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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
GSEP
376
Golden State Equity Partners
California
$482K +$67.7K +229 +16%
PIM
377
Plato Investment Management
Australia
$479K
SCI
378
Stableford Capital II
Arizona
$477K -$4.73K -16 -0.9%
CIM
379
Contravisory Investment Management
Massachusetts
$472K
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$465K +$49.6K +168 +11%
SL
381
Summitry LLC
California
$456K
VHAM
382
Van Hulzen Asset Management
California
$454K
DFCM
383
Dark Forest Capital Management
Puerto Rico
$452K -$248K -838 -35%
WTB
384
Washington Trust Bank
Washington
$449K
WHC
385
Wulff, Hansen & Co
California
$446K
Wolverine Trading
386
Wolverine Trading
Illinois
$445K +$464K +1,572 New
CG
387
Caprock Group
Idaho
$442K +$457K +1,548 New
BBVA
388
Banco Bilbao Vizcaya Argentaria
Spain
$404K -$216K -731 -34%
WT
389
Whittier Trust
California
$395K -$96K -325 -19%
CCM
390
Coldstream Capital Management
Washington
$391K +$87.7K +297 +28%
CL
391
Choreo LLC
Illinois
$388K -$39K -132 -9%
PPW
392
Parcion Private Wealth
Washington
$383K
Federated Hermes
393
Federated Hermes
Pennsylvania
$383K -$570K -1,930 -59%
HCA
394
Harbor Capital Advisors
Illinois
$377K +$9.16K +31 +2%
AG
395
Algert Global
California
$374K +$387K +1,310 New
VWM
396
Venturi Wealth Management
Texas
$372K +$292K +990 +315%
SG
397
Sienna Gestion
France
$372K
BAMF
398
BI Asset Management Fondsmaeglerselskab
Denmark
$369K -$295K -999 -44%
SWP
399
Stratos Wealth Partners
Ohio
$368K -$1.18K -4 -0.3%
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$367K -$266K -900 -41%

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.