Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Essex Ppty Tr Inc (ESS)

622 + Investors. Track Smart Money conviction in ESS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — ESS

Based on 628 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
628 hedge funds hold ESS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ESS is almost the same as a year ago (+13 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

350 buying244 selling
Last quarter: 350 funds bought or added vs 244 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~77 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 60 → 92 → 75 → 77. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new
431 out of 628 hedge funds have held ESS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +50%, value +26%

Value
+25%
Shares
+49%
Last quarter: funds added +50% more shares while total portfolio value only changed +26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~77 new funds/quarter

72 → 60 → 92 → 75 → 77 new funds/Q
New funds entering each quarter: 60 → 92 → 75 → 77. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 637 holders: 451 (71%) are 2+ year veterans, 73 entered 1–2 years ago, and 113 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
67 of 627 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in ESS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ESS

In 2026 Q2, 350 hedge funds were net buyers of ESS (77 opened a new position, 273 added to an existing one), while 244 reduced or exited (185 trimmed, 59 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 59% of total institutional value in ESS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 628.

Hedge Fund Ownership: ESS

How many hedge funds hold ESS — quarterly history vs. share price
Quarterly hedge fund ownership of ESS vs. share price

Market Analysis: ESS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: ESS
622 + Investors

Track Smart Money conviction in ESS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 622 610 1.97%
13F Shares 65M 62M 3.96%
Total Value $16.24B $13.01B 24.81%
New Positions 75 75 -
Increased Positions 268 218 +50
Closed Positions 62 80 -18
Reduced Positions 183 226 -43
Total Calls 6 6 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: ESS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

622 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ESS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rush Island Management, LP 8.47% 438,518 $127.9M
2 Resolution Capital Ltd 5.51% 1,027,680 $299.7M
3 Aew Capital Management L P 5.47% 313,787 $91.5M
4 GSI Capital Advisors LLC 4.47% 32,507 $9.5M
5 Heitman Real Estate Securities LLC 4.00% 213,726 $62.3M
6 Solel Partners LP 3.80% 76,700 $22.4M
7 Sophron Capital Management L.P. 3.26% 36,114 $10.5M
8 Masterton Capital Management, LP 3.19% 12,900 $3.8M
9 Vert Asset Management LLC 2.61% 32,701 $9.5M
10 LDR Capital Management LLC 2.06% 6,110 $1.8M
11 Kinloch Capital, LLC 1.86% 17,472 $5.1M
12 Investure, LLC 1.84% 100,821 $29.4M
13 Uniplan Investment Counsel, Inc. 1.33% 50,107 $14.1M
14 Adelante Capital Management LLC 1.30% 67,992 $19.8M
15 Duff & Phelps Investment Management Co 1.18% 429,210 $125.2M
16 American Assets Investment Management, LLC 1.05% 59,500 $17.3M
17 Pacific Heights Asset Management LLC 0.92% 100,000 $29.2M
18 Landmark Investment Partners, L.P. 0.89% 12,719 $3.6M
19 Camelot Portfolios, LLC 0.72% 3,528 $1.0M
20 Dean Investment Associates, LLC 0.70% 18,306 $5.3M
21 Vest Financial, LLC 0.59% 191,810 $55.9M
22 Centersquare Investment Management LLC 0.50% 199,720 $58.2M
23 Meiji Yasuda Asset Management Co Ltd. 0.48% 36,586 $10.7M
24 Daiwa Securities Group Inc. 0.47% 817,220 $238.3M
25 Jacobs Levy Equity Management, Inc 0.44% 416,385 $121.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Essex Ppty Tr Inc (ESS)

What does the Smart Money Trend signal show for ESS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ESS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ESS?

Slight buying edge — 59% buying: Last quarter: 350 funds bought or added vs 244 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESS holders?

Elite ownership — 59% AUM from top-100 funds: 67 of 627 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in ESS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ESS?

69% of holders stayed for 2+ years: 431 out of 628 hedge funds have held ESS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →