ESS
ESSEX PROPERTY TRUST, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2017 | 35Q | $194 | $272 | +40% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $268 | $272 | +1% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $268 | $272 | +1% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $268 | $272 | +1% |
| D.E. Shaw | Q4 2024(8Q snapshot) | 6Q | $286 | $272 | -5% |
| Point72 Asset Management re-entered | Q2 2025(8Q snapshot) | 4Q | $274 | $272 | -1% |
| Renaissance Technologies | Q2 2026(8Q snapshot) | 1Q | $269 | $272 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments | Q3 2024 | Q1 2026 | → $251 | -7% |
| D1 Capital Partners | Q3 2020 | Q1 2021 | → $223 | +25% |
| Coatue Management | Q1 2020 | Q2 2020 | → $183 | -29% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ESSEX PROPERTY TRUST, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001752521-26-000004May 29, 2026
- Form 40001198329-26-000002May 14, 2026
- Form 40001516575-26-000002May 14, 2026
- Form 40000939706-26-000005May 14, 2026
- Form 40001388397-26-000004May 14, 2026
- Form 40001227459-26-000008May 14, 2026
- Form 40001752521-26-000002May 14, 2026
- Form 40001202433-26-000002May 14, 2026
- Form 40001212629-26-000002May 14, 2026
- Form 40002003558-26-000004Feb 20, 2026
- Form 40001838424-26-000004Feb 20, 2026
- Form 40001957373-26-000004Feb 20, 2026
- Form 40001654413-26-000004Feb 20, 2026
- Form 40002035593-26-000004Feb 20, 2026
- Form 40001654413-26-000002Feb 10, 2026
Fundamentals
XBRL · ESSEX PROPERTY TRUST, INC.Annual figures sourced directly from ESSEX PROPERTY TRUST, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for ESSEX PROPERTY TRUST, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 29, 2026
- 8-KMaterial eventMay 14, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 28, 2026
- DEF 14AProxy statementMar 27, 2026
- 10-KAnnual reportFeb 20, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventDec 12, 2025
- 8-KMaterial eventDec 4, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 29, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KMaterial eventJul 29, 2025
- 8-KMaterial eventMay 20, 2025
- 8-KMaterial eventMay 15, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $267 | $276 | +4% |
| Point72 Asset Management | Q2 2026 | open | $267 | $272 | +2% |
| Renaissance Technologies | Q2 2026 | open | $269 | $272 | +1% |
| Citadel Advisors | Q4 2025 | open | $249 | $272 | +9% |
| Millennium Management | Q4 2025 | open | $249 | $272 | +9% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $274 | $249 | -9% |
| D.E. Shaw | Q4 2024 | open | $286 | $272 | -5% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $268 | $249 | -7% |
| Two Sigma Investments | Q3 2024 | Q1 2026 | $268 | $251 | -7% |
| AQR Capital Management | Q3 2024 | open | $268 | $272 | +1% |
| Millennium Management | Q3 2024 | Q3 2025 | $268 | $249 | -7% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $208 | $192 | -8% |
| Bridgewater Associates | Q1 2022 | Q4 2022 | $270 | $191 | -29% |
| D1 Capital Partners | Q3 2020 | Q1 2021 | $178 | $223 | +25% |
| Coatue Management | Q1 2020 | Q2 2020 | $259 | $183 | -29% |
| Bridgewater Associates | Q3 2019 | Q4 2019 | $247 | $249 | +1% |
| Bridgewater Associates | Q2 2018 | Q2 2019 | $178 | $222 | +25% |
| Bridgewater Associates | Q4 2017 | Q1 2018 | $194 | $172 | -11% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.