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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
VAM
126
Vert Asset Management
California
$7.87M +$272K +1,006 +4%
LI
127
Leeward Investments
Massachusetts
$7.85M -$287K -1,061 -3%
VI
128
Vestcor Inc
New Brunswick, Canada
$7.69M +$3.42M +12,648 +79%
ACM
129
AEW Capital Management
Massachusetts
$7.67M -$8.76M -32,421 -53%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$7.67M -$301K -1,115 -4%
SLAM
131
Swiss Life Asset Management
$7.47M +$6.15M +22,761 +443%
UM
132
UniSuper Management
Australia
$7.47M +$367K +1,358 +5%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$7.39M +$273K +1,009 +4%
PWM
134
Perigon Wealth Management
California
$7.35M +$2.97K +11 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.11M +$7.19M +26,582 New
Raymond James Financial
136
Raymond James Financial
Florida
$7M -$1.38M -5,106 -16%
CBU
137
CIBC Bancorp USA
Illinois
$6.91M +$6.98M +25,812 New
GCA
138
GSI Capital Advisors
California
$6.91M -$575K -2,128 -8%
Stifel Financial
139
Stifel Financial
Missouri
$6.79M -$755K -2,794 -10%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$6.71M -$474K -1,752 -7%
Millennium Management
141
Millennium Management
New York
$6.71M +$6.78M +25,075 New
Franklin Resources
142
Franklin Resources
California
$6.62M -$6.07M -22,470 -48%
KK
143
KLP Kapitalforvaltning
Norway
$6.53M
LIMS
144
Lasalle Investment Management Securities
Maryland
$6.32M
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$6.19M +$647K +2,395 +12%
II
146
IFM Investors
Australia
$6.1M -$268K -990 -4%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$6.06M +$82.4K +305 +1%
CAM
148
Cresset Asset Management
Illinois
$6.04M +$101K +375 +2%
MGP
149
Metis Global Partners
California
$6M +$928K +3,435 +18%
CCM
150
Carronade Capital Management
Connecticut
$5.87M

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.