Essex Property Trust

ESS • NYSE

Essex Property Trust is a reit - residential company in the real estate sector on NYSE, led by Angela L. Kleiman, with a market cap of $16.6B. As of Q3 2025, 99% of shares are held by 582 institutional investors, with VANGUARD GROUP INC as the largest holder at 16.06%.

CEO and PresidentAngela L. Kleiman

Market Cap$16.6B

REIT - Residential

Real Estate

Employees1.8K

Websiteessexapartmenthomes.com

Country

United States of America

Overview

Overview of institutional ownership in ESS as of Q3 2025 with a market cap of $17.2B

All Institutions

Institutions: 582
Value Held: $17.1B
Shares Held: 63.8M
Avg Position: $29.4M
Median Position: $854.1K

Hedge Funds

Hedge Funds: 36
Value Held: $489.7M
Shares Held: 1.8M
Avg Position: $13.6M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

96.25%

$16.6B

Hedge Funds

2.84%

$489.7M

Retail & Other

0.909%

$156.6M

Based on market cap of $17.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ESS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.8B 0.04% of portfolio	16.06% 10.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.9B 0.03% of portfolio	11.24% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$1.7B 3.16% of portfolio	10.04% 6.5M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.4B 0.05% of portfolio	8.25% 5.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$982.8M 0.11% of portfolio	5.70% 3.7M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$493.6M 0.03% of portfolio	2.87% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$368.9M 0.19% of portfolio	2.14% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$197.71B
D Daiwa Securities Group Inc. Institution	-	$309.8M 1.08% of portfolio	1.80% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$28.7B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$266.1M 0.08% of portfolio	1.54% 994.1K shares	Q3 2022 Held for 3y 2m	$322.72B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$252.3M 0.03% of portfolio	1.46% 942.8K shares	≤ Q2 2013 Held for 12y 5m+	$782.01B

Net Capital Flow

Institutional buying and selling activity for ESS in Q3 2025

Net Flow: +$6.8M
Buyers: 226
Sellers: 288
Total Bought: +$1.0B
Total Sold: −$1.0B
Avg Position: $27.6M

Biggest Buyers

Institution	Net Bought	Current Position
COHEN & STEERS INC Institution	+$240.5M +898.6K shares	$1.7B 6.5M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$180.6M +674.6K shares	$199.1M 744.0K shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	+$114.2M +426.7K shares	$138.3M 516.8K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$93.8M +350.4K shares	$982.8M 3.7M shares
N Nuveen, LLC Institution	+$50.3M +187.8K shares	$138.0M 515.8K shares
D Daiwa Securities Group Inc. Institution	+$27.0M +100.7K shares	$309.8M 1.2M shares
CITIGROUP INC Institution	+$23.4M +87.3K shares	$47.0M 175.7K shares
B BlackRock, Inc. Institution	+$21.8M +81.5K shares	$1.9B 7.2M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$20.7M +78.7K shares	$26.8M 102.3K shares
GOLDMAN SACHS GROUP INC Institution	+$20.1M +75.1K shares	$140.6M 525.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRUDENTIAL FINANCIAL INC Institution	−$142.8M −533.5K shares	$22.9M 85.5K shares
FMR LLC Institution	−$97.9M −365.8K shares	$67.0M 250.2K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$90.4M −337.9K shares	$142.9M 533.8K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$66.2M −247.4K shares	$266.1M 994.1K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$63.5M −237.1K shares	$103.9M 388.0K shares
Resolution Capital Ltd Real Assets	−$57.3M −214.0K shares	$169.9M 634.6K shares
Robeco Investment Management, Inc. Long Only Manager	−$55.5M −207.3K shares	$174.9M 653.6K shares
VANGUARD GROUP INC Institution	−$40.1M −149.9K shares	$2.8B 10.3M shares
G Gillson Capital LP Hedge Fund•Long/Short	−$36.9M −130.2K shares	Sold Off 0 shares
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	−$22.1M −77.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESS in Q3 2025

