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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
ACIM
401
Azimuth Capital Investment Management
Michigan
$340K
BFM
402
Boothbay Fund Management
New York
$340K +$337K +1,200 New
NG
403
Norden Group
Utah
$331K -$6.46K -23 -2%
GIM
404
Glenmede Investment Management
Pennsylvania
$328K +$326K +1,159 New
EWA
405
EP Wealth Advisors
California
$325K -$44.1K -157 -12%
GFM
406
GF Fund Management
China
$322K -$23K -82 -7%
SPIA
407
Steward Partners Investment Advisory
New York
$310K +$288K +1,024 +1,442%
CIC
408
Crawford Investment Counsel
Georgia
$304K -$849K -3,023 -74%
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$303K -$153K -545 -34%
LS
410
Livforsakringsbolaget Skandia
Sweden
$302K
EC
411
EntryPoint Capital
New York
$298K +$295K +1,051 New
ACM
412
AlphaStar Capital Management
North Carolina
$295K +$292K +1,040 New
LWAM
413
Legacy Wealth Asset Management
Minnesota
$288K +$3.37K +12 +1%
HIP
414
HUB Investment Partners
Texas
$287K +$284K +1,012 New
APP
415
Avantax Planning Partners
Iowa
$285K -$2.53K -9 -0.9%
CF
416
Cantor Fitzgerald
New York
$283K +$281K +1,000 New
CCM
417
Coldstream Capital Management
Washington
$281K -$198K -704 -42%
B
418
Bailard
California
$280K
SI
419
Stephens Inc
Arkansas
$280K +$843 +3 +0.3%
II
420
Inspire Investing
Idaho
$279K -$8.71K -31 -3%
UCFA
421
United Capital Financial Advisors
Texas
$277K +$5.06K +18 +2%
Focus Partners Wealth
422
Focus Partners Wealth
Massachusetts
$273K +$66.3K +236 +33%
C
423
Certuity
Florida
$271K -$48K -171 -15%
PA
424
Pinnacle Associates
New York
$270K +$63.8K +227 +31%
SCM
425
Stevens Capital Management
Pennsylvania
$269K +$267K +950 New

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.