Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ESSEX PPTY TR INC (ESS)

595 + Investors. Track Smart Money conviction in ESS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — ESS

Based on 586 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
586 hedge funds hold ESS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ESS is almost the same as a year ago (-5 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

314 buying256 selling
Last quarter: 314 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new ESS position: 79 → 68 → 56 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 15% new
396 out of 586 hedge funds have held ESS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~87 new funds/quarter

80 → 79 → 68 → 56 → 87 new funds/Q
New funds entering each quarter: 79 → 68 → 56 → 87. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 10% 1-2yr ■ 21% new
Of 595 current holders: 415 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
46 of 586 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in ESS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ESS

How many hedge funds hold ESS — quarterly history vs. share price
Quarterly hedge fund ownership of ESS vs. share price

Market Analysis: ESS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 2 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: ESS
2026 Q1 Stats Unlock in 20 days 595 + Investors

Track Smart Money conviction in ESS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 595 574 3.66%
13F Shares 64M 63M 0.7%
Total Value $15.74B $15.94B -1.26%
New Positions 87 56 +31
Increased Positions 241 222 +19
Closed Positions 66 76 -10
Reduced Positions 203 226 -23
Total Calls 6 9 -33.33%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.5 0.56 Bullish

Statistics: ESS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

595 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESS. Verified SEC 13F-HR filings.

Top 25 institutional holders of ESS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AEW CAPITAL MANAGEMENT L P 5.25% 298,934 $72.3M
2 Aurora Investment Managers, LLC. 2.41% 13,533 $3K
3 Vert Asset Management LLC 2.34% 30,462 $7.4M
4 Pensionfund PDN 1.45% 10,395 $3K
5 Pensionfund Sabic 1.41% 4,850 $1K
6 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.82% 326,257 $79.0M
7 Vest Financial, LLC 0.59% 201,308 $48.7M
8 Yoffe Investment Management, LLC 0.39% 1,254 $304K
9 Leeward Investments, LLC - MA 0.38% 31,556 $7.6M
10 ProShare Advisors LLC 0.24% 656,067 $158.8M
11 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.23% 4,836 $1.2M
12 Vanderbilt University 0.21% 4,594 $1.1M
13 American State Bank (Iowa) 0.19% 843 $200K
14 Naviter Wealth, LLC 0.15% 5,012 $1.2M
15 Perigon Wealth Management, LLC 0.12% 27,781 $6.7M
16 CONSCIOUS WEALTH INVESTMENTS, LLC 0.12% 869 $219K
17 KINGSWOOD WEALTH ADVISORS, LLC 0.12% 10,271 $2.5M
18 Horst & Graben Wealth Management LLC 0.11% 3,220 $827K
19 Marex Group plc 0.11% 15,344 $4.2M
20 State of Alaska, Department of Revenue 0.10% 38,287 $9K
21 Revisor Wealth Management LLC 0.09% 1,384 $341K
22 Inscription Capital, LLC 0.09% 3,618 $876K
23 YOUSIF CAPITAL MANAGEMENT, LLC 0.09% 32,201 $7.8M
24 Kepler Cheuvreux (Suisse) SA 0.07% 4,372 $1.1M
25 Optas, LLC 0.07% 1,857 $449K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ESSEX PPTY TR INC (ESS)

What does the Smart Money Trend signal show for ESS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ESS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ESS?

Slight buying edge — 55% buying: Last quarter: 314 funds bought or added vs 256 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESS holders?

Elite ownership — 54% AUM from top-100 funds: 46 of 586 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in ESS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ESS?

68% of holders stayed for 2+ years: 396 out of 586 hedge funds have held ESS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.