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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
0.11%
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
BCWM
551
Bartlett & Co Wealth Management
Ohio
$7.3K +$7.03K +26 +2,600%
BIA
552
Bell Investment Advisors
California
$6.69K
ZBNA
553
Zions Bancorporation, National Association
Utah
$6.69K +$4.33K +16 +178%
CFO
554
CVA Family Office
Colorado
$6.16K -$1.89K -7 -23%
SL
555
Salomon & Ludwin
Virginia
$6.08K +$6.22K +23 New
TLCM
556
Twin Lakes Capital Management
California
$6.05K +$270 +1 +5%
CPG
557
Cornerstone Planning Group
New Jersey
$6K +$5.41K +20 +500%
MCM
558
MV Capital Management
Maryland
$5.89K -$270 -1 -4%
IRC
559
Investors Research Corp
Georgia
$5.89K
HI
560
Harbour Investments
Wisconsin
$5.62K +$3.78K +14 +200%
TH
561
TCTC Holdings
Texas
$5.35K -$5.41K -20 -50%
PPC
562
Park Place Capital
Alabama
$5.35K
FFO
563
Fortitude Family Office
Arizona
$5.09K
EWP
564
Elevation Wealth Partners
California
$4.55K +$4.59K +17 New
RIL
565
Rothschild Investment LLC
Illinois
$4.28K
MAFA
566
MJT & Associates Financial Advisory
Minnesota
$3.75K
HHMI
567
Howard Hughes Medical Institute
Maryland
$3.48K
RTL
568
Red Tortoise LLC
Georgia
$3.48K
TC
569
Truvestments Capital
Florida
$2.94K +$2.97K +11 New
MSWM
570
Mowery & Schoenfeld Wealth Management
Illinois
$2.7K
TFA
571
Transamerica Financial Advisors
Florida
$2.69K +$2.7K +10 New
AIC
572
Archer Investment Corporation
Indiana
$2.68K
NA
573
NewEdge Advisors
Louisiana
$2.68K
GBT
574
Grove Bank & Trust
Florida
$2.41K
MEG
575
Millstone Evans Group
Colorado
$2.41K +$2.43K +9 New

ESS Hedge Fund Activity: Q3 2025 in Review

606 of the 7,619 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.