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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
BlackRock
1
BlackRock
New York
$2.17B +$46.9M +174,651 +2%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$1.6B +$660K +2,454 +0%
State Street
3
State Street
Massachusetts
$1.53B -$3.68M -13,696 -0.3%
Cohen & Steers
4
Cohen & Steers
New York
$1.43B +$19.2M +71,547 +1%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$1.23B +$1.24M +4,613 +0.1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$979M +$2.28M +8,488 +0.3%
Principal Financial Group
7
Principal Financial Group
Iowa
$610M +$114M +424,866 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$568M +$7.73M +28,747 +1%
Norges Bank
9
Norges Bank
Norway
$469M +$432M +1,607,742 New
Invesco
10
Invesco
Georgia
$328M +$50M +186,029 +20%
RC
11
Resolution Capital
Australia
$300M +$95.3M +354,660 +53%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$292M +$1.34M +4,989 +0.5%
Charles Schwab
13
Charles Schwab
California
$274M +$14M +52,162 +6%
Legal & General Group
14
Legal & General Group
United Kingdom
$260M -$2.79M -10,393 -1%
Northern Trust
15
Northern Trust
Illinois
$251M +$4.84M +18,006 +2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$251M -$3.1M -11,522 -1%
JP Morgan Chase
17
JP Morgan Chase
New York
$246M +$76.9M +286,076 +53%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$238M -$28.9M -107,584 -12%
Morgan Stanley
19
Morgan Stanley
New York
$231M -$13.2M -49,050 -6%
UBS AM
20
UBS AM
Illinois
$221M +$203M +754,185 +23,177%
ProShare Advisors
21
ProShare Advisors
Maryland
$189M -$2.18M -8,100 -1%
Boston Partners
22
Boston Partners
Massachusetts
$183M +$5M +18,605 +3%
Goldman Sachs
23
Goldman Sachs
New York
$181M +$36.6M +136,006 +28%
QCM
24
Quantinno Capital Management
New York
$154M +$39.9M +148,251 +39%
Nuveen
25
Nuveen
North Carolina
$144M -$3.88M -14,425 -3%

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.