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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
MC
476
Muzinich & Co
New York
$55.4K
T
477
TOBAM
France
$54K +$9.68K +36 +24%
TCOT
478
Trust Company of Toledo
Ohio
$51K +$14.8K +55 +46%
CA
479
CoreCap Advisors
Michigan
$48.8K +$1.07K +4 +2%
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$48.1K +$5.38K +20 +14%
EWP
481
Elevation Wealth Partners
California
$47.2K +$36.6K +136 +523%
CCWM
482
Cassaday & Co Wealth Management
Virginia
$46.4K
CAL
483
Capital Advisors Ltd
Ohio
$46K
BGAI
484
Bruce G. Allen Investments
Colorado
$45.8K
UB
485
UMB Bank
Missouri
$42.3K +$4.84K +18 +14%
HFS
486
Hantz Financial Services
Michigan
$41K +$13.7K +51 +57%
CA
487
Clearstead Advisors
Ohio
$37.6K +$24.7K +92 +249%
SWAG
488
Spectrum Wealth Advisory Group
California
$37.6K +$34.7K +129 New
PGAM
489
Princeton Global Asset Management
New Jersey
$35K
OCWP
490
Owl Creek Wealth Partners
Colorado
$33.8K
PTC
491
Private Trust Company
Ohio
$31.5K
QC
492
Quent Capital
New York
$28.9K +$6.99K +26 +36%
WTA
493
Washington Trust Advisors
Massachusetts
$26.2K -$1.34K -5 -5%
SIC
494
SJS Investment Consulting
Ohio
$25.7K +$18K +67 +319%
BA
495
Blueline Advisors
New Hampshire
$25.4K
PCFFS
496
Pacific Center for Financial Services
California
$25.2K
TWIM
497
TIAA Wealth Investment Management
New York
$24.2K
GSWM
498
Golden State Wealth Management
California
$21.6K
SC
499
Solstein Capital
California
$21.6K
CAL
500
Capital Analysts LLC
Pennsylvania
$20K -$9.41K -35 -34%

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.