Essex Property Trust: which funds bought and sold

Institutions that bought and sold Essex Property Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 338 institutions that filed 13F reports for both quarters added to or opened positions in Essex Property Trust, and 231 cut or closed them. Together they added a net 1.3M shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−16.1%); index fund managers were net buyers of 257K shares (+0.9%). 68 opened a new position and 46 sold out entirely.

Bought, Q2 2026 338 institutions, 68 of them new holders Sold, Q2 2026 231 institutions, 46 of them sold out

Net change, all compared +1.3M shares (+2.0%)

Net change, active managers −1.5M shares (−16.1%), 24 bought, 31 sold

Buyers versus sellers

institutions compared, 666

338 bought 97 231 sold

Active managers and hedge funds 24 bought · 31 sold · −1.5M

Index fund managers 8 bought · 4 sold · +257K

Other institutions 306 bought · 196 sold · +2.5M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+754K +23177.2%	757K	$221M
Principal Financial Group Inc	+425K +25.5%	2.1M	$610M
Resolution Capital Ltd	+355K +52.7%	1.0M	$300M
Jpmorgan Chase & Co	+286K +52.6%	830K	$246M
Invesco Ltd.	+186K +19.8%	1.1M	$328M
Blackrock, Inc. Index funds	+175K +2.4%	7.4M	$2.2B
Quantinno Capital Management LP	+148K +38.9%	529K	$154M
Goldman Sachs Group Inc	+136K +28.1%	620K	$181M
Duff & Phelps Investment Management Co	+103K +31.6%	429K	$125M
Mackenzie Financial Corp	+90K +435.9%	111K	$32.2M
AQR Capital Management LLC Hedge fund	+82K +94.3%	169K	$49.3M
Heitman Real Estate Securities LLC	+74K +53.5%	214K	$62.3M
Cohen & Steers, Inc.	+72K +1.5%	4.9M	$1.4B
Adelante Capital Management LLC	+68K New position	68K	$19.8M
Bank Of Montreal	+58K +160.5%	94K	$27.5M
Charles Schwab Investment Management Inc Index funds	+52K +5.9%	940K	$274M
Russell Investments Group, Ltd.	+50K +16.2%	357K	$104M
HSBC Holdings PLC	+37K +16.7%	256K	$74.7M
Caisse De Depot Et Placement Du Quebec	+34K +1023.4%	37K	$10.8M
Schroder Investment Management Group Active manager	+30K +23.4%	159K	$46.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+82K +94.3%	169K	$49.3M
Schroder Investment Management Group Active manager	+30K +23.4%	159K	$46.6M
Lighthouse Investment Partners, LLC Hedge fund	+29K +615.2%	33K	$9.7M
Wellington Management Group LLP Active manager	+28K +9.3%	330K	$96.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+25K New position	25K	$7.2M
Fil Ltd Active manager	+23K +1962.6%	24K	$7M
Boston Partners Active manager	+19K +3.1%	628K	$183M
Capital World Investors Active manager	+15K +20.3%	90K	$26.2M
Victory Capital Management Inc Active manager	+12K +36.5%	46K	$13.3M
American Century Companies Inc Active manager	+12K +3.8%	326K	$95.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Rush Island Management, LP Hedge fund	−369K −45.7%	439K	$128M
Route One Investment Company, L.P. Hedge fund	−298K Sold out	0	—
Citadel Advisors LLC Hedge fund	−235K −74.1%	82K	$23.9M
Woodline Partners LP Hedge fund	−219K −94.0%	14K	$4.1M
Alyeska Investment Group, L.P. Hedge fund	−194K −77.0%	58K	$16.8M
Barclays PLC	−130K −55.9%	102K	$29.9M
Capitolis Liquid Global Markets LLC	−110K Sold out	0	—
Daiwa Securities Group Inc.	−108K −11.6%	817K	$238M
Renaissance Technologies LLC Hedge fund	−102K −77.3%	30K	$8.7M
Citigroup Inc	−66K −23.2%	220K	$64.1M
Strs Ohio	−64K Sold out	0	—
Millennium Management LLC Hedge fund	−64K −95.9%	2,771	$807,996
Balyasny Asset Management L.P. Hedge fund	−59K −85.6%	9,887	$2.9M
Brookfield Corp	−52K −98.0%	1,070	$312,001
Marshall Wace, LLP Hedge fund	−51K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−50K Sold out	0	—
Morgan Stanley	−49K −5.8%	792K	$231M
Sophron Capital Management L.P.	−43K −54.3%	36K	$10.5M
SG Americas Securities, LLC	−34K −37.1%	57K	$16.7M
Royal Bank Of Canada	−33K −29.4%	79K	$23.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Rush Island Management, LP Hedge fund	−369K −45.7%	439K	$128M
Route One Investment Company, L.P. Hedge fund	−298K Sold out	0	—
Citadel Advisors LLC Hedge fund	−235K −74.1%	82K	$23.9M
Woodline Partners LP Hedge fund	−219K −94.0%	14K	$4.1M
Alyeska Investment Group, L.P. Hedge fund	−194K −77.0%	58K	$16.8M
Renaissance Technologies LLC Hedge fund	−102K −77.3%	30K	$8.7M
Millennium Management LLC Hedge fund	−64K −95.9%	2,771	$807,996
Balyasny Asset Management L.P. Hedge fund	−59K −85.6%	9,887	$2.9M
Marshall Wace, LLP Hedge fund	−51K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−50K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Adelante Capital Management LLC	68K	$19.8M
Arrowstreet Capital, Limited PartnershipHedge fund	25K	$7.2M
Diversify Advisory Services, LLC	19K	$5.4M
Masterton Capital Management, LP	13K	$3.8M
Imc-Chicago, LLC	13K	$3.7M
Rakuten Investment Management, Inc.	11K	$3.1M
Landscape Capital Management, L.L.C.	4,066	$1.2M
Kentucky Retirement Systems	4,023	$1.2M
Quadrature Capital LtdHedge fund	3,942	$1.1M
Alps Advisors Inc	3,775	$1.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Route One Investment Company, L.P.Hedge fund	298K	$72.1M
Capitolis Liquid Global Markets LLC	110K	$26.6M
Strs Ohio	64K	$15.6M
Marshall Wace, LLPHedge fund	51K	$12.4M
D. E. Shaw & Co., Inc.Hedge fund	50K	$12.2M
Tudor Investment Corp Et AlHedge fund	30K	$7.1M
Tredje Ap-Fonden	25K	$6.1M
Carronade Capital Management, LPHedge fund	18K	$4.3M
Point72 Asset Management, L.P.Hedge fund	13K	$3.2M
Entropy Technologies, LP	10K	$2.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 629
Ten largest holders: 57.4%
Index fund managers: 41.8%
Active managers and hedge funds: 11.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	31	3	13	−1.5M	−16.1%
Index fund managers	8	4	0	0	+257K	+0.9%
Other institutions	306	196	65	33	+2.5M	+9.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Essex Property Trust.

Only managers that filed a holdings report for both quarters are compared (666 here). 19 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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