Follow-The-Filings

Security

ESS

Essex Ppty Tr Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 3 new 1 exit max 0.1% (Joel Greenblatt - Gotham ...)

grid → activity →
owners 17
max % 0.1%
tracked value $3.2B
qoq N 3 A 8 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.03 pp 74,388 $18M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 131,966 $32M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 10,296,863 $2.7B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 881,574 $231M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.02 pp 68,880 $17M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.0% Add 0.00 pp 16,761 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 316,864 $77M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 87,193 $21M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 66,945 $16M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 51,421 $12M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 50,467 $12M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 35,430 $9M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce 0.00 pp 16,125 $4M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 13,192 $3M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,107 $510 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 2,096 $507 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 211 $51 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 1,400 $375 hist

17 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $11.13M $10.26M $9.38M
Gross profit — $1.24B $1.32B
Gross margin * — 12125.3% 14060.1%
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $12.36B $12.93B $13.16B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $5.42B $5.54B $5.54B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $980.06M $1.07B $1.07B
Cash from investing -$145.14M -$973.05M -$552.48M
Cash from financing -$477.27M -$419.74M -$512.2M
Net change in cash $357.65M -$324.49M $9.74M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders