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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
MCM
576
Manchester Capital Management
Vermont
$7.67K
RFS
577
Richardson Financial Services
Massachusetts
$7.66K
SCB
578
Saudi Central Bank
Saudi Arabia
$7.66K +$7.3K +25 New
MCM
579
MV Capital Management
Maryland
$7.05K -$877 -3 -12%
MAM
580
Meeder Asset Management
Ohio
$7.05K -$3.8K -13 -36%
TLCM
581
Twin Lakes Capital Management
California
$6.8K
IRC
582
Investors Research Corp
Georgia
$6.75K
CFD
583
Creative Financial Designs
Indiana
$6.44K +$6.14K +21 New
PWA
584
Physician Wealth Advisors
Utah
$6.13K
FFO
585
Fortitude Family Office
Arizona
$5.83K
KA
586
Kozak & Associates
Colorado
$5.73K +$6.14K +21 New
QC
587
Quent Capital
New York
$5.52K
RIL
588
Rothschild Investment LLC
Illinois
$5.52K +$3.8K +13 +260%
NA
589
NewEdge Advisors
Louisiana
$5.33K
MAFA
590
MJT & Associates Financial Advisory
Minnesota
$4.29K +$4.09K +14 New
IA
591
IFP Advisors
Florida
$3.98K -$4.97K -17 -57%
RTL
592
Red Tortoise LLC
Georgia
$3.98K
AF
593
Advisornet Financial
Minnesota
$3.68K +$2.92K +10 +500%
MSWM
594
Mowery & Schoenfeld Wealth Management
Illinois
$3.09K -$292 -1 -9%
AIC
595
Archer Investment Corporation
Indiana
$3.07K
HWA
596
HHM Wealth Advisors
Tennessee
$3.07K
HWM
597
Hemington Wealth Management
Virginia
$3K
DF
598
Dunhill Financial
United Kingdom
$2.85K -$1.17K -4 -31%
GBT
599
Grove Bank & Trust
Florida
$2.76K
WCM
600
WealthTrak Capital Management
Virginia
$2.15K +$584 +2 +40%

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.