Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership1,668,036 shares
Latest Disclosed Value $ 403,668,150
Principal Financial Group Inc reports 0.69% decrease in ownership of ESS / Essex Property Trust, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 1,668,036 shares of Essex Property Trust, Inc. (MX:ESS) valued at $403,668,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,679,607 shares of Essex Property Trust, Inc.. This represents a change in shares of -0.69% 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)
2026-05-04 2026-03-31 13F ESSEX PPTY TR COM 297178105 1,668,036 -11,571 -0.69 403,668 -8.16 0.2156
2026-02-02 2025-12-31 13F ESSEX PPTY TR COM 297178105 1,679,607 301,349 21.86 439,520 19.14 0.2244
2025-11-04 2025-09-30 13F ESSEX PPTY TR COM 297178105 1,378,258 -34,248 -2.42 368,907 -7.84 0.1861
2025-08-08 2025-06-30 13F ESSEX PPTY TR COM 297178105 1,412,506 -68,869 -4.65 400,307 -11.86 0.2116
2025-04-28 2025-03-31 13F ESSEX PPTY TR COM 297178105 1,481,375 -12,923 -0.86 454,145 6.47 0.2548
2025-01-31 2024-12-31 13F ESSEX PPTY TR COM 297178105 1,494,298 70,785 4.97 426,532 1.43 0.2325
2024-10-31 2024-09-30 13F ESSEX PPTY TR COM 297178105 1,423,513 -309,641 -17.87 420,533 -10.86 0.2317
2024-07-29 2024-06-30 13F ESSEX PPTY TR COM 297178105 1,733,154 -753,843 -30.31 471,765 -22.51 0.2802
2024-04-29 2024-03-31 13F ESSEX PPTY TR COM 297178105 2,486,997 -236,814 -8.69 608,842 -9.85 0.3578
2024-02-07 2023-12-31 13F ESSEX PPTY TR COM 297178105 2,723,811 -56,281 -2.02 675,342 14.54 0.4306
2023-11-02 2023-09-30 13F ESSEX PPTY TR COM 297178105 2,780,092 -18,610 -0.66 589,627 -10.08 0.4237
2023-08-07 2023-06-30 13F ESSEX PPTY TR COM 297178105 2,798,702 -99,819 -3.44 655,737 8.17 0.4481
2023-05-09 2023-03-31 13F ESSEX PPTY TR COM 297178105 2,898,521 -7,616 -0.26 606,196 -1.57 0.4334
2023-02-09 2022-12-31 13F ESSEX PPTY TR COM 297178105 2,906,137 -86,688 -2.90 615,869 -15.05 0.4637
2022-11-09 2022-09-30 13F ESSEX PPTY TR COM 297178105 2,992,825 -15,298 -0.51 724,946 -7.84 0.5761
2022-08-10 2022-06-30 13F ESSEX PPTY TR COM 297178105 3,008,123 102,728 3.54 786,657 -21.63 0.5820
2022-05-09 2022-03-31 13F ESSEX PPTY TR COM 297178105 2,905,395 79,883 2.83 1,003,755 1.00 0.3984
2022-05-09 2022-03-31 13F ESSEX PPTY TR COM 297178105 2,911,691 1,005,930
2022-02-09 2021-12-31 13F ESSEX PPTY TR COM 297178105 2,825,512 19,073 0.68 993,858 10.76 0.5933
2021-11-09 2021-09-30 13F ESSEX PPTY TR COM 297178105 2,806,439 -10,326 -0.37 897,330 6.19 0.5852
2021-08-10 2021-06-30 13F ESSEX PPTY TR COM 297178105 2,816,765 -56,977 -1.98 845,058 8.17 0.5460
2021-05-10 2021-03-31 13F ESSEX PPTY TR COM 297178105 2,873,742 41,699 1.47 781,199 16.18 0.5512
2021-02-23 2020-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 2,832,043 332,959 13.32 672,383 34.00 0.4980
2021-02-08 2020-12-31 13F ESSEX PPTY TR COM 297178105 3,220,194 721,110 764,538 300,781.0315
2020-11-06 2020-09-30 13F ESSEX PPTY TR COM 297178105 2,499,084 336,057 15.54 501,792 1.23 0.4223
