We are live on ! Find out more
ESS icon

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
MAFA
576
MJT & Associates Financial Advisory
Minnesota
$3.97K
RTL
577
Red Tortoise LLC
Georgia
$3.68K
HHMI
578
Howard Hughes Medical Institute
Maryland
$3.68K +$3.65K +13 New
CFD
579
Creative Financial Designs
Indiana
$3.12K -$2.81K -10 -48%
MSWM
580
Mowery & Schoenfeld Wealth Management
Illinois
$2.86K
NA
581
NewEdge Advisors
Louisiana
$2.83K -$1.97K -7 -41%
AIC
582
Archer Investment Corporation
Indiana
$2.83K
S
583
Sachetta
Massachusetts
$2.56K +$1.4K +5 +125%
ZBNA
584
Zions Bancorporation, National Association
Utah
$2.55K -$28.6K -102 -92%
GBT
585
Grove Bank & Trust
Florida
$2.55K
SC
586
SouthState Corp
Florida
$2.55K +$843 +3 +50%
TPWA
587
Twin Peaks Wealth Advisors
California
$2.29K +$2.53K +9 New
PP
588
Pacifica Partners
Canada
$2.28K +$2.25K +8 New
HWM
589
Hemington Wealth Management
Virginia
$2K
HI
590
Harbour Investments
Wisconsin
$1.98K +$1.69K +6 +600%
TFM
591
TFC Financial Management
Massachusetts
$1.7K
AA
592
Ancora Advisors
Ohio
$1.7K +$1.69K +6 New
DF
593
Dunhill Financial
United Kingdom
$1.46K -$1.12K -4 -44%
PWMG
594
Private Wealth Management Group
New Jersey
$1.42K
CIAS
595
CBIZ Investment Advisory Services
Ohio
$1.14K +$1.12K +4 New
BC
596
Bayforest Capital
United Kingdom
$1.13K +$1.12K +4 New
CPG
597
Cornerstone Planning Group
New Jersey
$1.03K +$562 +2 +100%
HFS
598
Hughes Financial Services
Virginia
$1.02K +$1.12K +4 New
NWM
599
Nova Wealth Management
Florida
$932 +$843 +3 New
PWMG
600
Prestige Wealth Management Group
New Jersey
$858 -$273K -973 -100%

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.