Essex Property Trust, Inc.
US ˙ NYSE ˙ US2971781057

SecurityESS / Essex Property Trust, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership23,332 shares
Latest Disclosed Value $ 5,646,459
Creative Planning reports 67.80% increase in ownership of ESS / Essex Property Trust, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 23,332 shares of Essex Property Trust, Inc. (US:ESS) valued at $5,646,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,905 shares of Essex Property Trust, Inc.. This represents a change in shares of 67.80% during the quarter. The current value of the position is $6,481,396 USD.

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 23,332 9,427 67.80 5,646 55.20 0.0038
2026-02-17 2025-12-31 13F ESSEX PPTY TR COM 297178105 13,905 6,248 81.60 3,639 77.55 0.0026
2025-11-14 2025-09-30 13F ESSEX PPTY TR COM 297178105 7,657 976 14.61 2,050 8.24 0.0016
2025-08-08 2025-06-30 13F ESSEX PPTY TR COM 297178105 6,681 -96 -1.42 1,893 -8.86 0.0016
2025-05-15 2025-03-31 13F ESSEX PPTY TR COM 297178105 6,777 -61 -0.89 2,078 6.46 0.0020
2025-02-14 2024-12-31 13F ESSEX PPTY TR COM 297178105 6,838 672 10.90 1,952 7.14 0.0019
2024-10-11 2024-09-30 13F ESSEX PPTY TR COM 297178105 6,166 120 1.98 1,822 10.70 0.0018
2024-08-15 2024-06-30 13F ESSEX PPTY TR COM 297178105 6,046 16 0.27 1,646 11.45 0.0018
2024-05-13 2024-03-31 13F ESSEX PPTY TR COM 297178105 6,030 777 14.79 1,476 13.36 0.0016
2024-02-14 2023-12-31 13F ESSEX PPTY TR COM 297178105 5,253 -793 -13.12 1,302 1.56 0.0024
2023-11-16 2023-09-30 13F ESSEX PPTY TR COM 297178105 6,046 -737 -10.87 1,282 -19.32 0.0017
2023-07-21 2023-06-30 13F ESSEX PPTY TR COM 297178105 6,783 1,188 21.23 1,589 35.81 0.0021
2023-05-15 2023-03-31 13F ESSEX PPTY TR COM 297178105 5,595 208 3.86 1,170 2.54 0.0017
2023-02-10 2022-12-31 13F ESSEX PPTY TR COM 297178105 5,387 802 17.49 1,142 2.70 0.0017
2022-11-03 2022-09-30 13F ESSEX PPTY TR COM 297178105 4,585 838 22.36 1,111 13.37 0.0019
2022-08-15 2022-06-30 13F ESSEX PPTY TR COM 297178105 3,747 183 5.13 980 -20.39 0.0016
2022-05-16 2022-03-31 13F ESSEX PPTY TR COM 297178105 3,564 8 0.22 1,231 -1.68 0.0019
2022-02-11 2021-12-31 13F ESSEX PPTY TR COM 297178105 3,556 88 2.54 1,252 12.89 0.0020
2021-11-10 2021-09-30 13F ESSEX PPTY TR COM 297178105 3,468 82 2.42 1,109 9.15 0.0020
2021-08-04 2021-06-30 13F ESSEX PPTY TR COM 297178105 3,386 -812 -19.34 1,016 -10.96 0.0018
2021-04-30 2021-03-31 13F CreativePlanning COM 297178105 4,198 1,094 35.24 1,141 54.82 0.0023
2021-01-29 2020-12-31 13F ESSEX PPTY TR COM 297178105 3,104 -107 -3.33 737 14.26 0.0016
2020-11-05 2020-09-30 13F ESSEX PPTY TR COM 297178105 3,211 110 3.55 645 -9.28 0.0017
