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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
WCM
601
WealthTrak Capital Management
Virginia
$851 -$1.12K -4 -57%
AF
602
Advisornet Financial
Minnesota
$850 -$2.53K -9 -75%
AWM
603
Activest Wealth Management
Florida
$850 -$843 -3 -50%
CWP
604
Clark Wealth Partners
Illinois
$850
RA
605
Rise Advisors
New York
$850
RF
606
Rossby Financial
Florida
$850 +$843 +3 New
TIM
607
Tortoise Investment Management
New York
$850 +$843 +3 New
M
608
MOTCO
Texas
$781
RWM
609
Rialto Wealth Management
New York
$567 -$562 -2 -50%
SC
610
Stephens Consulting
Michigan
$567 +$562 +2 New
TCM
611
TD Capital Management
Tennessee
$297
FMP
612
Financial Management Professionals
Texas
$286 -$562 -2 -67%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$286 +$281 +1 New
QWM
614
Quaker Wealth Management
New Jersey
$284 +$281 +1 New
EP
615
Essential Partners
California
$283 +$281 +1 New
PWM
616
Parkworth Wealth Management
California
$283 +$281 +1 New
KA
617
Kozak & Associates
Colorado
$56 -$5.9K -21 Closed
TPW
618
Talon Private Wealth
Florida
$31
RWS
619
Retirement Wealth Solutions
Wisconsin
$26
Point72 Asset Management
620
Point72 Asset Management
Connecticut
-$38.2M -124,647 Closed
Millennium Management
621
Millennium Management
New York
-$23M -81,952 Closed
ECM
622
ExodusPoint Capital Management
New York
-$9.98M -32,565 Closed
NLGIA
623
Nippon Life Global Investors Americas
New York
-$6.73M -21,780 Closed
SC
624
SummitTX Capital
Texas
-$5.89M -19,201 Closed
Nomura Holdings
625
Nomura Holdings
Japan
-$4.91M -16,004 Closed

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.