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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
PO
451
Private Ocean
California
$51.3K
HNB
452
Huntington National Bank
Ohio
$50.3K -$2.21K -10 -5%
BTI
453
Blue Trust Inc
Georgia
$50K +$44.1K +200 +645%
PIS
454
POM Investment Strategies
North Carolina
$45.7K +$40.8K +185 New
HPC
455
HM Payson & Co
Maine
$44.6K
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.9K
BGAI
457
Bruce G. Allen Investments
Colorado
$40.7K +$36.2K +164 New
RIM
458
Rakuten Investment Management
Japan
$40.2K +$35.1K +159 New
VL
459
Vima LLC
Michigan
$39.6K +$35.3K +160 New
PA
460
PSI Advisors
Florida
$39.3K
CAL
461
Capital Advisors Ltd
Ohio
$38K +$662 +3 +2%
PCFFS
462
Pacific Center for Financial Services
California
$36.3K +$221 +1 +0.7%
SOW
463
State of Wyoming
Wyoming
$32.7K -$79.4K -360 -73%
MC
464
Muzinich & Co
New York
$28.8K
LC
465
Lindbrook Capital
California
$27.3K +$12.8K +58 +112%
FIA
466
FNY Investment Advisers
New York
$27K -$2.21K -10 -8%
WTA
467
Washington Trust Advisors
Massachusetts
$25K
SSG
468
Summit Securities Group
New York
$25K +$22.1K +100 New
BBHC
469
Brown Brothers Harriman & Co
New York
$24.8K
OCM
470
Orion Capital Management
California
$24.8K
SPIA
471
Steward Partners Investment Advisory
New York
$24.8K
PFBT
472
Parkside Financial Bank & Trust
Missouri
$22.3K -$4.19K -19 -17%
TFIPS
473
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.3K +$19.9K +90 New
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$21.8K +$10.6K +48 +120%
WTC
475
WhitTier Trust Company
Nevada
$21.6K -$29.8K -135 -61%

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.