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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
CTC
501
Central Trust Company
Missouri
$52.2K
PCFFS
502
Pacific Center for Financial Services
California
$51.6K +$270 +1 +0.5%
ASN
503
Advisory Services Network
Georgia
$51.1K +$51.6K +191 New
CA
504
Clearstead Advisors
Ohio
$50.3K +$1.08K +4 +2%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$48.2K +$541 +2 +1%
SIC
506
SJS Investment Consulting
Ohio
$48.2K +$48.7K +180 New
OL
507
OneFund LLC
Florida
$47.4K +$2.43K +9 +5%
BGAI
508
Bruce G. Allen Investments
Colorado
$44.4K -$270 -1 -0.6%
CA
509
CoreCap Advisors
Michigan
$43.7K -$8.65K -32 -16%
SIM
510
Sentry Investment Management
Wisconsin
$42K -$10.3K -38 -19%
CAL
511
Capital Advisors Ltd
Ohio
$42K
TCOT
512
Trust Company of Toledo
Ohio
$41.5K
EP
513
Essential Partners
California
$38.3K +$38.4K +142 +14,200%
CAL
514
Capital Analysts LLC
Pennsylvania
$36K -$270 -1 -0.7%
UB
515
UMB Bank
Missouri
$35.3K -$4.05K -15 -10%
LFG
516
Larson Financial Group
Missouri
$35.1K -$5.14K -19 -13%
PGAM
517
Princeton Global Asset Management
New Jersey
$32.1K
MC
518
Muzinich & Co
New York
$31K
HFS
519
Hantz Financial Services
Michigan
$31K +$11.4K +42 +58%
SSG
520
Summit Securities Group
New York
$30.2K +$18.9K +70 +163%
PTC
521
Private Trust Company
Ohio
$27.6K
WTA
522
Washington Trust Advisors
Massachusetts
$27K
RFS
523
Richardson Financial Services
Massachusetts
$26.8K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$26.8K +$270 +1 +1%
RA
525
Ransom Advisory
Rhode Island
$26.8K

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.