We are live on ! Find out more
ESS icon

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
CCIA
301
Campbell & Co Investment Adviser
Maryland
$906K +$46.8K +173 +5%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$903K +$911K +3,372 New
AF
303
Allworth Financial
California
$886K -$2.43K -9 -0.3%
HGWM
304
Horst & Graben Wealth Management
Oregon
$862K
IC
305
IEQ Capital
California
$856K -$585K -2,164 -40%
TI
306
Tidal Investments
Wisconsin
$852K -$72.7K -269 -8%
KPWS
307
Kestra Private Wealth Services
Texas
$848K -$106K -392 -11%
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$839K +$40.8K +151 +5%
SAM
309
Securian Asset Management
Minnesota
$838K -$67.3K -249 -7%
Nomura Holdings
310
Nomura Holdings
Japan
$827K +$835K +3,089 New
IMCOOI
311
Investment Management Corp of Ontario (IMCO)
Canada
$814K +$407K +1,504 +98%
Marshall Wace
312
Marshall Wace
United Kingdom
$804K -$21.5M -79,615 -96%
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$776K -$27K -100 -3%
KAS
314
Kestra Advisory Services
Texas
$764K -$159K -589 -17%
O
315
Ossiam
France
$753K -$69.2K -256 -8%
HI
316
Horizon Investments
North Carolina
$745K +$76.8K +284 +11%
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$744K +$23.8K +88 +3%
PIM
318
Plato Investment Management
Australia
$726K
US Bancorp
319
US Bancorp
Minnesota
$724K -$77K -285 -10%
Allspring Global Investments
320
Allspring Global Investments
North Carolina
$714K -$30.3K -112 -4%
LCM
321
LDR Capital Management
New York
$710K +$717K +2,651 New
CFD
322
Creative Financial Designs
Indiana
$683K +$687K +2,541 +23,100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
323
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$682K -$5.14K -19 -0.7%
IIM
324
INTECH Investment Management
Florida
$677K
SFSG
325
Sound Financial Strategies Group
Mississippi
$672K -$18.1K -67 -3%

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.