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Essex Property Trust

616 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 239 increasing their positions, 220 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $12.3M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 220

0.67% less ownership

Funds ownership: 100.11%99.43% (-0.67%)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

5% less capital invested

Capital invested by funds: $19.1B → $18.1B (-$916M)

1% less funds holding

Funds holding: 624616 (-8)

Holders
616
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
8.11%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
68
Increased
239
Reduced
220
Closed
69
Calls
$38.3M
Puts
$12.3M
Net Calls
+$26M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
376
Optas LLC
Texas
$454K +$450K +1,602 New
VHAM
377
Van Hulzen Asset Management
California
$451K +$281 +1 +0.1%
WTB
378
Washington Trust Bank
Washington
$446K
Bessemer Group
379
Bessemer Group
New Jersey
$441K -$592K -2,109 -58%
IAA
380
Independent Advisor Alliance
North Carolina
$437K -$18K -64 -4%
IMCOOI
381
Investment Management Corp of Ontario (IMCO)
Canada
$436K -$84.3K -300 -16%
CPIG
382
Chicago Partners Investment Group
Illinois
$426K +$169K +601 +70%
Federated Hermes
383
Federated Hermes
Pennsylvania
$423K -$103K -368 -20%
RWM
384
Revisor Wealth Management
Ohio
$419K +$17.1K +61 +4%
CCA
385
Checchi Capital Advisers
California
$412K +$1.4K +5 +0.3%
SOW
386
State of Wyoming
Wyoming
$408K +$404K +1,439 New
GSEP
387
Golden State Equity Partners
California
$406K -$45.5K -162 -10%
MSA
388
MUFG Securities Americas
New York
$404K +$81.2K +289 +25%
WT
389
Whittier Trust
California
$398K -$11.5K -41 -3%
EF
390
Empowered Funds
Pennsylvania
$397K +$52.2K +186 +15%
GI
391
GAMMA Investing
California
$392K -$22.2K -79 -5%
IC
392
Inscription Capital
Texas
$388K +$385K +1,369 New
PPW
393
Parcion Private Wealth
Washington
$381K
AWA
394
Aaron Wealth Advisors
Illinois
$378K +$84K +299 +29%
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$372K -$49.4K -176 -12%
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$364K
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$361K -$25.3K -90 -7%
ACI
398
Alpha Cubed Investments
California
$359K -$11.2K -40 -3%
YIM
399
Yoffe Investment Management
Pennsylvania
$356K +$281 +1 +0.1%
KIA
400
KCM Investment Advisors
California
$353K

ESS Hedge Fund Activity: Q2 2025 in Review

616 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2025, worth a combined $18.1B — down 4.8% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of ESS and 68 opened new positions — a net loss of 1 holder — while 220 trimmed existing stakes and 239 added.

The largest buyer was Cohen & Steers, adding an estimated $363M. The largest seller was Carronade Capital Management, cutting an estimated $591M.

  • 616 institutional investors held Essex Property Trust (ESS) as of Q2 2025, down from 624 in Q1 2025.
  • Funds reported $18.1B of Essex Property Trust stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 68 funds opened new Essex Property Trust positions in Q2 2025 and 69 closed out, a net change of -1 holder.
  • The largest Essex Property Trust buyer in Q2 2025 was Cohen & Steers, an estimated $363M added.
  • The largest Essex Property Trust seller in Q2 2025 was Carronade Capital Management, an estimated $591M sold.

Based on aggregated 13F filings for Q2 2025.