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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
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$46.6M +$8.1M +30,132 +23%
Vanguard Global Advisers
52
Vanguard Global Advisers
Pennsylvania
$40.3M -$673K -2,502 -2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$37.6M -$679K -2,525 -2%
Ameriprise
54
Ameriprise
Minnesota
$37.3M -$634K -2,357 -2%
NAMI
55
Nomura Asset Management International
Pennsylvania
$36.3M -$2.05M -7,644 -6%
Vanguard Asset Management
56
Vanguard Asset Management
$36.1M +$4.15M +15,434 +14%
First Trust Advisors
57
First Trust Advisors
Illinois
$35.9M -$6.98M -25,975 -17%
Asset Management One
58
Asset Management One
Japan
$35.5M +$1.18M +4,388 +4%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$32.2M +$24.2M +89,885 +436%
Barclays
60
Barclays
United Kingdom
$29.9M -$35M -130,051 -56%
IL
61
Investure LLC
Virginia
$29.4M
Aberdeen Group
62
Aberdeen Group
United Kingdom
$27.8M +$3.18M +11,822 +14%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$27.5M +$15.6M +58,131 +161%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$27.5M +$2.09M +7,787 +9%
Capital World Investors
65
Capital World Investors
California
$26.2M +$4.08M +15,194 +20%
SPS
66
Susquehanna Portfolio Strategies
Pennsylvania
$24.7M +$2.73M +10,166 +14%
Citadel Advisors
67
Citadel Advisors
Florida
$23.9M -$63.1M -234,823 -74%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$23.1M -$8.87M -33,009 -29%
SP
69
Solel Partners
Massachusetts
$22.4M
Vanguard Investments Australia
70
Vanguard Investments Australia
Australia
$21.9M +$150K +558 +0.7%
Wells Fargo
71
Wells Fargo
California
$20.6M +$2.83M +10,523 +17%
CIMLRA
72
CBRE Investment Management Listed Real Assets
Pennsylvania
$20.6M +$2.63M +9,793 +16%
Corient Private Wealth
73
Corient Private Wealth
Florida
$19.4M +$71.8K +267 +0.4%
AllianceBernstein
74
AllianceBernstein
Tennessee
$18.9M -$233K -866 -1%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$18.6M -$1.14M -4,253 -6%

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.