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Essex Property Trust

624 hedge funds and large institutions have $19.1B invested in Essex Property Trust in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 259 increasing their positions, 197 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $6.99M

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

31% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 197

10% more capital invested

Capital invested by funds: $17.4B → $19.1B (+$1.71B)

5.44% more ownership

Funds ownership: 94.66%100.11% (+5.4%)

1% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 77

1% less funds holding

Funds holding: 628624 (-4)

Holders
624
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
78
Increased
259
Reduced
197
Closed
77
Calls
$36.3M
Puts
$6.99M
Net Calls
+$29.3M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ALMGDA
301
AG2R La Mondiale Gestion d'Actifs
France
$1.18M +$1.21M +4,139 New
O
302
Ossiam
France
$1.17M +$106K +364 +11%
OAM
303
Ostrum Asset Management
France
$1.16M -$29.8K -102 -3%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$1.16M +$222K +761 +25%
ET
305
Entropy Technologies
New York
$1.15M -$1.74M -5,945 -61%
DEA
306
DoubleLine ETF Adviser
Florida
$1.14M -$263K -900 -19%
KPWS
307
Kestra Private Wealth Services
Texas
$1.14M -$195K -666 -15%
US Bancorp
308
US Bancorp
Minnesota
$1.13M -$133K -455 -11%
Bessemer Group
309
Bessemer Group
New Jersey
$1.12M -$2.09M -7,149 -66%
MMA
310
Mizuho Markets Americas
New York
$1.11M -$1.51M -5,152 -59%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$1.08M -$446K -1,525 -30%
MML Investors Services
312
MML Investors Services
Massachusetts
$1.07M +$43.5K +149 +4%
LSERS
313
Louisiana State Employees Retirement System
Louisiana
$1.07M
OTPPB
314
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.07M -$347K -1,187 -25%
KAS
315
Kestra Advisory Services
Texas
$1.06M +$143K +490 +17%
DZ Bank
316
DZ Bank
Germany
$1.06M
AI
317
Atria Investments
North Carolina
$1.04M +$150K +514 +18%
SAM
318
Securian Asset Management
Minnesota
$1.04M
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$1.02M -$594K -2,034 -38%
HGWM
320
Horst & Graben Wealth Management
Oregon
$987K
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$920K -$29.2K -100 -3%
GCM
322
Greenland Capital Management
New York
$920K +$877K +3,000 New
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$915K -$160K -549 -16%
Allspring Global Investments
324
Allspring Global Investments
North Carolina
$887K -$8.77K -30 -1%
EGM
325
Engineers Gate Manager
New York
$872K -$666K -2,278 -44%

ESS Hedge Fund Activity: Q1 2025 in Review

624 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q1 2025, worth a combined $19.1B — up 9.8% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ESS positions and 77 closed out — a net gain of 1 holder — while 259 added to existing stakes and 197 trimmed.

The largest buyer was Carronade Capital Management, adding an estimated $616M. The largest seller was Norges Bank, cutting an estimated $239M.

  • 624 institutional investors held Essex Property Trust (ESS) as of Q1 2025, down from 628 in Q4 2024.
  • Funds reported $19.1B of Essex Property Trust stock for Q1 2025, up 9.8% quarter-over-quarter.
  • 78 funds opened new Essex Property Trust positions in Q1 2025 and 77 closed out, a net change of +1 holder.
  • The largest Essex Property Trust buyer in Q1 2025 was Carronade Capital Management, an estimated $616M added.
  • The largest Essex Property Trust seller in Q1 2025 was Norges Bank, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2025.