MORGAN STANLEY

Position in ESS — Essex Property Trust, Inc.

CIK 895421 NEW YORK, NY

Back to ESS Full portfolio

Position in ESS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$230,837,798

+$27,387,914 QoQ

Shares Held

791,652

-5.8% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#19

of 624 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in ESS Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $2,101,325,660 across 21 REIT - Residential names. ESS ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	4,693,293	$317,070,329
2	VMRK	Vivmark Residential	4,505,352	$306,048,554
3	ESS	Essex Property Trust, Inc. This page	791,652	$230,837,798
4	INVH	Invitation Homes Inc.	7,459,843	$225,361,849
5	MAA	Mid America Apartment Communities Inc.	1,559,633	$216,695,400
6	CPT	Camden Property Trust	1,177,352	$134,795,023
7	UDR	UDR, Inc.	3,311,671	$132,201,898
8	ELS	Equity Lifestyle Properties Inc	2,049,432	$132,085,882

All Filings in ESS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,837,798	791,652	-5.8%	Shares	Defined	2026-08-13
2026-03-31	$203,449,884	840,702	-12.3%	Shares	Defined	2026-05-15
2025-12-31	$250,712,985	958,090	+31.3%	Shares	Defined	2026-05-27
2025-09-30	$195,371,718	729,925	-2.2%	Shares	Defined	2026-05-27
2025-06-30	$211,453,518	746,131	+8.6%	Shares	Defined	2025-08-15
2025-03-31	$210,720,270	687,348	+1.8%	Shares	Defined	2025-05-15
2024-12-31	$192,799,585	675,447	+3.6%	Shares	Defined	2025-05-15
2024-09-30	$192,621,220	652,025	-11.3%	Shares	Defined	2025-05-14
2024-06-30	$200,157,365	735,332	+5.1%	Shares	Defined	2025-05-14
2024-03-31	$171,297,957	699,718	-6.9%	Shares	Defined	2024-10-17
2023-12-31	$186,341,283	751,558	-5.4%	Shares	Defined	2024-08-16
2023-09-30	$168,427,024	794,130	+11.3%	Shares	Defined	2023-11-15
2023-06-30	$167,219,670	713,699	+15.5%	Shares	Defined	2023-08-14
2023-03-31	$129,270,473	618,105	+17.8%	Shares	Defined	2023-05-15
2022-12-31	$111,208,194	524,765	+5.9%	Shares	Defined	2023-02-14
2022-09-30	$120,016,725	495,466	-4.1%	Shares	Defined	2022-11-14
2022-06-30	$135,132,149	516,738	+76.1%	Shares	Defined	2022-10-27
2022-03-31	$101,393,885	293,487	-18.9%	Shares	Defined	2022-10-27
2021-12-31	$127,539,662	362,092	+22.6%	Shares	Defined	2022-02-14
2021-09-30	$94,445,436	295,382	-2.8%	Shares	Defined	2021-11-15
2021-06-30	$91,196,737	303,979	-34.3%	Shares	Defined	2021-08-23
2021-03-31	$125,683,047	462,342	+16.0%	Shares	Defined	2021-05-17
2020-12-31	$94,633,472	398,591	+5.9%	Shares	Defined	2021-02-16
2020-09-30	$75,541,410	376,221	-46.4%	Shares	Defined	2020-11-13
2020-06-30	$160,875,731	701,993	+13.5%	Shares	Defined	2020-08-14
2020-03-31	$136,206,762	618,447	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.