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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
0.11%
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.77B -$40.5M -149,882 -1%
BlackRock
2
BlackRock
New York
$1.94B +$22M +81,490 +1%
Cohen & Steers
3
Cohen & Steers
New York
$1.73B +$243M +898,622 +16%
State Street
4
State Street
Massachusetts
$1.44B -$20.7M -76,670 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$983M +$94.7M +350,448 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$494M +$6.99M +25,856 +1%
Principal Financial Group
7
Principal Financial Group
Iowa
$369M -$9.26M -34,248 -2%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$310M +$27.2M +100,730 +10%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$266M -$66.9M -247,400 -20%
Northern Trust
10
Northern Trust
Illinois
$252M -$7.8M -28,851 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$249M +$1.48M +5,483 +0.6%
Legal & General Group
12
Legal & General Group
United Kingdom
$247M -$2.37M -8,778 -0.9%
Ameriprise
13
Ameriprise
Minnesota
$234M +$8.91M +32,981 +4%
Charles Schwab
14
Charles Schwab
California
$213M -$829K -3,067 -0.4%
Invesco
15
Invesco
Georgia
$211M +$13.9M +51,407 +7%
UBS AM
16
UBS AM
Illinois
$199M +$182M +674,617 +973%
Morgan Stanley
17
Morgan Stanley
New York
$195M -$4.38M -16,206 -2%
Boston Partners
18
Boston Partners
Massachusetts
$175M -$56M -207,286 -24%
RC
19
Resolution Capital
Australia
$170M -$57.9M -214,031 -25%
ProShare Advisors
20
ProShare Advisors
Maryland
$161M +$3.36M +12,446 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$159M +$6.05M +22,378 +4%
RIM
22
Rush Island Management
New York
$159M +$161M +594,108 New
Deutsche Bank
23
Deutsche Bank
Germany
$143M -$91.3M -337,892 -39%
Goldman Sachs
24
Goldman Sachs
New York
$141M +$20.3M +75,115 +17%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$140M +$4.14M +15,301 +3%

ESS Hedge Fund Activity: Q3 2025 in Review

606 of the 7,619 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.