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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
RC
26
Resolution Capital
Australia
$148M -$39.3M -133,147 -20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$127M -$16M -54,127 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$125M -$21.7M -73,602 -14%
Deutsche Bank
29
Deutsche Bank
Germany
$122M -$124M -420,981 -50%
Goldman Sachs
30
Goldman Sachs
New York
$109M +$21.9M +74,195 +24%
American Century Companies
31
American Century Companies
Missouri
$105M +$13M +43,847 +13%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$91.1M -$37.8M -127,978 -29%
N
33
Nuveen
North Carolina
$85.9M -$43.8M -148,229 -33%
DPIM
34
Duff & Phelps Investment Management
Illinois
$83.3M -$5.52M -18,670 -6%
SEI Investments
35
SEI Investments
Pennsylvania
$73.7M -$4.91M -16,626 -6%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$66.8M -$981K -3,322 -1%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$66.6M -$1.64M -5,541 -2%
Nomura Asset Management
38
Nomura Asset Management
Japan
$66.4M +$2.81M +9,503 +4%
UBS Group
39
UBS Group
Switzerland
$65.7M -$16.8M -56,773 -20%
KBC Group
40
KBC Group
Belgium
$64.4M +$44.6M +150,927 +202%
Prudential Financial
41
Prudential Financial
New Jersey
$60.2M -$1.75M -5,907 -3%
Macquarie Group
42
Macquarie Group
Australia
$57.9M -$12M -40,513 -16%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$55.8M +$54.9M +185,958 +1,620%
VF
44
Vest Financial
Virginia
$53.7M +$5.5M +18,610 +11%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$53.5M +$807K +2,732 +1%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$52.1M -$5.87M -19,874 -10%
Swiss National Bank
47
Swiss National Bank
Switzerland
$51.8M -$2.69M -9,100 -5%
Bank of America
48
Bank of America
North Carolina
$51.8M -$90.6M -306,681 -63%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$50.1M +$7.04M +23,842 +16%
Lido Advisors
50
Lido Advisors
California
$48.4M +$32.5K +110 +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.