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Essex Property Trust

605 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 236 increasing their positions, 219 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
-12
Holders Change %
-1.94%
% of All Funds
8.11%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
66
Increased
236
Reduced
219
Closed
67
Calls
$38.3M
Puts
$12.3M
Net Calls
+$26M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$114K -$171K -602 -60%
BBHC
477
Brown Brothers Harriman & Co
New York
$113K +$25.5K +90 +29%
AssetMark Inc
478
AssetMark Inc
California
$109K +$42.3K +149 +64%
HFM
479
Harvest Fund Management
China
$107K +$3.4K +12 +3%
OP
480
ORG Partners
Indiana
$104K +$3.7K +24 +4%
BIG
481
Brooklyn Investment Group
New York
$100K +$46.4K +164 +86%
CFFP
482
Center for Financial Planning
Michigan
$99.2K
BLC
483
Brown, Lisle/Cummings
Rhode Island
$86.2K
Bank Julius Baer & Co
484
Bank Julius Baer & Co
Switzerland
$85.9K +$9.92K +35 +13%
DIP
485
DT Investment Partners
Pennsylvania
$84.2K
CT
486
Clearstead Trust
Maine
$84.2K
GRP
487
Global Retirement Partners
California
$83.9K +$83.9K +296 New
HNB
488
Huntington National Bank
Ohio
$81.6K +$11.3K +40 +16%
EWA
489
EverSource Wealth Advisors
Alabama
$79.1K +$32.6K +115 +70%
SAM
490
Smartleaf Asset Management
Massachusetts
$76.8K -$15.7K -55 -17%
SWM
491
Spire Wealth Management
Virginia
$68.9K +$68.3K +241 +12,050%
AAP
492
Arax Advisory Partners
Colorado
$66K +$1.77K +6 +3%
CI Investments Inc
493
CI Investments Inc
Ontario, Canada
$65K -$855 -3 -1%
BMC
494
Bear Mountain Capital
Washington
$63.5K
TFIPS
495
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.9K -$17K -60 -22%
RI
496
Ridgewood Investments
New Jersey
$60.9K
AG
497
AmeriFlex Group
Nevada
$59.8K
CH
498
Cromwell Holdings
Wyoming
$58.9K +$1.72K +6 +3%
SIM
499
Sentry Investment Management
Wisconsin
$57K
1IA
500
1620 Investment Advisors
Massachusetts
$56.7K