We are live on ! Find out more
ESS icon

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
TFM
601
TFC Financial Management
Massachusetts
$1.84K
SC
602
SouthState Corp
Florida
$1.84K +$1.75K +6 New
AWM
603
Activest Wealth Management
Florida
$1.84K +$1.46K +5 +500%
PWMG
604
Private Wealth Management Group
New Jersey
$1.53K
WPA
605
West Paces Advisors
Georgia
$1.53K
S
606
Sachetta
Massachusetts
$1.23K
BIA
607
Bell Investment Advisors
California
$1.23K
RWM
608
Rialto Wealth Management
New York
$1.23K +$1.17K +4 New
CWP
609
Clark Wealth Partners
Illinois
$920
FMP
610
Financial Management Professionals
Texas
$920 +$584 +2 +200%
M
611
MOTCO
Texas
$920 +$877 +3 New
RA
612
Rise Advisors
New York
$920 +$877 +3 New
SWM
613
Spire Wealth Management
Virginia
$613
BWL
614
Bogart Wealth LLC
Virginia
$613 +$584 +2 New
HWP
615
Highline Wealth Partners
California
$613 +$584 +2 New
CPG
616
Cornerstone Planning Group
New Jersey
$554 +$292 +1 +100%
WW
617
Winnow Wealth
Texas
$456 +$292 +1 +100%
TCM
618
TD Capital Management
Tennessee
$318
HI
619
Harbour Investments
Wisconsin
$307 -$1.17K -4 -80%
CT
620
Colonial Trust
South Carolina
$307
ACA
621
American Capital Advisory
Idaho
$307 +$292 +1 New
NL
622
NVWM LLC
Pennsylvania
$307 +$292 +1 New
CCM
623
Chilton Capital Management
Texas
$216
RWS
624
Retirement Wealth Solutions
Wisconsin
$28
Balyasny Asset Management
625
Balyasny Asset Management
Illinois
-$163M -570,786 Closed

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.