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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
CSC
451
Caldwell Sutter Capital
California
$243K +$2.34K +8 +1%
BAAM
452
Baker Avenue Asset Management
California
$243K +$232K +794 New
CF
453
Copperwynd Financial
Arizona
$242K -$2.63K -9 -1%
NW
454
NewEdge Wealth
Pennsylvania
$241K -$44.7K -153 -16%
MAS
455
Meeder Advisory Services
Ohio
$239K +$228K +779 New
SFA
456
Sequoia Financial Advisors
Ohio
$239K +$13.4K +46 +6%
PP
457
Prudential plc
United Kingdom
$239K
ST
458
Spinnaker Trust
Maine
$238K +$226K +775 New
RSWM
459
Robertson Stephens Wealth Management
California
$237K +$1.75K +6 +0.8%
SFS
460
Sowell Financial Services
Arkansas
$237K +$226K +772 New
SCM
461
Schnieders Capital Management
California
$236K
MG
462
Mather Group
Illinois
$235K -$2.04K -7 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
463
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$235K -$4.8M -16,442 -96%
WMG
464
WESCAP Management Group
California
$233K
Citadel Advisors
465
Citadel Advisors
Florida
$232K -$187M -641,693 -100%
DADC
466
D.A. Davidson & Co
Montana
$230K +$219K +750 New
ASBI
467
American State Bank (Iowa)
Iowa
$229K
SFI
468
Siemens Fonds Invest
Germany
$229K +$219K +748 New
USCWA
469
U.S. Capital Wealth Advisors
Texas
$229K +$218K +746 New
PCM
470
Payne Capital Management
New York
$227K
SC
471
Syon Capital
California
$227K +$217K +742 New
EWM
472
Empirical Wealth Management
Washington
$225K +$215K +735 New
KCM
473
Kathmere Capital Management
Pennsylvania
$225K +$6.14K +21 +3%
ECM
474
Evergreen Capital Management
Washington
$223K +$211K +722 New
PA
475
Pinnacle Associates
New York
$223K -$70.4K -241 -25%

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.