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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
TSMHT
501
Thurston Springer Miller Herd & Titak
Indiana
$19.8K -$2.69K -10 -13%
CMA
502
Cedar Mountain Advisors
Oregon
$19.5K
ST
503
Smithfield Trust
Pennsylvania
$19K
EP
504
Essential Partners
California
$18.1K +$11.6K +43 +226%
SL
505
Salomon & Ludwin
Virginia
$18K
MA
506
Montag & Associates
Georgia
$17.4K
FCAS
507
First Command Advisory Services
Texas
$17.4K +$14.5K +54 +1,080%
RBI
508
Raiffeisen Bank International
Austria
$16K
MAM
509
Meeder Asset Management
Ohio
$14.9K +$13.7K +51 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$14.6K
BTI
511
Blue Trust Inc
Georgia
$13.7K +$3.23K +12 +34%
OWP
512
ORG Wealth Partners
Texas
$13.7K -$201K -747 -94%
RCM
513
Raleigh Capital Management
North Carolina
$13.6K
BF
514
BOK Financial
Oklahoma
$13.1K +$12.1K +45 New
GKIM
515
GW&K Investment Management
Massachusetts
$13K +$1.07K +4 +10%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$12.8K
HNB
517
Hilltop National Bank
Wyoming
$12.8K
KFAS
518
Keating Financial Advisory Services
Kansas
$12.2K +$5.64K +21 +100%
TPCW
519
TD Private Client Wealth
New York
$12K +$806 +3 +8%
SWA
520
SOA Wealth Advisors
New York
$11.8K +$269 +1 +3%
CFO
521
CVA Family Office
Colorado
$11.7K +$7.79K +29 +264%
MLA
522
MB, Levis & Associates
Pennsylvania
$10.8K
LI
523
LRI Investments
Florida
$9.91K
ZBNA
524
Zions Bancorporation, National Association
Utah
$9.91K +$6.72K +25 +278%
NB
525
NBT Bank
New York
$8.75K +$8.06K +30 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.