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
SCI
651
Stableford Capital II
Arizona
-$477K -1,670 Closed
DFCM
652
Dark Forest Capital Management
Puerto Rico
-$452K -1,583 Closed
Wolverine Trading
653
Wolverine Trading
Illinois
-$459K -1,572 Closed
HCA
654
Harbor Capital Advisors
Illinois
-$377K -1,320 Closed
AG
655
Algert Global
California
-$374K -1,310 Closed
VWM
656
Venturi Wealth Management
Texas
-$372K -1,304 Closed
SG
657
Sienna Gestion
France
-$372K -1,303 Closed
Capstone Investment Advisors
658
Capstone Investment Advisors
New York
-$355K -1,245 Closed
PAS
659
Park Avenue Securities
New York
-$335K -1,173 Closed
1C
660
111 Capital
France
-$333K -1,166 Closed
SW
661
SVB Wealth
Massachusetts
-$315K -1,102 Closed
A
662
Allianz
Germany
-$306K -1,072 Closed
FC
663
Farringdon Capital
United Kingdom
-$303K -1,060 Closed
SC
664
Savant Capital
Illinois
-$299K -1,049 Closed
Connor, Clark & Lunn Investment Management (CC&L)
665
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$292K -1,022 Closed
DIM
666
Delta Investment Management
California
-$280K -980 Closed
BFG
667
Bleakley Financial Group
New Jersey
-$263K -920 Closed
VF
668
Virtu Financial
New York
-$259K -909 Closed
MM
669
MQS Management
New York
-$249K -873 Closed
PWMAG
670
Pinnacle Wealth Management Advisory Group
New Jersey
-$249K -872 Closed
CPCPP
671
Canada Post Corporation Pension Plan
Canada
-$248K -870 Closed
BFM
672
Boothbay Fund Management
New York
-$244K -854 Closed
CRWM
673
Castle Rock Wealth Management
California
-$238K -827 Closed
KHCM
674
Kirtland Hills Capital Management
Ohio
-$224K -784 Closed
ACM
675
Alethea Capital Management
Washington
-$218K -763 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.