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Essex Property Trust
ESS

Overview Fund Activity

605 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 236 increasing their positions, 219 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
-12
Holders Change %
-1.94%
% 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
66
Increased
236
Reduced
219
Closed
67
Calls
$38.3M
Puts
$12.3M
Net Calls
+$26M
Net Calls Change
-$3.32M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.58B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$941M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$300M
4
BlackRock
BlackRock
New York
$2.03B
5
Deutsche Bank
Deutsche Bank
Germany
$247M

Top Sellers

1
CCM
Carronade Capital Management
Connecticut
$6.22M
2
UBS AM
UBS AM
Illinois
$19.7M
3
Northern Trust
Northern Trust
Illinois
$275M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$162M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
576
Grove Bank & Trust
Florida
$2.55K – – –
SC
577
SouthState Corp
Florida
$2.55K +$850 +3 +50%
TPWA
578
Twin Peaks Wealth Advisors
California
$2.29K +$2.29K +9 New
PP
579
Pacifica Partners
Canada
$2.28K +$2.28K +8 New
HWM
580
Hemington Wealth Management
Virginia
$2K – – –
HI
581
Harbour Investments
Wisconsin
$1.98K +$1.7K +6 +600%
TFM
582
TFC Financial Management
Massachusetts
$1.7K – – –
AA
583
Ancora Advisors
Ohio
$1.7K +$1.7K +6 New
DF
584
Dunhill Financial
United Kingdom
$1.46K -$1.17K -4 -44%
PWMG
585
Private Wealth Management Group
New Jersey
$1.42K – – –
CIAS
586
CBIZ Investment Advisory Services
Ohio
$1.14K +$1.14K +4 New
BC
587
Bayforest Capital
United Kingdom
$1.13K +$1.13K +4 New
CPG
588
Cornerstone Planning Group
New Jersey
$1.03K +$515 +2 +100%
HFS
589
Hughes Financial Services
Virginia
$1.02K +$1.02K +4 New
NWM
590
Nova Wealth Management
Florida
$932 +$932 +3 New
PWMG
591
Prestige Wealth Management Group
New Jersey
$858 -$278K -973 -100%
WCM
592
WealthTrak Capital Management
Virginia
$851 -$1.14K -4 -57%
AF
593
Advisornet Financial
Minnesota
$850 -$2.55K -9 -75%
AWM
594
Activest Wealth Management
Florida
$850 -$850 -3 -50%
RA
595
Rise Advisors
New York
$850 – – –
TIM
596
Tortoise Investment Management
New York
$850 +$850 +3 New
RF
597
Rossby Financial
Florida
$850 +$850 +3 New
M
598
MOTCO
Texas
$781 – – –
RWM
599
Rialto Wealth Management
New York
$567 -$567 -2 -50%
SC
600
Stephens Consulting
Michigan
$567 +$567 +2 New
22 23
24
25 26