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Essex Property Trust

605 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.7M
Puts
$13.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$38K
BGAI
502
Bruce G. Allen Investments
Colorado
$38K
T
503
TOBAM
France
$36K
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$35.1K
TWD
505
True Wealth Design
Ohio
$35.1K
ASN
506
Advisory Services Network
Georgia
$34.4K
UB
507
UMB Bank
Missouri
$30.7K
TCOT
508
Trust Company of Toledo
Ohio
$29K
PGAM
509
Princeton Global Asset Management
New Jersey
$29K
OCWP
510
Owl Creek Wealth Partners
Colorado
$28.1K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$27.8K
SOW
512
State of Wyoming
Wyoming
$26.6K
PTC
513
Private Trust Company
Ohio
$26.1K
CAL
514
Capital Analysts LLC
Pennsylvania
$25K
RFS
515
Richardson Financial Services
Massachusetts
$24.2K
WTA
516
Washington Trust Advisors
Massachusetts
$23K
HFS
517
Hantz Financial Services
Michigan
$22K
FAM
518
Fulcrum Asset Management
United Kingdom
$21.4K
BA
519
Blueline Advisors
New Hampshire
$21.1K
PCFFS
520
Pacific Center for Financial Services
California
$20.7K
TWIM
521
TIAA Wealth Investment Management
New York
$20.1K
TSMHT
522
Thurston Springer Miller Herd & Titak
Indiana
$18.9K
RIL
523
Rothschild Investment LLC
Illinois
$18.9K
BDPWM
524
Barnes Dennig Private Wealth Management
Ohio
$18.4K
SC
525
Solstein Capital
California
$17.9K