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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
WANY
426
Wealthspire Advisors (New York)
New York
$261K +$72.2K +257 +39%
RBFC
427
Roman Butler Fullerton & Co
Missouri
$259K -$11K -39 -4%
VSQM
428
V-Square Quantitative Management
Illinois
$258K +$13.5K +48 +6%
KCP
429
Kera Capital Partners
California
$256K -$48.6K -173 -16%
BAAM
430
Baker Avenue Asset Management
California
$256K +$31.2K +111 +14%
SFI
431
Siemens Fonds Invest
Germany
$253K +$40.7K +145 +19%
CWI
432
Conscious Wealth Investments
Florida
$253K
OWP
433
ORG Wealth Partners
Texas
$252K -$324K -1,152 -57%
MPM
434
MBB Public Markets
Illinois
$249K -$56.5K -201 -19%
CPCPP
435
Canada Post Corporation Pension Plan
Canada
$247K +$244K +870 New
TCOV
436
Trust Company of Vermont
Vermont
$241K
PA
437
Profund Advisors
Maryland
$240K -$3.65K -13 -2%
GS
438
GTS Securities
New York
$240K +$238K +846 New
GT
439
Greenleaf Trust
Michigan
$239K -$44.1K -157 -16%
CF
440
Copperwynd Financial
Arizona
$239K +$14.9K +53 +7%
USCWA
441
U.S. Capital Wealth Advisors
Texas
$235K +$23.3K +83 +11%
NW
442
NewEdge Wealth
Pennsylvania
$230K +$30.9K +110 +14%
Connor, Clark & Lunn Investment Management (CC&L)
443
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$228K +$226K +806 New
MAS
444
Meeder Advisory Services
Ohio
$228K +$6.74K +24 +3%
CAMG
445
CWA Asset Management Group
Florida
$228K -$22.5K -80 -9%
MA
446
Mutual Advisors
Nebraska
$227K -$3.65K -13 -2%
ECM
447
Evergreen Capital Management
Washington
$227K +$20.5K +73 +10%
RG
448
Renaissance Group
Kentucky
$227K -$7.3K -26 -3%
PFM
449
Patton Fund Management
Texas
$226K +$224K +799 New
MFG
450
Merit Financial Group
Georgia
$224K +$222K +789 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.