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Essex Property Trust

616 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 239 increasing their positions, 220 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $12.3M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 220

0.67% less ownership

Funds ownership: 100.11%99.43% (-0.67%)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

5% less capital invested

Capital invested by funds: $19.1B → $18.1B (-$916M)

1% less funds holding

Funds holding: 624616 (-8)

Holders
616
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
8.11%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
68
Increased
239
Reduced
220
Closed
69
Calls
$38.3M
Puts
$12.3M
Net Calls
+$26M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SteelPeak Wealth
California
$2.23M +$2.19M +7,804 New
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.23M +$1.05M +3,748 +91%
MCCP
228
Mission Creek Capital Partners
California
$2.23M -$56.2K -200 -2%
MOACM
229
Mutual of America Capital Management
New York
$2.09M -$25.6K -91 -1%
VU
230
Vanderbilt University
Tennessee
$2.06M -$18.8K -67 -0.9%
CAM
231
Cozad Asset Management
Illinois
$2.04M +$81.5K +290 +4%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$2.03M +$174K +620 +9%
OAM
233
Oppenheimer Asset Management
New York
$2.03M +$91.6K +326 +5%
OAM
234
OP Asset Management
$2.01M +$115K +408 +6%
M&T Bank
235
M&T Bank
New York
$2.01M -$44.9K -160 -2%
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$1.97M +$1.95M +6,957 New
CSIC
237
Clifford Swan Investment Counsel
California
$1.97M -$55.6K -198 -3%
NB
238
Norinchukin Bank
Japan
$1.96M +$157K +559 +9%
LA
239
LM Advisors
California
$1.95M -$16.6K -59 -0.9%
Creative Planning
240
Creative Planning
Kansas
$1.89M -$27K -96 -1%
GF
241
Gries Financial
Ohio
$1.84M +$37.4K +133 +2%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$1.79M
EI
243
Ethic Inc
New York
$1.7M +$43.5K +155 +3%
AAM
244
Azzad Asset Management
Virginia
$1.66M +$62.9K +224 +4%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$1.65M +$104K +371 +7%
AAS
246
Avantax Advisory Services
Texas
$1.65M +$80.6K +287 +5%
Osaic Holdings
247
Osaic Holdings
Arizona
$1.62M +$54.5K +194 +4%
CB
248
Commerce Bank
Missouri
$1.6M +$29.8K +106 +2%
VA
249
Vident Advisory
Georgia
$1.6M -$2.07M -7,375 -57%
MG
250
Marex Group
$1.59M +$1.57M +5,600 New

ESS Hedge Fund Activity: Q2 2025 in Review

616 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2025, worth a combined $18.1B — down 4.8% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of ESS and 68 opened new positions — a net loss of 1 holder — while 220 trimmed existing stakes and 239 added.

The largest buyer was Cohen & Steers, adding an estimated $363M. The largest seller was Carronade Capital Management, cutting an estimated $591M.

  • 616 institutional investors held Essex Property Trust (ESS) as of Q2 2025, down from 624 in Q1 2025.
  • Funds reported $18.1B of Essex Property Trust stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 68 funds opened new Essex Property Trust positions in Q2 2025 and 69 closed out, a net change of -1 holder.
  • The largest Essex Property Trust buyer in Q2 2025 was Cohen & Steers, an estimated $363M added.
  • The largest Essex Property Trust seller in Q2 2025 was Carronade Capital Management, an estimated $591M sold.

Based on aggregated 13F filings for Q2 2025.