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Essex Property Trust

624 hedge funds and large institutions have $19.1B invested in Essex Property Trust in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 259 increasing their positions, 197 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $6.99M

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

31% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 197

10% more capital invested

Capital invested by funds: $17.4B → $19.1B (+$1.71B)

5.44% more ownership

Funds ownership: 94.66%100.11% (+5.4%)

1% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 77

1% less funds holding

Funds holding: 628624 (-4)

Holders
624
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
78
Increased
259
Reduced
197
Closed
77
Calls
$36.3M
Puts
$6.99M
Net Calls
+$29.3M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$2.55M -$72.5K -248 -3%
IG
227
ING Group
Netherlands
$2.52M -$584 -2 -0%
MCCP
228
Mission Creek Capital Partners
California
$2.47M -$37.4K -128 -2%
SOAMC
229
Spirit of America Management Corp
New York
$2.46M +$234K +800 +11%
GH
230
GAM Holding
Switzerland
$2.34M +$2.23M +7,624 New
MOACM
231
Mutual of America Capital Management
New York
$2.29M -$65.7K -225 -3%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$2.29M -$327K -1,119 -13%
VU
233
Vanderbilt University
Tennessee
$2.25M +$812K +2,779 +61%
IC
234
IEQ Capital
California
$2.22M +$884K +3,027 +72%
M&T Bank
235
M&T Bank
New York
$2.22M -$131K -450 -6%
GAM
236
Groupama Asset Management
France
$2.19M +$87.7K +300 +4%
CSIC
237
Clifford Swan Investment Counsel
California
$2.19M -$134K -457 -6%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$2.15M -$422K -1,444 -17%
LA
239
LM Advisors
California
$2.12M -$238K -814 -11%
CAM
240
Cozad Asset Management
Illinois
$2.11M +$125K +427 +7%
OAM
241
Oppenheimer Asset Management
New York
$2.1M +$173K +593 +9%
Creative Planning
242
Creative Planning
Kansas
$2.08M -$17.8K -61 -0.9%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$2.06M -$5.29M -18,090 -73%
OAM
244
OP Asset Management
$2.05M +$1.96M +6,693 New
Mirae Asset Global ETFs Holdings
245
Mirae Asset Global ETFs Holdings
Hong Kong
$2.04M -$196K -671 -9%
VPIM
246
Vanguard Personalized Indexing Management
California
$2.03M +$187K +640 +11%
EWM
247
Elevatus Welath Management
New York
$2.03M +$1.93M +6,622 New
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$2.01M +$164K +562 +9%
GF
249
Gries Financial
Ohio
$1.95M -$136K -466 -7%
NB
250
Norinchukin Bank
Japan
$1.95M +$170K +582 +10%

ESS Hedge Fund Activity: Q1 2025 in Review

624 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q1 2025, worth a combined $19.1B — up 9.8% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ESS positions and 77 closed out — a net gain of 1 holder — while 259 added to existing stakes and 197 trimmed.

The largest buyer was Carronade Capital Management, adding an estimated $616M. The largest seller was Norges Bank, cutting an estimated $239M.

  • 624 institutional investors held Essex Property Trust (ESS) as of Q1 2025, down from 628 in Q4 2024.
  • Funds reported $19.1B of Essex Property Trust stock for Q1 2025, up 9.8% quarter-over-quarter.
  • 78 funds opened new Essex Property Trust positions in Q1 2025 and 77 closed out, a net change of +1 holder.
  • The largest Essex Property Trust buyer in Q1 2025 was Carronade Capital Management, an estimated $616M added.
  • The largest Essex Property Trust seller in Q1 2025 was Norges Bank, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2025.