Joel Greenblatt's ESS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 89,483 shares of Essex Property Trust, Inc. (ESS) worth $23.42 M, representing 0.09% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ESS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 26,164 shares. Largest reduction occurred in Q3 2016, reducing 21,265 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Essex Property Trust (ESS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Essex Property Trust (ESS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +26,164 | Add 41.32% | 89,483 | $261.68 |
| Q3 2025 | +12,118 | Add 23.67% | 63,319 | $267.66 |
| Q2 2025 | -1,883 | Reduce 3.55% | 51,201 | $283.40 |
| Q1 2025 | -1,597 | Reduce 2.92% | 53,084 | $306.57 |
| Q4 2024 | +18,251 | Add 50.10% | 54,681 | $285.44 |
| Q3 2024 | +11,756 | Add 47.65% | 36,430 | $295.42 |
| Q2 2024 | +3,971 | Add 19.18% | 24,674 | $272.20 |
| Q1 2024 | +6,450 | Add 45.25% | 20,703 | $244.81 |
| Q4 2023 | -4,355 | Reduce 23.40% | 14,253 | $247.94 |
| Q3 2023 | -6,852 | Reduce 26.91% | 18,608 | $212.09 |
| Q2 2023 | +9,084 | Add 55.47% | 25,460 | $234.30 |
| Q1 2023 | +8,703 | Add 113.42% | 16,376 | $209.14 |
| Q4 2022 | -953 | Reduce 11.05% | 7,673 | $211.92 |
| Q3 2022 | +6,133 | Add 246.01% | 8,626 | $242.17 |
| Q2 2022 | -653 | Reduce 20.76% | 2,493 | $261.53 |
| Q1 2022 | +1,287 | Add 69.23% | 3,146 | $345.52 |
| Q4 2021 | +1,114 | Add 149.53% | 1,859 | $352.34 |
| Q3 2021 | +745 | New Buy | 745 | $319.46 |
| Q3 2020 | -1,864 | Sold Out | 0 | $0.00 |
| Q2 2020 | -3,856 | Reduce 67.41% | 1,864 | $229.08 |
| Q1 2020 | +2,247 | Add 64.70% | 5,720 | $220.28 |
| Q4 2019 | +30 | Add 0.87% | 3,473 | $300.89 |
| Q3 2019 | +3,443 | New Buy | 3,443 | $326.75 |
| Q1 2018 | -1,157 | Sold Out | 0 | $0.00 |
| Q4 2017 | +232 | Add 25.08% | 1,157 | $241.14 |
| Q3 2017 | -1,182 | Reduce 56.10% | 925 | $254.05 |
| Q2 2017 | -1,078 | Reduce 33.85% | 2,107 | $257.24 |
| Q1 2017 | +3,185 | New Buy | 3,185 | $231.40 |
| Q3 2016 | -21,265 | Sold Out | 0 | $0.00 |
| Q2 2016 | +21,265 | New Buy | 21,265 | $0.24 |
Joel Greenblatt's Essex Property Trust Investment FAQs
Joel Greenblatt first purchased Essex Property Trust, Inc. (ESS) in Q2 2016, acquiring 21,265 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Essex Property Trust, Inc. (ESS) for 30 quarters since Q2 2016.
Joel Greenblatt's largest addition to Essex Property Trust, Inc. (ESS) was in Q4 2025, adding 89,483 shares worth $23.42 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 89,483 shares of Essex Property Trust, Inc. (ESS), valued at approximately $23.42 M.
As of the Q4 2025 filing, Essex Property Trust, Inc. (ESS) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Essex Property Trust, Inc. (ESS) was 89,483 shares, as reported at the end of Q4 2025.