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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
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$12.2K -$281 -1 -2%
SSG
552
Summit Securities Group
New York
$12.2K +$12.1K +43 New
SWA
553
SOA Wealth Advisors
New York
$11.7K -$1.69K -6 -13%
TH
554
TCTC Holdings
Texas
$11.3K
NC
555
NewSquare Capital
Pennsylvania
$11.1K -$1.4K -5 -11%
Lazard Asset Management
556
Lazard Asset Management
New York
$11K -$281 -1 -2%
MYIA
557
Mount Yale Investment Advisors
Colorado
$10.8K +$10.7K +38 New
MLA
558
MB, Levis & Associates
Pennsylvania
$10.5K
BDPWM
559
Barnes Dennig Private Wealth Management
Ohio
$10.5K +$10.4K +37 New
SO
560
Sierra Ocean
California
$10.1K
GKIM
561
GW&K Investment Management
Massachusetts
$10K
TPCW
562
TD Private Client Wealth
New York
$8.79K -$3.09K -11 -26%
CFO
563
CVA Family Office
Colorado
$8.5K
SHM
564
Sagard Holdings Management
Ontario, Canada
$8.5K +$8.43K +30 New
MCM
565
Manchester Capital Management
Vermont
$7.08K
BIA
566
Bell Investment Advisors
California
$7.08K +$5.9K +21 +525%
PWA
567
Physician Wealth Advisors
Utah
$6.8K +$1.12K +4 +20%
MCM
568
MV Capital Management
Maryland
$6.52K
TLCM
569
Twin Lakes Capital Management
California
$6.35K
IRC
570
Investors Research Corp
Georgia
$6.24K
DWM
571
Dogwood Wealth Management
Kansas
$6.01K +$5.9K +21 New
Simplex Trading
572
Simplex Trading
Illinois
$6K -$284K -1,010 -98%
PPC
573
Park Place Capital
Alabama
$5.7K -$11K -39 -66%
FFO
574
Fortitude Family Office
Arizona
$5.38K
RIL
575
Rothschild Investment LLC
Illinois
$4.53K -$562 -2 -11%

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.