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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
CPG
551
Cornerstone Planning Group
New Jersey
$5.62K
TLCM
552
Twin Lakes Capital Management
California
$5.58K
IRC
553
Investors Research Corp
Georgia
$5.32K
SIC
554
SJS Investment Consulting
Ohio
$5.08K -$46.7K -185 -90%
KFAS
555
Keating Financial Advisory Services
Kansas
$5.08K +$2.02K +8 +62%
MCM
556
MV Capital Management
Maryland
$4.84K -$757 -3 -13%
BCWM
557
Bartlett & Co Wealth Management
Ohio
$4.76K +$4.29K +17 +1,700%
S
558
Sachetta
Massachusetts
$4.62K +$4.29K +17 +850%
EP
559
Essential Partners
California
$4.6K -$40.9K -162 -90%
IA
560
IFP Advisors
Florida
$3.87K -$4.79K -19 -54%
RF
561
Rossby Financial
Florida
$3.4K +$1.01K +4 +40%
AGWCA
562
Annis Gardner Whiting Capital Advisors
Florida
$3.15K -$21.2K -84 -87%
PIS
563
POM Investment Strategies
North Carolina
$3.15K
RTL
564
Red Tortoise LLC
Georgia
$3.15K
JWM
565
JPL Wealth Management
Colorado
$3.15K +$3.28K +13 New
BWL
566
Bogart Wealth LLC
Virginia
$2.9K +$2.52K +10 +500%
TPWA
567
Twin Peaks Wealth Advisors
California
$2.9K +$3.03K +12 New
CFO
568
CVA Family Office
Colorado
$2.66K -$5.55K -22 -67%
FFO
569
Fortitude Family Office
Arizona
$2.66K
HWP
570
Highline Wealth Partners
California
$2.66K +$2.77K +11 New
SSG
571
Summit Securities Group
New York
$2.42K -$115K -456 -98%
TC
572
Truvestments Capital
Florida
$2.42K -$252 -1 -9%
ZBNA
573
Zions Bancorporation, National Association
Utah
$2.18K -$8.32K -33 -79%
GBT
574
Grove Bank & Trust
Florida
$2.18K
MEG
575
Millstone Evans Group
Colorado
$2.18K