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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
LWAM
426
Legacy Wealth Asset Management
Minnesota
$307K +$70.4K +241 +32%
Capital World Investors
427
Capital World Investors
California
$307K +$293K +1,002 New
GT
428
Greenleaf Trust
Michigan
$307K +$15.5K +53 +6%
B
429
Bailard
California
$303K -$380K -1,300 -57%
SI
430
Stephens Inc
Arkansas
$302K +$12.6K +43 +5%
PWMG
431
Prestige Wealth Management Group
New Jersey
$302K +$284K +973 +32,433%
SFG
432
Sovereign Financial Group
Connecticut
$299K +$34.2K +117 +14%
UCFA
433
United Capital Financial Advisors
Texas
$294K +$40.6K +139 +17%
FRA
434
Frank Rimerman Advisors
California
$290K +$23.4K +80 +9%
SQA
435
Simon Quick Advisors
New Jersey
$289K +$275K +942 New
AF
436
Allworth Financial
California
$286K +$83.6K +286 +38%
HI
437
Horizon Investments
North Carolina
$285K +$12.9K +44 +5%
JF
438
Jump Financial
Illinois
$272K -$2.68M -9,163 -91%
PAS
439
Point72 Asia (Singapore)
Singapore
$271K +$259K +885 New
CAMG
440
CWA Asset Management Group
Florida
$271K +$23.4K +80 +10%
MFIM
441
Mesirow Financial Investment Management
Illinois
$269K +$256K +876 New
VSQM
442
V-Square Quantitative Management
Illinois
$265K -$9.64K -33 -4%
PA
443
Profund Advisors
Maryland
$264K -$50K -171 -17%
TCOV
444
Trust Company of Vermont
Vermont
$261K -$35.6K -122 -13%
PD
445
Point72 (DIFC)
United Arab Emirates
$258K +$191K +653 +349%
RBFC
446
Roman Butler Fullerton & Co
Missouri
$257K
RG
447
Renaissance Group
Kentucky
$254K -$14.6K -50 -6%
TPWA
448
TRUE Private Wealth Advisors
Oregon
$248K
CWI
449
Conscious Wealth Investments
Florida
$246K
CPIG
450
Chicago Partners Investment Group
Illinois
$244K +$250K +856 New

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.