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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
LSERS
301
Louisiana State Employees Retirement System
Louisiana
$964K -$28.1K -100 -3%
SAM
302
Securian Asset Management
Minnesota
$958K
Fisher Asset Management
303
Fisher Asset Management
Washington
$947K +$236K +840 +34%
AI
304
Atria Investments
North Carolina
$943K -$19.7K -70 -2%
AF
305
Allworth Financial
California
$941K +$641K +2,283 +220%
Corient Private Wealth
306
Corient Private Wealth
Florida
$916K +$185K +657 +26%
HGWM
307
Horst & Graben Wealth Management
Oregon
$913K
CPC
308
Consolidated Planning Corp
Georgia
$911K +$108K +383 +14%
CCIA
309
Campbell & Co Investment Adviser
Maryland
$910K +$269K +958 +43%
O
310
Ossiam
France
$870K -$209K -744 -20%
NMERB
311
New Mexico Educational Retirement Board
New Mexico
$850K
US Bancorp
312
US Bancorp
Minnesota
$847K -$192K -682 -19%
VIG
313
Vienna Insurance Group
Poland
$846K -$275K -978 -25%
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$846K
LA
315
LVW Advisors
New York
$830K +$210K +749 +34%
B
316
Barings
North Carolina
$829K +$848K +3,019 New
Allspring Global Investments
317
Allspring Global Investments
North Carolina
$795K -$31.5K -112 -4%
GWMR
318
GC Wealth Management RIA
Massachusetts
$781K +$91.8K +327 +13%
PIM
319
Plato Investment Management
Australia
$772K +$298K +1,060 +63%
BAMF
320
BI Asset Management Fondsmaeglerselskab
Denmark
$763K +$199K +708 +36%
SFSG
321
Sound Financial Strategies Group
Mississippi
$731K +$25.8K +92 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
322
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$728K +$506K +1,802 +235%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$724K +$281K +1,000 +64%
IIM
324
INTECH Investment Management
Florida
$717K +$159K +565 +29%
HI
325
Horizon Investments
North Carolina
$709K +$441K +1,571 +169%

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.