We are live on ! Find out more
ESS icon

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
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$167M +$484K +1,656 +0.3%
Prudential Financial
27
Prudential Financial
New Jersey
$148M +$79.5M +271,977 +129%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$139M +$1.93M +6,613 +1%
Goldman Sachs
29
Goldman Sachs
New York
$113M -$4.25M -14,562 -4%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$110M +$11.5M +39,397 +12%
American Century Companies
31
American Century Companies
Missouri
$110M -$3.24M -11,082 -3%
SEI Investments
32
SEI Investments
Pennsylvania
$91.8M +$12M +41,236 +16%
N
33
Nuveen
North Carolina
$91M -$1.15M -3,928 -1%
DPIM
34
Duff & Phelps Investment Management
Illinois
$89.4M -$148K -505 -0.2%
UBS Group
35
UBS Group
Switzerland
$82.1M +$11M +37,645 +16%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$76.4M +$4.6M +15,727 +7%
Nomura Asset Management
37
Nomura Asset Management
Japan
$74.5M +$3.02M +10,331 +4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$73.2M +$1.45M +4,964 +2%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$61.5M +$1.56M +5,345 +3%
VF
40
Vest Financial
Virginia
$60.5M +$2.67M +9,153 +5%
Macquarie Group
41
Macquarie Group
Australia
$60.1M -$2.69M -9,194 -4%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$59M +$15.6M +53,502 +38%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$58.1M +$599K +2,049 +1%
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$58.1M +$20.5M +70,275 +59%
Bank of America
45
Bank of America
North Carolina
$57.7M +$2M +6,850 +4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$55.6M -$58.4K -200 -0.1%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$53.6M +$3.98M +13,628 +8%
Lido Advisors
48
Lido Advisors
California
$52.5M +$108K +369 +0.2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$51.8M -$1.87M -6,391 -4%
KBC Group
50
KBC Group
Belgium
$50.4M -$18M -61,437 -27%

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.