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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
Cerity Partners
301
Cerity Partners
New York
$1.19M +$23.3K +79 +2%
US Bancorp
302
US Bancorp
Minnesota
$1.18M +$14.5K +49 +1%
CP
303
Camelot Portfolios
Ohio
$1.17M -$66.5K -225 -5%
TIA
304
Tiemann Investment Advisors
California
$1.16M -$295 -1 -0%
OCM
305
Osterweis Capital Management
California
$1.14M
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M -$22.7K -77 -2%
SPC
307
Sigma Planning Corp
Michigan
$1.14M +$338K +1,145 +40%
VIG
308
Vienna Insurance Group
Poland
$1.13M -$199K -673 -15%
OAM
309
Ostrum Asset Management
France
$1.11M -$47.6K -161 -4%
CIC
310
Crawford Investment Counsel
Georgia
$1.09M +$29K +98 +3%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$1.09M -$1.18K -4 -0.1%
BC
312
Bridgefront Capital
Texas
$1.09M +$1.13M +3,810 New
JSSH
313
J. Safra Sarasin Holding
$1.02M +$1.05M +3,564 New
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$1.01M -$33.7K -114 -3%
SLAM
315
Swiss Life Asset Management
$1.01M +$1.05M +3,538 New
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$999K -$29.5K -100 -3%
O
317
Ossiam
France
$985K -$147K -497 -13%
DZ Bank
318
DZ Bank
Germany
$982K
GS
319
GTS Securities
New York
$972K +$466K +1,577 +86%
SAM
320
Securian Asset Management
Minnesota
$965K -$60K -203 -6%
MML Investors Services
321
MML Investors Services
Massachusetts
$956K +$96.3K +326 +11%
SGI
322
Summit Global Investments
Utah
$948K +$981K +3,322 New
VIM
323
Vinva Investment Management
Australia
$942K -$726K -2,458 -42%
HGWM
324
Horst & Graben Wealth Management
Oregon
$919K
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
$913K +$945K +3,200 New

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.