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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
Focus Partners Wealth
476
Focus Partners Wealth
Massachusetts
$223K +$212K +725 New
MA
477
Mutual Advisors
Nebraska
$222K +$3.21K +11 +1%
DWT
478
Dorsey & Whitney Trust
South Dakota
$220K +$584 +2 +0.3%
AFO
479
Allie Family Office
Florida
$218K
IIC
480
Ironwood Investment Counsel
Arizona
$215K +$205K +700 New
SCA
481
Snowden Capital Advisors
New York
$213K +$202K +690 New
AIS
482
American Investment Services
Massachusetts
$212K +$202K +692 New
I
483
InceptionR
California
$212K +$202K +692 New
Fidelity International
484
Fidelity International
Bermuda
$211K -$449K -1,536 -69%
LWM
485
Liberty Wealth Management
California
$209K +$199K +681 New
AFG
486
Atomi Financial Group
New York
$208K -$10.5K -36 -5%
SMWM
487
Silvia McColl Wealth Management
California
$204K +$195K +667 New
WANY
488
Wealthspire Advisors (New York)
New York
$204K +$195K +666 New
FFA
489
Farther Finance Advisors
California
$204K -$48.5K -166 -20%
CA
490
Commerzbank Aktiengesellschaft
Germany
$203K +$193K +662 New
NP
491
Nilsine Partners
Colorado
$202K +$193K +659 New
OP
492
ORG Partners
Indiana
$198K -$3.51K -12 -2%
TSMHT
493
Thurston Springer Miller Herd & Titak
Indiana
$197K +$41.8K +143 +29%
AIP
494
Ameritas Investment Partners
Nebraska
$188K -$11.1K -38 -6%
WTC
495
WhitTier Trust Company
Nevada
$166K +$9.35K +32 +6%
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$162K -$1.46K -5 -0.9%
NSIM
497
North Star Investment Management
Illinois
$153K
CI
498
CX Institutional
Indiana
$152K +$145K +496 New
ETC
499
Exchange Traded Concepts
Oklahoma
$142K -$21.9K -75 -14%
PWA
500
Principia Wealth Advisory
Texas
$141K +$1.46K +5 +1%

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.