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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
RFP
576
Root Financial Partners
California
$1.69K
CFM
577
Cornerstone Financial Management
Massachusetts
$1.69K
SWM
578
SHP Wealth Management
Massachusetts
$1.69K
DF
579
Dunhill Financial
United Kingdom
$1.62K
CWP
580
Clark Wealth Partners
Illinois
$1.47K
TFM
581
TFC Financial Management
Massachusetts
$1.45K
BIA
582
Bell Investment Advisors
California
$1.45K
SC
583
SouthState Corp
Florida
$1.45K
FCAS
584
First Command Advisory Services
Texas
$1.22K
Simplex Trading
585
Simplex Trading
Illinois
$1.21K
CFG
586
Clayton Financial Group
Missouri
$1.21K
LWMI
587
Legacy Wealth Management (Idaho)
Idaho
$1.21K
AW
588
Avion Wealth
Texas
$1K
TFA
589
Transamerica Financial Advisors
Florida
$978
HFS
590
Hughes Financial Services
Virginia
$968
ACA
591
American Capital Advisory
Idaho
$968
PWMG
592
Prestige Wealth Management Group
New Jersey
$734
M
593
MOTCO
Texas
$726
SEP
594
Signature Equity Partners
Ohio
$726
AF
595
Advisornet Financial
Minnesota
$726
SVCP
596
Silicon Valley Capital Partners
California
$726
RWM
597
Rialto Wealth Management
New York
$484
FHC
598
First Horizon Corporation
Tennessee
$484
RWS
599
Retirement Wealth Solutions
Wisconsin
$484
AWM
600
Abound Wealth Management
Tennessee
$484