We are live on ! Find out more
ESS icon

Essex Property Trust

618 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 234 increasing their positions, 205 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $15.7M

37% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 59

14% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 205

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 606618 (+12)

0.75% more ownership

Funds ownership: 99.48%100.23% (+0.75%)

2% less capital invested

Capital invested by funds: $17.1B → $16.9B (-$292M)

Holders
618
Holders Change
+12
Holders Change %
+1.98%
% of All Funds
7.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
81
Increased
234
Reduced
205
Closed
59
Calls
$29.5M
Puts
$15.7M
Net Calls
+$13.8M
Net Calls Change
-$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
376
Turning Point Benefit Group
Maryland
$476K -$89K -344 -16%
FC
377
Farringdon Capital
United Kingdom
$472K +$467K +1,803 New
TCBWMS
378
Texas Capital Bank Wealth Management Services
Texas
$467K +$462K +1,785 New
SL
379
Summitry LLC
California
$464K +$24.1K +93 +6%
I
380
INVST
Indiana
$461K -$179K -693 -28%
HIP
381
HUB Investment Partners
Texas
$461K +$169K +653 +59%
IIM
382
INTECH Investment Management
Florida
$456K -$204K -789 -31%
MSA
383
MUFG Securities Americas
New York
$454K -$259 -1 -0.1%
SAM
384
Securian Asset Management
Minnesota
$447K -$368K -1,420 -45%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$439K
IAA
386
Independent Advisor Alliance
North Carolina
$434K +$26.1K +101 +6%
GAM
387
Groupama Asset Management
France
$432K -$44.8K -173 -9%
KAS
388
Kestra Advisory Services
Texas
$431K -$312K -1,207 -42%
Bessemer Group
389
Bessemer Group
New Jersey
$418K +$15K +58 +4%
VHAM
390
Van Hulzen Asset Management
California
$417K
EWM
391
Empirical Wealth Management
Washington
$414K +$409K +1,581 New
WTB
392
Washington Trust Bank
Washington
$412K
WHC
393
Wulff, Hansen & Co
California
$409K -$39.6K -153 -9%
ACI
394
Alpha Cubed Investments
California
$404K +$71.2K +275 +22%
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$404K +$399K +1,543 New
VCM
396
Versant Capital Management
Arizona
$391K +$235K +909 +155%
PPW
397
Parcion Private Wealth
Washington
$384K +$776 +3 +0.2%
NW
398
NewEdge Wealth
Pennsylvania
$376K +$154K +595 +71%
SFA
399
Sequoia Financial Advisors
Ohio
$370K +$141K +543 +62%
PAS
400
Park Avenue Securities
New York
$368K +$5.69K +22 +2%