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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
GWM
576
Geneos Wealth Management
Colorado
$583 +$538 +2 New
PS
577
Planning Strategies
Pennsylvania
$583 +$538 +2 New
PWA
578
Provenance Wealth Advisors
Florida
$583 +$538 +2 New
BFPW
579
BOK Financial Private Wealth
Colorado
$346 +$269 +1 New
MB
580
MidFirst Bank
Oklahoma
$292
NWS
581
Nvest Wealth Strategies
Ohio
$292
QWM
582
Quaker Wealth Management
New Jersey
$292
DCM
583
Davis Capital Management
Florida
$292 +$269 +1 New
ROIC
584
Route One Investment Company
California
-$72.1M -297,912 Closed
CLGM
585
Capitolis Liquid Global Markets
New York
-$26.6M -110,098 Closed
SO
586
STRS Ohio
Ohio
-$15.6M -64,342 Closed
Marshall Wace
587
Marshall Wace
United Kingdom
-$12.4M -51,421 Closed
D.E. Shaw & Co
588
D.E. Shaw & Co
New York
-$12.2M -50,467 Closed
TAF
589
Tredje AP-fonden
Sweden
-$6.05M -25,012 Closed
CCM
590
Carronade Capital Management
Connecticut
-$4.29M -17,705 Closed
Point72 Asset Management
591
Point72 Asset Management
Connecticut
-$3.19M -13,192 Closed
ET
592
Entropy Technologies
New York
-$2.52M -10,420 Closed
WAM
593
Weiss Asset Management
Massachusetts
-$2.21M -9,114 Closed
MF
594
Magnetar Financial
Illinois
-$1.68M -6,906 Closed
BCP
595
Blackhawk Capital Partners
Wisconsin
-$1.24M -5,111 Closed
KC
596
Kepler Cheuvreux
-$1.06M -4,372 Closed
TSS
597
Two Sigma Securities
New York
-$749K -3,093 Closed
JG
598
Jain Global
New York
-$708K -2,925 Closed
FC
599
Farringdon Capital
United Kingdom
-$564K -2,332 Closed
AV
600
ASR Vermogensbeheer
Netherlands
-$541K -2,236 Closed

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.