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Essex Property Trust

609 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 236 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:

3% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 69

4% less capital invested

Capital invested by funds: $18.8B → $18.1B (-$669M)

2% less funds holding

Funds holding: 619609 (-10)

Holders
609
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
NA
576
NewEdge Advisors
Louisiana
$2.83K
AIC
577
Archer Investment Corporation
Indiana
$2.83K
S
578
Sachetta
Massachusetts
$2.56K
ZBNA
579
Zions Bancorporation, National Association
Utah
$2.55K
GBT
580
Grove Bank & Trust
Florida
$2.55K
SC
581
SouthState Corp
Florida
$2.55K
TPWA
582
Twin Peaks Wealth Advisors
California
$2.29K
PP
583
Pacifica Partners
Canada
$2.28K
HWM
584
Hemington Wealth Management
Virginia
$2K
HI
585
Harbour Investments
Wisconsin
$1.98K
TFM
586
TFC Financial Management
Massachusetts
$1.7K
AA
587
Ancora Advisors
Ohio
$1.7K
DF
588
Dunhill Financial
United Kingdom
$1.46K
PWMG
589
Private Wealth Management Group
New Jersey
$1.42K
CIAS
590
CBIZ Investment Advisory Services
Ohio
$1.14K
BC
591
Bayforest Capital
United Kingdom
$1.13K
CPG
592
Cornerstone Planning Group
New Jersey
$1.03K
HFS
593
Hughes Financial Services
Virginia
$1.02K
NWM
594
Nova Wealth Management
Florida
$932
PWMG
595
Prestige Wealth Management Group
New Jersey
$858
WCM
596
WealthTrak Capital Management
Virginia
$851
AF
597
Advisornet Financial
Minnesota
$850
AWM
598
Activest Wealth Management
Florida
$850
RA
599
Rise Advisors
New York
$850
TIM
600
Tortoise Investment Management
New York
$850