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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
MK
451
MASTERINVEST Kapitalanlage
$214K
CFO
452
Callan Family Office
Pennsylvania
$212K +$221K +877 New
AFG
453
Atomi Financial Group
New York
$212K -$12.9K -51 -6%
CSC
454
Caldwell Sutter Capital
California
$207K +$11.4K +45 +6%
PA
455
Profund Advisors
Maryland
$206K -$64.8K -257 -23%
GT
456
Greenleaf Trust
Michigan
$205K -$5.3K -21 -2%
OCA
457
OpenArc Corporate Advisory
Georgia
$204K -$18.2K -72 -8%
CWG
458
Cornerstone Wealth Group
North Carolina
$200K +$504 +2 +0.3%
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$200K -$478K -1,896 -70%
OWP
460
ORG Wealth Partners
Texas
$192K -$13.1K -52 -6%
VIA
461
Virtus Investment Advisers
Connecticut
$188K +$38.6K +153 +25%
CPCPP
462
Canada Post Corporation Pension Plan
Canada
$172K -$126K -500 -41%
CTC
463
Cetera Trust Company
Minnesota
$168K +$10.1K +40 +6%
MG
464
Mather Group
Illinois
$164K -$27.5K -109 -14%
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$158K +$31.3K +124 +23%
S
466
SignatureFD
Georgia
$150K +$43.9K +174 +39%
BBHC
467
Brown Brothers Harriman & Co
New York
$146K +$31K +123 +26%
TE
468
Tema ETFs
New York
$142K
AIP
469
Ameritas Investment Partners
Nebraska
$139K
WTC
470
WhitTier Trust Company
Nevada
$134K -$252 -1 -0.2%
NSIM
471
North Star Investment Management
Illinois
$122K -$1.01K -4 -0.8%
CI
472
CX Institutional
Indiana
$120K -$71.1K -282 -36%
AssetMark Inc
473
AssetMark Inc
California
$107K -$14.1K -56 -11%
GSEP
474
Golden State Equity Partners
California
$92.2K +$96.1K +381 New
CFFP
475
Center for Financial Planning
Michigan
$84.7K