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Essex Property Trust

606 hedge funds and large institutions have $17.1B invested in Essex Property Trust in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 224 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $68.8M | Put options by funds: $16.7M

0.05% more ownership

Funds ownership: 99.43%99.48% (+0.05%)

3% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 224

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 616606 (-10)

5% less capital invested

Capital invested by funds: $18.1B → $17.1B (-$998M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
606
Holders Change
-10
Holders Change %
-1.62%
% of All Funds
7.95%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
63
Increased
217
Reduced
224
Closed
68
Calls
$68.8M
Puts
$16.7M
Net Calls
+$52.2M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$2.05M +$264K +976 +15%
NIM
227
NEOS Investment Management
Connecticut
$2.04M +$998K +3,692 +94%
SA
228
Sanctuary Advisors
Indiana
$1.98M +$557K +2,060 +38%
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$1.97M +$504K +1,863 +34%
KOCAA
230
Knights of Columbus Asset Advisors
Connecticut
$1.94M -$3.5M -12,966 -64%
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$1.93M -$251K -928 -11%
D.E. Shaw & Co
232
D.E. Shaw & Co
New York
$1.93M -$8.92M -33,007 -82%
OAM
233
OP Asset Management
$1.9M
CG
234
Caprock Group
Idaho
$1.9M +$1.9M +7,032 New
CAM
235
Cozad Asset Management
Illinois
$1.89M -$29.5K -109 -2%
Mirae Asset Global ETFs Holdings
236
Mirae Asset Global ETFs Holdings
Hong Kong
$1.87M +$1.89M +6,996 New
MOACM
237
Mutual of America Capital Management
New York
$1.87M -$108K -401 -5%
NB
238
Norinchukin Bank
Japan
$1.86M +$11.9K +44 +0.6%
CSIC
239
Clifford Swan Investment Counsel
California
$1.86M
HCM
240
HGI Capital Management
New York
$1.85M -$1.7M -6,277 -48%
LA
241
LM Advisors
California
$1.78M -$72.4K -268 -4%
GF
242
Gries Financial
Ohio
$1.76M +$14.9K +55 +0.8%
Pathstone Holdings
243
Pathstone Holdings
New Jersey
$1.69M -$227K -841 -12%
TAF
244
Tredje AP-fonden
Sweden
$1.69M +$333K +1,233 +24%
EP
245
Edgestream Partners
New Jersey
$1.69M +$1.71M +6,312 New
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$1.69M
AAM
247
Azzad Asset Management
Virginia
$1.66M +$98.4K +364 +6%
DFCM
248
Dark Forest Capital Management
Puerto Rico
$1.64M +$987K +3,653 +147%
SCI
249
Stableford Capital II
Arizona
$1.64M +$1.65M +6,112 New
P
250
&Partners
Tennessee
$1.53M +$251K +928 +19%

ESS Hedge Fund Activity: Q3 2025 in Review

606 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2025, worth a combined $17.1B — down 5.5% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of ESS and 63 opened new positions — a net loss of 5 holders — while 224 trimmed existing stakes and 217 added.

The largest buyer was Cohen & Steers, adding an estimated $243M. The largest seller was Prudential Financial, cutting an estimated $144M.

  • 606 institutional investors held Essex Property Trust (ESS) as of Q3 2025, down from 616 in Q2 2025.
  • Funds reported $17.1B of Essex Property Trust stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 63 funds opened new Essex Property Trust positions in Q3 2025 and 68 closed out, a net change of -5 holders.
  • The largest Essex Property Trust buyer in Q3 2025 was Cohen & Steers, an estimated $243M added.
  • The largest Essex Property Trust seller in Q3 2025 was Prudential Financial, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2025.