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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
KRS
626
Kentucky Retirement Systems
Kentucky
-$1.05M -4,001 Closed
VF
627
Virtu Financial
New York
-$953K -3,643 Closed
CPC
628
Consolidated Planning Corp
Georgia
-$891K -3,406 Closed
ICP
629
Interchange Capital Partners
Pennsylvania
-$607K -2,320 Closed
LA
630
LVW Advisors
New York
-$571K -2,183 Closed
LCM
631
Landscape Capital Management
New Jersey
-$556K -2,123 Closed
CS
632
Candriam SCA
Luxembourg
-$542K -2,072 Closed
TIAA Trust, National Association
633
TIAA Trust, National Association
North Carolina
-$541K -2,069 Closed
QI
634
Qtron Investments
Massachusetts
-$501K -1,915 Closed
I
635
INVST
Indiana
-$461K -1,763 Closed
NW
636
NewEdge Wealth
Pennsylvania
-$376K -1,436 Closed
SFA
637
Sequoia Financial Advisors
Ohio
-$370K -1,415 Closed
PWMAG
638
Pinnacle Wealth Management Advisory Group
New Jersey
-$333K -1,274 Closed
EV
639
EJMK Ventures
Illinois
-$278K -1,061 Closed
EH
640
Equitable Holdings
New York
-$268K -1,024 Closed
Envestnet Portfolio Solutions
641
Envestnet Portfolio Solutions
Illinois
-$245K -937 Closed
AC
642
AlphaCore Capital
California
-$243K -927 Closed
OTPPB
643
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$241K -922 Closed
SWM
644
Segment Wealth Management
Texas
-$239K -913 Closed
SCA
645
Snowden Capital Advisors
New York
-$220K -840 Closed
RG
646
Renaissance Group
Kentucky
-$215K -823 Closed
DWT
647
Dorsey & Whitney Trust
South Dakota
-$213K -814 Closed
SFS
648
Sowell Financial Services
Arkansas
-$210K -802 Closed
MA
649
Mutual Advisors
Nebraska
-$208K -794 Closed
ST
650
Spinnaker Trust
Maine
-$203K -775 Closed