Essex Property Trust, Inc.
US ˙ NYSE ˙ US2971781057

SecurityESS / Essex Property Trust, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership16 shares
Latest Disclosed Value $ 3,872
IFP Advisors, Inc reports 54.29% decrease in ownership of ESS / Essex Property Trust, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 16 shares of Essex Property Trust, Inc. (US:ESS) valued at $3,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 35 shares of Essex Property Trust, Inc.. This represents a change in shares of -54.29% during the quarter. The current value of the position is $4,445 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)
2026-04-13 2026-03-31 13F ESSEX PPTY TR cs 297178105 16 -19 -54.29 4 -66.67 0.0001
2026-02-06 2025-12-31 13F ESSEX PPTY TR cs 297178105 35 -5 -12.50 9 -10.00 0.0002
2026-02-06 2025-09-30 13F/A-1 ESSEX PPTY TR cs 297178105 40 40 11 -73.68 0.0003
2025-12-02 2025-09-30 13F ESSEX PPTY TR cs 297178105 0 0 58 0.0015
2025-07-24 2025-06-30 13F ESSEX PPTY TR cs 297178105 0 -13 -100.00 39 1,166.67 0.0011
2025-05-05 2025-03-31 13F ESSEX PPTY TR cs 297178105 13 -17 -56.67 4 -62.50 0.0001
2025-02-04 2024-12-31 13F ESSEX PPTY TR cs 297178105 30 0 0.00 9 0.00 0.0003
2025-02-04 2024-09-30 13F ESSEX PPTY TR cs 297178105 30 0 0.00 9 0.00 0.0003
2024-07-30 2024-06-30 13F ESSEX PPTY TR cs 297178105 30 3 11.11 8 33.33 0.0003
2024-07-30 2024-03-31 13F ESSEX PPTY TR cs 297178105 27 3 12.50 7 0.00 0.0003
2024-01-09 2023-12-31 13F ESSEX PPTY TR cs 297178105 24 0 0.00 6 20.00 0.0003
2023-10-12 2023-09-30 13F ESSEX PPTY TR cs 297178105 24 -2 -7.69 5 -16.67 0.0002
2023-08-14 2023-06-30 13F/A-1 ESSEX PPTY TR cs 297178105 26 17 188.89 6 500.00 0.0003
2023-08-04 2023-06-30 13F ESSEX PPTY TR cs 297178105 26 17 4 0.0002
2023-04-18 2023-03-31 13F ESSEX PPTY TR cs 297178105 9 -196 -95.61 2 0.0001
2023-02-07 2022-12-31 13F ESSEX PPTY TR cs 297178105 205 -848 -80.53 0 -100.00 0.0010
2022-11-08 2022-09-30 13F ESSEX PPTY TR cs 297178105 1,053 71 7.23 208 5.58 0.0054
2022-09-06 2022-06-30 13F/A-1 ESSEX PPTY TR cs 297178105 982 0 0.00 197 0.00 0.0063
2022-09-06 2022-03-31 13F/A-1 ESSEX PPTY TR cs 297178105 982 657 202.15 197 69.83 0.0063
2022-08-08 2022-03-31 13F ESSEX PPTY TR INC COM Stock 297178105 386 61 68 0.0014
2022-01-12 2021-12-31 13F ESSEX PPTY TR INC COM Stock 297178105 325 -99 -23.35 116 -15.33 0.0023
2021-10-06 2021-09-30 13F ESSEX PPTY TR INC COM Stock 297178105 424 79 22.90 137 31.73 0.0027
2021-07-13 2021-06-30 13F ESSEX PPTY TR INC COM Stock 297178105 345 232 205.31 104 235.48 0.0022
2021-04-30 2021-03-31 13F ESSEX PPTY TR INC COM Stock 297178105 113 -209 -64.91 31 -59.21 0.0006
