Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership86,517 shares
Latest Disclosed Value $ 20,937,034
Neuberger Berman Group LLC reports 20.09% increase in ownership of ESS / Essex Property Trust, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 86,517 shares of Essex Property Trust, Inc. (MX:ESS) valued at $20,937,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 72,046 shares of Essex Property Trust, Inc.. This represents a change in shares of 20.09% 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)
2026-05-14 2026-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 86,517 14,471 20.09 20,937 11.06 0.0081
2026-02-13 2025-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 72,046 67,299 1,417.72 18,853 1,384.41 0.0140
2025-11-12 2025-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 4,747 -1,086 -18.62 1,271 -23.17 0.0009
2025-08-25 2025-06-30 13F/A-1 ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 5,833 371 6.79 1,653 -1.25 0.0013
2025-08-13 2025-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 5,833 371 1,653 0.0007
2025-05-13 2025-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 5,462 -1 -0.02 1,675 7.38 0.0014
2025-02-13 2024-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 5,463 -1,429 -20.73 1,559 -23.39 0.0012
2024-11-14 2024-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 6,892 -336 -4.65 2,036 3.46 0.0016
2024-11-14 2024-06-30 13F/A-1 ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 7,228 -3,378 -31.85 1,967 -24.23 0.0016
2024-08-13 2024-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 7,228 -3,378 1,967 0.0016
2024-11-14 2024-03-31 13F/A-1 ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 10,606 -178,901 -94.40 2,596 -94.47 0.0021
2024-05-13 2024-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 10,606 -178,901 2,596 0.0021
2024-11-14 2023-12-31 13F/A-2 ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 189,507 -45,424 -19.34 46,986 -5.70 0.0410
2024-02-09 2023-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 189,507 -45,424 46,986 0.0410
2023-11-14 2023-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 234,931 4,700 2.04 49,827 -7.63 0.0454
2023-08-11 2023-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 230,231 -15,809 -6.43 53,940 4.86 0.0482
2023-05-12 2023-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 246,040 -10,394 -4.05 51,440 -5.34 0.0477
2023-02-13 2022-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 256,434 -23,672 -8.45 54,344 -19.89 0.0533
2022-11-15 2022-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 280,106 38,685 16.02 67,836 7.44 0.0708
2022-08-15 2022-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 241,421 -36,755 -13.21 63,137 -34.31 0.0635
2022-05-23 2022-03-31 13F/A-1 ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 278,176 10,717 4.01 96,112 2.12 0.0814
2022-05-13 2022-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 278,176 10,717 96,011 0.0428
2022-02-11 2021-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 267,459 55,572 26.23 94,120 39.06 0.0738
2021-11-12 2021-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 211,887 16,854 8.64 67,685 15.79 0.0592
2021-08-13 2021-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 195,033 27,978 16.75 58,454 28.78 0.0510
2021-05-13 2021-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 167,055 -275 -0.16 45,390 14.28 0.0434
2021-02-10 2020-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 167,330 20,472 13.94 39,719 34.70 0.0412
2020-11-12 2020-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 146,858 23,222 18.78 29,487 4.08 0.0350
2020-08-13 2020-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 123,636 -1,302 -1.04 28,332 2.96 0.0352
2020-05-14 2020-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 124,938 8,009 6.85 27,517 -21.78 0.0419
2020-02-12 2019-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 116,929 -38,157 -24.60 35,179 -30.56 0.0411
2019-11-13 2019-09-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 155,086 44,149 39.80 50,658 56.42 0.0619
2019-08-13 2019-06-30 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 110,937 -624 -0.56 32,386 0.37 0.0387
2019-05-13 2019-03-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 111,561 -6,424 -5.44 32,268 11.53 0.0395
2019-02-12 2018-12-31 13F ESSEX PROPERTY TRUST REIT INC REIT COMMON 297178105 117,985 36,460 44.72 28,931 43.84 0.0403
2018-11-16 2018-09-30 13F/A-1 ESSEX PROPERTY TRUST REIT INC TRUS REIT COMMON 297178105 81,525 -919 -1.11 20,113 0.66 0.0228
2018-11-13 2018-09-30 13F ESSEX PROPERTY TRUST REIT INC TRUS REIT COMMON 297178105 81,525 -919 20,113
2018-08-13 2018-06-30 13F ESSEX PROPERTY TRUST REIT INC TRUS REIT COMMON 297178105 82,444 -9,170 -10.01 19,982 -10.33 0.0221
2018-05-08 2018-03-31 13F ESSEX PROPERTY TRUST REIT INC TRUS REIT Common 297178105 91,614 -4,580 -4.76 22,285 -5.06 0.0255
2018-02-14 2017-12-31 13F ESSEX PROPERTY TRUST REIT INC TRUS REIT COMMON 297178105 96,194 -24,019 -19.98 23,472 -23.14 0.0270
2017-11-15 2017-09-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 120,213 12,056 11.15 30,538 9.75 0.0382
2017-08-08 2017-06-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 108,157 -4,979 -4.40 27,826 6.23 0.0357
2017-05-10 2017-03-31 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 113,136 -9,818 -7.99 26,194 -8.37 0.0338
2017-02-06 2016-12-31 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 122,954 -14,561 -10.59 28,587 -6.65 0.0384
2016-11-02 2016-09-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 137,515 -23,634 -14.67 30,625 -16.68 0.0416
2016-08-05 2016-06-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 161,149 -21,216 -11.63 36,756 -13.82 0.0506
2016-05-06 2016-03-31 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 182,365 -4,543 -2.43 42,648 -4.69 0.0586
2016-01-28 2015-12-31 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 186,908 -10,736 -5.43 44,748 1.34 0.0586
2015-11-10 2015-09-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 197,644 52,462 36.14 44,158 43.13 0.0569
2015-07-31 2015-06-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 145,182 33,485 29.98 30,851 20.14 0.0343
2015-05-06 2015-03-31 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 111,697 100,471 894.98 25,679 1,493.98 0.0274
2014-02-11 2013-12-31 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 11,226 -32,704 -74.45 1,611 -75.17 0.0017
2013-10-29 2013-09-30 13F/A-1 ESSEX PROPERTY TRUST COMMON STOCK 297178105 43,930 -70 -0.16 6,488 -7.21 0.0072
2013-10-29 2013-09-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 126,867 19,222
2013-08-13 2013-06-30 13F ESSEX PROPERTY TRUST COMMON STOCK 297178105 44,000 44,000 6,992 0.0083
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.