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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
BlackRock
1
BlackRock
New York
$1.76B +$77.3M +306,293 +4%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$1.33B +$1.38B +5,488,047 New
State Street
3
State Street
Massachusetts
$1.28B -$5.61M -22,242 -0.4%
Cohen & Steers
4
Cohen & Steers
New York
$1.17B -$292M -1,156,704 -19%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$1.02B +$1.06B +4,198,276 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$810M -$2.42M -9,611 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$464M +$12.8M +50,758 +3%
Principal Financial Group
8
Principal Financial Group
Iowa
$404M -$2.92M -11,571 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$241M +$14.4M +57,173 +6%
Invesco
10
Invesco
Georgia
$227M +$26.3M +104,229 +12%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$224M -$45.7M -181,169 -16%
Legal & General Group
12
Legal & General Group
United Kingdom
$219M -$12.1M -47,829 -5%
Charles Schwab
13
Charles Schwab
California
$215M +$10M +39,800 +5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$211M -$9.7M -38,473 -4%
Northern Trust
15
Northern Trust
Illinois
$204M -$17.4M -68,891 -8%
Morgan Stanley
16
Morgan Stanley
New York
$203M -$29.6M -117,388 -12%
RIM
17
Rush Island Management
New York
$196M +$43.1M +170,682 +27%
RC
18
Resolution Capital
Australia
$163M -$3.02M -11,959 -2%
ProShare Advisors
19
ProShare Advisors
Maryland
$159M +$9.29M +36,822 +6%
Boston Partners
20
Boston Partners
Massachusetts
$148M -$6.72M -26,621 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$132M -$27.5M -109,216 -17%
Nuveen
22
Nuveen
North Carolina
$123M -$7.39M -29,316 -5%
Goldman Sachs
23
Goldman Sachs
New York
$117M +$2.05M +8,110 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$112M -$739K -2,929 -0.6%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$103M -$3.06M -12,143 -3%

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.