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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
Mariner
201
Mariner
Kansas
$3.77M +$85.9K +294 +2%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$3.77M -$1.75K -6 -0%
SCM
203
Sterling Capital Management
North Carolina
$3.71M -$85.6K -293 -2%
FAF
204
Första AP-fonden
Sweden
$3.62M +$87.7K +300 +3%
First Trust Advisors
205
First Trust Advisors
Illinois
$3.6M -$3.47M -11,868 -50%
AC
206
Allstate Corporation
Illinois
$3.59M +$2.15M +7,368 +170%
JSSH
207
J. Safra Sarasin Holding
$3.52M +$2.32M +7,927 +222%
PI
208
PGGM Investments
Netherlands
$3.39M
Truist Financial
209
Truist Financial
North Carolina
$3.38M +$46.7K +160 +1%
KWA
210
Kingswood Wealth Advisors
California
$3.36M -$439K -1,502 -12%
WBC
211
Westpac Banking Corp
Australia
$3.2M -$246K -842 -7%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$3.09M +$386K +1,321 +15%
FAF
213
Fjarde Ap-fonden
Sweden
$3.07M -$497K -1,700 -15%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$2.98M -$29.2K -100 -1%
PDN
215
Pensionfund DSM Netherlands
Netherlands
$2.97M -$438K -1,500 -13%
Axa
216
Axa
France
$2.95M +$379K +1,298 +16%
NYLIM
217
New York Life Investment Management
New York
$2.91M -$14.6K -50 -0.5%
X
218
Xponance
Pennsylvania
$2.88M +$18.7K +64 +0.7%
LCM
219
Landscape Capital Management
New Jersey
$2.86M +$2.35M +8,042 +629%
PFSRSONJ
220
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.84M
QP
221
Quilter Plc
United Kingdom
$2.79M -$42.4K -145 -2%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$2.71M +$774K +2,648 +43%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$2.65M +$103K +353 +4%
GCM
224
Graham Capital Management
Connecticut
$2.6M +$2.19M +7,483 +740%
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$2.56M -$98.8K -338 -4%

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.