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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
ATPW
326
Ashton Thomas Private Wealth
Arizona
$656K -$494K -1,839 -45%
CFD
327
Creative Financial Designs
Indiana
$655K -$2.69K -10 -0.4%
AIM
328
Aurora Investment Managers
Florida
$638K -$3.05M -11,344 -84%
GT
329
Glenmede Trust
Pennsylvania
$614K +$23.4K +87 +4%
VFA
330
Valeo Financial Advisors
Indiana
$606K +$23.1K +86 +4%
NMIMC
331
Northwestern Mutual Investment Management Company
Wisconsin
$601K -$806 -3 -0.1%
Fisher Asset Management
332
Fisher Asset Management
Washington
$594K -$18.8K -70 -3%
RIL
333
Rothschild Investment LLC
Illinois
$590K +$523K +1,947 +2,496%
TPBG
334
Turning Point Benefit Group
Maryland
$589K +$69.1K +257 +15%
PP
335
Prudential plc
United Kingdom
$585K
SPIA
336
Steward Partners Investment Advisory
New York
$576K +$146K +545 +38%
RWM
337
Ritholtz Wealth Management
New York
$565K -$11K -41 -2%
MSA
338
MUFG Securities Americas
New York
$565K +$41.1K +153 +9%
NDSIB
339
North Dakota State Investment Board
North Dakota
$553K +$8.6K +32 +2%
P
340
PensionDanmark
Denmark
$542K
TCIIS
341
TIAA-CREF Individual & Institutional Services
New York
$535K -$1.34K -5 -0.3%
TCBWMS
342
Texas Capital Bank Wealth Management Services
Texas
$526K +$3.23K +12 +0.7%
PAG
343
Private Advisor Group
New Jersey
$507K +$467K +1,739 New
SAM
344
Securian Asset Management
Minnesota
$501K
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$487K -$1.88K -7 -0.4%
TRCT
346
Tower Research Capital (TRC)
New York
$474K -$464K -1,726 -52%
Bessemer Group
347
Bessemer Group
New Jersey
$472K +$5.91K +22 +1%
GI
348
GAMMA Investing
California
$468K +$61K +227 +16%
IAA
349
Independent Advisor Alliance
North Carolina
$465K -$15.3K -57 -3%
MFG
350
Merit Financial Group
Georgia
$465K +$151K +563 +55%

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.