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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
CPC
326
Consolidated Planning Corp
Georgia
$868K +$219K +749 +36%
TI
327
Tidal Investments
Wisconsin
$866K -$86.2K -295 -9%
Man Group
328
Man Group
United Kingdom
$809K +$471K +1,611 +157%
Corient Private Wealth
329
Corient Private Wealth
Florida
$789K +$217K +743 +41%
TC
330
TownSquare Capital
Utah
$783K +$78.6K +269 +12%
Fisher Asset Management
331
Fisher Asset Management
Washington
$767K -$2.86M -9,787 -80%
SFSG
332
Sound Financial Strategies Group
Mississippi
$762K -$170K -583 -19%
SA
333
Sanctuary Advisors
Indiana
$759K +$72.8K +249 +11%
BI
334
Bramshill Investments
Florida
$753K +$1.46K +5 +0.2%
I
335
INVST
Indiana
$748K +$713K +2,441 New
GWMR
336
GC Wealth Management RIA
Massachusetts
$745K -$119K -406 -14%
Aviva
337
Aviva
United Kingdom
$743K +$584 +2 +0.1%
RCM
338
RB Capital Management
Nevada
$714K -$20.7K -71 -3%
SW
339
SlateStone Wealth
Florida
$708K -$10.2K -35 -1%
IIM
340
Intact Investment Management
Quebec, Canada
$705K +$672K +2,300 New
OAC
341
OMERS Administration Corp
Ontario, Canada
$705K -$112K -385 -14%
NIM
342
NEOS Investment Management
Connecticut
$696K +$404K +1,382 +156%
PCM
343
Penserra Capital Management
California
$695K -$115K -395 -15%
TIAA Trust, National Association
344
TIAA Trust, National Association
North Carolina
$693K -$1.17K -4 -0.2%
CCIA
345
Campbell & Co Investment Adviser
Maryland
$691K -$232K -794 -26%
CA
346
Claro Advisors
Massachusetts
$689K +$13.4K +46 +2%
AV
347
ASR Vermogensbeheer
Netherlands
$682K +$650K +2,226 New
LA
348
LVW Advisors
New York
$668K +$379K +1,297 +147%
GXJ
349
Global X Japan
Japan
$668K +$133K +454 +26%
TMAM
350
Tokio Marine Asset Management
Japan
$666K +$42.1K +144 +7%

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.