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Essex Property Trust
ESS

546 hedge funds and large institutions have $15.6B invested in Essex Property Trust in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 215 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

20% more capital invested

Capital invested by funds: $13B → $15.6B (+$2.61B)

4% more funds holding

Funds holding: 523 → 546 (+23)

2.67% more ownership

Funds ownership: 94.99% → 97.66% (+2.7%)

9% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $23.5M

18% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 215

Holders
546
Holders Change
+23
Holders Change %
+4.4%
% of All Funds
7.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
177
Reduced
215
Closed
50
Calls
$21.3M
Puts
$23.5M
Net Calls
-$2.21M
Net Calls Change
-$13.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$161M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Deutsche Bank
Deutsche Bank
Germany
+$133M
4
Norges Bank
Norges Bank
Norway
+$105M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$78.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$57M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.6M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$48.7M
5
Northern Trust
Northern Trust
Illinois
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
226
Kayne Anderson Rudnick Investment Management
California
$1.8M +$18.3K +83 +1%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$1.79M +$155K +703 +11%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$1.75M -$6.38M -28,913 -80%
CP
229
Camelot Portfolios
Ohio
$1.72M +$263K +1,193 +21%
AF
230
Apexium Financial
Texas
$1.71M +$1.52M +6,900 New
AC
231
Allstate Corporation
Illinois
$1.69M -$2.11M -9,581 -58%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$1.69M -$84.3K -382 -5%
CAM
233
Cozad Asset Management
Illinois
$1.55M -$118K -533 -8%
BPA
234
Beacon Pointe Advisors
California
$1.52M -$33.1K -150 -2%
LI
235
LMCG Investments
Massachusetts
$1.49M +$316K +1,431 +31%
SOAMC
236
Spirit of America Management Corp
New York
$1.47M +$22.1K +100 +2%
PL
237
Perpetual Ltd
Australia
$1.44M +$126K +570 +11%
CB
238
Commerce Bank
Missouri
$1.44M +$418K +1,893 +48%
IG
239
ING Group
Netherlands
$1.41M +$161K +729 +15%
AAM
240
Azzad Asset Management
Virginia
$1.38M +$120K +546 +11%
TRSOTSOK
241
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M -$62.6K -284 -5%
HRES
242
Heitman Real Estate Securities
Illinois
$1.37M -$41.6M -188,573 -97%
PS
243
Pensionfund Sabic
Netherlands
$1.35M – – –
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1.35M -$733K -3,325 -38%
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$1.34M +$1.19M +5,399 New
VIG
246
Vienna Insurance Group
Poland
$1.34M -$431K -1,954 -27%
NB
247
Norinchukin Bank
Japan
$1.33M -$89.3K -405 -7%
GIBU
248
Gulf International Bank (UK)
United Kingdom
$1.32M -$142K -642 -11%
MWM
249
Moran Wealth Management
Florida
$1.31M -$26.9K -122 -2%
Creative Planning
250
Creative Planning
Kansas
$1.3M -$175K -793 -13%
8 9
10
11 12

ESS Hedge Fund Activity: Q4 2023 in Review

546 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2023, worth a combined $15.6B — up 20% from $13B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ESS positions and 50 closed out — a net gain of 29 holders — while 177 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $161M. The largest seller was Citadel Advisors, cutting an estimated $114M.

  • 546 institutional investors held Essex Property Trust (ESS) as of Q4 2023, up from 523 in Q3 2023.
  • Funds reported $15.6B of Essex Property Trust stock for Q4 2023, up 20% quarter-over-quarter.
  • 79 funds opened new Essex Property Trust positions in Q4 2023 and 50 closed out, a net change of +29 holders.
  • The largest Essex Property Trust buyer in Q4 2023 was Cohen & Steers, an estimated $161M added.
  • The largest Essex Property Trust seller in Q4 2023 was Citadel Advisors, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2023.