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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
DIA
176
Dean Investment Associates
Ohio
$5.02M -$496K -1,698 -9%
UIM
177
USS Investment Management
United Kingdom
$4.95M -$11.7K -40 -0.2%
Nomura Holdings
178
Nomura Holdings
Japan
$4.91M +$1.88M +6,428 +67%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$4.74M -$1.75K -6 -0%
FFM
180
Fisher Funds Management
New Zealand
$4.68M
SP
181
Sarasin & Partners
United Kingdom
$4.67M -$12.6K -43 -0.3%
DWM
182
Diversify Wealth Management
Utah
$4.66M +$999K +3,419 +25%
CF
183
Corebridge Financial
Texas
$4.66M -$155K -532 -3%
Swedbank
184
Swedbank
Sweden
$4.58M
CNB
185
Czech National Bank
Czech Republic
$4.53M +$241K +826 +6%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$4.43M -$2.65M -9,075 -34%
MMA
187
Miracle Mile Advisors
California
$4.33M -$5.26K -18 -0.1%
LIM
188
Loudon Investment Management
New Hampshire
$4.26M -$14K -48 -0.3%
Verition Fund Management
189
Verition Fund Management
Connecticut
$4.14M +$553K +1,893 +16%
DnB Asset Management
190
DnB Asset Management
Norway
$4.13M +$59.3K +203 +2%
KC
191
Kinloch Capital
Virginia
$4.12M -$595K -2,038 -13%
AIM
192
Aurora Investment Managers
Florida
$4.09M +$47.3K +162 +1%
HCM
193
HGI Capital Management
New York
$4.01M +$3.82M +13,078 New
VA
194
Vident Advisory
Georgia
$3.99M -$435K -1,488 -10%
HighTower Advisors
195
HighTower Advisors
Illinois
$3.98M +$9.93K +34 +0.3%
MAM
196
Martingale Asset Management
Massachusetts
$3.95M -$205K -703 -5%
MA
197
Montag & Associates
Georgia
$3.9M +$142K +485 +4%
AB
198
Amalgamated Bank
New York
$3.86M +$49.7K +170 +1%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$3.85M +$290K +994 +9%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$3.78M -$86.5K -296 -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.