Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership840,702 shares
Latest Disclosed Value $ 203,450,671
Morgan Stanley reports 12.25% decrease in ownership of ESS / Essex Property Trust, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 840,702 shares of Essex Property Trust, Inc. (MX:ESS) valued at $203,450,671 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 958,090 shares of Essex Property Trust, Inc.. This represents a change in shares of -12.25% 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)
2026-05-15 2026-03-31 13F ESSEX PPTY TR COM 297178105 840,702 -117,388 -12.25 203,451 -18.85 0.0123
2026-05-27 2025-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 958,090 228,165 31.26 250,714 28.33 0.0150
2026-02-13 2025-12-31 13F ESSEX PPTY TR COM 297178105 958,090 228,165 250,714 0.0150
2026-05-27 2025-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 729,925 -16,206 -2.17 195,373 -7.60 0.0118
2025-11-14 2025-09-30 13F ESSEX PPTY TR COM 297178105 729,925 -16,206 195,373 0.0118
2025-08-15 2025-06-30 13F ESSEX PPTY TR COM 297178105 746,131 58,783 8.55 211,454 0.35 0.0138
2025-05-15 2025-03-31 13F ESSEX PPTY TR COM 297178105 687,348 11,901 1.76 210,721 9.29 0.0151
2025-05-15 2024-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 675,447 23,422 3.59 192,800 0.09 0.0135
2025-02-14 2024-12-31 13F ESSEX PPTY TR COM 297178105 675,447 23,422 192,800 0.0135
2025-05-14 2024-09-30 13F/A-2 ESSEX PPTY TR COM 297178105 652,025 -83,307 -11.33 192,622 -3.77 0.0140
2025-02-14 2024-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 652,025 -83,307 192,622 0.0140
2024-11-14 2024-09-30 13F ESSEX PPTY TR COM 297178105 652,025 -83,307 192,622 0.0017
2025-05-14 2024-06-30 13F/A-2 ESSEX PPTY TR COM 297178105 735,332 35,614 5.09 200,158 16.85 0.0155
2024-10-17 2024-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 735,332 35,614 200,158 0.0155
2024-08-14 2024-06-30 13F ESSEX PPTY TR COM 297178105 735,332 35,614 200,158 0.0155
2024-10-17 2024-03-31 13F/A-2 ESSEX PPTY TR COM 297178105 699,718 -51,840 -6.90 171,298 -8.07 0.0137
2024-08-16 2024-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 699,718 -51,840 171,298 0.0016
2024-05-15 2024-03-31 13F ESSEX PPTY TR COM 297178105 699,718 -51,840 171,298 0.0137
2024-08-16 2023-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 751,558 -42,572 -5.36 186,342 10.64 0.0164
2024-02-13 2023-12-31 13F ESSEX PPTY TR COM 297178105 751,558 -42,572 186,342 0.0164
2023-11-15 2023-09-30 13F ESSEX PPTY TR COM 297178105 794,130 80,431 11.27 168,427 0.72 0.0171
2023-08-14 2023-06-30 13F ESSEX PPTY TR COM 297178105 713,699 95,594 15.47 167,220 29.36 0.0165
2023-05-15 2023-03-31 13F ESSEX PPTY TR COM 297178105 618,105 93,340 17.79 129,271 16.24 0.0139
2023-02-14 2022-12-31 13F ESSEX PPTY TR COM 297178105 524,765 29,299 5.91 111,209 -7.34 0.0126
2022-11-14 2022-09-30 13F ESSEX PPTY TR COM 297178105 495,466 -21,272 -4.12 120,015 -11.19 0.0164
2022-10-27 2022-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 516,738 223,251 76.07 135,132 33.27 0.0175
2022-08-15 2022-06-30 13F ESSEX PPTY TR COM 297178105 516,738 223,251 135,132 0.0035
2022-10-27 2022-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 293,487 -68,605 -18.95 101,394 -20.50 0.0137
2022-05-13 2022-03-31 13F ESSEX PPTY TR COM 297178105 293,487 -68,605 101,394 0.0137
2022-02-14 2021-12-31 13F ESSEX PPTY TR COM 297178105 362,092 66,710 22.58 127,539 35.04 0.0157
2021-11-15 2021-09-30 13F ESSEX PPTY TR COM 297178105 295,382 -8,597 -2.83 94,446 3.56 0.0127
2021-08-23 2021-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 303,979 -158,363 -34.25 91,197 -27.44 0.0120
2021-08-16 2021-06-30 13F ESSEX PPTY TR COM 297178105 303,979 -158,363 91,197 0.0025
2021-05-17 2021-03-31 13F ESSEX PPTY TR COM 297178105 462,342 63,751 15.99 125,684 32.81 0.0185
