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Essex Property Trust

605 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.7M
Puts
$13.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
401
Edgestream Partners
New Jersey
$339K
USCWA
402
U.S. Capital Wealth Advisors
Texas
$334K
GI
403
GAMMA Investing
California
$334K
SIP
404
Snowwater Investment Partners
Connecticut
$318K
GWP
405
Gen-Wealth Partners
Michigan
$318K
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$311K
SWM
407
Spire Wealth Management
Virginia
$308K
WT
408
Whittier Trust
California
$305K
YIM
409
Yoffe Investment Management
Pennsylvania
$304K
KIA
410
KCM Investment Advisors
California
$301K
FISPB
411
Fideuram - Intesa Sanpaolo Private Banking
$295K
OAM
412
Ostrum Asset Management
France
$292K
ACIM
413
Azimuth Capital Investment Management
Michigan
$290K
NG
414
Norden Group
Utah
$286K
Fidelity International
415
Fidelity International
Bermuda
$282K
SFSG
416
Sound Financial Strategies Group
Mississippi
$282K
CCM
417
Coldstream Capital Management
Washington
$279K
KFG
418
Kingdom Financial Group
Arizona
$276K
LAS
419
Lloyd Advisory Services
Georgia
$276K
VSQM
420
V-Square Quantitative Management
Illinois
$270K
GIA
421
Gateway Investment Advisers
Ohio
$270K
Kayne Anderson Rudnick Investment Management
422
Kayne Anderson Rudnick Investment Management
California
$264K
PTP
423
Platform Technology Partners
New York
$264K
CIA
424
Concurrent Investment Advisors
Florida
$263K
PAS
425
Park Avenue Securities
New York
$256K