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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
CC
451
Corton Capital
Ontario, Canada
$222K +$220K +785 New
SCA
452
Snowden Capital Advisors
New York
$220K +$22.8K +81 +12%
RSWM
453
Robertson Stephens Wealth Management
California
$220K +$843 +3 +0.4%
SFS
454
Sowell Financial Services
Arkansas
$220K +$843 +3 +0.4%
ST
455
Spinnaker Trust
Maine
$220K
SWM
456
Segment Wealth Management
Texas
$220K +$218K +775 New
CSC
457
Caldwell Sutter Capital
California
$216K -$9.27K -33 -4%
WMG
458
WESCAP Management Group
California
$216K
SCM
459
Schnieders Capital Management
California
$215K -$3.37K -12 -2%
EH
460
Equitable Holdings
New York
$213K +$212K +753 New
DADC
461
D.A. Davidson & Co
Montana
$213K
ASBI
462
American State Bank (Iowa)
Iowa
$212K
PCM
463
Payne Capital Management
New York
$210K
SWP
464
Sagespring Wealth Partners
Tennessee
$209K +$207K +737 New
BHCM
465
Brevan Howard Capital Management
Jersey
$205K +$203K +723 New
KCM
466
Kathmere Capital Management
Pennsylvania
$202K -$5.62K -20 -3%
AFO
467
Allie Family Office
Florida
$202K
DWT
468
Dorsey & Whitney Trust
South Dakota
$201K -$2.81K -10 -1%
CTC
469
Cetera Trust Company
Minnesota
$183K +$181K +645 New
TSMHT
470
Thurston Springer Miller Herd & Titak
Indiana
$182K -$281 -1 -0.2%
PS
471
Principal Securities
Iowa
$181K +$41K +146 +30%
AIP
472
Ameritas Investment Partners
Nebraska
$173K
FFA
473
Farther Finance Advisors
California
$163K -$25.3K -90 -14%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$155K +$5.06K +18 +3%
WTC
475
WhitTier Trust Company
Nevada
$154K

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.