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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
CWP
451
Curated Wealth Partners
California
$160K +$4.09M +15,216 New
AssetMark Inc
452
AssetMark Inc
California
$156K +$24.7K +92 +21%
NSIM
453
North Star Investment Management
Illinois
$147K
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$114K -$70.4K -262 -40%
Los Angeles Capital Management
455
Los Angeles Capital Management
California
$113K +$28.2K +105 +37%
Optiver Holding
456
Optiver Holding
Netherlands
$107K +$98.7K +367 New
FFA
457
Farther Finance Advisors
California
$104K +$11.6K +43 +14%
BIAS
458
Beacon Investment Advisory Services
New Jersey
$102K
CFFP
459
Center for Financial Planning
Michigan
$102K
TCA
460
Trifecta Capital Advisors
Illinois
$90.4K
Bank Julius Baer & Co
461
Bank Julius Baer & Co
Switzerland
$88.3K
DIP
462
DT Investment Partners
Pennsylvania
$86.6K
CCM
463
Chilton Capital Management
Texas
$84.7K +$77.4K +288 New
TFIPS
464
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.1K
CT
465
Clearstead Trust
Maine
$78.4K -$7.53K -28 -9%
TWD
466
True Wealth Design
Ohio
$73.2K +$28.5K +106 +73%
SAM
467
Smartleaf Asset Management
Massachusetts
$71.6K
EWA
468
EverSource Wealth Advisors
Alabama
$67.4K -$9.14K -34 -13%
BMC
469
Bear Mountain Capital
Washington
$65.9K
CH
470
Cromwell Holdings
Wyoming
$63.5K +$1.07K +4 +2%
HNB
471
Huntington National Bank
Ohio
$62.4K +$7.53K +28 +15%
AG
472
AmeriFlex Group
Nevada
$60.7K
PWPS
473
Pinnacle Wealth Planning Services
Ohio
$60.1K -$7.26K -27 -12%
1IA
474
1620 Investment Advisors
Massachusetts
$58.3K
CTC
475
Central Trust Company
Missouri
$56.9K

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.