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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
SAM
576
Strive Asset Management
Ohio
$2.41K +$2.43K +9 New
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K +$2.16K +8 New
HWM
578
Hemington Wealth Management
Virginia
$2K
DWM
579
Dogwood Wealth Management
Kansas
$1.87K -$3.78K -14 -67%
WWA
580
Wealth Watch Advisors
Colorado
$1.87K +$1.89K +7 New
AA
581
Ancora Advisors
Ohio
$1.61K
TFM
582
TFC Financial Management
Massachusetts
$1.61K
DF
583
Dunhill Financial
United Kingdom
$1.38K
WW
584
Winnow Wealth
Texas
$1.34K +$1.35K +5 New
PWMG
585
Private Wealth Management Group
New Jersey
$1.34K
TSMHT
586
Thurston Springer Miller Herd & Titak
Indiana
$1.34K -$172K -637 -99%
WSFS
587
Wilmington Savings Fund Society
Delaware
$1.07K -$19.5K -72 -95%
NWM
588
Nova Wealth Management
Florida
$880
PWMG
589
Prestige Wealth Management Group
New Jersey
$811
SWM
590
Spire Wealth Management
Virginia
$803 -$64.9K -240 -99%
SC
591
SouthState Corp
Florida
$803 -$1.62K -6 -67%
AWM
592
Activest Wealth Management
Florida
$803
M
593
MOTCO
Texas
$803
RA
594
Rise Advisors
New York
$803
TCB
595
Texas Capital Bancshares
Texas
$803 +$811 +3 New
RF
596
Rossby Financial
Florida
$800
CWP
597
Clark Wealth Partners
Illinois
$785
S
598
Sachetta
Massachusetts
$541 -$1.89K -7 -78%
GWM
599
Geneos Wealth Management
Colorado
$535 -$108K -400 -100%
TIM
600
Tortoise Investment Management
New York
$535 -$270 -1 -33%

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.