New Positions: 18
New Value: $7.4M
Exited Positions: 71
Exited Value: $133.0M

New Positions

Institution	Position Value
Governors Lane LP Hedge Fund•Event Driven	$5.7M 21.2K shares
LDR Capital Management LLC Hedge Fund•Sector	$709.6K 2.7K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$393.8K 1.9K shares
A Ascent Group, LLC Institution	$279.7K 1.0K shares
Howard Capital Management Inc. Long Only Manager	$204.8K 765.0 shares
SJS Investment Consulting Inc. RIA/Wealth	$48.2K 180.0 shares
R Root Financial Partners, LLC RIA/Wealth	$14.8K 55.0 shares
R Raiffeisen Bank International AG Institution	$14.4K 54.0 shares
S Salomon & Ludwin, LLC Institution	$6.1K 23.0 shares
ZRC WEALTH MANAGEMENT, LLC RIA/Wealth	$4.6K 17.0 shares

Exited Positions

Institution	Previous Position
G Gillson Capital LP Hedge Fund•Long/Short	$36.9M 130.2K shares
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	$22.1M 77.9K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$13.3M 47.0K shares
Masterton Capital Management, LP Hedge Fund•Long/Short	$10.0M 42.8K shares
E Employees Retirement System of Texas Institution	$9.4M 33.2K shares
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$6.2M 21.9K shares
S Sarasin & Partners LLP Institution	$4.3M 15.2K shares
F FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Institution	$3.3M 11.6K shares
A AXA Institution	$2.8M 9.7K shares
F Fisher Funds Management LTD Institution	$2.6M 9.2K shares

Options Activity

Institutions with the largest Call and Put options positions in ESS as of Q3 2025

Call Positions: 10
Call Value: $68.7M
Put Positions: 5
Put Value: $15.5M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$29.1M 1.1K contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$26.2M 978.0 contracts
J JANE STREET GROUP, LLC Institution	$4.7M 175.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$3.8M 143.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.0M 73.0 contracts
Walleye Trading LLC RIA/Wealth	$1.2M 46.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.1M 42.0 contracts
W WOLVERINE TRADING, LLC Institution	$479.2K 18.0 contracts
T Toroso Investments, LLC ETF Provider	$80.3K 3.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.0M 336.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.5M 130.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$2.2M 83.0 contracts
W WOLVERINE TRADING, LLC Institution	$772.0K 29.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with ESS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NORTHWOOD LIQUID MANAGEMENT LP Hedge Fund•Sector	Stephen Lewis Millham CIO	10.90% $159.0M	0.92% 594.1K shares	Q3 2025 Held for 2 months	$1.5B
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	Steven Louis Frankel Managing Partner	6.97% $8.5M	0.05% 31.8K shares	Q4 2024 Held for 11 months	$122.1M
HGI Capital Management, LLC Hedge Fund•Sector	Jordan Eric Slone CEO	5.10% $1.9M	0.01% 6.9K shares	Q1 2025 Held for 8 months	$36.4M
S Sophron Capital Management L.P. Hedge Fund•Long/Short	George Michael Maslovsky CEO	5.07% $16.5M	0.10% 61.5K shares	Q4 2024 Held for 11 months	$324.6M
Green Street Investors, LLC Real Assets	Craig Arthur Leupold CEO	3.90% $6.9M	0.04% 25.8K shares	Q1 2025 Held for 8 months	$177.0M
Resolution Capital Ltd Real Assets	Sonia Luton Managing Partner	3.31% $169.9M	0.99% 634.6K shares	Q4 2020 Held for 4y 11m	$5.1B
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	3.16% $1.7B	10.04% 6.5M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	Charles Pinckney Harbin Managing Partner	3.01% $44.1M	0.26% 164.6K shares	Q2 2015 Held for 10y 5m	$1.5B
Vert Asset Management LLC Institution	Samuel Chase Adams Managing Partner	2.65% $7.9M	0.05% 29.4K shares	Q4 2022 Held for 2y 11m	$297.4M
A Aurora Investment Managers, LLC. RIA/Wealth	Shakeel [Nmn] Dewji Managing Partner	2.33% $3.6M	0.02% 13.6K shares	Q1 2022 Held for 3y 8m	$156.2M

Hedge Fund Spotlight

Discover hedge funds investing in ESS

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in Essex Property Trust

Market Value: $15.8K
Shares Held: 59.0
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%