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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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$20.3M -$3.57M -12,700 -15%
UBS AM
77
UBS AM
Illinois
$19.7M -$203M -723,778 -91%
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$18.1M +$1.53M +5,452 +9%
KBC Group
79
KBC Group
Belgium
$18M -$28.3M -100,733 -61%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$17.5M +$708K +2,519 +4%
ACM
81
AEW Capital Management
Massachusetts
$17.3M +$84.3K +300 +0.5%
SCM
82
Sophron Capital Management
New Jersey
$17.1M -$1.05M -3,742 -6%
PHAM
83
Pacific Heights Asset Management
California
$17M
AAIM
84
American Assets Investment Management
California
$16.9M
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$16.4M +$2.14M +7,602 +15%
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$16M -$3.63M -12,909 -19%
URS
87
Utah Retirement Systems
Utah
$15.9M -$22.5K -80 -0.1%
APG Asset Management
88
APG Asset Management
Netherlands
$15.8M +$112K +400 +0.6%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$15.8M +$3.37K +12 +0%
UIC
90
Uniplan Investment Counsel
Wisconsin
$15.4M -$448K -1,594 -3%
WHG
91
Westwood Holdings Group
Texas
$14.9M +$5.04M +17,952 +52%
EARNEST Partners
92
EARNEST Partners
Georgia
$14.5M -$64.9K -231 -0.4%
GAM
93
Gotham Asset Management
New York
$14.5M -$529K -1,883 -4%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$14.3M -$93K -331 -0.7%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$14.2M +$879K +3,129 +7%
Pictet Asset Management
96
Pictet Asset Management
Switzerland
$14.2M -$5.43M -19,327 -28%
Aviva
97
Aviva
United Kingdom
$13.6M +$12.8M +45,542 +1,879%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$13.4M -$1.09M -3,878 -8%
Franklin Resources
99
Franklin Resources
California
$13.4M -$1.51M -5,386 -10%
HA
100
Heartland Advisors
Wisconsin
$13.4M +$2.35M +8,352 +22%

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.