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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
BWL
651
Bogart Wealth LLC
Virginia
-$50K -176 Closed
WA
652
WPG Advisers
Maryland
-$28.3K -100 Closed
KIM
653
Kestra Investment Management
Texas
-$23K -78 Closed
KGP
654
Keystone Global Partners
Colorado
-$15.3K -53 Closed
Lazard Asset Management
655
Lazard Asset Management
New York
-$11K -40 Closed
NC
656
NewSquare Capital
Pennsylvania
-$11.1K -39 Closed
MYIA
657
Mount Yale Investment Advisors
Colorado
-$10.8K -38 Closed
BDPWM
658
Barnes Dennig Private Wealth Management
Ohio
-$10.5K -37 Closed
SO
659
Sierra Ocean
California
-$10.1K -35 Closed
MCM
660
Manchester Capital Management
Vermont
-$7.08K -25 Closed
Simplex Trading
661
Simplex Trading
Illinois
-$5.95K -22 Closed
TPWA
662
Twin Peaks Wealth Advisors
California
-$2.29K -9 Closed
PP
663
Pacifica Partners
Canada
-$2.28K -8 Closed
BC
664
Bayforest Capital
United Kingdom
-$1.13K -4 Closed
CIAS
665
CBIZ Investment Advisory Services
Ohio
-$1.14K -4 Closed
AF
666
Advisornet Financial
Minnesota
-$850 -3 Closed
WCM
667
WealthTrak Capital Management
Virginia
-$851 -3 Closed
RWM
668
Rialto Wealth Management
New York
-$567 -2 Closed
SC
669
Stephens Consulting
Michigan
-$567 -2 Closed
FMP
670
Financial Management Professionals
Texas
-$286 -1 Closed
QWM
671
Quaker Wealth Management
New Jersey
-$284 -1 Closed
TCM
672
TD Capital Management
Tennessee
-$297 -1 Closed
CCM
673
Cloud Capital Management
Washington
+$811 +3 New

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.