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Essex Property Trust
ESS

Overview Fund Activity

617 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 75 closing their positions.

Holders
617
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
8.38%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
80
Increased
256
Reduced
196
Closed
75
Calls
$36.3M
Puts
$6.99M
Net Calls
+$29.3M
Net Calls Change
+$18.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$842M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.31B
3
RC
3
Resolution Capital
Australia
$252M
4
NL
4
Nuveen LLC
North Carolina
$91M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$223M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$232K
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
BlackRock
4
BlackRock
New York
$2.09B
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$21.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.2B 10,440,274 +87,117 +0.8%
BlackRock
2
BlackRock
New York
$2.09B 6,824,786 -186,480 -3%
State Street
3
State Street
Massachusetts
$1.63B 5,258,363 +44,706 +0.9%
Cohen & Steers
4
Cohen & Steers
New York
$1.31B 4,273,228 +463,903 +12%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$842M 2,746,242 +1,096,619 +66%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$551M 1,801,442 +43,268 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$454M 1,481,375 -12,923 -0.9%
Northern Trust
8
Northern Trust
Illinois
$382M 1,247,133 +119,303 +11%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$381M 1,242,310 -17,217 -1%
Legal & General Group
10
Legal & General Group
United Kingdom
$291M 948,795 +32,910 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$288M 938,224 -18,814 -2%
Ameriprise
12
Ameriprise
Minnesota
$261M 854,606 +52,793 +7%
RC
13
Resolution Capital
Australia
$252M 821,968 +304,936 +59%
UBS AM
14
UBS AM
Illinois
$243M 793,115 +14,601 +2%
Charles Schwab
15
Charles Schwab
California
$239M 778,148 +5,265 +0.7%
Invesco
16
Invesco
Georgia
$223M 727,235 -5,969 -0.8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$223M 725,896 +286,345 +65%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$218M 712,600 +43,286 +6%
Morgan Stanley
19
Morgan Stanley
New York
$211M 687,348 +11,901 +2%
Boston Partners
20
Boston Partners
Massachusetts
$206M 671,191 +63,416 +10%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$202M 657,379 +45,275 +7%
ProShare Advisors
22
ProShare Advisors
Maryland
$192M 627,153 -5,668 -0.9%
Deutsche Bank
23
Deutsche Bank
Germany
$191M 624,031 +196,519 +46%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$179M 584,752 -29,517 -5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$167M 543,397 +1,656 +0.3%
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