Essex Property Trust
619 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 234 increasing their positions, 205 reducing their positions, and 60 closing their positions.
88% more call options, than puts
Call options by funds: $29.5M | Put options by funds: $15.7M
35% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 60
14% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 205
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more funds holding
Funds holding: 608 → 619 (+11)
0.55% more ownership
Funds ownership: 99.48% → 100.03% (+0.55%)
2% less capital invested
Capital invested by funds: $17.1B → $16.9B (-$295M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$138M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$78M |
| 3 |
Morgan Stanley
New York
|
+$59.1M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$38.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$192M |
| 2 |
Cohen & Steers
New York
|
-$121M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$81.2M |
| 4 |
BlackRock
New York
|
-$75.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$54M |
ESS Hedge Fund Activity: Q4 2025 in Review
619 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2025, worth a combined $16.9B — down 1.7% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new ESS positions and 60 closed out — a net gain of 21 holders — while 234 added to existing stakes and 205 trimmed.
The largest buyer was Route One Investment Company, opening a new position worth an estimated $138M. The largest seller was UBS AM, cutting an estimated $192M.
- 619 institutional investors held Essex Property Trust (ESS) as of Q4 2025, up from 608 in Q3 2025.
- Funds reported $16.9B of Essex Property Trust stock for Q4 2025, down 1.7% quarter-over-quarter.
- 81 funds opened new Essex Property Trust positions in Q4 2025 and 60 closed out, a net change of +21 holders.
- The largest Essex Property Trust buyer in Q4 2025 was Route One Investment Company, an estimated $138M added.
- The largest Essex Property Trust seller in Q4 2025 was UBS AM, an estimated $192M sold.
Based on aggregated 13F filings for Q4 2025.