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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
GBT
551
Grove Bank & Trust
Florida
$2.62K
MEG
552
Millstone Evans Group
Colorado
$2.62K
BWL
553
Bogart Wealth LLC
Virginia
$2.33K -$1.07K -4 -33%
BIA
554
Bell Investment Advisors
California
$2.33K +$538 +2 +33%
SC
555
SouthState Corp
Florida
$2.33K +$538 +2 +33%
TFM
556
TFC Financial Management
Massachusetts
$2.33K +$538 +2 +33%
DF
557
Dunhill Financial
United Kingdom
$2.05K +$269 +1 +17%
HWP
558
Highline Wealth Partners
California
$2.04K -$1.07K -4 -36%
CFM
559
Cornerstone Financial Management
Massachusetts
$2.04K
SGFG
560
Silver Grove Financial Group
New York
$1.75K +$1.61K +6 New
M
561
MOTCO
Texas
$1.46K +$538 +2 +67%
CWP
562
Clark Wealth Partners
Illinois
$1.18K -$538 -2 -33%
ACA
563
American Capital Advisory
Idaho
$1.17K
SWM
564
Spire Wealth Management
Virginia
$1.17K -$341K -1,267 -100%
SWM
565
SHP Wealth Management
Massachusetts
$1.17K -$806 -3 -43%
TAP
566
Tounjian Advisory Partners
Florida
$1.17K +$1.07K +4 New
PWMG
567
Prestige Wealth Management Group
New Jersey
$883
AF
568
Advisornet Financial
Minnesota
$875
SEP
569
Signature Equity Partners
Ohio
$875
APFP
570
Action Point Financial Planning
Michigan
$875 +$806 +3 New
AWM
571
Abound Wealth Management
Tennessee
$584
RWS
572
Retirement Wealth Solutions
Wisconsin
$584
BIM
573
Breakwater Investment Management
Washington
$584 +$538 +2 New
BFS
574
Bare Financial Services
Pennsylvania
$583
BWS
575
Buck Wealth Strategies
Colorado
$583 +$538 +2 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.