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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
PCOC
376
Power Corp of Canada
Canada
$287K
SFA
377
Sequoia Financial Advisors
Ohio
$286K +$255K +1,154 New
SPC
378
Sigma Planning Corp
Michigan
$284K -$364K -1,649 -59%
SFM
379
Signet Financial Management
New Jersey
$284K -$9.49K -43 -4%
PA
380
Profund Advisors
Maryland
$284K +$44.6K +202 +21%
HCA
381
Harbor Capital Advisors
Illinois
$284K +$441 +2 +0.2%
SI
382
Stephens Inc
Arkansas
$282K +$251K +1,136 New
MNBTD
383
Moody National Bank Trust Division
Texas
$265K -$135K -610 -36%
NW
384
NewEdge Wealth
Pennsylvania
$263K +$7.28K +33 +3%
Corient Private Wealth
385
Corient Private Wealth
Florida
$259K -$1.1K -5 -0.5%
RWM
386
Revisor Wealth Management
Ohio
$256K -$46.8K -212 -17%
TCOV
387
Trust Company of Vermont
Vermont
$255K +$1.54K +7 +0.7%
CAMG
388
CWA Asset Management Group
Florida
$252K +$224K +1,016 New
VAS
389
Vestmark Advisory Solutions
Massachusetts
$251K -$1.99K -9 -0.9%
BCI
390
Brinker Capital Investments
Pennsylvania
$249K -$19.9K -90 -8%
OPS
391
Orion Portfolio Solutions
Nebraska
$249K -$19.9K -90 -8%
CCA
392
Checchi Capital Advisers
California
$244K -$3.97K -18 -2%
CCG
393
Cypress Capital Group
Florida
$243K -$1.1K -5 -0.5%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$242K +$4.19K +19 +2%
VSQM
395
V-Square Quantitative Management
Illinois
$237K
HWAM
396
Hennion & Walsh Asset Management
New Jersey
$236K +$210K +951 New
HI
397
Horizon Investments
North Carolina
$235K -$6.18K -28 -3%
TSS
398
Two Sigma Securities
New York
$234K +$208K +945 New
APP
399
Avantax Planning Partners
Iowa
$234K +$208K +944 New
MA
400
Mutual Advisors
Nebraska
$230K -$4.19K -19 -2%

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.