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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
MCM
351
MAI Capital Management
Ohio
$656K +$3.8K +13 +0.6%
QCM
352
QRG Capital Management
Illinois
$653K +$622K +2,130 New
AAM
353
Advisors Asset Management
Colorado
$646K -$28.1K -96 -4%
VIM
354
Vinva Investment Management
Australia
$640K -$362K -1,239 -37%
QCG
355
Quadrant Capital Group
Ohio
$636K +$439K +1,503 +263%
NMIMC
356
Northwestern Mutual Investment Management Company
Wisconsin
$627K +$877 +3 +0.1%
OWP
357
ORG Wealth Partners
Texas
$622K +$17.8K +61 +3%
CGH
358
Crossmark Global Holdings
Texas
$621K +$75.1K +257 +15%
JFG
359
Jefferies Financial Group
New York
$617K +$588K +2,013 New
IMPI
360
Ilmarinen Mutual Pension Insurance
Finland
$613K
BAMF
361
BI Asset Management Fondsmaeglerselskab
Denmark
$608K +$202K +690 +53%
GLF
362
Groupe la Francaise
France
$606K -$24.8K -85 -4%
VFA
363
Valeo Financial Advisors
Indiana
$602K -$877 -3 -0.2%
IIM
364
INTECH Investment Management
Florida
$602K +$270K +925 +89%
PA
365
Parallel Advisors
California
$602K -$30.7K -105 -5%
WIA
366
World Investment Advisors
California
$599K +$52K +178 +10%
QI
367
Qtron Investments
Massachusetts
$587K
CIA
368
Concurrent Investment Advisors
Florida
$586K +$330K +1,130 +145%
Federated Hermes
369
Federated Hermes
Pennsylvania
$571K +$152K +520 +39%
KRSITF
370
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$569K +$542K +1,856 New
GWP
371
Gen-Wealth Partners
Michigan
$568K -$28.9K -99 -5%
IMCOOI
372
Investment Management Corp of Ontario (IMCO)
Canada
$563K +$537K +1,838 New
AM
373
AGF Management
Ontario, Canada
$553K -$50.3K -172 -9%
GC
374
Guggenheim Capital
Illinois
$532K -$120K -410 -19%
CAPTRUST Financial Advisors
375
CAPTRUST Financial Advisors
North Carolina
$531K +$30.7K +105 +6%

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.