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Essex Property Trust

583 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2026 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 255 increasing their positions, 164 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $24.1M

55% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 164

53% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 45

20% more capital invested

Capital invested by funds: $15.1B → $18.1B (+$3.02B)

0.06% more ownership

Funds ownership: 96.39%96.45% (+0.06%)

4% less funds holding

Funds holding: 608583 (-25)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
583
Holders Change
-25
Holders Change %
-4.11%
% of All Funds
7.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
69
Increased
255
Reduced
164
Closed
45
Calls
$46.8M
Puts
$24.1M
Net Calls
+$22.7M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
B
301
Barings
North Carolina
$880K
KPWS
302
Kestra Private Wealth Services
Texas
$877K -$10.2K -38 -1%
HI
303
Horizon Investments
North Carolina
$875K +$10.8K +40 +1%
EWA
304
EP Wealth Advisors
California
$868K +$236K +877 +42%
PA
305
Parallel Advisors
California
$833K +$25.8K +96 +3%
MCM
306
MAI Capital Management
Ohio
$797K +$140K +519 +23%
CGH
307
Crossmark Global Holdings
Texas
$778K +$3.49K +13 +0.5%
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$760K -$13.7K -51 -2%
VCM
309
Versant Capital Management
Arizona
$736K +$22.8K +85 +3%
MSE
310
MUFG Securities EMEA
United Kingdom
$736K -$32K -119 -5%
CCIA
311
Campbell & Co Investment Adviser
Maryland
$729K +$84.4K +314 +14%
SW
312
SlateStone Wealth
Florida
$723K +$17.5K +65 +3%
GXJ
313
Global X Japan
Japan
$721K -$11.3K -42 -2%
PIM
314
Plato Investment Management
Australia
$717K
DS
315
DRW Securities
Illinois
$708K -$459K -1,707 -41%
ECM
316
Evergreen Capital Management
Washington
$703K +$199K +740 +45%
SL
317
Summitry LLC
California
$700K +$142K +530 +28%
EOJOAM
318
E. Ohman J:or Asset Management
Sweden
$695K +$226K +840 +54%
YIH
319
Y-Intercept (HK)
Hong Kong
$692K +$638K +2,373 New
CA
320
Claro Advisors
Massachusetts
$680K +$8.87K +33 +1%
CL
321
Choreo LLC
Illinois
$666K +$68.3K +254 +13%
KAS
322
Kestra Advisory Services
Texas
$666K +$54.3K +202 +10%
CAG
323
Crestwood Advisors Group
Massachusetts
$665K +$228K +848 +59%
Kayne Anderson Rudnick Investment Management
324
Kayne Anderson Rudnick Investment Management
California
$665K +$319K +1,187 +109%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$657K

ESS Hedge Fund Activity: Q2 2026 in Review

583 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2026, worth a combined $18.1B — up 20% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new ESS positions and 45 closed out — a net gain of 24 holders — while 255 added to existing stakes and 164 trimmed.

The largest buyer was UBS AM, adding an estimated $203M. The largest seller was Route One Investment Company, exiting entirely with an estimated $72.1M sold.

  • 583 institutional investors held Essex Property Trust (ESS) as of Q2 2026, down from 608 in Q1 2026.
  • Funds reported $18.1B of Essex Property Trust stock for Q2 2026, up 20% quarter-over-quarter.
  • 69 funds opened new Essex Property Trust positions in Q2 2026 and 45 closed out, a net change of +24 holders.
  • The largest Essex Property Trust buyer in Q2 2026 was UBS AM, an estimated $203M added.
  • The largest Essex Property Trust seller in Q2 2026 was Route One Investment Company, an estimated $72.1M sold.

Based on aggregated 13F filings for Q2 2026.