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Essex Property Trust

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: 13 (+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: 523546 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
251
Kentucky Retirement Systems
Kentucky
$1.27M -$69.7K -316 -6%
MCCP
252
Mission Creek Capital Partners
California
$1.27M +$32.4K +147 +3%
DILIC
253
Dai-ichi Life Insurance Company
Japan
$1.26M -$35.1K -159 -3%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$1.25M +$64.6K +293 +6%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$1.24M
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.23M -$5.96K -27 -0.5%
VI
257
Vestcor Inc
New Brunswick, Canada
$1.2M +$737K +3,339 +224%
SGA
258
Strategic Global Advisors
California
$1.19M -$711K -3,225 -40%
EI
259
Ethic Inc
New York
$1.16M -$18.1K -82 -2%
OAM
260
Oppenheimer Asset Management
New York
$1.15M +$80.7K +366 +9%
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$1.14M -$10.6K -48 -1%
CIC
262
Crawford Investment Counsel
Georgia
$1.13M +$62.2K +282 +7%
US Bancorp
263
US Bancorp
Minnesota
$1.13M -$36.4K -165 -3%
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$1.13M +$29.3K +133 +3%
OTPPB
265
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.12M +$90.2K +409 +10%
LIP
266
Lighthouse Investment Partners
Florida
$1.12M +$993K +4,500 New
IWC
267
Integrated Wealth Concepts
Massachusetts
$1.11M +$116K +527 +13%
DEA
268
DoubleLine ETF Adviser
Florida
$1.1M +$980K +4,442 New
FFP
269
FourThought Financial Partners
Florida
$1.09M -$27.6K -125 -3%
AQR Capital Management
270
AQR Capital Management
Connecticut
$1.08M -$1.18M -5,366 -55%
OAM
271
Ostrum Asset Management
France
$1.07M +$408K +1,851 +75%
HIMCH
272
Hartford Investment Management Co (HIMCO)
Connecticut
$1.07M -$11.9K -54 -1%
BMSSC
273
B. Metzler seel. Sohn & Co
Germany
$1.05M
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$1.04M -$471K -2,133 -34%
Nordea Investment Management
275
Nordea Investment Management
Sweden
$1.03M +$45.9K +208 +5%

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.