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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
ST
551
Smithfield Trust
Pennsylvania
$20K
A
552
AlphaQuest
New York
$19.6K -$2.13M -7,280 -99%
WSFS
553
Wilmington Savings Fund Society
Delaware
$19K -$197K -673 -92%
PPC
554
Park Place Capital
Alabama
$18.1K
KGP
555
Keystone Global Partners
Colorado
$16.5K +$15.5K +53 New
PMFA
556
Plante Moran Financial Advisors
Michigan
$15.3K
T
557
TOBAM
France
$15K -$14.6K -50 -51%
C
558
Covestor
United Kingdom
$15K
RCM
559
Raleigh Capital Management
North Carolina
$14.8K -$5.55K -19 -28%
SWA
560
SOA Wealth Advisors
New York
$14.4K
BTI
561
Blue Trust Inc
Georgia
$13.8K +$4.09K +14 +45%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$13.5K
NC
563
NewSquare Capital
Pennsylvania
$13.5K +$12.6K +43 +4,300%
TPCW
564
TD Private Client Wealth
New York
$12.9K -$1.17K -4 -9%
AP
565
Aspect Partners
Virginia
$12.9K
TH
566
TCTC Holdings
Texas
$12.3K +$5.84K +20 +100%
Lazard Asset Management
567
Lazard Asset Management
New York
$12K
KIM
568
Kestra Investment Management
Texas
$12K -$13.7K -47 -55%
MLA
569
MB, Levis & Associates
Pennsylvania
$11.3K
GKIM
570
GW&K Investment Management
Massachusetts
$11K -$292 -1 -3%
SO
571
Sierra Ocean
California
$10.9K
CA
572
Clearstead Advisors
Ohio
$9.81K +$2.92K +10 +45%
CFO
573
CVA Family Office
Colorado
$9.2K -$8.18K -28 -48%
GIS
574
Grayhawk Investment Strategies
Alberta, Canada
$9.2K
TWD
575
True Wealth Design
Ohio
$8.28K +$7.89K +27 New

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.