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Essex Property Trust

612 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 220 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 funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

4% less capital invested

Capital invested by funds: $18.8B → $18.1B (-$661M)

1% less funds holding

Funds holding: 621612 (-9)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38.3M
Puts
$12.3M
Net Calls
Net Calls Change

Top Buyers

1 +$367M
2 +$163M
3 +$97.6M
4
BlackRock
BlackRock
New York
+$94.9M
5
Deutsche Bank
Deutsche Bank
Germany
+$70.2M

Top Sellers

1 -$596M
2 -$205M
3 -$78.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
551
SOA Wealth Advisors
New York
$11.7K
TH
552
TCTC Holdings
Texas
$11.3K
NC
553
NewSquare Capital
Pennsylvania
$11.1K
Lazard Asset Management
554
Lazard Asset Management
New York
$11K
MYIA
555
Mount Yale Investment Advisors
Colorado
$10.8K
MLA
556
MB, Levis & Associates
Pennsylvania
$10.5K
BDPWM
557
Barnes Dennig Private Wealth Management
Ohio
$10.5K
SO
558
Sierra Ocean
California
$10.1K
GKIM
559
GW&K Investment Management
Massachusetts
$10K
TPCW
560
TD Private Client Wealth
New York
$8.79K
CFO
561
CVA Family Office
Colorado
$8.5K
SHM
562
Sagard Holdings Management
Ontario, Canada
$8.5K
MCM
563
Manchester Capital Management
Vermont
$7.08K
BIA
564
Bell Investment Advisors
California
$7.08K
PWA
565
Physician Wealth Advisors
Utah
$6.8K
MCM
566
MV Capital Management
Maryland
$6.52K
TLCM
567
Twin Lakes Capital Management
California
$6.35K
IRC
568
Investors Research Corp
Georgia
$6.24K
DWM
569
Dogwood Wealth Management
Kansas
$6.01K
Simplex Trading
570
Simplex Trading
Illinois
$6K
PPC
571
Park Place Capital
Alabama
$5.7K
FFO
572
Fortitude Family Office
Arizona
$5.38K
RIL
573
Rothschild Investment LLC
Illinois
$4.53K
MAFA
574
MJT & Associates Financial Advisory
Minnesota
$3.97K
RTL
575
Red Tortoise LLC
Georgia
$3.68K