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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
Man Group
426
Man Group
United Kingdom
$293K +$53.2K +180 +21%
Connor, Clark & Lunn Investment Management (CC&L)
427
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$292K -$858K -2,905 -74%
GT
428
Glenmede Trust
Pennsylvania
$290K +$17.1K +58 +6%
APP
429
Avantax Planning Partners
Iowa
$289K
GCM
430
Graham Capital Management
Connecticut
$289K +$299K +1,011 New
DIM
431
Delta Investment Management
California
$280K
TCOV
432
Trust Company of Vermont
Vermont
$277K
PA
433
Pinnacle Associates
New York
$276K +$286K +968 New
MSA
434
MUFG Securities Americas
New York
$271K +$280K +949 New
GT
435
Greenleaf Trust
Michigan
$271K +$13.6K +46 +5%
SI
436
Stephens Inc
Arkansas
$269K -$16.2K -55 -6%
NW
437
NewEdge Wealth
Pennsylvania
$268K -$13.3K -45 -5%
RBFC
438
Roman Butler Fullerton & Co
Missouri
$266K -$12.1K -41 -4%
VAS
439
Vestmark Advisory Solutions
Massachusetts
$266K -$5.91K -20 -2%
BFG
440
Bleakley Financial Group
New Jersey
$263K -$4.73K -16 -2%
II
441
Inspire Investing
Idaho
$259K -$16.5K -56 -6%
VF
442
Virtu Financial
New York
$259K -$813K -2,753 -75%
KCP
443
Kera Capital Partners
California
$258K +$267K +904 New
VSQM
444
V-Square Quantitative Management
Illinois
$256K -$295 -1 -0.1%
LA
445
LVW Advisors
New York
$252K +$261K +883 New
NIM
446
NEOS Investment Management
Connecticut
$251K -$1.77K -6 -0.7%
RG
447
Renaissance Group
Kentucky
$251K -$23.6K -80 -8%
HI
448
Horizon Investments
North Carolina
$250K +$1.48K +5 +0.6%
MM
449
MQS Management
New York
$249K -$674K -2,281 -72%
PWMAG
450
Pinnacle Wealth Management Advisory Group
New Jersey
$249K -$295 -1 -0.1%

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.