ESS icon

Essex Property Trust

612 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, 238 increasing their positions, 220 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

4% less capital invested

Capital invested by funds: $18.8B → $18.1B (-$661M)

1% less funds holding

Funds holding: 621612 (-9)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38.3M
Puts
$12.3M
Net Calls
Net Calls Change

Top Buyers

1 +$367M
2 +$163M
3 +$97.6M
4
BlackRock
BlackRock
New York
+$94.9M
5
Deutsche Bank
Deutsche Bank
Germany
+$70.2M

Top Sellers

1 -$596M
2 -$205M
3 -$78.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
576
Howard Hughes Medical Institute
Maryland
$3.68K
CFD
577
Creative Financial Designs
Indiana
$3.12K
MSWM
578
Mowery & Schoenfeld Wealth Management
Illinois
$2.86K
NA
579
NewEdge Advisors
Louisiana
$2.83K
AIC
580
Archer Investment Corporation
Indiana
$2.83K
S
581
Sachetta
Massachusetts
$2.56K
ZBNA
582
Zions Bancorporation, National Association
Utah
$2.55K
GBT
583
Grove Bank & Trust
Florida
$2.55K
SC
584
SouthState Corp
Florida
$2.55K
TPWA
585
Twin Peaks Wealth Advisors
California
$2.29K
PP
586
Pacifica Partners
Canada
$2.28K
HWM
587
Hemington Wealth Management
Virginia
$2K
HI
588
Harbour Investments
Wisconsin
$1.98K
TFM
589
TFC Financial Management
Massachusetts
$1.7K
AA
590
Ancora Advisors
Ohio
$1.7K
DF
591
Dunhill Financial
United Kingdom
$1.46K
PWMG
592
Private Wealth Management Group
New Jersey
$1.42K
CIAS
593
CBIZ Investment Advisory Services
Ohio
$1.14K
BC
594
Bayforest Capital
United Kingdom
$1.13K
CPG
595
Cornerstone Planning Group
New Jersey
$1.03K
HFS
596
Hughes Financial Services
Virginia
$1.02K
NWM
597
Nova Wealth Management
Florida
$932
PWMG
598
Prestige Wealth Management Group
New Jersey
$858
WCM
599
WealthTrak Capital Management
Virginia
$851
AF
600
Advisornet Financial
Minnesota
$850