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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
CIA
351
Concurrent Investment Advisors
Florida
$543K +$16.2K +60 +3%
QCG
352
Quadrant Capital Group
Ohio
$540K +$5.95K +22 +1%
PP
353
Prudential plc
United Kingdom
$537K
IMPI
354
Ilmarinen Mutual Pension Insurance
Finland
$535K
FC
355
FORA Capital
Florida
$530K -$138K -509 -20%
QCM
356
QRG Capital Management
Illinois
$525K -$53.8K -199 -9%
VFA
357
Valeo Financial Advisors
Indiana
$525K -$94.6K -350 -15%
WIA
358
World Investment Advisors
California
$524K -$40.3K -149 -7%
VAS
359
Vestmark Advisory Solutions
Massachusetts
$521K -$164K -606 -24%
CPIG
360
Chicago Partners Investment Group
Illinois
$521K +$155K +575 +39%
DS
361
DRW Securities
Illinois
$519K +$521K +1,926 New
OL
362
Optas LLC
Texas
$517K +$89.2K +330 +21%
QI
363
Qtron Investments
Massachusetts
$513K
GC
364
Guggenheim Capital
Illinois
$512K +$34.3K +127 +7%
LA
365
LVW Advisors
New York
$511K -$276K -1,020 -35%
AI
366
Atria Investments
North Carolina
$510K -$385K -1,424 -43%
PA
367
Parallel Advisors
California
$507K +$5.14K +19 +1%
BBVA
368
Banco Bilbao Vizcaya Argentaria
Spain
$504K +$154K +571 +43%
AAM
369
Advisors Asset Management
Colorado
$489K -$1.35K -5 -0.3%
GAM
370
Groupama Asset Management
France
$488K +$29.5K +109 +6%
RWM
371
Ritholtz Wealth Management
New York
$488K
GCP
372
GSA Capital Partners
United Kingdom
$486K +$491K +1,816 New
GWP
373
Gen-Wealth Partners
Michigan
$472K -$21.6K -80 -4%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$471K +$29.7K +110 +7%
MSA
375
MUFG Securities Americas
New York
$465K +$83.8K +310 +22%

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.