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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
OAM
376
Ostrum Asset Management
France
$352K
NG
377
Norden Group
Utah
$351K +$6.45K +24 +2%
HP
378
Havemeyer Place
Connecticut
$350K -$261K -970 -45%
ACIM
379
Azimuth Capital Investment Management
Michigan
$350K
AI
380
Atria Investments
North Carolina
$350K -$200K -744 -38%
WFI
381
West Family Investments
California
$344K +$317K +1,180 New
WA
382
Waverly Advisors
Alabama
$343K +$70.4K +262 +29%
PAS
383
Park Avenue Securities
New York
$334K +$22.8K +85 +8%
KFG
384
Kingdom Financial Group
Arizona
$333K
PCM
385
Permanent Capital Management
Illinois
$323K +$295K +1,099 New
PTP
386
Platform Technology Partners
New York
$322K +$3.76K +14 +1%
BC
387
Brookfield Corp
Ontario, Canada
$312K -$14M -52,006 -98%
CWG
388
Cornerstone Wealth Group
North Carolina
$308K +$71K +264 +33%
B
389
Bailard
California
$306K
NAM
390
NorthCrest Asset Manangement
Minnesota
$306K +$283K +1,051 New
IWC
391
Integrated Wealth Concepts
Massachusetts
$303K +$279K +1,039 New
TG
392
TCW Group
California
$301K +$4.84K +18 +2%
SWP
393
Sagespring Wealth Partners
Tennessee
$300K +$5.91K +22 +2%
NA
394
NewEdge Advisors
Louisiana
$299K +$276K +1,025 New
LWAM
395
Legacy Wealth Asset Management
Minnesota
$291K -$8.33K -31 -3%
WPC
396
Wedmont Private Capital
Pennsylvania
$287K +$263K +979 New
GT
397
Greenleaf Trust
Michigan
$279K +$29.6K +110 +13%
WANY
398
Wealthspire Advisors (New York)
New York
$275K -$1.34K -5 -0.5%
BHC
399
Bull Harbor Capital
Maryland
$275K +$253K +942 New
CCA
400
Checchi Capital Advisers
California
$273K -$12.6K -47 -5%

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.