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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
Squarepoint
376
Squarepoint
New York
$529K -$7.06M -24,161 -93%
WHC
377
Wulff, Hansen & Co
California
$526K +$44.7K +153 +10%
CCM
378
Coldstream Capital Management
Washington
$520K +$95K +325 +24%
PIM
379
Plato Investment Management
Australia
$518K
CIM
380
Contravisory Investment Management
Massachusetts
$507K +$584 +2 +0.1%
FRM
381
Fox Run Management
Connecticut
$498K -$404K -1,384 -46%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$495K -$3.48M -11,916 -88%
VCM
383
Versant Capital Management
Arizona
$494K +$322K +1,101 +216%
IAA
384
Independent Advisor Alliance
North Carolina
$492K -$82.7K -283 -15%
SL
385
Summitry LLC
California
$492K +$2.04K +7 +0.4%
GSEP
386
Golden State Equity Partners
California
$489K -$28.1K -96 -6%
VHAM
387
Van Hulzen Asset Management
California
$488K +$584 +2 +0.1%
CL
388
Choreo LLC
Illinois
$484K +$57.6K +197 +14%
WTB
389
Washington Trust Bank
Washington
$482K
TPBG
390
Turning Point Benefit Group
Maryland
$477K +$531K +1,819 New
VAS
391
Vestmark Advisory Solutions
Massachusetts
$476K +$182K +622 +67%
TPA
392
Trivium Point Advisory
Connecticut
$465K +$116K +397 +35%
USAA
393
United Services Automobile Association
Texas
$464K +$443K +1,517 New
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$457K +$21.9K +75 +5%
GI
395
GAMMA Investing
California
$448K +$59.3K +203 +16%
CCA
396
Checchi Capital Advisers
California
$445K +$74.8K +256 +21%
WT
397
Whittier Trust
California
$444K +$18.1K +62 +4%
RWM
398
Revisor Wealth Management
Ohio
$428K +$166K +568 +70%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$418K +$41.8K +143 +12%
PPW
400
Parcion Private Wealth
Washington
$412K

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.