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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
Simplex Trading
526
Simplex Trading
Illinois
$8.16K +$6.18K +23 +460%
C
527
Covestor
United Kingdom
$8K -$39.8K -148 -84%
KAS
528
Kemnay Advisory Services
New York
$7.87K +$269 +1 +4%
JWM
529
JPL Wealth Management
Colorado
$7.87K +$3.76K +14 +108%
AP
530
Aspect Partners
Virginia
$7.87K +$7.26K +27 New
BWA
531
Basecamp Wealth Advisors
Washington
$7.29K -$5.91K -22 -47%
PWA
532
Physician Wealth Advisors
Utah
$6.42K -$5.11K -19 -46%
HI
533
Harbour Investments
Wisconsin
$6.42K -$1.88K -7 -24%
IRC
534
Investors Research Corp
Georgia
$6.42K
CPG
535
Cornerstone Planning Group
New Jersey
$6.19K -$269 -1 -5%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$5.88K +$538 +2 +11%
MCM
537
MV Capital Management
Maryland
$5.83K
RWM
538
Rialto Wealth Management
New York
$4.67K +$3.76K +14 +700%
MIM
539
Marshall Investment Management
Colorado
$4.67K +$4.3K +16 New
SSG
540
Summit Securities Group
New York
$4.37K +$1.34K +5 +50%
DWM
541
Dogwood Wealth Management
Kansas
$4.08K +$1.61K +6 +75%
AW
542
Avion Wealth
Texas
$4K +$2.15K +8 +100%
RF
543
Rossby Financial
Florida
$3.79K -$269 -1 -7%
PIS
544
POM Investment Strategies
North Carolina
$3.79K
HFS
545
Hughes Financial Services
Virginia
$3.5K +$2.15K +8 +200%
FFO
546
Fortitude Family Office
Arizona
$3.21K
RWM
547
Raffa Wealth Management
District of Columbia
$3.21K +$806 +3 +38%
IA
548
IFP Advisors
Florida
$2.92K -$1.61K -6 -38%
TC
549
Truvestments Capital
Florida
$2.92K
S
550
Sachetta
Massachusetts
$2.65K -$2.69K -10 -53%

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.