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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
T
526
TOBAM
France
$37K +$23K +82 +167%
PGAM
527
Princeton Global Asset Management
New Jersey
$34K +$33.7K +120 New
MC
528
Muzinich & Co
New York
$32.9K
AGWCA
529
Annis Gardner Whiting Capital Advisors
Florida
$29.7K +$3.37K +12 +13%
PTC
530
Private Trust Company
Ohio
$29.2K
WTA
531
Washington Trust Advisors
Massachusetts
$28.6K
RFS
532
Richardson Financial Services
Massachusetts
$28.5K +$21.1K +75 +300%
RA
533
Ransom Advisory
Rhode Island
$28.3K
WA
534
WPG Advisers
Maryland
$28.3K
PFBT
535
Parkside Financial Bank & Trust
Missouri
$28.1K
FAM
536
Fulcrum Asset Management
United Kingdom
$24.9K +$24.7K +88 New
KIM
537
Kestra Investment Management
Texas
$23K +$11K +39 +100%
WSFS
538
Wilmington Savings Fund Society
Delaware
$21.5K +$3.93K +14 +23%
HFS
539
Hantz Financial Services
Michigan
$21K +$20.2K +72 +7,200%
ST
540
Smithfield Trust
Pennsylvania
$19K
A
541
AlphaQuest
New York
$18.1K
DWS
542
Dynamic Wealth Strategies
California
$16.4K -$15.7K -56 -49%
MAM
543
Meeder Asset Management
Ohio
$16.4K +$9.83K +35 +152%
KGP
544
Keystone Global Partners
Colorado
$15.3K
RCM
545
Raleigh Capital Management
North Carolina
$15.3K +$1.69K +6 +13%
PMFA
546
Plante Moran Financial Advisors
Michigan
$14.2K
GA
547
GoalVest Advisory
New York
$14.2K +$14K +50 New
TWD
548
True Wealth Design
Ohio
$13.3K +$5.62K +20 +74%
BTI
549
Blue Trust Inc
Georgia
$12.8K
HNB
550
Hilltop National Bank
Wyoming
$12.5K +$12.4K +44 New

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.