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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
ACI
401
Alpha Cubed Investments
California
$401K +$23.1K +79 +6%
EWA
402
EP Wealth Advisors
California
$400K +$22.2K +76 +6%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$394K
YIM
404
Yoffe Investment Management
Pennsylvania
$385K -$292 -1 -0.1%
KIA
405
KCM Investment Advisors
California
$382K -$10.2K -35 -3%
GFM
406
GF Fund Management
China
$373K +$14.6K +50 +4%
EF
407
Empowered Funds
Pennsylvania
$372K +$5.84K +20 +2%
VI
408
Vestcor Inc
New Brunswick, Canada
$372K -$2.08M -7,131 -85%
BC
409
Bridgefront Capital
Texas
$370K -$761K -2,603 -68%
ACIM
410
Azimuth Capital Investment Management
Michigan
$368K
NG
411
Norden Group
Utah
$365K -$2.34K -8 -0.7%
SWP
412
Stratos Wealth Partners
Ohio
$362K -$30.7K -105 -8%
TSS
413
Two Sigma Securities
New York
$353K +$336K +1,150 New
MSA
414
MUFG Securities Americas
New York
$349K +$55.2K +189 +20%
C
415
Certuity
Florida
$346K +$99K +339 +43%
MPM
416
MBB Public Markets
Illinois
$331K +$316K +1,080 New
GT
417
Glenmede Trust
Pennsylvania
$331K +$18.4K +63 +6%
KCP
418
Kera Capital Partners
California
$330K +$50.8K +174 +19%
LS
419
Livforsakringsbolaget Skandia
Sweden
$326K
PCP
420
Perbak Capital Partners
United Kingdom
$321K +$306K +1,047 New
AWA
421
Aaron Wealth Advisors
Illinois
$317K -$58.7K -201 -16%
Simplex Trading
422
Simplex Trading
Illinois
$316K +$273K +935 +964%
II
423
Inspire Investing
Idaho
$312K +$31.6K +108 +12%
APP
424
Avantax Planning Partners
Iowa
$311K
GWM
425
Geneos Wealth Management
Colorado
$308K +$199K +681 +211%

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.