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Essex Property Trust

605 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 236 increasing their positions, 219 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
-12
Holders Change %
-1.94%
% of All Funds
8.11%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
66
Increased
236
Reduced
219
Closed
67
Calls
$38.3M
Puts
$12.3M
Net Calls
+$26M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
401
Steward Partners Investment Advisory
New York
$310K +$290K +1,024 +1,442%
CIC
402
Crawford Investment Counsel
Georgia
$304K -$857K -3,023 -74%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$303K -$155K -545 -34%
LS
404
Livforsakringsbolaget Skandia
Sweden
$302K
EC
405
EntryPoint Capital
New York
$298K +$298K +1,051 New
ACM
406
AlphaStar Capital Management
North Carolina
$295K +$295K +1,040 New
LWAM
407
Legacy Wealth Asset Management
Minnesota
$288K +$3.4K +12 +1%
HIP
408
HUB Investment Partners
Texas
$287K +$287K +1,012 New
APP
409
Avantax Planning Partners
Iowa
$285K -$2.55K -9 -0.9%
CF
410
Cantor Fitzgerald
New York
$283K +$283K +1,000 New
CCM
411
Coldstream Capital Management
Washington
$281K -$199K -704 -42%
B
412
Bailard
California
$280K
SI
413
Stephens Inc
Arkansas
$280K +$850 +3 +0.3%
II
414
Inspire Investing
Idaho
$279K -$8.79K -31 -3%
UCFA
415
United Capital Financial Advisors
Texas
$277K +$5.1K +18 +2%
Focus Partners Wealth
416
Focus Partners Wealth
Massachusetts
$273K +$67K +236 +33%
C
417
Certuity
Florida
$271K -$48.5K -171 -15%
PA
418
Pinnacle Associates
New York
$270K +$64.3K +227 +31%
SCM
419
Stevens Capital Management
Pennsylvania
$269K +$269K +950 New
WANY
420
Wealthspire Advisors (New York)
New York
$261K +$72.8K +257 +39%
RBFC
421
Roman Butler Fullerton & Co
Missouri
$259K -$11.2K -39 -4%
VSQM
422
V-Square Quantitative Management
Illinois
$258K +$13.6K +48 +6%
KCP
423
Kera Capital Partners
California
$256K -$49K -173 -16%
BAAM
424
Baker Avenue Asset Management
California
$256K +$31.5K +111 +14%
SFI
425
Siemens Fonds Invest
Germany
$253K +$41.1K +145 +19%