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Essex Property Trust

606 hedge funds and large institutions have $15.1B invested in Essex Property Trust in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 229 reducing their positions, and 69 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: 70 | Existing positions closed: 69

5% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 229

2% less funds holding

Funds holding: 618606 (-12)

3.86% less ownership

Funds ownership: 100.23%96.37% (-3.9%)

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
606
Holders Change
-12
Holders Change %
-1.94%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
70
Increased
218
Reduced
229
Closed
69
Calls
$18.7M
Puts
$13.6M
Net Calls
+$5.16M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
301
Horst & Graben Wealth Management
Oregon
$827K
UCFA
302
United Capital Financial Advisors
Texas
$822K +$211K +836 +33%
TRCT
303
Tower Research Capital (TRC)
New York
$811K +$246K +974 +41%
DEA
304
DoubleLine ETF Adviser
Florida
$808K -$211K -837 -20%
EI
305
Ethic Inc
New York
$806K -$36.3K -144 -4%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$799K
Caisse de Depot et Placement du Quebec (CDPQ)
307
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$796K -$5.88M -23,293 -88%
AF
308
Allworth Financial
California
$789K -$12.1K -48 -1%
UBS AM
309
UBS AM
Illinois
$787K +$666K +2,642 +432%
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$780K -$466K -1,847 -36%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$759K
TSS
312
Two Sigma Securities
New York
$749K +$522K +2,069 +202%
EWM
313
Empirical Wealth Management
Washington
$747K +$380K +1,506 +95%
B
314
Barings
North Carolina
$747K
KCP
315
Kera Capital Partners
California
$743K +$291K +1,155 +60%
KPWS
316
Kestra Private Wealth Services
Texas
$737K +$12.6K +50 +2%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$735K +$94.3K +374 +14%
C
318
Certuity
Florida
$731K +$239K +946 +46%
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$726K
OAC
320
OMERS Administration Corp
Ontario, Canada
$726K +$176K +699 +30%
HI
321
Horizon Investments
North Carolina
$716K +$6.81K +27 +0.9%
SC
322
Syon Capital
California
$709K -$215K -851 -23%
JG
323
Jain Global
New York
$708K +$738K +2,925 New
AAIS
324
ABN AMRO Investment Solutions
$673K +$141K +560 +25%
PA
325
Parallel Advisors
California
$668K +$25.7K +102 +4%