Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
QUESTO SIMBOLO NON E' PIU' ATTIVO
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership20,620 shares
Latest Disclosed Value $ 4,990,040
Mackenzie Financial Corp reports 64.58% increase in ownership of ESS / Essex Property Trust, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 20,620 shares of Essex Property Trust, Inc. (MX:ESS) valued at $4,990,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 12,529 shares of Essex Property Trust, Inc.. This represents a change in shares of 64.58% 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)
2026-05-13 2026-03-31 13F ESSEX PPTY TR COM 297178105 20,620 8,091 64.58 4,990 51.21 0.0060
2026-02-18 2025-12-31 13F ESSEX PPTY TR COM 297178105 12,529 3,151 33.60 3,300 31.47 0.0039
2025-11-13 2025-09-30 13F ESSEX PPTY TR COM 297178105 9,378 114 1.23 2,510 -4.38 0.0030
2025-08-13 2025-06-30 13F ESSEX PPTY TR COM 297178105 9,264 609 7.04 2,625 -1.06 0.0034
2025-05-07 2025-03-31 13F ESSEX PPTY TR COM 297178105 8,655 353 4.25 2,653 11.99 0.0038
2025-05-02 2024-12-31 13F/A-2 ESSEX PPTY TR COM 297178105 8,302 2,725 48.86 2,370 43.84 0.0032
2025-02-20 2024-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 8,302 2,725 2,370 0.0031
2025-02-14 2024-12-31 13F Essex Property Trust REIT 297178105 8,302 2,725 1,706 0.0024
2024-11-13 2024-09-30 13F ESSEX PPTY TR COM 297178105 5,577 -239 -4.11 1,648 4.04 0.0023
2024-08-14 2024-06-30 13F ESSEX PPTY TR COM 297178105 5,816 -55 -0.94 1,583 10.16 0.0024
2024-05-10 2024-03-31 13F ESSEX PPTY TR COM 297178105 5,871 -1,167 -16.58 1,437 -17.65 0.0021
2024-01-30 2023-12-31 13F ESSEX PPTY TR COM 297178105 7,038 -28,913 -80.42 1,745 -76.59 0.0026
2023-10-25 2023-09-30 13F ESSEX PPTY TR COM 297178105 35,951 25,488 243.60 7,454 201.17 0.0125
2023-08-03 2023-06-30 13F ESSEX PPTY TR COM 297178105 10,463 -228 -2.13 2,475 10.74 0.0038
2023-04-24 2023-03-31 13F ESSEX PPTY TR COM 297178105 10,691 4,539 73.78 2,236 71.53 0.0035
2023-02-14 2022-12-31 13F ESSEX PPTY TR COM 297178105 6,152 762 14.14 1,304 -0.23 0.0022
2022-10-07 2022-09-30 13F Essex Property Trust REIT 297178105 5,390 88 1.66 1,306 -5.84 0.0022
2022-08-10 2022-06-30 13F ESSEX PPTY TR COM 297178105 5,302 238 4.70 1,387 -20.74 0.0022
2022-05-13 2022-03-31 13F ESSEX PPTY TR COM 297178105 5,064 -621 -10.92 1,750 -12.59 0.0023
2022-02-14 2021-12-31 13F ESSEX PPTY TR COM 297178105 5,685 -121 -2.08 2,002 7.87 0.0027
2021-11-08 2021-09-30 13F ESSEX PPTY TR COM 297178105 5,806 593 11.38 1,856 18.67 0.0026
2021-08-11 2021-06-30 13F ESSEX PPTY TR COM 297178105 5,213 28 0.54 1,564 11.00 0.0022
2021-05-14 2021-03-31 13F ESSEX PPTY TR COM 297178105 5,185 754 17.02 1,409 33.94 0.0021
2021-02-10 2020-12-31 13F ESSEX PPTY TR COM 297178105 4,431 202 4.78 1,052 23.91 0.0023
2020-11-13 2020-09-30 13F ESSEX PPTY TR COM 297178105 4,229 -54,429 -92.79 849 -93.68 0.0021
2020-08-13 2020-06-30 13F ESSEX PPTY TR COM 297178105 58,658 54,656 1,365.72 13,443 1,425.88 0.0360
2020-05-14 2020-03-31 13F ESSEX PPTY TR COM 297178105 4,002 190 4.98 881 -23.19 0.0028
2020-02-13 2019-12-31 13F ESSEX PPTY TR COM 297178105 3,812 672 21.40 1,147 11.79 0.0028
2019-11-14 2019-09-30 13F ESSEX PPTY TR COM 297178105 3,140 -198 -5.93 1,026 5.34 0.0027
2019-08-23 2019-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 3,338 183 5.80 974 6.68 0.0025
2019-08-14 2019-06-30 13F ESSEX PPTY TR COM 297178105 3,338 183 974
2019-05-15 2019-03-31 13F ESSEX PPTY TR COM 297178105 3,155 -6,084 -65.85 913 -59.69 0.0022
2019-02-06 2018-12-31 13F ESSEX PPTY TR COM 297178105 9,239 7,746 518.82 2,265 515.49 0.0060
2018-11-15 2018-09-30 13F ESSEX PPTY TR COM 297178105 1,493 287 23.80 368 27.78 0.0009
2018-08-13 2018-06-30 13F ESSEX PPTY TR COM 297178105 1,206 249 26.02 288 25.22 0.0007
2018-05-14 2018-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 957 957 230 0.0006
2018-05-14 2018-03-31 13F ESSEX PPTY TR COM 297178105 957 230
2015-08-13 2015-06-30 13F ESSEX PPTY TR COM 297178105 0 -3,000 -100.00 0 -100.00
2015-05-13 2015-03-31 13F ESSEX PPTY TR COM 297178105 3,000 -839 -21.85 690 -12.99 0.0036
2015-02-11 2014-12-31 13F ESSEX PPTY TR COM 297178105 3,839 260 7.26 793 23.91 0.0040
2014-11-12 2014-09-30 13F ESSEX PPTY TR COM 297178105 3,579 -21 -0.58 640 -3.90 0.0032
2014-08-11 2014-06-30 13F ESSEX PPTY TR COM 297178105 3,600 3,600 666 0.0031
2013-11-12 2013-09-30 13F ESSEX PPTY TR COM 297178105 0 -2,425 -100.00 0 -100.00
2013-08-20 2013-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 2,425 2,425 385 0.0018
2013-08-09 2013-06-30 13F ESSEX PPTY TR COM 297178105 2,425 385 0.0018
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.