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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.97B +$14.9M +53,039 +0.5%
BlackRock
2
BlackRock
New York
$2.03B +$94.1M +334,841 +5%
Cohen & Steers
3
Cohen & Steers
New York
$1.58B +$363M +1,293,666 +30%
State Street
4
State Street
Massachusetts
$1.54B +$36.5M +129,806 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$941M +$162M +575,191 +21%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$515M +$6.62M +23,565 +1%
Principal Financial Group
7
Principal Financial Group
Iowa
$400M -$19.3M -68,869 -5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$352M -$216K -770 -0.1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$300M +$96.7M +344,287 +48%
Northern Trust
10
Northern Trust
Illinois
$275M -$77.4M -275,526 -22%
Legal & General Group
11
Legal & General Group
United Kingdom
$264M -$5.26M -18,735 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$262M -$4.08M -14,520 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$247M +$69.6M +247,649 +40%
Boston Partners
14
Boston Partners
Massachusetts
$244M +$53.3M +189,663 +28%
RC
15
Resolution Capital
Australia
$241M +$7.49M +26,661 +3%
Norges Bank
16
Norges Bank
Norway
$239M +$2.89M +10,294 +1%
Ameriprise
17
Ameriprise
Minnesota
$238M -$1.57M -5,577 -0.7%
Charles Schwab
18
Charles Schwab
California
$227M +$6.32M +22,513 +3%
Morgan Stanley
19
Morgan Stanley
New York
$211M +$16.5M +58,783 +9%
Invesco
20
Invesco
Georgia
$208M +$2.28M +8,132 +1%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$177M -$9.07M -32,282 -5%
Prudential Financial
22
Prudential Financial
New Jersey
$175M +$38.2M +135,965 +28%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$175M +$8.77M +31,232 +5%
ProShare Advisors
24
ProShare Advisors
Maryland
$167M -$10.7M -38,258 -6%
JP Morgan Chase
25
JP Morgan Chase
New York
$162M -$43.2M -153,824 -21%

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.