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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
DWM
576
Dogwood Wealth Management
Kansas
$1.94K -$252 -1 -11%
RFP
577
Root Financial Partners
California
$1.69K -$9.08K -36 -84%
CFM
578
Cornerstone Financial Management
Massachusetts
$1.69K +$504 +2 +40%
SWM
579
SHP Wealth Management
Massachusetts
$1.69K +$1.77K +7 New
DF
580
Dunhill Financial
United Kingdom
$1.62K -$504 -2 -25%
CWP
581
Clark Wealth Partners
Illinois
$1.47K +$757 +3 +100%
BIA
582
Bell Investment Advisors
California
$1.45K
TFM
583
TFC Financial Management
Massachusetts
$1.45K
SC
584
SouthState Corp
Florida
$1.45K +$757 +3 +100%
FCAS
585
First Command Advisory Services
Texas
$1.22K +$1.26K +5 New
Simplex Trading
586
Simplex Trading
Illinois
$1.21K -$27.7K -110 -96%
CFG
587
Clayton Financial Group
Missouri
$1.21K
LWMI
588
Legacy Wealth Management (Idaho)
Idaho
$1.21K
AW
589
Avion Wealth
Texas
$1K +$504 +2 +33%
TFA
590
Transamerica Financial Advisors
Florida
$978 -$1.26K -5 -56%
HFS
591
Hughes Financial Services
Virginia
$968 +$504 +2 +100%
ACA
592
American Capital Advisory
Idaho
$968 +$1.01K +4 New
PWMG
593
Prestige Wealth Management Group
New Jersey
$734
M
594
MOTCO
Texas
$726
SEP
595
Signature Equity Partners
Ohio
$726
AF
596
Advisornet Financial
Minnesota
$726 +$757 +3 New
SVCP
597
Silicon Valley Capital Partners
California
$726 +$757 +3 New
FHC
598
First Horizon Corporation
Tennessee
$484
RWM
599
Rialto Wealth Management
New York
$484
RWS
600
Retirement Wealth Solutions
Wisconsin
$484 +$252 +1 +100%