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Essex Property Trust

617 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
8.38%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
80
Increased
256
Reduced
196
Closed
75
Calls
$36.3M
Puts
$6.99M
Net Calls
+$29.3M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FRM
376
Fox Run Management
Connecticut
$498K -$424K -1,384 -46%
Envestnet Portfolio Solutions
377
Envestnet Portfolio Solutions
Illinois
$495K -$3.65M -11,916 -88%
VCM
378
Versant Capital Management
Arizona
$494K +$338K +1,101 +216%
IAA
379
Independent Advisor Alliance
North Carolina
$492K -$86.8K -283 -15%
SL
380
Summitry LLC
California
$492K +$2.15K +7 +0.4%
GSEP
381
Golden State Equity Partners
California
$489K -$29.4K -96 -6%
VHAM
382
Van Hulzen Asset Management
California
$488K +$613 +2 +0.1%
CL
383
Choreo LLC
Illinois
$484K +$60.9K +197 +14%
WTB
384
Washington Trust Bank
Washington
$482K
TPBG
385
Turning Point Benefit Group
Maryland
$477K +$477K +1,819 New
VAS
386
Vestmark Advisory Solutions
Massachusetts
$476K +$191K +622 +67%
TPA
387
Trivium Point Advisory
Connecticut
$465K +$122K +397 +35%
USAA
388
United Services Automobile Association
Texas
$464K +$464K +1,517 New
BBVA
389
Banco Bilbao Vizcaya Argentaria
Spain
$457K +$23K +75 +5%
GI
390
GAMMA Investing
California
$448K +$62.2K +203 +16%
CCA
391
Checchi Capital Advisers
California
$445K +$78.5K +256 +21%
WT
392
Whittier Trust
California
$444K +$19K +62 +4%
RWM
393
Revisor Wealth Management
Ohio
$428K +$176K +568 +70%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$418K +$43.9K +143 +12%
PPW
395
Parcion Private Wealth
Washington
$412K
ACI
396
Alpha Cubed Investments
California
$401K +$24.2K +79 +6%
EWA
397
EP Wealth Advisors
California
$400K +$23.3K +76 +6%
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$394K
YIM
399
Yoffe Investment Management
Pennsylvania
$385K -$307 -1 -0.1%
KIA
400
KCM Investment Advisors
California
$382K -$10.7K -35 -3%