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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
VEA
401
Virtus ETF Advisers
New York
$230K +$9.71K +44 +5%
SC
402
Savant Capital
Illinois
$230K +$204K +926 New
RG
403
Renaissance Group
Kentucky
$229K +$203K +921 New
MRCM
404
M&R Capital Management
New Jersey
$228K +$18.3K +83 +10%
GWMR
405
GC Wealth Management RIA
Massachusetts
$228K +$203K +919 New
BFG
406
Bleakley Financial Group
New Jersey
$226K -$18.5K -84 -8%
SS
407
Simplicity Solutions
Minnesota
$226K -$18.5K -84 -8%
NIM
408
NEOS Investment Management
Connecticut
$225K +$200K +908 New
GT
409
Glenmede Trust
Pennsylvania
$223K +$198K +899 New
CCM
410
Coldstream Capital Management
Washington
$222K -$43.5K -197 -18%
FTDI
411
First Trust Direct Indexing
Massachusetts
$221K -$12.1K -55 -6%
AAM
412
Advisors Asset Management
Colorado
$216K -$22.7K -103 -11%
SW
413
SVB Wealth
Massachusetts
$216K +$192K +871 New
PAS
414
Park Avenue Securities
New York
$211K +$188K +851 New
IIC
415
Ironwood Investment Counsel
Arizona
$211K +$188K +850 New
ASBI
416
American State Bank (Iowa)
Iowa
$209K
SFG
417
Sovereign Financial Group
Connecticut
$209K +$186K +842 New
CAS
418
Coppell Advisory Solutions
Texas
$205K +$182K +825 New
TPWA
419
TRUE Private Wealth Advisors
Oregon
$204K +$182K +824 New
CWI
420
Conscious Wealth Investments
Florida
$203K +$192K +869 New
LNC
421
Lincoln National Corp
Pennsylvania
$203K -$39K -177 -18%
AIP
422
Ameritas Investment Partners
Nebraska
$189K -$176K -800 -51%
CSC
423
Caldwell Sutter Capital
California
$184K +$4.19K +19 +3%
AF
424
Allworth Financial
California
$170K -$5.74K -26 -4%
HWA
425
Heritage Wealth Advisors
Virginia
$166K +$147K +668 New

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.