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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
BIAS
476
Beacon Investment Advisory Services
New Jersey
$84.7K +$88.3K +350 New
LFG
477
Larson Financial Group
Missouri
$83.2K +$46.9K +186 +118%
HIC
478
Hamrick Investment Counsel
Washington
$75.8K +$78.2K +310 New
FFA
479
Farther Finance Advisors
California
$75.7K -$5.04K -20 -6%
TCA
480
Trifecta Capital Advisors
Illinois
$75K +$78.2K +310 New
BLC
481
Brown, Lisle/Cummings
Rhode Island
$73.6K
Bank Julius Baer & Co
482
Bank Julius Baer & Co
Switzerland
$73.3K
CT
483
Clearstead Trust
Maine
$71.9K
DIP
484
DT Investment Partners
Pennsylvania
$71.9K
TFIPS
485
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69K -$15.1K -60 -17%
Los Angeles Capital Management
486
Los Angeles Capital Management
California
$68.5K +$71.4K +283 New
EWA
487
EverSource Wealth Advisors
Alabama
$64.1K +$15.9K +63 +31%
SAM
488
Smartleaf Asset Management
Massachusetts
$58.7K -$23.2K -92 -28%
BMC
489
Bear Mountain Capital
Washington
$57.1K
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$56.4K -$3.03K -12 -5%
CH
491
Cromwell Holdings
Wyoming
$51.9K +$1.01K +4 +2%
AA
492
Ancora Advisors
Ohio
$51.1K +$16.9K +67 +47%
AG
493
AmeriFlex Group
Nevada
$50.3K
1IA
494
1620 Investment Advisors
Massachusetts
$48.4K
CTC
495
Central Trust Company
Missouri
$47.2K
MC
496
Muzinich & Co
New York
$46K +$35.3K +140 +280%
HNB
497
Huntington National Bank
Ohio
$45K -$9.08K -36 -16%
C
498
Covestor
United Kingdom
$43K -$23.7K -94 -35%
OL
499
OneFund LLC
Florida
$42.8K -$2.27K -9 -5%
CA
500
CoreCap Advisors
Michigan
$39.5K