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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
PS
501
Principal Securities
Iowa
$140K
S
502
SignatureFD
Georgia
$133K +$2.63K +9 +2%
CA
503
Continuum Advisory
Idaho
$120K +$39.4K +135 +53%
HFM
504
Harvest Fund Management
China
$112K +$107K +366 New
CFFP
505
Center for Financial Planning
Michigan
$107K
SAM
506
Smartleaf Asset Management
Massachusetts
$99.1K +$2.04K +7 +2%
BBHC
507
Brown Brothers Harriman & Co
New York
$94.1K +$61.4K +210 +216%
BLC
508
Brown, Lisle/Cummings
Rhode Island
$93.2K
Bank Julius Baer & Co
509
Bank Julius Baer & Co
Switzerland
$92.9K +$8.18K +28 +10%
CT
510
Clearstead Trust
Maine
$91.1K
DIP
511
DT Investment Partners
Pennsylvania
$91.1K
Jones Financial Companies
512
Jones Financial Companies
Missouri
$90.8K +$21.6K +74 +33%
TFIPS
513
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.3K +$17.5K +60 +28%
ABWM
514
Alpine Bank Wealth Management
Colorado
$81.9K +$78K +267 New
HNB
515
Huntington National Bank
Ohio
$76K -$15.2K -52 -17%
AssetMark Inc
516
AssetMark Inc
California
$71.7K +$2.92K +10 +4%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$71K -$3.21K -11 -5%
AAP
518
Arax Advisory Partners
Colorado
$66.8K +$30.4K +104 +91%
PCFFS
519
Pacific Center for Financial Services
California
$66.8K +$292 +1 +0.5%
RI
520
Ridgewood Investments
New Jersey
$65.9K
AG
521
AmeriFlex Group
Nevada
$63.8K
CH
522
Cromwell Holdings
Wyoming
$61.8K +$1.17K +4 +2%
1IA
523
1620 Investment Advisors
Massachusetts
$61.3K
BMC
524
Bear Mountain Capital
Washington
$60.8K
CTC
525
Central Trust Company
Missouri
$59.8K

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.