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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
PA
426
Profund Advisors
Maryland
$290K +$54.1K +209 +23%
AAP
427
Arax Advisory Partners
Colorado
$289K +$77.9K +301 +37%
GFM
428
GF Fund Management
China
$279K -$1.55K -6 -0.6%
EV
429
EJMK Ventures
Illinois
$278K +$275K +1,061 New
B
430
Bailard
California
$275K
MFG
431
Merit Financial Group
Georgia
$270K -$11.1K -43 -4%
EH
432
Equitable Holdings
New York
$268K +$36.5K +141 +16%
TSS
433
Two Sigma Securities
New York
$268K +$265K +1,024 New
VAS
434
Vestmark Advisory Solutions
Massachusetts
$267K -$240K -929 -48%
LWAM
435
Legacy Wealth Asset Management
Minnesota
$265K -$10.4K -40 -4%
KCM
436
Kathmere Capital Management
Pennsylvania
$261K +$18.9K +73 +8%
TG
437
TCW Group
California
$253K +$250K +965 New
Envestnet Portfolio Solutions
438
Envestnet Portfolio Solutions
Illinois
$245K -$15.8K -61 -6%
CIC
439
Crawford Investment Counsel
Georgia
$245K -$22.8K -88 -9%
AC
440
AlphaCore Capital
California
$243K +$240K +927 New
AFG
441
Atomi Financial Group
New York
$242K +$6.99K +27 +3%
Federated Hermes
442
Federated Hermes
Pennsylvania
$242K -$10.1K -39 -4%
OTPPB
443
Ontario Teachers' Pension Plan Board
Ontario, Canada
$241K -$742K -2,868 -76%
OCA
444
OpenArc Corporate Advisory
Georgia
$239K +$237K +914 New
SWM
445
Segment Wealth Management
Texas
$239K +$11.4K +44 +5%
FISPB
446
Fideuram - Intesa Sanpaolo Private Banking
$237K +$234K +906 New
WA
447
Waverly Advisors
Alabama
$236K +$25.4K +98 +12%
SOW
448
State of Wyoming
Wyoming
$235K -$185K -716 -44%
MK
449
MASTERINVEST Kapitalanlage
$234K +$229K +886 New
SFI
450
Siemens Fonds Invest
Germany
$233K