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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.2B +$25.5M +87,117 +0.8%
BlackRock
2
BlackRock
New York
$2.09B -$54.5M -186,480 -3%
State Street
3
State Street
Massachusetts
$1.63B +$13.1M +44,706 +0.9%
Cohen & Steers
4
Cohen & Steers
New York
$1.31B +$136M +463,903 +12%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$842M +$320M +1,096,619 +66%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$551M +$12.6M +43,268 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$454M -$3.78M -12,923 -0.9%
Northern Trust
8
Northern Trust
Illinois
$382M +$34.9M +119,303 +11%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$381M -$5.03M -17,217 -1%
Legal & General Group
10
Legal & General Group
United Kingdom
$291M +$9.62M +32,910 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$288M -$5.5M -18,814 -2%
Ameriprise
12
Ameriprise
Minnesota
$261M +$15.4M +52,793 +7%
Norges Bank
13
Norges Bank
Norway
$256M -$239M -816,391 -49%
RC
14
Resolution Capital
Australia
$252M +$89.1M +304,936 +59%
UBS AM
15
UBS AM
Illinois
$243M +$4.27M +14,601 +2%
Charles Schwab
16
Charles Schwab
California
$239M +$1.54M +5,265 +0.7%
Invesco
17
Invesco
Georgia
$223M -$1.74M -5,969 -0.8%
JP Morgan Chase
18
JP Morgan Chase
New York
$223M +$83.7M +286,345 +65%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$218M +$12.6M +43,286 +6%
Morgan Stanley
20
Morgan Stanley
New York
$211M +$3.48M +11,901 +2%
Boston Partners
21
Boston Partners
Massachusetts
$206M +$18.5M +63,416 +10%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$202M +$13.2M +45,275 +7%
ProShare Advisors
23
ProShare Advisors
Maryland
$192M -$1.66M -5,668 -0.9%
Deutsche Bank
24
Deutsche Bank
Germany
$191M +$57.4M +196,519 +46%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$179M -$8.62M -29,517 -5%

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.