTY TR COM 297178105 6,189 308 5.24 1,480 4.67 0.0080
2018-05-04 2018-03-31 13F ESSEX PPTY TR COM 297178105 5,881 340 6.14 1,414 5.68 0.0076
2018-02-06 2017-12-31 13F ESSEX PPTY TR COM 297178105 5,541 -2 -0.04 1,338 -4.97 0.0070
2017-11-13 2017-09-30 13F ESSEX PPTY TR COM 297178105 5,543 10 0.18 1,408 -1.05 0.0076
2017-08-11 2017-06-30 13F ESSEX PPTY TR COM 297178105 5,533 -2,174 -28.21 1,423 -20.28 0.0084
2017-05-10 2017-03-31 13F ESSEX PPTY TR COM 297178105 7,707 -2,323 -23.16 1,785 -23.42 0.0108
2017-02-14 2016-12-31 13F ESSEX PPTY TR COM 297178105 10,030 -58 -0.57 2,331 3.74 0.0145
2016-11-04 2016-09-30 13F ESSEX PPTY TR COM 297178105 10,088 -434 -4.12 2,247 -6.37 0.0143
2016-08-04 2016-06-30 13F ESSEX PPTY TR COM 297178105 10,522 -2,540 -19.45 2,400 -21.44 0.0162
2016-05-11 2016-03-31 13F ESSEX PPTY TR COM 297178105 13,062 -1,652 -11.23 3,055 -13.23 0.0207
2016-02-12 2015-12-31 13F ESSEX PPTY TR COM 297178105 14,714 -1,169 -7.36 3,521 -0.79 0.0234
2015-11-13 2015-09-30 13F ESSEX PPTY TR COM 297178105 15,883 1,287 8.82 3,549 14.41 0.0242
2015-08-14 2015-06-30 13F ESSEX PPTY TR COM 297178105 14,596 930 6.81 3,102 -1.27 0.0187
2015-05-14 2015-03-31 13F ESSEX PPTY TR COM 297178105 13,666 52 0.38 3,142 11.70 0.0196
2015-02-12 2014-12-31 13F ESSEX PPTY TR COM 297178105 13,614 43 0.32 2,813 15.95 0.0176
2014-11-14 2014-09-30 13F ESSEX PPTY TR COM 297178105 13,571 13,571 2,426 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.