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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
0.1%
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
Jones Financial Companies
476
Jones Financial Companies
Missouri
$134K +$25.1K +93 +23%
NSIM
477
North Star Investment Management
Illinois
$134K
AssetMark Inc
478
AssetMark Inc
California
$130K +$28.1K +104 +27%
HFM
479
Harvest Fund Management
China
$124K +$23.5K +87 +23%
CCA
480
Catalyst Capital Advisors
New York
$116K -$5.14K -19 -4%
AG
481
AmeriFlex Group
Nevada
$111K +$56.2K +208 +100%
S
482
SignatureFD
Georgia
$107K -$7.3K -27 -6%
OP
483
ORG Partners
Indiana
$96.3K -$84.6K -313 -47%
SAM
484
Smartleaf Asset Management
Massachusetts
$94.5K +$23.2K +86 +32%
CFFP
485
Center for Financial Planning
Michigan
$93.7K
TFIPS
486
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92.3K +$35.1K +130 +60%
T
487
TOBAM
France
$84K +$49.7K +184 +140%
BLC
488
Brown, Lisle/Cummings
Rhode Island
$81.4K
GRP
489
Global Retirement Partners
California
$81.2K +$2.16K +8 +3%
Bank Julius Baer & Co
490
Bank Julius Baer & Co
Switzerland
$81.1K
HNB
491
Huntington National Bank
Ohio
$80.8K +$3.78K +14 +5%
CT
492
Clearstead Trust
Maine
$79.5K
DIP
493
DT Investment Partners
Pennsylvania
$79.5K
EWA
494
EverSource Wealth Advisors
Alabama
$77.4K +$2.7K +10 +4%
A
495
AlphaQuest
New York
$77.4K +$60.8K +225 +352%
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$63K +$2.16K +8 +4%
BBHC
497
Brown Brothers Harriman & Co
New York
$58.6K -$48.1K -178 -45%
BMC
498
Bear Mountain Capital
Washington
$57.9K
1IA
499
1620 Investment Advisors
Massachusetts
$53.5K
CH
500
Cromwell Holdings
Wyoming
$53.5K -$2.16K -8 -4%

ESS Hedge Fund Activity: Q3 2025 in Review

606 of the 7,620 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.