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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
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$65K -$843 -3 -1%
BMC
502
Bear Mountain Capital
Washington
$63.5K
TFIPS
503
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.9K -$16.9K -60 -22%
RI
504
Ridgewood Investments
New Jersey
$60.9K
AG
505
AmeriFlex Group
Nevada
$59.8K
CH
506
Cromwell Holdings
Wyoming
$58.9K +$1.69K +6 +3%
SIM
507
Sentry Investment Management
Wisconsin
$57K
1IA
508
1620 Investment Advisors
Massachusetts
$56.7K
CA
509
CoreCap Advisors
Michigan
$55.3K +$3.09K +11 +6%
CTC
510
Central Trust Company
Missouri
$55.3K
PCFFS
511
Pacific Center for Financial Services
California
$54.4K -$7.3K -26 -12%
MSE
512
MUFG Securities EMEA
United Kingdom
$53.6K +$53.1K +189 New
AAS
513
Ameritas Advisory Services
Nebraska
$52.4K +$52K +185 New
CA
514
Clearstead Advisors
Ohio
$52.1K +$42.7K +152 +475%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$50.4K +$8.71K +31 +21%
BWL
516
Bogart Wealth LLC
Virginia
$50K +$48.9K +174 +8,700%
OL
517
OneFund LLC
Florida
$48K +$47.2K +168 New
BGAI
518
Bruce G. Allen Investments
Colorado
$47.3K +$562 +2 +1%
C
519
Covestor
United Kingdom
$46K +$31.5K +112 +229%
CAL
520
Capital Advisors Ltd
Ohio
$45K
TCOT
521
Trust Company of Toledo
Ohio
$43.9K +$43.5K +155 New
LFG
522
Larson Financial Group
Missouri
$42.5K +$21.9K +78 +108%
UB
523
UMB Bank
Missouri
$41.7K -$3.09K -11 -7%
CAL
524
Capital Analysts LLC
Pennsylvania
$39K
IA
525
IFP Advisors
Florida
$38.8K -$3.65K -13 Closed

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.