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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
GSWM
526
Golden State Wealth Management
California
$17.9K +$18.7K +74 New
SC
527
Solstein Capital
California
$17.9K +$18.7K +74 New
QC
528
Quent Capital
New York
$17.7K +$9.33K +37 +103%
CMA
529
Cedar Mountain Advisors
Oregon
$16.2K +$16.9K +67 New
ST
530
Smithfield Trust
Pennsylvania
$16K
SL
531
Salomon & Ludwin
Virginia
$15.1K +$15.4K +61 New
MA
532
Montag & Associates
Georgia
$14.4K
RBI
533
Raiffeisen Bank International
Austria
$13.1K
PMFA
534
Plante Moran Financial Advisors
Michigan
$12.1K
BWA
535
Basecamp Wealth Advisors
Washington
$11.4K -$13.4K -53 -53%
RCM
536
Raleigh Capital Management
North Carolina
$11.1K +$252 +1 +2%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$10.6K
HNB
538
Hilltop National Bank
Wyoming
$10.6K
GKIM
539
GW&K Investment Management
Massachusetts
$10K -$1.01K -4 -9%
PWA
540
Physician Wealth Advisors
Utah
$9.92K +$6.56K +26 +173%
SWA
541
SOA Wealth Advisors
New York
$9.72K -$504 -2 -5%
TPCW
542
TD Private Client Wealth
New York
$9.2K
CA
543
Clearstead Advisors
Ohio
$8.95K -$47.2K -187 -83%
MLA
544
MB, Levis & Associates
Pennsylvania
$8.95K
BTI
545
Blue Trust Inc
Georgia
$8.48K -$1.01K -4 -10%
LI
546
LRI Investments
Florida
$8.23K +$8.58K +34 New
HI
547
Harbour Investments
Wisconsin
$7.02K +$1.51K +6 +26%
EWP
548
Elevation Wealth Partners
California
$6.29K +$3.53K +14 +117%
KAS
549
Kemnay Advisory Services
New York
$6.29K +$6.56K +26 New
LA
550
LM Advisors
California
$5.88K -$45.9K -182 -11%