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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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$24.7M +$447K +1,529 +2%
GC
77
Gillson Capital
Illinois
$23.8M +$3.58M +12,239 +19%
Voloridge Investment Management
78
Voloridge Investment Management
Florida
$23.7M +$2.53M +8,660 +13%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$23.1M +$4.65M +15,912 +27%
SSA
80
Schonfeld Strategic Advisors
New York
$22.6M +$4.35M +14,882 +25%
SO
81
STRS Ohio
Ohio
$22.6M +$7.2M +24,657 +50%
IL
82
Investure LLC
Virginia
$22.4M
AAF
83
Andra AP-fonden
Sweden
$22.1M +$3.16M +10,800 +18%
Pictet Asset Management
84
Pictet Asset Management
Switzerland
$21.2M -$2.3M -7,887 -10%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$21.2M -$33.1M -113,455 -62%
SCM
86
Sophron Capital Management
New Jersey
$19.6M +$3.59M +12,280 +24%
AQR Capital Management
87
AQR Capital Management
Connecticut
$19.3M +$16.4M +56,214 +834%
ACM
88
AEW Capital Management
Massachusetts
$18.6M +$289K +990 +2%
APG Asset Management
89
APG Asset Management
Netherlands
$18.4M -$1.02M -3,500 -5%
PHAM
90
Pacific Heights Asset Management
California
$18.4M
AAIM
91
American Assets Investment Management
California
$18.2M
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$18.2M +$5.37M +18,391 +45%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$18.2M +$348K +1,190 +2%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$17.9M +$1.92M +6,571 +13%
URS
95
Utah Retirement Systems
Utah
$17.2M
UIC
96
Uniplan Investment Counsel
Wisconsin
$17.1M +$2.4M +8,205 +17%
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$17.1M -$337K -1,152 -2%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$17M -$146K -500 -0.9%
GAM
99
Gotham Asset Management
New York
$16.3M -$467K -1,597 -3%
Franklin Resources
100
Franklin Resources
California
$16.1M -$3.83M -13,122 -20%

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.