2020-08-05 2020-06-30 13F ESSEX PPTY TR COM 297178105 2,163,027 -127,624 -5.57 495,702 -1.74 0.4395
2020-05-12 2020-03-31 13F ESSEX PPTY TR COM 297178105 2,290,651 130,160 6.02 504,483 -22.39 0.5584
2020-02-05 2019-12-31 13F ESSEX PPTY TR COM 297178105 2,160,491 243,451 12.70 650,005 3.80 0.5416
2019-11-13 2019-09-30 13F ESSEX PPTY TR COM 297178105 1,917,040 -89,039 -4.44 626,201 6.93 0.5521
2019-08-12 2019-06-30 13F ESSEX PPTY TR COM 297178105 2,006,079 11,521 0.58 585,635 1.51 0.5266
2019-05-10 2019-03-31 13F ESSEX PPTY TR COM 297178105 1,994,558 -13,099 -0.65 576,905 17.19 0.5374
2019-02-14 2018-12-31 13F ESSEX PPTY TR COM 297178105 2,007,657 -191,671 -8.71 492,297 -9.27 0.5246
2018-11-14 2018-09-30 13F ESSEX PPTY TR COM 297178105 2,199,328 -65,569 -2.90 542,597 0.21 0.4782
2018-08-13 2018-06-30 13F ESSEX PPTY TR COM 297178105 2,264,897 23,217 1.04 541,469 0.36 0.4977
2018-05-14 2018-03-31 13F ESSEX PPTY TR COM 297178105 2,241,680 3,963 0.18 539,527 -0.11 0.5185
2018-02-12 2017-12-31 13F ESSEX PPTY TR COM 297178105 2,237,717 -90,448 -3.88 540,118 -8.67 0.4973
2017-11-02 2017-09-30 13F ESSEX PPTY TR COM 297178105 2,328,165 80,573 3.58 591,424 2.28 0.5735
2017-08-08 2017-06-30 13F ESSEX PPTY TR COM 297178105 2,247,592 91,814 4.26 578,237 15.84 0.5795
2017-05-11 2017-03-31 13F ESSEX PPTY TR COM 297178105 2,155,778 34,654 1.63 499,156 1.22 0.6007
2017-02-13 2016-12-31 13F ESSEX PPTY TR COM 297178105 2,121,124 45,069 2.17 493,161 6.67 0.6256
2016-11-10 2016-09-30 13F ESSEX PPTY TR COM 297178105 2,076,055 122,015 6.24 462,338 3.73 0.6106
2016-08-09 2016-06-30 13F ESSEX PPTY TR COM 297178105 1,954,040 -23,529 -1.19 445,696 -3.63 0.6217
2016-05-10 2016-03-31 13F ESSEX PPTY TR COM 297178105 1,977,569 -93,726 -4.52 462,474 -6.74 0.6714
2016-02-09 2015-12-31 13F ESSEX PPTY TR COM 297178105 2,071,295 98,010 4.97 495,889 12.48 0.7368
2015-11-12 2015-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 1,973,285 71,583 3.76 440,870 9.10 0.6927
2015-11-09 2015-09-30 13F ESSEX PPTY TR COM 297178105 1,973,285 440,870
2015-08-10 2015-06-30 13F ESSEX PPTY TR COM 297178105 1,901,702 -5,309 -0.28 404,112 -7.83 0.6027
2015-05-14 2015-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 1,907,011 132,113 7.44 438,419 19.56 0.6532
2015-05-12 2015-03-31 13F ESSEX PPTY TR COM 297178105 1,907,011 438,421
2015-02-12 2014-12-31 13F ESSEX PPTY TR COM 297178105 1,774,898 134,728 8.21 366,692 25.07 0.5697
2014-11-13 2014-09-30 13F ESSEX PPTY TR COM 297178105 1,640,170 101,553 6.60 293,181 3.05 0.4974
2014-08-12 2014-06-30 13F ESSEX PPTY TR COM 297178105 1,538,617 534,500 53.23 284,503 66.62 0.4784
2014-05-13 2014-03-31 13F ESSEX PPTY TR COM 297178105 1,004,117 114,551 12.88 170,750 33.75 0.3046
2014-02-12 2013-12-31 13F ESSEX PPTY TR COM 297178105 889,566 78,043 9.62 127,662 6.51 0.2383
2013-11-05 2013-09-30 13F ESSEX PPTY TR COM 297178105 811,523 107,814 15.32 119,862 7.18 0.2476
2013-08-12 2013-06-30 13F ESSEX PPTY TR COM 297178105 703,709 703,709 111,833 0.2477
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.