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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
VPIM
251
Vanguard Personalized Indexing Management
California
$1.58M -$296K -1,053 -16%
SBFM
252
S-Bank Fund Management
Finland
$1.57M +$179K +637 +13%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$1.56M
IC
254
IEQ Capital
California
$1.52M -$530K -1,886 -26%
STA
255
Summit Trail Advisors
New York
$1.52M +$1.49M +5,309 New
SA
256
Sanctuary Advisors
Indiana
$1.52M +$809K +2,879 +116%
BPA
257
Beacon Pointe Advisors
California
$1.52M -$20.2K -72 -1%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$1.5M +$200K +713 +16%
GM
259
GeoWealth Management
Illinois
$1.48M -$156K -555 -10%
WA
260
Wealthstar Advisors
Texas
$1.47M +$92.7K +330 +7%
SLAM
261
Swiss Life Asset Management
$1.46M +$36.5K +130 +3%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$1.45M +$505K +1,797 +54%
TAF
263
Tredje AP-fonden
Sweden
$1.44M
Nordea Investment Management
264
Nordea Investment Management
Sweden
$1.43M +$94.4K +336 +7%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$1.43M +$23K +82 +2%
AF
266
Avanza Fonder
Sweden
$1.42M -$15.7K -56 -1%
PIM
267
Provident Investment Management
Michigan
$1.41M -$95.5K -340 -6%
SSA
268
Schonfeld Strategic Advisors
New York
$1.4M -$19.3M -68,774 -93%
NW
269
Naviter Wealth
Arkansas
$1.4M +$112K +399 +9%
MAM
270
Martingale Asset Management
Massachusetts
$1.39M -$2.24M -7,981 -62%
CP
271
Camelot Portfolios
Ohio
$1.37M -$2.25K -8 -0.2%
Wealthfront Advisers
272
Wealthfront Advisers
California
$1.37M -$280K -997 -17%
P
273
&Partners
Tennessee
$1.36M +$1.34M +4,777 New
DILIC
274
Dai-ichi Life Insurance Company
Japan
$1.32M
PS
275
Pensionfund Sabic
Netherlands
$1.32M

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.