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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
STA
251
Summit Trail Advisors
New York
$1.53M +$94.1K +348 +7%
GM
252
GeoWealth Management
Illinois
$1.52M +$123K +454 +9%
Wealthfront Advisers
253
Wealthfront Advisers
California
$1.52M +$228K +845 +17%
Osaic Holdings
254
Osaic Holdings
Arizona
$1.5M -$34.1K -126 -2%
Capital World Investors
255
Capital World Investors
California
$1.5M +$576K +2,131 +61%
Voloridge Investment Management
256
Voloridge Investment Management
Florida
$1.49M -$643K -2,378 -30%
CB
257
Commerce Bank
Missouri
$1.48M -$38.1K -141 -2%
Nordea Investment Management
258
Nordea Investment Management
Sweden
$1.48M +$128K +475 +9%
SBFM
259
S-Bank Fund Management
Finland
$1.46M -$19.2K -71 -1%
AWA
260
Aaron Wealth Advisors
Illinois
$1.46M +$1.12M +4,126 +309%
GWMR
261
GC Wealth Management RIA
Massachusetts
$1.44M +$710K +2,625 +95%
Cerity Partners
262
Cerity Partners
New York
$1.43M +$457K +1,689 +46%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.41M -$84.3K -312 -6%
Pacer Advisors
264
Pacer Advisors
Pennsylvania
$1.37M +$3.51K +13 +0.3%
CP
265
Camelot Portfolios
Ohio
$1.37M +$72.4K +268 +6%
AC
266
Allstate Corporation
Illinois
$1.37M +$745K +2,757 +118%
NW
267
Naviter Wealth
Arkansas
$1.36M +$36.2K +134 +3%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$1.35M
VIM
269
Vinva Investment Management
Australia
$1.34M +$189K +698 +16%
AF
270
Avanza Fonder
Sweden
$1.34M
BCP
271
Blackhawk Capital Partners
Wisconsin
$1.33M +$179K +662 +15%
VA
272
Vident Advisory
Georgia
$1.31M -$207K -767 -14%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$1.27M -$294K -1,086 -19%
MSU
274
Mizuho Securities USA
New York
$1.27M +$65.7K +243 +5%
PIM
275
Provident Investment Management
Michigan
$1.25M -$77K -285 -6%

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.