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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
RSWM
651
Robertson Stephens Wealth Management
California
-$201K -769 Closed
HCM
652
Howard Capital Management
Georgia
-$201K -767 Closed
ACM
653
Aster Capital Management
United Arab Emirates
-$176K -674 Closed
EW
654
Elyxium Wealth
California
-$75.1K -287 Closed
ESC
655
Eurizon SLJ Capital
-$57.3K -219 Closed
HFM
656
Harvest Fund Management
China
-$45K -171 Closed
SIM
657
Sentry Investment Management
Wisconsin
-$42K -162 Closed
GAM
658
Generali Asset Management
Italy
-$29K -111 Closed
NRG
659
Nemes Rush Group
Michigan
-$27.2K -104 Closed
A
660
AlphaQuest
New York
-$16.7K -64 Closed
DWS
661
Dynamic Wealth Strategies
California
-$15.2K -58 Closed
IUHSA
662
Itau Unibanco Holding S.A.
Brazil
-$13.2K -51 Closed
PPC
663
Park Place Capital
Alabama
-$5.23K -20 Closed
TH
664
TCTC Holdings
Texas
-$5.23K -20 Closed
MAFA
665
MJT & Associates Financial Advisory
Minnesota
-$3.66K -14 Closed
HHMI
666
Howard Hughes Medical Institute
Maryland
-$3.4K -13 Closed
MSWM
667
Mowery & Schoenfeld Wealth Management
Illinois
-$3.42K -13 Closed
NA
668
NewEdge Advisors
Louisiana
-$2.62K -10 Closed
WWA
669
Wealth Watch Advisors
Colorado
-$1.05K -4 Closed
NWM
670
Nova Wealth Management
Florida
-$861 -3 Closed
WW
671
Winnow Wealth
Texas
-$786 -3 Closed
GWM
672
Geneos Wealth Management
Colorado
-$523 -2 Closed
OC
673
Optima Capital
Oregon
-$523 -2 Closed
DCM
674
Davis Capital Management
Florida
-$262 -1 Closed
ECA
675
Elevated Capital Advisors
Utah
-$262 -1 Closed