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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
0.11%
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
CIM
26
Centersquare Investment Management
Pennsylvania
$138M +$115M +426,650 +473%
N
27
Nuveen
North Carolina
$138M +$50.8M +187,825 +57%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$126M -$11.7M -43,102 -8%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$115M -$4.26M -15,744 -4%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$104M -$64.1M -237,091 -38%
SEI Investments
31
SEI Investments
Pennsylvania
$87M +$3.76M +13,927 +4%
DPIM
32
Duff & Phelps Investment Management
Illinois
$81.5M +$1.95M +7,200 +2%
UBS Group
33
UBS Group
Switzerland
$73.8M +$6.07M +22,454 +9%
American Century Companies
34
American Century Companies
Missouri
$70.9M -$7.25M -26,826 -9%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$67M -$98.9M -365,750 -59%
Nomura Asset Management
36
Nomura Asset Management
Japan
$66.7M +$1.34M +4,942 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$61.5M +$542K +2,007 +0.9%
Bank of America
38
Bank of America
North Carolina
$59.2M +$6.76M +25,014 +13%
AAMU
39
APG Asset Management US
New York
$56.5M
Macquarie Group
40
Macquarie Group
Australia
$54.9M +$4.71M +17,440 +9%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$53.2M +$3.48M +12,880 +7%
Universal-Beteiligungs- und Servicegesellschaft
42
Universal-Beteiligungs- und Servicegesellschaft
Germany
$51.2M -$21M -77,777 -29%
VF
43
Vest Financial
Virginia
$51.1M -$537K -1,986 -1%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$51M +$5.14M +19,011 +11%
Swiss National Bank
45
Swiss National Bank
Switzerland
$49.7M -$2.49M -9,200 -5%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$48.9M -$4.97M -18,378 -9%
Citigroup
47
Citigroup
New York
$47M +$23.6M +87,306 +99%
Lido Advisors
48
Lido Advisors
California
$46.1M -$77.6K -287 -0.2%
HRES
49
Heitman Real Estate Securities
Illinois
$44.1M -$6.5M -24,045 -13%
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$43.6M +$6.6M +24,425 +18%

ESS Hedge Fund Activity: Q3 2025 in Review

606 of the 7,619 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.