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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
CS
276
Candriam SCA
Luxembourg
$1.31M -$74.4K -265 -5%
MSU
277
Mizuho Securities USA
New York
$1.26M -$196K -698 -14%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$1.26M +$48K +171 +4%
VIM
279
Vinva Investment Management
Australia
$1.24M +$633K +2,255 +108%
BCP
280
Blackhawk Capital Partners
Wisconsin
$1.22M +$106K +378 +10%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$1.18M +$112K +398 +11%
KRS
282
Kentucky Retirement Systems
Kentucky
$1.16M -$75.6K -269 -6%
SPC
283
Sigma Planning Corp
Michigan
$1.16M +$7.58K +27 +0.7%
TIA
284
Tiemann Investment Advisors
California
$1.14M -$9.55K -34 -0.8%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$1.14M +$42.7K +152 +4%
OCM
286
Osterweis Capital Management
California
$1.13M
NIM
287
NEOS Investment Management
Connecticut
$1.11M +$461K +1,642 +72%
HIMCH
288
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$20.5K -73 -2%
HWAM
289
Hennion & Walsh Asset Management
New Jersey
$1.08M -$271K -964 -20%
MML Investors Services
290
MML Investors Services
Massachusetts
$1.07M +$78.6K +280 +8%
DEA
291
DoubleLine ETF Adviser
Florida
$1.07M +$14.9K +53 +1%
OAM
292
Ostrum Asset Management
France
$1.04M -$29.8K -106 -3%
Cerity Partners
293
Cerity Partners
New York
$1.04M -$166K -590 -14%
KPWS
294
Kestra Private Wealth Services
Texas
$1.01M -$44.1K -157 -4%
GIBU
295
Gulf International Bank (UK)
United Kingdom
$1M
JG
296
Jain Global
New York
$1,000K +$991K +3,527 New
Capital World Investors
297
Capital World Investors
California
$985K +$695K +2,473 +247%
TI
298
Tidal Investments
Wisconsin
$979K +$177K +629 +22%
KAS
299
Kestra Advisory Services
Texas
$976K
OIA
300
OneDigital Investment Advisors
Kansas
$969K +$960K +3,418 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.