2020-07-23 2020-06-30 13F ESSEX PPTY TR COM 297178105 3,101 -120 -3.73 711 0.28 0.0021
2020-05-05 2020-03-31 13F ESSEX PPTY TR COM 297178105 3,221 -120 -3.59 709 -29.45 0.0025
2020-01-30 2019-12-31 13F ESSEX PPTY TR COM 297178105 3,341 -326 -8.89 1,005 -16.11 0.0030
2019-11-01 2019-09-30 13F ESSEX PPTY TR COM 297178105 3,667 25 0.69 1,198 12.70 0.0039
2019-07-26 2019-06-30 13F ESSEX PPTY TR COM 297178105 3,642 -542 -12.95 1,063 -12.15 0.0036
2019-04-24 2019-03-31 13F ESSEX PPTY TR COM 297178105 4,184 385 10.13 1,210 29.83 0.0044
2019-02-12 2018-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 3,799 391 11.47 932 10.82 0.0038
2019-02-01 2018-12-31 13F ESSEX PPTY TR COM 297178105 3,799 391 932
2018-10-25 2018-09-30 13F ESSEX PPTY TR COM 297178105 3,408 -28 -0.81 841 2.31 0.0031
2018-07-20 2018-06-30 13F ESSEX PPTY TR COM 297178105 3,436 -163 -4.53 822 -5.08 0.0032
2018-04-18 2018-03-31 13F ESSEX PPTY TR COM 297178105 3,599 -519 -12.60 866 -12.88 0.0035
2018-01-17 2017-12-31 13F ESSEX PPTY TR COM 297178105 4,118 -232 -5.33 994 -10.05 0.0043
2017-10-17 2017-09-30 13F ESSEX PPTY TR COM 297178105 4,350 40 0.93 1,105 -0.36 0.0051
2017-07-12 2017-06-30 13F ESSEX PPTY TR COM 297178105 4,310 -197 -4.37 1,109 6.23 0.0056
2017-04-07 2017-03-31 13F ESSEX PPTY TR COM 297178105 4,507 94 2.13 1,044 1.75 0.0057
2017-01-09 2016-12-31 13F ESSEX PPTY TR COM 297178105 4,413 -4 -0.09 1,026 4.27 0.0062
2016-10-12 2016-09-30 13F ESSEX PPTY TR COM 297178105 4,417 -3,100 -41.24 984 -42.62 0.0063
2016-07-12 2016-06-30 13F ESSEX PPTY TR COM 297178105 7,517 2,911 63.20 1,715 59.24 0.0124
2016-04-08 2016-03-31 13F ESSEX PPTY TR COM 297178105 4,606 0 0.00 1,077 -2.36 0.0084
2016-01-11 2015-12-31 13F ESSEX PPTY TR COM 297178105 4,606 0 0.00 1,103 7.19 0.0091
2015-10-09 2015-09-30 13F ESSEX PPTY TR COM 297178105 4,606 4,606 0.00 1,029 0.0091
2015-07-09 2015-06-30 13F ESSEX PPTY TR COM 297178105 0 -2,819 -100.00 0 -100.00
2015-04-13 2015-03-31 13F ESSEX PPTY TR COM 297178105 2,819 2,819 0.00 648 0.0061
2015-01-29 2014-12-31 13F ESSEX PPTY TR COM 297178105 0 -2,925 -100.00 0 -100.00
2014-10-10 2014-09-30 13F ESSEX PPTY TR COM 297178105 2,925 0 0.00 523 -3.33 0.0061
2014-08-20 2014-06-30 13F ESSEX PPTY TR COM 297178105 2,925 2,695 1,171.74 541 1,287.18 0.0070
2014-04-11 2014-03-31 13F ESSEX PPTY TR COM 297178105 230 5 2.22 39 21.88 0.0006
2014-01-06 2013-12-31 13F ESSEX PPTY TR COM 297178105 225 0 0.00 32 -3.03 0.0005
2013-10-10 2013-09-30 13F ESSEX PPTY TR COM 297178105 225 0 0.00 33 -8.33 0.0007
2013-07-09 2013-06-30 13F ESSEX PPTY TR COM 297178105 225 225 36 0.0008
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.