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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
SWP
651
Stratos Wealth Partners
Ohio
-$362K -1,182 Closed
SFG
652
Sovereign Financial Group
Connecticut
-$299K -974 Closed
FRA
653
Frank Rimerman Advisors
California
-$290K -946 Closed
SQA
654
Simon Quick Advisors
New Jersey
-$289K -942 Closed
JF
655
Jump Financial
Illinois
-$272K -888 Closed
PAS
656
Point72 Asia (Singapore)
Singapore
-$271K -885 Closed
MFIM
657
Mesirow Financial Investment Management
Illinois
-$269K -876 Closed
PD
658
Point72 (DIFC)
United Arab Emirates
-$258K -840 Closed
TPWA
659
TRUE Private Wealth Advisors
Oregon
-$248K -809 Closed
MG
660
Mather Group
Illinois
-$235K -768 Closed
Citadel Advisors
661
Citadel Advisors
Florida
-$213K -758 Closed
EWM
662
Empirical Wealth Management
Washington
-$225K -735 Closed
IIC
663
Ironwood Investment Counsel
Arizona
-$215K -700 Closed
AIS
664
American Investment Services
Massachusetts
-$212K -692 Closed
I
665
InceptionR
California
-$212K -692 Closed
LWM
666
Liberty Wealth Management
California
-$209K -681 Closed
AFG
667
Atomi Financial Group
New York
-$208K -679 Closed
SMWM
668
Silvia McColl Wealth Management
California
-$204K -667 Closed
CA
669
Commerzbank Aktiengesellschaft
Germany
-$203K -662 Closed
NP
670
Nilsine Partners
Colorado
-$202K -659 Closed
CA
671
Continuum Advisory
Idaho
-$120K -390 Closed
ABWM
672
Alpine Bank Wealth Management
Colorado
-$81.9K -267 Closed
HPC
673
HM Payson & Co
Maine
-$55.2K -180 Closed
PA
674
PSI Advisors
Florida
-$41.7K -136 Closed
PEAK6
675
PEAK6
Illinois
-$31.7K -103 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.