Vanguard reports 8.52% stake in Essex Property Trust
Essex Property Trust Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 5,495,779 shares of Common Stock, representing 8.52% of the class as of 03/31/2026.
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Rhea-AI Filing Summary
Essex Property Trust Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 5,495,779 shares of Common Stock, representing 8.52% of the class as of 03/31/2026. The filing states Vanguard exercises dispositive power for these shares and holds voting/dispositive authority on behalf of various Vanguard affiliates and client accounts.
Insights
Vanguard holds an 8.52% stake in ESS, reported as beneficial ownership.
Vanguard Portfolio Management reports beneficial ownership of 5,495,779 shares and discloses sole dispositive power over that amount. The filing follows Schedule 13G disclosure conventions for passive or qualifying institutional investors.
Ownership is reported as exercised on behalf of Vanguard funds and managed accounts; cash‑flow treatment and trading intentions are not stated in the excerpt.
Filing includes detailed power breakdown and standard affiliate disclosure.
The report lists 7,732 shares of sole voting power and 5,495,779 shares of sole dispositive power, consistent with institutional reporting where voting and dispositive powers differ. It cites SEC Release No. 34-39538 to explain aggregation rules across Vanguard entities.
Filings of this type typically reflect holding thresholds rather than active strategy; subsequent filings would show any material changes.
Key Figures
Key Terms
beneficially owned regulatory
dispositive power regulatory
Schedule 13G regulatory
SEC Release No. 34-39538 regulatory
FAQ
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What type of SEC filing reports this ownership for ESS?
Who signed the Schedule 13G for Vanguard's ESS holdings?
AI-generated analysis. How Rhea-AI works. Not financial advice.