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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
CCWM
501
Cassaday & Co Wealth Management
Virginia
$38.5K +$40.1K +159 New
CAL
502
Capital Advisors Ltd
Ohio
$38K
BGAI
503
Bruce G. Allen Investments
Colorado
$38K -$252 -1 -0.6%
T
504
TOBAM
France
$36K -$576K -2,285 -94%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$35.1K -$14.4K -57 -28%
TWD
506
True Wealth Design
Ohio
$35.1K -$7.82K -31 -18%
ASN
507
Advisory Services Network
Georgia
$34.4K +$35.8K +142 New
UB
508
UMB Bank
Missouri
$30.7K -$2.27K -9 -7%
PGAM
509
Princeton Global Asset Management
New Jersey
$29K
TCOT
510
Trust Company of Toledo
Ohio
$29K
OCWP
511
Owl Creek Wealth Partners
Colorado
$28.1K +$29.3K +116 New
PFBT
512
Parkside Financial Bank & Trust
Missouri
$27.8K +$3.28K +13 +13%
SOW
513
State of Wyoming
Wyoming
$26.6K -$199K -789 -88%
PTC
514
Private Trust Company
Ohio
$26.1K +$1.26K +5 +5%
CAL
515
Capital Analysts LLC
Pennsylvania
$25K -$8.32K -33 -24%
RFS
516
Richardson Financial Services
Massachusetts
$24.2K
WTA
517
Washington Trust Advisors
Massachusetts
$23K -$1.51K -6 -6%
HFS
518
Hantz Financial Services
Michigan
$22K -$26.2K -104 -54%
FAM
519
Fulcrum Asset Management
United Kingdom
$21.4K
BA
520
Blueline Advisors
New Hampshire
$21.1K +$3.03K +12 +16%
PCFFS
521
Pacific Center for Financial Services
California
$20.7K -$27K -107 -55%
TWIM
522
TIAA Wealth Investment Management
New York
$20.1K +$20.9K +83 New
TSMHT
523
Thurston Springer Miller Herd & Titak
Indiana
$18.9K -$1.51K -6 -7%
RIL
524
Rothschild Investment LLC
Illinois
$18.9K +$6.56K +26 +50%
BDPWM
525
Barnes Dennig Private Wealth Management
Ohio
$18.4K +$19.2K +76 New