Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership35,430 shares
Latest Disclosed Value $ 8,574
Natixis Advisors, L.p. reports 37.95% increase in ownership of ESS / Essex Property Trust, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 35,430 shares of Essex Property Trust, Inc. (MX:ESS) valued at $8,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 25,684 shares of Essex Property Trust, Inc.. This represents a change in shares of 37.95% 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 35,430 9,746 37.95 9 33.33 0.0119
2026-02-10 2025-12-31 13F ESSEX PPTY TR COM 297178105 25,684 598 2.38 7 0.00 0.0095
2025-11-13 2025-09-30 13F ESSEX PPTY TR INC COM 297178105 25,086 -1,752 -6.53 7 -14.29 0.0098
2025-08-13 2025-06-30 13F ESSEX PPTY TR COM 297178105 26,838 5,289 24.54 8 16.67 0.0121
2025-05-08 2025-03-31 13F ESSEX PPTY TR COM 297178105 21,549 1,762 8.90 7 20.00 0.0122
2025-02-10 2024-12-31 13F ESSEX PPTY TR COM 297178105 19,787 2,390 13.74 6 0.00 0.0106
2024-11-06 2024-09-30 13F ESSEX PPTY TR COM 297178105 17,397 -22 -0.13 5 25.00 0.0100
2024-08-01 2024-06-30 13F ESSEX PPTY TR COM 297178105 17,419 454 2.68 5 0.00 0.0103
2024-04-25 2024-03-31 13F ESSEX PPTY TR COM 297178105 16,965 -5,330 -23.91 4 -20.00 0.0095
2024-02-06 2023-12-31 13F ESSEX PPTY TR COM 297178105 22,295 830 3.87 6 25.00 0.0145
2023-11-13 2023-09-30 13F ESSEX PPTY TR COM 297178105 21,465 -1,083 -4.80 5 -20.00 0.0139
2023-08-15 2023-06-30 13F ESSEX PPTY TR COM 297178105 22,548 -738 -3.17 5 25.00 0.0163
2023-05-11 2023-03-31 13F ESSEX PPTY TR COM 297178105 23,286 39 0.17 5 0.00 0.0168
2023-01-27 2022-12-31 13F ESSEX PPTY TR COM 297178105 23,247 -4,450 -16.07 5 -99.94 0.0186
2022-11-14 2022-09-30 13F ESSEX PROPERTY TRUST COM 297178105 27,697 1,553 5.94 6,709 -1.87 0.0284
2022-08-12 2022-06-30 13F ESSEX PPTY TR COM 297178105 26,144 -5,094 -16.31 6,837 -36.65 0.0301
2022-05-12 2022-03-31 13F ESSEX PPTY TR COM 297178105 31,238 1,424 4.78 10,792 2.77 0.0412
2022-02-08 2021-12-31 13F ESSEX PPTY TR COM 297178105 29,814 327 1.11 10,501 11.38 0.0401
2021-11-15 2021-09-30 13F ESSEX PPTY TR COM 297178105 29,487 286 0.98 9,428 7.61 0.0388
2021-08-12 2021-06-30 13F ESSEX PPTY TR COM 297178105 29,201 -659 -2.21 8,761 7.93 0.0409
2021-05-05 2021-03-31 13F ESSEX PPTY TR COM 297178105 29,860 7,539 33.78 8,117 53.15 0.0424
2021-02-12 2020-12-31 13F ESSEX PPTY TR COM 297178105 22,321 -108 -0.48 5,300 17.70 0.0305
2020-11-12 2020-09-30 13F ESSEX PPTY TR COM 297178105 22,429 -7,132 -24.13 4,503 -33.54 0.0283
2020-08-11 2020-06-30 13F ESSEX PPTY TR COM 297178105 29,561 -2,033 -6.43 6,775 -2.63 0.0450
2020-04-27 2020-03-31 13F ESSEX PPTY TR COM 297178105 31,594 3,299 11.66 6,958 -18.27 0.0567
2020-02-10 2019-12-31 13F ESSEX PPTY TR COM 297178105 28,295 -5,917 -17.30 8,513 -23.83 0.0600
2019-11-12 2019-09-30 13F ESSEX PROPERTY TRUST COM 297178105 34,212 -1,132 -3.20 11,176 8.32 0.0887
2019-08-12 2019-06-30 13F ESSEX PROPERTY TRUST COM 297178105 35,344 -2,484 -6.57 10,318 -5.69 0.0843
2019-05-15 2019-03-31 13F/A-1 ESSEX PROPERTY TRUST COM 297178105 37,828 -1,130 -2.90 10,941 14.53 0.0958
2019-05-15 2019-03-31 13F ESSEX PROPERTY TRUST COM 297178105 37,828 -1,130 10,941
2019-02-13 2018-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 38,958 21,178 119.11 9,553 117.81 0.0943
2019-02-13 2018-12-31 13F ESSEX PPTY TR COM 297178105 38,958 21,178 9,553
2018-11-13 2018-09-30 13F ESSEX PPTY TR COM 297178105 17,780 17,780 4,386 0.0386
2014-11-03 2014-09-30 13F ESSEX PPTY TR COM 297178105 0 -22,575 -100.00 0 -100.00
2014-08-13 2014-06-30 13F ESSEX PPTY TR COM 297178105 22,575 22,575 4,174 0.0598
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.