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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
PFM
451
Patton Fund Management
Texas
$214K
RG
452
Renaissance Group
Kentucky
$211K -$3.24K -12 -1%
RSWM
453
Robertson Stephens Wealth Management
California
$208K +$270 +1 +0.1%
TPA
454
Trivium Point Advisory
Connecticut
$208K -$234K -867 -53%
ST
455
Spinnaker Trust
Maine
$207K
DWT
456
Dorsey & Whitney Trust
South Dakota
$207K +$17.6K +65 +9%
MA
457
Mutual Advisors
Nebraska
$206K -$3.51K -13 -2%
CSC
458
Caldwell Sutter Capital
California
$205K +$1.35K +5 +0.7%
HCM
459
Howard Capital Management
Georgia
$205K +$207K +765 New
WMG
460
WESCAP Management Group
California
$204K
SCM
461
Schnieders Capital Management
California
$203K
TCOV
462
Trust Company of Vermont
Vermont
$201K -$27K -100 -12%
DADC
463
D.A. Davidson & Co
Montana
$201K
ASBI
464
American State Bank (Iowa)
Iowa
$200K
MG
465
Mather Group
Illinois
$185K +$187K +693 New
CTC
466
Cetera Trust Company
Minnesota
$173K
PS
467
Principal Securities
Iowa
$170K -$541 -2 -0.3%
AIP
468
Ameritas Investment Partners
Nebraska
$164K
VCM
469
Versant Capital Management
Arizona
$157K -$346K -1,280 -69%
Fidelity International
470
Fidelity International
Bermuda
$155K +$23K +85 +17%
CI
471
CX Institutional
Indiana
$155K +$22.4K +83 +17%
FFA
472
Farther Finance Advisors
California
$154K -$270 -1 -0.2%
WTC
473
WhitTier Trust Company
Nevada
$143K
PWA
474
Principia Wealth Advisory
Texas
$141K +$541 +2 +0.4%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$141K -$5.41K -20 -4%

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.