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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
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$18.4M +$1.33M +4,920 +8%
WHG
77
Westwood Holdings Group
Texas
$18.2M +$4.13M +15,273 +29%
EGM
78
Engineers Gate Manager
New York
$17.6M -$14.2M -52,477 -44%
GAM
79
Gotham Asset Management
New York
$16.9M +$3.28M +12,118 +24%
KBC Group
80
KBC Group
Belgium
$16.6M -$382K -1,414 -2%
SCM
81
Sophron Capital Management
New Jersey
$16.5M +$325K +1,201 +2%
AAIM
82
American Assets Investment Management
California
$15.9M
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$15.6M -$950K -3,514 -6%
Verition Fund Management
84
Verition Fund Management
Connecticut
$15.6M +$15.7M +58,101 New
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$15.2M +$174K +644 +1%
URS
86
Utah Retirement Systems
Utah
$15M
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M -$6.22K -23 -0%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$14.7M -$827K -3,058 -5%
APG Asset Management
89
APG Asset Management
Netherlands
$14.7M -$243K -900 -1%
UIC
90
Uniplan Investment Counsel
Wisconsin
$14.7M +$166K +613 +1%
Wells Fargo
91
Wells Fargo
California
$14.1M +$1.98M +7,329 +16%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$13.9M +$5.13M +18,994 +58%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$13.5M -$21.4K -79 -0.2%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$13.2M
LP
95
LMR Partners
United Kingdom
$13.1M +$13.3M +49,044 New
EARNEST Partners
96
EARNEST Partners
Georgia
$13.1M -$680K -2,515 -5%
Aviva
97
Aviva
United Kingdom
$13M +$141K +522 +1%
SG Americas Securities
98
SG Americas Securities
New York
$13M +$10.8M +40,010 +473%
Royal London Asset Management
99
Royal London Asset Management
United Kingdom
$12.2M +$2.34M +8,648 +23%
Handelsbanken Fonder
100
Handelsbanken Fonder
Sweden
$12.2M -$256K -947 -2%

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.