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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
FFA
426
Farther Finance Advisors
California
$161K +$54.5K +247 +61%
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$143K +$3.53K +16 +3%
DGAM
428
Desjardins Global Asset Management
Quebec, Canada
$142K +$23.8K +108 +23%
PS
429
Principal Securities
Iowa
$134K +$119K +540 New
Federated Hermes
430
Federated Hermes
Pennsylvania
$133K -$61.8K -280 -34%
SWS
431
SYSTM Wealth Solutions
Illinois
$130K +$115K +521 New
QCG
432
Quadrant Capital Group
Ohio
$127K -$15.2K -69 -12%
GI
433
GAMMA Investing
California
$125K +$118K +536 New
NSIM
434
North Star Investment Management
Illinois
$124K -$441 -2 -0.4%
LS
435
Livforsakringsbolaget Skandia
Sweden
$114K +$56.7K +257 +129%
Lazard Asset Management
436
Lazard Asset Management
New York
$112K -$135K -614 -57%
Bessemer Group
437
Bessemer Group
New Jersey
$111K +$20.1K +91 +26%
S
438
SignatureFD
Georgia
$88.8K -$78.5K -356 -50%
CFFP
439
Center for Financial Planning
Michigan
$86.8K
SIM
440
Sentry Investment Management
Wisconsin
$84K -$7.94K -36 -10%
GWS
441
Glassman Wealth Services
Virginia
$78.6K
PS
442
Planned Solutions
California
$75.6K +$67.3K +305 New
AA
443
Alta Advisers
United Kingdom
$74.4K
CT
444
Clearstead Trust
Maine
$73.6K
CTC
445
Central Trust Company
Missouri
$73.1K
DIP
446
DT Investment Partners
Pennsylvania
$69.6K
ASN
447
Advisory Services Network
Georgia
$62.7K +$55.8K +253 New
T
448
TOBAM
France
$60K +$53.2K +241 New
BMC
449
Bear Mountain Capital
Washington
$55K +$48.8K +221 New
RL
450
Rogco LP
Oklahoma
$51.6K

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.