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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
OWP
426
ORG Wealth Partners
Texas
$255K +$18.7K +69 +8%
PA
427
Pinnacle Associates
New York
$254K -$1.62K -6 -0.6%
KCM
428
Kathmere Capital Management
Pennsylvania
$247K +$56.8K +210 +29%
CCM
429
Cinctive Capital Management
New York
$246K +$249K +920 New
GSC
430
Ground Swell Capital
South Carolina
$246K +$248K +918 New
PA
431
Profund Advisors
Maryland
$241K +$14.3K +53 +6%
AFG
432
Atomi Financial Group
New York
$241K +$243K +899 New
CCA
433
Checchi Capital Advisers
California
$240K -$151K -559 -38%
SFI
434
Siemens Fonds Invest
Germany
$236K -$2.7K -10 -1%
EH
435
Equitable Holdings
New York
$236K +$35.1K +130 +17%
EAM
436
Erste Asset Management
Austria
$235K -$3.64M -13,464 -94%
SFA
437
Sequoia Financial Advisors
Ohio
$233K -$307K -1,137 -57%
SWM
438
Segment Wealth Management
Texas
$233K +$25.4K +94 +12%
CPCPP
439
Canada Post Corporation Pension Plan
Canada
$232K
LS
440
Livforsakringsbolaget Skandia
Sweden
$231K -$54.1K -200 -19%
SCA
441
Snowden Capital Advisors
New York
$228K +$20K +74 +10%
GT
442
Greenleaf Trust
Michigan
$225K -$541 -2 -0.2%
RBFC
443
Roman Butler Fullerton & Co
Missouri
$223K
KCP
444
Kera Capital Partners
California
$221K -$21.4K -79 -9%
NW
445
NewEdge Wealth
Pennsylvania
$219K -$14.9K -55 -6%
CWI
446
Conscious Wealth Investments
Florida
$219K
CAMG
447
CWA Asset Management Group
Florida
$218K +$3.24K +12 +1%
FTUS
448
Flow Traders U.S.
New York
$218K +$220K +815 New
WA
449
Waverly Advisors
Alabama
$216K +$218K +805 New
AAP
450
Arax Advisory Partners
Colorado
$215K +$157K +580 +259%

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.