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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
Neuberger Berman Group
276
Neuberger Berman Group
New York
$1.56M -$422K -1,429 -21%
BPA
277
Beacon Pointe Advisors
California
$1.56M -$75K -254 -4%
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$1.53M +$189K +639 +14%
AAS
279
Avantax Advisory Services
Texas
$1.52M +$20.4K +69 +1%
Walleye Trading
280
Walleye Trading
New York
$1.52M +$1.57M +5,327 New
Wealthfront Advisers
281
Wealthfront Advisers
California
$1.48M +$46.7K +158 +3%
EGM
282
Engineers Gate Manager
New York
$1.46M -$973K -3,292 -39%
TAF
283
Tredje AP-fonden
Sweden
$1.45M -$1.51M -5,095 -50%
DILIC
284
Dai-ichi Life Insurance Company
Japan
$1.45M
GIBU
285
Gulf International Bank (UK)
United Kingdom
$1.45M
AF
286
Avanza Fonder
Sweden
$1.44M +$1.49M +5,056 New
DAS
287
Diversify Advisory Services
Utah
$1.44M -$1.28M -4,331 -45%
TRSOTSOK
288
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M
OTPPB
289
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.34M +$408K +1,381 +42%
Nordea Investment Management
290
Nordea Investment Management
Sweden
$1.33M +$86.9K +294 +7%
DEA
291
DoubleLine ETF Adviser
Florida
$1.32M +$11.2K +38 +0.8%
CS
292
Candriam SCA
Luxembourg
$1.3M
VU
293
Vanderbilt University
Tennessee
$1.3M +$329K +1,113 +32%
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$1.29M +$26.3K +89 +2%
KRS
295
Kentucky Retirement Systems
Kentucky
$1.26M -$18K -61 -1%
KPWS
296
Kestra Private Wealth Services
Texas
$1.25M +$285K +963 +28%
NW
297
Naviter Wealth
Arkansas
$1.25M +$96.3K +326 +8%
AC
298
Allstate Corporation
Illinois
$1.24M -$426K -1,442 -25%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$1.23M -$30.4K -103 -2%
IC
300
IEQ Capital
California
$1.2M +$208K +705 +20%

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.