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Essex Property Trust
ESS

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: 1 → 3 (+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: 523 → 546 (+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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$161M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Deutsche Bank
Deutsche Bank
Germany
+$133M
4
Norges Bank
Norges Bank
Norway
+$105M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$78.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$57M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.6M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$48.7M
5
Northern Trust
Northern Trust
Illinois
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$133M +$78.8M +357,268 +201%
N
27
Nuveen
North Carolina
$129M +$7.71M +34,972 +7%
CIMLRA
28
CBRE Investment Management Listed Real Assets
Pennsylvania
$118M -$12.1M -54,782 -10%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$103M +$49.5M +224,554 +119%
PI
30
PGGM Investments
Netherlands
$89.8M – – –
SEI Investments
31
SEI Investments
Pennsylvania
$88.8M +$15.3M +69,208 +24%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$78.1M +$23.4M +106,182 +51%
ACM
33
AEW Capital Management
Massachusetts
$76.3M +$5.2M +23,590 +8%
Goldman Sachs
34
Goldman Sachs
New York
$67.6M -$2.34M -10,611 -4%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$58.9M -$48.7M -220,708 -48%
UBS Group
36
UBS Group
Switzerland
$58.5M +$7.71M +34,931 +17%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$54.8M +$45K +204 +0.1%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$51.7M +$2.81M +12,760 +7%
Nomura Asset Management
39
Nomura Asset Management
Japan
$51.3M +$2.57M +11,659 +6%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$51.3M -$6.07M -27,500 -12%
Swiss National Bank
41
Swiss National Bank
Switzerland
$49.7M -$1.3M -5,900 -3%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$47M -$10M -45,424 -19%
Lido Advisors
43
Lido Advisors
California
$43M -$334K -1,516 -0.9%
Amundi
44
Amundi
France
$37.7M +$6.86M +31,119 +26%
Asset Management One
45
Asset Management One
Japan
$36.4M +$514K +2,332 +2%
Barclays
46
Barclays
United Kingdom
$35.3M +$1.7M +7,718 +6%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$34.4M -$16.5M -74,977 -35%
Bank of America
48
Bank of America
North Carolina
$33.1M -$10.8M -48,799 -27%
Canada Life
49
Canada Life
Manitoba, Canada
$32.4M +$3.81M +17,284 +15%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$32.4M +$11.1M +50,424 +63%
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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.