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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
BIG
526
Brooklyn Investment Group
New York
$57.9K +$14.3K +49 +35%
CA
527
CoreCap Advisors
Michigan
$56.5K -$52.9K -181 -50%
HPC
528
HM Payson & Co
Maine
$55.2K -$4.09K -14 -7%
LC
529
Lindbrook Capital
California
$52.4K +$16.1K +55 +47%
SIM
530
Sentry Investment Management
Wisconsin
$52K -$17.5K -60 -23%
BGAI
531
Bruce G. Allen Investments
Colorado
$50.6K -$3.51K -12 -7%
EWA
532
EverSource Wealth Advisors
Alabama
$50.4K +$22.5K +77 +89%
UB
533
UMB Bank
Missouri
$48.4K +$1.17K +4 +3%
CAL
534
Capital Advisors Ltd
Ohio
$48K -$3.21K -11 -7%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$45.1K +$1.46K +5 +4%
CAL
536
Capital Analysts LLC
Pennsylvania
$42K +$14.3K +49 +56%
PA
537
PSI Advisors
Florida
$41.7K -$6.72K -23 -14%
MC
538
Muzinich & Co
New York
$35.6K
DWS
539
Dynamic Wealth Strategies
California
$34.9K +$33.3K +114 New
ZBNA
540
Zions Bancorporation, National Association
Utah
$34K +$32.4K +111 New
PEAK6
541
PEAK6
Illinois
$31.7K +$30.1K +103 New
PTC
542
Private Trust Company
Ohio
$31.6K
WTA
543
Washington Trust Advisors
Massachusetts
$31K
RA
544
Ransom Advisory
Rhode Island
$30.7K
WA
545
WPG Advisers
Maryland
$30.7K +$20.5K +70 +233%
PFBT
546
Parkside Financial Bank & Trust
Missouri
$30.4K +$584 +2 +2%
AGWCA
547
Annis Gardner Whiting Capital Advisors
Florida
$28.4K
LFG
548
Larson Financial Group
Missouri
$22.1K +$1.75K +6 +9%
WF
549
Wayfinding Financial
Washington
$22K +$21.3K +73 New
SPIA
550
Steward Partners Investment Advisory
New York
$21.8K +$4.38K +15 +27%

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.