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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 71 funds opening new positions, 218 increasing their positions, 228 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
TLCM
551
Twin Lakes Capital Management
California
$5.58K
IRC
552
Investors Research Corp
Georgia
$5.32K
SIC
553
SJS Investment Consulting
Ohio
$5.08K
KFAS
554
Keating Financial Advisory Services
Kansas
$5.08K
MCM
555
MV Capital Management
Maryland
$4.84K
BCWM
556
Bartlett & Co Wealth Management
Ohio
$4.76K
S
557
Sachetta
Massachusetts
$4.62K
EPL
558
Essential Partners LLC
California
$4.6K
IA
559
IFP Advisors
Florida
$3.87K
RF
560
Rossby Financial
Florida
$3.4K
AGWCA
561
Annis Gardner Whiting Capital Advisors
Florida
$3.15K
PIS
562
POM Investment Strategies
North Carolina
$3.15K
RTL
563
Red Tortoise LLC
Georgia
$3.15K
JWM
564
JPL Wealth Management
Colorado
$3.15K
BWL
565
Bogart Wealth LLC
Virginia
$2.9K
TPWA
566
Twin Peaks Wealth Advisors
California
$2.9K
CFO
567
CVA Family Office
Colorado
$2.66K
FFO
568
Fortitude Family Office
Arizona
$2.66K
HWP
569
Highline Wealth Partners
California
$2.66K
SSG
570
Summit Securities Group
New York
$2.42K
TC
571
Truvestments Capital
Florida
$2.42K
ZBNA
572
Zions Bancorporation, National Association
Utah
$2.18K
MEG
573
Millstone Evans Group
Colorado
$2.18K
GBT
574
Grove Bank & Trust
Florida
$2.18K
DWM
575
Dogwood Wealth Management
Kansas
$1.94K