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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
RWM
401
Revisor Wealth Management
Ohio
$341K +$18.9K +75 +6%
EP
402
Edgestream Partners
New Jersey
$339K -$6.71M -26,597 -95%
USCWA
403
U.S. Capital Wealth Advisors
Texas
$334K +$60K +238 +21%
GI
404
GAMMA Investing
California
$334K +$21.4K +85 +7%
SIP
405
Snowwater Investment Partners
Connecticut
$318K
GWP
406
Gen-Wealth Partners
Michigan
$318K +$11.9K +47 +4%
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$311K
SWM
408
Spire Wealth Management
Virginia
$308K +$320K +1,268 +42,267%
WT
409
Whittier Trust
California
$305K -$13.4K -53 -4%
YIM
410
Yoffe Investment Management
Pennsylvania
$304K -$252 -1 -0.1%
KIA
411
KCM Investment Advisors
California
$301K
FISPB
412
Fideuram - Intesa Sanpaolo Private Banking
$295K +$79.2K +314 +35%
OAM
413
Ostrum Asset Management
France
$292K +$4.54K +18 +2%
ACIM
414
Azimuth Capital Investment Management
Michigan
$290K
NG
415
Norden Group
Utah
$286K +$2.77K +11 +0.9%
Fidelity International
416
Fidelity International
Bermuda
$282K +$83.7K +332 +40%
SFSG
417
Sound Financial Strategies Group
Mississippi
$282K -$283K -1,120 -49%
CCM
418
Coldstream Capital Management
Washington
$279K -$52K -206 -15%
KFG
419
Kingdom Financial Group
Arizona
$276K
LAS
420
Lloyd Advisory Services
Georgia
$276K +$288K +1,141 New
VSQM
421
V-Square Quantitative Management
Illinois
$270K -$9.59K -38 -3%
GIA
422
Gateway Investment Advisers
Ohio
$270K +$281K +1,115 New
Kayne Anderson Rudnick Investment Management
423
Kayne Anderson Rudnick Investment Management
California
$264K -$1.21M -4,783 -81%
PTP
424
Platform Technology Partners
New York
$264K +$275K +1,090 New
CIA
425
Concurrent Investment Advisors
Florida
$263K -$277K -1,100 -50%