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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
SFA
426
Sequoia Financial Advisors
Ohio
$220K +$203K +754 New
RSWM
427
Robertson Stephens Wealth Management
California
$219K +$201K +746 New
ASBI
428
American State Bank (Iowa)
Iowa
$218K +$201K +748 New
EV
429
EJMK Ventures
Illinois
$217K +$199K +741 New
AWM
430
Apollon Wealth Management
South Carolina
$216K +$199K +740 New
GIA
431
Gateway Investment Advisers
Ohio
$215K -$101K -377 -34%
AWM
432
Aprio Wealth Management
Georgia
$213K +$196K +729 New
EPW
433
Evolve Private Wealth
California
$213K +$194K +723 New
HCM
434
Howard Capital Management
Georgia
$210K +$194K +721 New
SAM
435
Sagewood Asset Management
New York
$207K +$191K +711 New
CPCPP
436
Canada Post Corporation Pension Plan
Canada
$207K
MCM
437
Morton Capital Management
California
$206K +$190K +707 New
VIA
438
Virtus Investment Advisers
Connecticut
$206K -$18.5K -69 -9%
S
439
SignatureFD
Georgia
$205K +$22.6K +84 +14%
HA
440
Hanover Advisors
South Carolina
$205K +$189K +702 New
SCM
441
Schnieders Capital Management
California
$204K +$188K +698 New
CI
442
CX Institutional
Indiana
$203K +$54.3K +202 +41%
CTC
443
Cetera Trust Company
Minnesota
$203K
AIS
444
American Investment Services
Massachusetts
$202K +$186K +692 New
MG
445
Mather Group
Illinois
$201K +$2.96K +11 +2%
TE
446
Tema ETFs
New York
$171K
FGP
447
Freestone Grove Partners
California
$170K +$157K +583 +58,300%
AIP
448
Ameritas Investment Partners
Nebraska
$162K -$5.91K -22 -4%
WTC
449
WhitTier Trust Company
Nevada
$161K
TCOV
450
Trust Company of Vermont
Vermont
$160K +$148K +550 New

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.