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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
CCM
401
Coldstream Capital Management
Washington
$355K -$36.2K -140 -9%
PA
402
Pinnacle Associates
New York
$354K +$105K +404 +43%
WANY
403
Wealthspire Advisors (New York)
New York
$346K -$96.5K -373 -22%
SIP
404
Snowwater Investment Partners
Connecticut
$340K +$336K +1,300 New
GI
405
GAMMA Investing
California
$339K +$2.59K +10 +0.8%
EWA
406
EP Wealth Advisors
California
$338K +$335K +1,293 New
ETC
407
Exchange Traded Concepts
Oklahoma
$338K +$32.1K +124 +11%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$336K
RWM
409
Revisor Wealth Management
Ohio
$334K -$1.55K -6 -0.5%
PWMAG
410
Pinnacle Wealth Management Advisory Group
New Jersey
$333K +$330K +1,274 New
GWP
411
Gen-Wealth Partners
Michigan
$331K -$128K -496 -28%
WT
412
Whittier Trust
California
$330K
YIM
413
Yoffe Investment Management
Pennsylvania
$328K
II
414
Inspire Investing
Idaho
$327K +$24.6K +95 +8%
KIA
415
KCM Investment Advisors
California
$326K
CPCPP
416
Canada Post Corporation Pension Plan
Canada
$317K +$88K +340 +39%
ACIM
417
Azimuth Capital Investment Management
Michigan
$314K
OAM
418
Ostrum Asset Management
France
$311K -$102K -394 -25%
NG
419
Norden Group
Utah
$306K +$776 +3 +0.3%
CAG
420
Crestwood Advisors Group
Massachusetts
$305K +$302K +1,165 New
DS
421
DRW Securities
Illinois
$303K -$199K -770 -40%
VSQM
422
V-Square Quantitative Management
Illinois
$302K +$299K +1,154 New
USCWA
423
U.S. Capital Wealth Advisors
Texas
$299K +$39.1K +151 +15%
OL
424
Optas LLC
Texas
$299K -$204K -788 -41%
KFG
425
Kingdom Financial Group
Arizona
$299K +$295K +1,141 New