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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
PWA
476
Principia Wealth Advisory
Texas
$149K +$1.4K +5 +1%
NSIM
477
North Star Investment Management
Illinois
$142K
Fidelity International
478
Fidelity International
Bermuda
$140K -$54.2K -193 -28%
CI
479
CX Institutional
Indiana
$140K -$281 -1 -0.2%
CCA
480
Catalyst Capital Advisors
New York
$128K +$127K +453 New
ETC
481
Exchange Traded Concepts
Oklahoma
$126K -$4.78K -17 -4%
S
482
SignatureFD
Georgia
$121K -$1.69K -6 -1%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$117K +$31.5K +112 +38%
GWM
484
Geneos Wealth Management
Colorado
$114K -$169K -602 -60%
BBHC
485
Brown Brothers Harriman & Co
New York
$113K +$25.3K +90 +29%
AssetMark Inc
486
AssetMark Inc
California
$109K +$41.9K +149 +64%
HFM
487
Harvest Fund Management
China
$107K +$3.37K +12 +3%
OP
488
ORG Partners
Indiana
$104K +$6.74K +24 +4%
BIG
489
Brooklyn Investment Group
New York
$100K +$46.1K +164 +86%
CFFP
490
Center for Financial Planning
Michigan
$99.2K
BLC
491
Brown, Lisle/Cummings
Rhode Island
$86.2K
Bank Julius Baer & Co
492
Bank Julius Baer & Co
Switzerland
$85.9K
CT
493
Clearstead Trust
Maine
$84.2K
DIP
494
DT Investment Partners
Pennsylvania
$84.2K
GRP
495
Global Retirement Partners
California
$83.9K +$83.1K +296 New
HNB
496
Huntington National Bank
Ohio
$81.6K +$11.2K +40 +16%
EWA
497
EverSource Wealth Advisors
Alabama
$79.1K +$32.3K +115 +70%
SAM
498
Smartleaf Asset Management
Massachusetts
$76.8K -$15.4K -55 -17%
SWM
499
Spire Wealth Management
Virginia
$68.9K +$67.7K +241 +12,050%
AAP
500
Arax Advisory Partners
Colorado
$66K +$1.69K +6 +3%

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.