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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
LMIM
276
Lockheed Martin Investment Management
Maryland
$1.02M -$265K -1,200 -22%
OCM
277
Osterweis Capital Management
California
$1.01M
SAM
278
Securian Asset Management
Minnesota
$1M -$106K -479 -11%
TIA
279
Tiemann Investment Advisors
California
$997K
VIM
280
Vinva Investment Management
Australia
$994K +$119K +538 +16%
LSERS
281
Louisiana State Employees Retirement System
Louisiana
$967K -$22.1K -100 -3%
CS
282
Candriam SCA
Luxembourg
$928K -$101K -459 -11%
DZ Bank
283
DZ Bank
Germany
$928K
NW
284
Naviter Wealth
Arkansas
$926K +$30K +136 +4%
DIM
285
Delta Investment Management
California
$926K -$246K -1,117 -23%
Axa
286
Axa
France
$917K +$60.9K +276 +8%
TI
287
Tidal Investments
Wisconsin
$893K +$378K +1,712 +91%
BFA
288
BBJS Financial Advisors
Washington
$878K +$19.9K +90 +3%
Allspring Global Investments
289
Allspring Global Investments
North Carolina
$859K -$235K -1,064 -23%
VPIM
290
Vanguard Personalized Indexing Management
California
$828K -$177K -803 -19%
NMERB
291
New Mexico Educational Retirement Board
New Mexico
$818K
KPWS
292
Kestra Private Wealth Services
Texas
$813K +$717K +3,250 New
HGWM
293
Horst & Graben Wealth Management
Oregon
$798K
Wealthfront Advisers
294
Wealthfront Advisers
California
$788K +$103K +467 +17%
Voloridge Investment Management
295
Voloridge Investment Management
Florida
$783K -$561K -2,543 -45%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$778K +$21K +95 +3%
JFG
297
Jefferies Financial Group
New York
$777K
PI
298
PEAK6 Investments
Illinois
$776K +$551K +2,496 +393%
TC
299
TownSquare Capital
Utah
$773K -$221K -1,001 -24%
PP
300
Prudential plc
United Kingdom
$761K -$882 -4 -0.1%

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.