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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
KIA
401
KCM Investment Advisors
California
$365K
LCM
402
Landscape Capital Management
New Jersey
$365K +$378K +1,279 New
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360K +$6.5K +22 +2%
GI
404
GAMMA Investing
California
$359K +$47.9K +162 +15%
YIM
405
Yoffe Investment Management
Pennsylvania
$358K +$371K +1,255 New
Capstone Investment Advisors
406
Capstone Investment Advisors
New York
$355K +$93.7K +317 +34%
AWA
407
Aaron Wealth Advisors
Illinois
$353K +$49.6K +168 +16%
ACI
408
Alpha Cubed Investments
California
$351K
EWA
409
EP Wealth Advisors
California
$351K -$295 -1 -0.1%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$348K +$7.09K +24 +2%
ACIM
411
Azimuth Capital Investment Management
Michigan
$343K
NG
412
Norden Group
Utah
$342K +$295 +1 +0.1%
CCA
413
Checchi Capital Advisers
California
$341K
EF
414
Empowered Funds
Pennsylvania
$338K +$11.2K +38 +3%
PAS
415
Park Avenue Securities
New York
$335K +$54.7K +185 +19%
GFM
416
GF Fund Management
China
$333K +$345K +1,167 New
1C
417
111 Capital
France
$333K +$344K +1,166 New
TPA
418
Trivium Point Advisory
Connecticut
$319K +$5.91K +20 +2%
SW
419
SVB Wealth
Massachusetts
$315K +$326K +1,102 New
A
420
Allianz
Germany
$306K +$317K +1,072 New
FC
421
Farringdon Capital
United Kingdom
$303K +$313K +1,060 New
LS
422
Livforsakringsbolaget Skandia
Sweden
$302K
SC
423
Savant Capital
Illinois
$299K +$32.8K +111 +12%
IIM
424
INTECH Investment Management
Florida
$297K +$307K +1,040 New
PA
425
Profund Advisors
Maryland
$294K -$227K -768 -43%

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.