2021-02-16 2020-12-31 13F ESSEX PPTY TR COM 297178105 398,591 22,370 5.95 94,635 25.27 0.0146
2020-11-13 2020-09-30 13F ESSEX PPTY TR COM 297178105 376,221 -325,772 -46.41 75,542 -53.04 0.0146
2020-08-14 2020-06-30 13F ESSEX PPTY TR COM 297178105 701,993 83,546 13.51 160,875 18.11 0.0356
2020-05-26 2020-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 618,447 -176,426 -22.20 136,206 -43.04 0.0370
2020-05-15 2020-03-31 13F ESSEX PPTY TR COM 297178105 618,447 -176,426 136,206 10,463.4602
2020-02-14 2019-12-31 13F ESSEX PPTY TR COM 297178105 794,873 141,309 21.62 239,145 12.02 0.0556
2019-11-14 2019-09-30 13F ESSEX PPTY TR COM 297178105 653,564 71,809 12.34 213,488 25.71 0.0565
2019-08-14 2019-06-30 13F ESSEX PPTY TR COM 297178105 581,755 -69,097 -10.62 169,832 -9.79 0.0452
2019-05-15 2019-03-31 13F ESSEX PPTY TR COM 297178105 650,852 56,755 9.55 188,253 29.23 0.0533
2019-02-14 2018-12-31 13F ESSEX PPTY TR COM 297178105 594,097 1,587 0.27 145,677 -0.34 0.0436
2019-04-23 2018-09-30 13F/A-2 ESSEX PPTY TR COM 297178105 592,510 -115,627 -16.33 146,178 -13.65 0.0366
2018-11-20 2018-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 592,510 0 146,178 0.0366
2018-11-14 2018-09-30 13F ESSEX PPTY TR COM 297178105 592,510 -115,627 146,178
2019-04-23 2018-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 708,137 -2,675 -0.38 169,293 -1.04 0.0457
2018-08-14 2018-06-30 13F ESSEX PPTY TR COM 297178105 708,137 -2,675 169,293
2019-04-23 2018-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 710,812 -78,920 -9.99 171,079 -10.25 0.0475
2018-05-14 2018-03-31 13F ESSEX PPTY TR COM 297178105 710,812 -78,920 171,079
2019-04-23 2017-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 789,732 -56,523 -6.68 190,617 -11.33 0.0522
2018-02-14 2017-12-31 13F ESSEX PPTY TR COM 297178105 789,732 -56,523 190,617
2017-11-14 2017-09-30 13F ESSEX PPTY TR COM 297178105 846,255 -91,507 -9.76 214,974 -10.89 0.0644
2017-08-11 2017-06-30 13F ESSEX PPTY TR COM 297178105 937,762 -387,528 -29.24 241,258 -21.37 0.0729
2017-05-22 2017-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 1,325,290 92,922 7.54 306,844 7.09 0.0943
2017-05-12 2017-03-31 13F ESSEX PPTY TR COM 297178105 1,325,290 306,844
2017-02-22 2016-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 1,232,368 -3,350 -0.27 286,526 4.12 0.0938
2017-02-13 2016-12-31 13F ESSEX PPTY TR COM 297178105 1,232,368 286,526
2016-11-10 2016-09-30 13F ESSEX PPTY TR COM 297178105 1,235,718 13,114 1.07 275,195 -1.32 0.0940
2016-08-12 2016-06-30 13F ESSEX PPTY TR COM 297178105 1,222,604 229,702 23.13 278,864 20.10 0.1007
2016-05-12 2016-03-31 13F ESSEX PPTY TR COM 297178105 992,902 174,291 21.29 232,199 18.48 0.0894
2016-02-09 2015-12-31 13F ESSEX PPTY TR COM 297178105 818,611 -41,675 -4.84 195,983 1.97 0.0709
2016-02-08 2015-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 860,286 -83,282 -8.83 192,204 -4.14 0.0710
2015-11-09 2015-09-30 13F ESSEX PPTY TR COM 297178105 860,286 192,204
2015-08-12 2015-06-30 13F ESSEX PPTY TR COM 297178105 943,568 101,013 11.99 200,509 3.51 0.0695
2015-05-14 2015-03-31 13F ESSEX PPTY TR COM 297178105 842,555 -90,745 -9.72 193,703 0.46 0.0713
2015-02-13 2014-12-31 13F ESSEX PPTY TR COM 297178105 933,300 64,960 7.48 192,818 24.23 0.0705
2014-12-16 2014-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 868,340 506,516 139.99 155,216 152.26 0.0597
2014-11-14 2014-09-30 13F ESSEX PPTY TR COM 297178105 868,340 155,216
2014-05-13 2014-03-31 13F ESSEX PPTY TR COM 297178105 361,824 -132,844 -26.86 61,529 -13.33 0.0258
2014-02-13 2013-12-31 13F ESSEX PPTY TR COM 297178105 494,668 137,217 38.39 70,990 34.46 0.0302
2013-11-13 2013-09-30 13F ESSEX PPTY TR INC COM ST COM 297178105 357,451 -76,364 -17.60 52,797 -23.42 0.0250
2013-08-08 2013-06-30 13F ESSEX PPTY TR INC COM ST COM 297178105 433,815 433,815 68,942 0.0348
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.