Stock ownership · SEC 13F · Q4 2025

ESSEX PPTY TR INC

Who owns ESSEX PPTY TR INC (CUSIP 297178105)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$3.0M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 4 institutions report $3.0M in ESSEX PPTY TR INC positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$3.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 297178105 · Q4 2025 $3M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $3.0M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - ESSEX PPTY TR INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ESSEX PPTY TR INC
  1. 1
    Pacer Advisors, Inc. $1.3M
  2. 2
    ARWA LLC $1.2M
  3. 3
    GROUPAMA ASSET MANAGMENT $432K
  4. 4
    Bell Investment Advisors, Inc $2K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ESSEX PPTY TR INC position has held steady from 4 to 4 over the last 7 quarters of 13F filings.

234567 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding ESSEX PPTY TR INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 5,070 $1.3M 44.3%
2 ARWA LLC 4,730 $1.2M 41.3%
3 GROUPAMA ASSET MANAGMENT 1,651 $432K 14.4%
4 Bell Investment Advisors, Inc 6 $2K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ESSEX PPTY TR INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Pacer Advisors, Inc. $1.3M
ARWA LLC $1.2M
GROUPAMA ASSET MANAGMENT $432K

Complete exits (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
Fulcrum Asset Management LLP exited
Achmea Investment Management B.V. exited

Frequently Asked Questions

How many institutions hold ESSEX PPTY TR INC?▼
ESSEX PPTY TR INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ESSEX PPTY TR INC?▼
Institutions report $3.0M of ESSEX PPTY TR INC as of Q4 2025.
How concentrated is ownership of ESSEX PPTY TR INC?▼
The top five institutional holders account for 100% of the reported institutional value in ESSEX PPTY TR INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ESSEX PPTY TR INC?▼
Pacer Advisors, Inc. is the largest reported holder of ESSEX PPTY TR INC with $1.3M across 5,070 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.