We are live on ! Find out more
ESS icon

Essex Property Trust

616 hedge funds and large institutions have $18.1B invested in Essex Property Trust in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 239 increasing their positions, 220 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $12.3M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 220

0.67% less ownership

Funds ownership: 100.11%99.43% (-0.67%)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

5% less capital invested

Capital invested by funds: $19.1B → $18.1B (-$916M)

1% less funds holding

Funds holding: 624616 (-8)

Holders
616
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
8.11%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
68
Increased
239
Reduced
220
Closed
69
Calls
$38.3M
Puts
$12.3M
Net Calls
+$26M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$3.2M +$76.7K +273 +2%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$3.07M +$1.15M +4,109 +61%
KWA
203
Kingswood Wealth Advisors
California
$3.02M -$88.5K -315 -3%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$3M +$128K +454 +4%
BCIM
205
British Columbia Investment Management
British Columbia, Canada
$2.87M -$609K -2,169 -18%
WBC
206
Westpac Banking Corp
Australia
$2.77M -$185K -660 -6%
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$2.77M -$8.11M -28,883 -75%
Axa
208
Axa
France
$2.75M +$23.9K +85 +0.9%
PDN
209
Pensionfund DSM Netherlands
Netherlands
$2.75M
PFSRSONJ
210
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.74M +$113K +401 +4%
SOAMC
211
Spirit of America Management Corp
New York
$2.73M +$449K +1,600 +20%
NYLIM
212
New York Life Investment Management
New York
$2.73M +$38.5K +137 +1%
X
213
Xponance
Pennsylvania
$2.73M +$68.3K +243 +3%
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$2.63M +$171K +609 +7%
DAS
215
Diversify Advisory Services
Utah
$2.61M +$1.13M +4,033 +65%
FFM
216
Fisher Funds Management
New Zealand
$2.6M -$1.71M -6,095 -40%
QP
217
Quilter Plc
United Kingdom
$2.57M -$7.58K -27 -0.3%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$2.53M -$224K -797 -8%
SG Americas Securities
219
SG Americas Securities
New York
$2.4M +$1.22M +4,339 +105%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$2.34M +$228K +811 +11%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$2.33M -$27.8K -99 -1%
Rafferty Asset Management
222
Rafferty Asset Management
New York
$2.31M +$322K +1,146 +16%
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$2.31M -$58.4K -208 -2%
BC
224
Brookfield Corp
Ontario, Canada
$2.3M +$2.28M +8,105 New
Voloridge Investment Management
225
Voloridge Investment Management
Florida
$2.26M -$19.5M -69,291 -90%

ESS Hedge Fund Activity: Q2 2025 in Review

616 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2025, worth a combined $18.1B — down 4.8% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of ESS and 68 opened new positions — a net loss of 1 holder — while 220 trimmed existing stakes and 239 added.

The largest buyer was Cohen & Steers, adding an estimated $363M. The largest seller was Carronade Capital Management, cutting an estimated $591M.

  • 616 institutional investors held Essex Property Trust (ESS) as of Q2 2025, down from 624 in Q1 2025.
  • Funds reported $18.1B of Essex Property Trust stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 68 funds opened new Essex Property Trust positions in Q2 2025 and 69 closed out, a net change of -1 holder.
  • The largest Essex Property Trust buyer in Q2 2025 was Cohen & Steers, an estimated $363M added.
  • The largest Essex Property Trust seller in Q2 2025 was Carronade Capital Management, an estimated $591M sold.

Based on aggregated 13F filings for Q2 2025.