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Essex Property Trust
ESS

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: 1 → 3 (+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: 523 → 546 (+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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$161M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Deutsche Bank
Deutsche Bank
Germany
+$133M
4
Norges Bank
Norges Bank
Norway
+$105M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$78.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$57M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.6M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$48.7M
5
Northern Trust
Northern Trust
Illinois
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
351
Bank Julius Baer & Co
Switzerland
$420K +$306K +1,385 +451%
Cerity Partners
352
Cerity Partners
New York
$402K +$79K +358 +28%
D.E. Shaw & Co
353
D.E. Shaw & Co
New York
$397K -$1.98M -8,984 -85%
SL
354
Summitry LLC
California
$396K – – –
VHAM
355
Van Hulzen Asset Management
California
$394K – – –
WTB
356
Washington Trust Bank
Washington
$390K -$80.7K -366 -19%
WHC
357
Wulff, Hansen & Co
California
$388K – – –
GXJ
358
Global X Japan
Japan
$387K +$345K +1,562 New
IMCOOI
359
Investment Management Corp of Ontario (IMCO)
Canada
$381K +$339K +1,538 New
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$373K -$72.6K -329 -18%
FI
361
FJ Investments
Utah
$370K +$329K +1,491 New
ACI
362
Alpha Cubed Investments
California
$355K +$441 +2 +0.1%
ZF
363
Zega Financial
Florida
$347K +$309K +1,400 New
VU
364
Vanderbilt University
Tennessee
$345K -$133K -602 -30%
Impax Asset Management Group
365
Impax Asset Management Group
United Kingdom
$335K -$21K -95 -7%
PPW
366
Parcion Private Wealth
Washington
$333K – – –
DPAM
367
Degroof Petercam Asset Management
Belgium
$322K +$287K +1,300 New
Wolverine Trading
368
Wolverine Trading
Illinois
$316K -$95.3K -432 -25%
AAS
369
Avantax Advisory Services
Texas
$309K -$20.3K -92 -7%
SWP
370
Stratos Wealth Partners
Ohio
$305K -$7.72K -35 -3%
Citadel Advisors
371
Citadel Advisors
Florida
$298K -$114M -517,830 -100%
ACIM
372
Azimuth Capital Investment Management
Michigan
$298K – – –
KFC
373
Klingenstein Fields & Co
New York
$298K – – –
EWA
374
EP Wealth Advisors
California
$294K -$441 -2 -0.2%
RBFC
375
Roman Butler Fullerton & Co
Missouri
$289K – – –
13 14
15
16 17

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.