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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
ACI
401
Alpha Cubed Investments
California
$340K
YIM
402
Yoffe Investment Management
Pennsylvania
$336K
KIA
403
KCM Investment Advisors
California
$333K
IC
404
Inscription Capital
Texas
$331K -$36.2K -134 -10%
MSE
405
MUFG Securities EMEA
United Kingdom
$330K +$282K +1,044 +552%
ACIM
406
Azimuth Capital Investment Management
Michigan
$321K
GIM
407
Glenmede Investment Management
Pennsylvania
$314K +$3.78K +14 +1%
ETC
408
Exchange Traded Concepts
Oklahoma
$313K +$195K +722 +162%
NG
409
Norden Group
Utah
$312K -$270 -1 -0.1%
II
410
Inspire Investing
Idaho
$309K +$45.7K +169 +17%
EC
411
EntryPoint Capital
New York
$305K +$23.8K +88 +8%
HIP
412
HUB Investment Partners
Texas
$296K +$25.7K +95 +9%
MFG
413
Merit Financial Group
Georgia
$288K +$77K +285 +36%
GFM
414
GF Fund Management
China
$287K -$16.8K -62 -5%
LWAM
415
Legacy Wealth Asset Management
Minnesota
$282K +$10.5K +39 +4%
B
416
Bailard
California
$281K +$16.8K +62 +6%
AG
417
Ascent Group
Virginia
$280K +$282K +1,045 New
M&T Bank
418
M&T Bank
New York
$279K -$1.63M -6,039 -85%
DTL
419
Dynamic Technology Lab
Singapore
$276K +$279K +1,033 New
CIC
420
Crawford Investment Counsel
Georgia
$274K -$13K -48 -4%
Envestnet Portfolio Solutions
421
Envestnet Portfolio Solutions
Illinois
$267K -$18.9K -70 -7%
USCWA
422
U.S. Capital Wealth Advisors
Texas
$266K +$44.3K +164 +20%
MMA
423
Mizuho Markets Americas
New York
$263K +$265K +982 New
Federated Hermes
424
Federated Hermes
Pennsylvania
$258K -$143K -529 -35%
CC
425
Corton Capital
Ontario, Canada
$255K +$45.7K +169 +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.