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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
FWCM
676
Ferguson Wellman Capital Management
Oregon
-$208K -727 Closed
NRD
677
Nebula Research & Development
New York
-$206K -722 Closed
CSS
678
Cubist Systematic Strategies
Connecticut
-$192K -671 Closed
SOW
679
State of Wyoming
Wyoming
-$186K -650 Closed
HT
680
Headlands Technologies
Illinois
-$164K -575 Closed
QL
681
Quarry LP
New York
-$105K -367 Closed
CCA
682
Catalyst Capital Advisors
New York
-$104K -363 Closed
PIS
683
POM Investment Strategies
North Carolina
-$54.6K -191 Closed
NFSG
684
Newbridge Financial Services Group
Florida
-$45.1K -158 Closed
CAS
685
Coppell Advisory Solutions
Texas
-$35.4K -125 Closed
CFGS
686
Concourse Financial Group Securities
Alabama
-$33.6K -120 Closed
BSB
687
Bangor Savings Bank
Maine
-$12K -42 Closed
ADL
688
Asset Dedication LLC
California
-$7.42K -26 Closed
FIA
689
FNY Investment Advisers
New York
-$6K -22 Closed
TAM
690
Tucker Asset Management
Colorado
-$5.71K -20 Closed
CFB
691
Cullen/Frost Bankers
Texas
-$5.14K -18 Closed
LSA
692
Leonteq Securities AG
Switzerland
-$5.14K -18 Closed
AIM
693
Anchor Investment Management
South Carolina
-$4.85K -17 Closed
AWM
694
Abound Wealth Management
Tennessee
-$4.29K -15 Closed
LWMI
695
Legacy Wealth Management (Idaho)
Idaho
-$2.92K -10 Closed
AWM
696
Avior Wealth Management
Nebraska
-$1.14K -4 Closed
BFPW
697
BOK Financial Private Wealth
Colorado
-$571 -2 Closed
HWA
698
Heritage Wealth Advisors
Virginia
-$571 -2 Closed
OSNBOA
699
Old Second National Bank of Aurora
Illinois
-$571 -2 Closed
EBA
700
Eagle Bay Advisors
New York
-$285 -1 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.