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Essex Property Trust

628 hedge funds and large institutions have $17.4B invested in Essex Property Trust in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 230 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $11.8M

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 206

4% more funds holding

Funds holding: 606628 (+22)

0.2% more ownership

Funds ownership: 94.46%94.66% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $17.8B → $17.4B (-$485M)

Holders
628
Holders Change
+22
Holders Change %
+3.63%
% of All Funds
8.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
88
Increased
230
Reduced
206
Closed
58
Calls
$22.4M
Puts
$11.8M
Net Calls
+$10.6M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
226
New York Life Investment Management
New York
$2.73M -$2.21M -7,477 -44%
X
227
Xponance
Pennsylvania
$2.66M -$6.79K -23 -0.2%
PFSRSONJ
228
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.64M +$2.73M +9,253 New
QP
229
Quilter Plc
United Kingdom
$2.64M +$1.48K +5 +0.1%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$2.63M +$483K +1,636 +22%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$416K +1,407 +19%
MMA
232
Mizuho Markets Americas
New York
$2.5M -$3.47M -11,751 -57%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$2.48M +$466K +1,576 +22%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$2.45M +$45.8K +155 +2%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$2.45M -$91.3K -309 -3%
Rafferty Asset Management
236
Rafferty Asset Management
New York
$2.41M -$199K -674 -7%
VI
237
Vestcor Inc
New Brunswick, Canada
$2.38M +$2.11M +7,133 +588%
Axa
238
Axa
France
$2.38M -$2.09M -7,079 -46%
Mackenzie Financial
239
Mackenzie Financial
Ontario, Canada
$2.37M +$805K +2,725 +49%
IG
240
ING Group
Netherlands
$2.34M -$112K -379 -4%
MCCP
241
Mission Creek Capital Partners
California
$2.34M +$26K +88 +1%
XT
242
XTX Topco
Cayman Islands
$2.27M +$1.61M +5,463 +220%
LA
243
LM Advisors
California
$2.21M -$36.9K -125 -2%
MOACM
244
Mutual of America Capital Management
New York
$2.2M -$61.7K -209 -3%
M&T Bank
245
M&T Bank
New York
$2.2M -$103K -348 -4%
CSIC
246
Clifford Swan Investment Counsel
California
$2.17M -$34.9K -118 -2%
A
247
AlphaQuest
New York
$2.1M +$1.96M +6,634 +934%
Mirae Asset Global ETFs Holdings
248
Mirae Asset Global ETFs Holdings
Hong Kong
$2.09M +$100K +340 +5%
AA
249
ABC Arbitrage
France
$2.08M +$2.15M +7,294 New
SOAMC
250
Spirit of America Management Corp
New York
$2.07M +$207K +700 +11%

ESS Hedge Fund Activity: Q4 2024 in Review

628 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2024, worth a combined $17.4B — down 2.7% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new ESS positions and 58 closed out — a net gain of 30 holders — while 230 added to existing stakes and 206 trimmed.

The largest buyer was Northern Trust, adding an estimated $120M. The largest seller was Deutsche Bank, cutting an estimated $124M.

  • 628 institutional investors held Essex Property Trust (ESS) as of Q4 2024, up from 606 in Q3 2024.
  • Funds reported $17.4B of Essex Property Trust stock for Q4 2024, down 2.7% quarter-over-quarter.
  • 88 funds opened new Essex Property Trust positions in Q4 2024 and 58 closed out, a net change of +30 holders.
  • The largest Essex Property Trust buyer in Q4 2024 was Northern Trust, an estimated $120M added.
  • The largest Essex Property Trust seller in Q4 2024 was Deutsche Bank, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2024.