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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
WP
451
Woodline Partners
California
$230K -$1.98M -7,634 -90%
RBFC
452
Roman Butler Fullerton & Co
Missouri
$228K
GT
453
Greenleaf Trust
Michigan
$227K +$6.47K +25 +3%
PFM
454
Patton Fund Management
Texas
$225K +$15.8K +61 +8%
OWP
455
ORG Wealth Partners
Texas
$221K -$28K -108 -11%
SCA
456
Snowden Capital Advisors
New York
$220K -$1.29K -5 -0.6%
CWI
457
Conscious Wealth Investments
Florida
$219K
Fidelity International
458
Fidelity International
Bermuda
$218K +$65.7K +254 +44%
GRP
459
Global Retirement Partners
California
$216K +$135K +521 +171%
RG
460
Renaissance Group
Kentucky
$215K +$8.54K +33 +4%
DWT
461
Dorsey & Whitney Trust
South Dakota
$213K +$10.4K +40 +5%
CSC
462
Caldwell Sutter Capital
California
$212K +$11.6K +45 +6%
SFS
463
Sowell Financial Services
Arkansas
$210K +$208K +802 New
MA
464
Mutual Advisors
Nebraska
$208K +$3.88K +15 +2%
CWG
465
Cornerstone Wealth Group
North Carolina
$207K +$204K +790 New
MG
466
Mather Group
Illinois
$206K +$24.6K +95 +14%
CCA
467
Checchi Capital Advisers
California
$203K -$30.8K -119 -13%
CI
468
CX Institutional
Indiana
$203K +$51.2K +198 +34%
ST
469
Spinnaker Trust
Maine
$203K
RSWM
470
Robertson Stephens Wealth Management
California
$201K -$518 -2 -0.3%
HCM
471
Howard Capital Management
Georgia
$201K +$518 +2 +0.3%
TCOV
472
Trust Company of Vermont
Vermont
$196K
ACM
473
Aster Capital Management
United Arab Emirates
$176K +$174K +674 New
CTC
474
Cetera Trust Company
Minnesota
$171K +$2.59K +10 +2%
VIA
475
Virtus Investment Advisers
Connecticut
$163K +$161K +623 New