2021-01-25 2020-12-31 13F ESSEX PPTY TR INC COM Stock 297178105 322 182 130.00 76 181.48 0.0031
2020-10-29 2020-09-30 13F ESSEX PPTY TR INC COM Stock 297178105 140 23 19.66 27 17.39 0.0016
2020-08-05 2020-06-30 13F ESSEX PPTY TR INC COM Stock 297178105 117 -16 -12.03 23 -20.69 0.0018
2020-05-12 2020-03-31 13F ESSEX PPTY TR INC COM Stock 297178105 133 2 1.53 29 -25.64 0.0029
2020-01-17 2019-12-31 13F ESSEX PPTY TR INC COM Stock 297178105 131 -2 -1.50 39 -11.36 0.0029
2019-11-07 2019-09-30 13F ESSEX PPTY TR INC COM Stock 297178105 133 133 44 0.0029
2019-05-15 2019-03-31 13F ESSEX PPTY TR INC COM REIT 297178105 0 -171 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 ESSEX PPTY TR INC COM REIT 297178105 171 -177 -50.86 42 -51.16 0.0026
2019-01-23 2018-12-31 13F ESSEX PPTY TR INC COM REIT 297178105 171 -177 42 0.0026
2019-06-03 2018-09-30 13F/A-9 ESSEX PPTY TR INC COM REIT 297178105 348 -24 -6.45 86 -3.37 0.0035
2018-10-25 2018-09-30 13F ESSEX PPTY TR INC COM REIT 297178105 348 -24 86 0.0035
2019-06-03 2018-06-30 13F/A-8 ESSEX PPTY TR INC COM REIT 297178105 372 -109 -22.66 89 -23.28 0.0037
2018-08-07 2018-06-30 13F ESSEX PPTY TR INC COM REIT 297178105 372 1 89
2019-06-03 2018-03-31 13F/A-7 ESSEX PPTY TR INC COM REIT 297178105 481 0 0.00 116 0.00 0.0053
2018-05-09 2018-03-31 13F ESSEX PPTY TR INC COM REIT 297178105 371 -110 89
2019-06-03 2017-12-31 13F/A-6 ESSEX PPTY TR INC COM REIT 297178105 481 -1,055 -68.68 116 -70.26 0.0053
2018-01-24 2017-12-31 13F ESSEX PPTY TR INC COM REIT 297178105 481 -1,055 116
2017-10-30 2017-09-30 13F ESSEX PPTY TR INC COM REIT 297178105 1,536 -39 -2.48 390 -3.70 0.0155
2019-06-03 2017-06-30 13F/A-5 ESSEX PPTY TR INC COM REIT 297178105 1,575 4 0.25 405 11.26 0.0172
2017-07-31 2017-06-30 13F ESSEX PPTY TR INC COM REIT 297178105 1,575 4 405
2019-06-03 2017-03-31 13F/A-4 ESSEX PPTY TR INC COM REIT 297178105 1,571 55 3.63 364 3.41 0.0159
2017-04-26 2017-03-31 13F ESSEX PPTY TR INC COM REIT 297178105 1,571 55 364
2019-06-03 2016-12-31 13F/A-3 ESSEX PPTY TR INC COM REIT 297178105 1,516 12 0.80 352 5.07 0.0170
2017-02-14 2016-12-31 13F ESSEX PPTY TR INC COM REIT 297178105 1,516 12 352
2016-11-04 2016-09-30 13F ESSEX PPTY TR INC COM REIT 297178105 1,504 -168 -10.05 335 -12.07 0.0174
2019-06-03 2016-06-30 13F/A-2 ESSEX PPTY TR INC COM REIT 297178105 1,672 318 23.49 381 20.19 0.0213
2016-08-22 2016-06-30 13F ESSEX PPTY TR INC COM REIT 297178105 1,672 318 381
2016-05-02 2016-03-31 13F ESSEX PPTY TR INC COM REIT 297178105 1,354 9 0.67 317 -1.55 0.0192
2016-02-11 2015-12-31 13F ESSEX PPTY TR INC COM REIT 297178105 1,345 1,345 322 0.0216
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.