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Essex Property Trust

608 hedge funds and large institutions have $15.1B invested in Essex Property Trust in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 218 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $13.6M

1% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 70

5% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 229

2% less funds holding

Funds holding: 619608 (-11)

3.84% less ownership

Funds ownership: 100.23%96.39% (-3.8%)

11% less capital invested

Capital invested by funds: $16.9B → $15.1B (-$1.8B)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
608
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.44%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
71
Increased
218
Reduced
229
Closed
70
Calls
$18.7M
Puts
$13.6M
Net Calls
+$5.16M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
676
Optima Capital
Oregon
-$523 -2 Closed
DCM
677
Davis Capital Management
Florida
-$262 -1 Closed
ECA
678
Elevated Capital Advisors
Utah
-$262 -1 Closed
NL
679
NVWM LLC
Pennsylvania
-$262 -1 Closed

ESS Hedge Fund Activity: Q1 2026 in Review

608 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q1 2026, worth a combined $15.1B — down 11% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ESS positions and 70 closed out — a net gain of 1 holder — while 218 added to existing stakes and 229 trimmed.

The largest buyer was BlackRock, adding an estimated $77.3M. The largest seller was Cohen & Steers, cutting an estimated $292M.

  • 608 institutional investors held Essex Property Trust (ESS) as of Q1 2026, down from 619 in Q4 2025.
  • Funds reported $15.1B of Essex Property Trust stock for Q1 2026, down 11% quarter-over-quarter.
  • 71 funds opened new Essex Property Trust positions in Q1 2026 and 70 closed out, a net change of +1 holder.
  • The largest Essex Property Trust buyer in Q1 2026 was BlackRock, an estimated $77.3M added.
  • The largest Essex Property Trust seller in Q1 2026 was Cohen & Steers, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2026.