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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
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$145M -$8.82M -31,410 -6%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$144M +$42.4M +150,869 +42%
Goldman Sachs
28
Goldman Sachs
New York
$128M +$23.1M +82,138 +22%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$126M -$2.22M -7,899 -2%
N
30
Nuveen
North Carolina
$92.9M +$8.73M +31,064 +10%
SEI Investments
31
SEI Investments
Pennsylvania
$88.2M +$3.35M +11,928 +4%
DPIM
32
Duff & Phelps Investment Management
Illinois
$84.2M +$1.62M +5,776 +2%
American Century Companies
33
American Century Companies
Missouri
$82.7M -$18.6M -66,060 -18%
Universal-Beteiligungs- und Servicegesellschaft
34
Universal-Beteiligungs- und Servicegesellschaft
Germany
$76.2M +$22.4M +79,689 +42%
UBS Group
35
UBS Group
Switzerland
$71.8M -$4.11M -14,633 -5%
Nomura Asset Management
36
Nomura Asset Management
Japan
$69.2M +$316K +1,124 +0.5%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$64.6M -$3.11M -11,073 -5%
AAMU
38
APG Asset Management US
New York
$60.4M +$26.6M +94,797 +81%
Aberdeen Group
39
Aberdeen Group
United Kingdom
$56.3M +$2.77M +9,857 +5%
Bank of America
40
Bank of America
North Carolina
$55.6M +$2.2M +7,821 +4%
Swiss National Bank
41
Swiss National Bank
Switzerland
$55.2M +$3.79M +13,500 +7%
VF
42
Vest Financial
Virginia
$54.6M -$1.26M -4,484 -2%
HRES
43
Heitman Real Estate Securities
Illinois
$53.5M +$42.9M +152,851 +427%
Macquarie Group
44
Macquarie Group
Australia
$53.2M -$2.38M -8,491 -4%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$52.7M +$3.14M +11,186 +6%
Lido Advisors
46
Lido Advisors
California
$48.9M +$279K +993 +0.6%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$48.6M -$21.8M -77,503 -31%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$47.9M -$5.75M -20,484 -11%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$47.2M -$10.2M -36,144 -18%
Amundi
50
Amundi
France
$47.1M +$18.5M +65,887 +66%

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.