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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
0.1%
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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$2.67M -$618K -2,288 -19%
WBC
202
Westpac Banking Corp
Australia
$2.62M
SOAMC
203
Spirit of America Management Corp
New York
$2.61M +$27K +100 +1%
PDN
204
Pensionfund DSM Netherlands
Netherlands
$2.6M
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$2.54M +$1.44M +5,326 +128%
Truist Financial
206
Truist Financial
North Carolina
$2.52M -$502K -1,859 -16%
NYLIM
207
New York Life Investment Management
New York
$2.51M -$68.9K -255 -3%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$2.51M +$30.8K +114 +1%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.49M +$391K +1,446 +18%
Mariner
210
Mariner
Kansas
$2.49M -$800K -2,959 -24%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$2.48M -$234K -866 -9%
X
212
Xponance
Pennsylvania
$2.46M -$115K -427 -4%
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$2.39M +$2.7K +10 +0.1%
QP
214
Quilter Plc
United Kingdom
$2.36M -$71.6K -265 -3%
OCBCO
215
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.34M -$6.79M -25,127 -74%
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
$2.34M +$2.36M +8,739 New
Rafferty Asset Management
217
Rafferty Asset Management
New York
$2.32M +$138K +509 +6%
WP
218
Woodline Partners
California
$2.28M +$2.3M +8,512 New
Teacher Retirement System of Texas
219
Teacher Retirement System of Texas
Texas
$2.26M -$362K -1,341 -14%
IG
220
ING Group
Netherlands
$2.23M +$2.25M +8,326 New
BC
221
Brookfield Corp
Ontario, Canada
$2.17M
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$2.15M -$49.7K -184 -2%
GH
223
GAM Holding
Switzerland
$2.15M +$2.17M +8,019 New
MCCP
224
Mission Creek Capital Partners
California
$2.09M -$8.11K -30 -0.4%
OAM
225
Oppenheimer Asset Management
New York
$2.09M +$169K +627 +9%

ESS Hedge Fund Activity: Q3 2025 in Review

606 of the 7,620 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.