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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
AGWCA
526
Annis Gardner Whiting Capital Advisors
Florida
$25.6K -$2.43K -9 -9%
FAM
527
Fulcrum Asset Management
United Kingdom
$23.6K
TWD
528
True Wealth Design
Ohio
$21.4K +$8.92K +33 +70%
MA
529
Montag & Associates
Georgia
$18.1K -$3.35M -12,378 -99%
C
530
Covestor
United Kingdom
$18K -$25.4K -94 -58%
ST
531
Smithfield Trust
Pennsylvania
$17K
QC
532
Quent Capital
New York
$15.8K +$15.9K +59 New
DWS
533
Dynamic Wealth Strategies
California
$15.5K
RFP
534
Root Financial Partners
California
$14.8K +$14.9K +55 New
RCM
535
Raleigh Capital Management
North Carolina
$14.5K
RBI
536
Raiffeisen Bank International
Austria
$14.4K +$14.6K +54 New
GA
537
GoalVest Advisory
New York
$13.4K
PMFA
538
Plante Moran Financial Advisors
Michigan
$13.4K
PWA
539
Physician Wealth Advisors
Utah
$13.1K +$6.76K +25 +104%
GKIM
540
GW&K Investment Management
Massachusetts
$12K +$2.16K +8 +22%
HNB
541
Hilltop National Bank
Wyoming
$11.8K
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$11.5K
SWA
543
SOA Wealth Advisors
New York
$11.2K +$270 +1 +2%
BTI
544
Blue Trust Inc
Georgia
$11K -$1.08K -4 -9%
IA
545
IFP Advisors
Florida
$10.7K +$10.8K +40 New
QL
546
Quarry LP
New York
$10.2K +$10.3K +38 New
MLA
547
MB, Levis & Associates
Pennsylvania
$9.9K
TPCW
548
TD Private Client Wealth
New York
$9.64K +$1.35K +5 +16%
SHM
549
Sagard Holdings Management
Ontario, Canada
$8.03K
MAM
550
Meeder Asset Management
Ohio
$7.76K -$7.84K -29 -50%

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.