ESS icon

Essex Property Trust

617 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
8.38%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
80
Increased
256
Reduced
196
Closed
75
Calls
$36.3M
Puts
$6.99M
Net Calls
+$29.3M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
476
American Investment Services
Massachusetts
$212K +$212K +692 New
I
477
InceptionR
California
$212K +$212K +692 New
Fidelity International
478
Fidelity International
Bermuda
$211K -$471K -1,536 -69%
LWM
479
Liberty Wealth Management
California
$209K +$209K +681 New
AFG
480
Atomi Financial Group
New York
$208K -$11K -36 -5%
SMWM
481
Silvia McColl Wealth Management
California
$204K +$204K +667 New
WANY
482
Wealthspire Advisors (New York)
New York
$204K +$204K +666 New
FFA
483
Farther Finance Advisors
California
$204K -$50.7K -166 -20%
CA
484
Commerzbank Aktiengesellschaft
Germany
$203K +$203K +662 New
NP
485
Nilsine Partners
Colorado
$202K +$202K +659 New
OP
486
ORG Partners
Indiana
$198K -$3.67K -12 -2%
TSMHT
487
Thurston Springer Miller Herd & Titak
Indiana
$197K +$43.8K +143 +29%
AIP
488
Ameritas Investment Partners
Nebraska
$188K -$11.7K -38 -6%
WTC
489
WhitTier Trust Company
Nevada
$166K +$9.81K +32 +6%
Northwestern Mutual Wealth Management
490
Northwestern Mutual Wealth Management
Wisconsin
$162K -$1.53K -5 -0.9%
NSIM
491
North Star Investment Management
Illinois
$153K
CI
492
CX Institutional
Indiana
$152K +$152K +496 New
ETC
493
Exchange Traded Concepts
Oklahoma
$142K -$23K -75 -14%
PWA
494
Principia Wealth Advisory
Texas
$141K +$1.36K +5 +1%
PS
495
Principal Securities
Iowa
$140K
S
496
SignatureFD
Georgia
$133K +$2.76K +9 +2%
CA
497
Continuum Advisory
Idaho
$120K +$41.4K +135 +53%
HFM
498
Harvest Fund Management
China
$112K +$112K +366 New
CFFP
499
Center for Financial Planning
Michigan
$107K
SAM
500
Smartleaf Asset Management
Massachusetts
$99.1K +$2.14K +7 +2%