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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
EARNEST Partners
101
EARNEST Partners
Georgia
$15.8M -$86.5K -296 -0.6%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$15.7M +$662K +2,264 +5%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$15.6M -$73.9K -253 -0.5%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$15.4M -$325K -1,114 -2%
Wells Fargo
105
Wells Fargo
California
$14.6M -$694K -2,376 -5%
DekaBank Deutsche Girozentrale
106
DekaBank Deutsche Girozentrale
Germany
$14.2M -$914K -3,129 -6%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$13.8M +$730K +2,500 +6%
RAM
108
Resona Asset Management
Japan
$13.7M +$1.11M +3,793 +9%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$13.5M +$8.19M +28,014 +175%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M +$325K +1,114 +3%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$12.7M -$3.41M -11,686 -22%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$12.4M +$10.9M +37,300 +1,166%
Royal London Asset Management
113
Royal London Asset Management
United Kingdom
$12M +$960K +3,285 +9%
HA
114
Heartland Advisors
Wisconsin
$11.9M -$8.98M -30,730 -44%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$11.9M +$173K +592 +2%
MCM
116
Masterton Capital Management
New York
$11.9M +$44.1M +150,924 +1,027%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$11.8M -$733K -2,509 -6%
Victory Capital Management
118
Victory Capital Management
Texas
$11.8M +$550K +1,884 +5%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$11.3M +$384K +1,313 +4%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$11.3M -$9.06K -31 -0.1%
IMRF
121
Illinois Municipal Retirement Fund
Illinois
$11.1M
HRES
122
Heitman Real Estate Securities
Illinois
$11M +$1.3M +4,434 +14%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.9M +$302K +1,032 +3%
YCM
124
Yousif Capital Management
Michigan
$10.6M -$54.3K -186 -0.5%
WHG
125
Westwood Holdings Group
Texas
$10.6M +$18.7K +64 +0.2%

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.