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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
AGWCA
476
Annis Gardner Whiting Capital Advisors
Florida
$21.3K
TCWA
477
Turtle Creek Wealth Advisors
Texas
$20.1K +$17.9K +81 New
CAL
478
Capital Analysts LLC
Pennsylvania
$20K -$9.49K -43 -35%
DI
479
DAGCO Inc
Ohio
$18.3K +$16.3K +74 New
DWS
480
Dynamic Wealth Strategies
California
$18.3K +$16.3K +74 New
VWM
481
Venturi Wealth Management
Texas
$16.1K +$11.3K +51 +364%
ST
482
Smithfield Trust
Pennsylvania
$16K -$1.99K -9 -12%
MA
483
Montag & Associates
Georgia
$14.6K
DMBA
484
Deseret Mutual Benefit Administrators
Utah
$14.6K -$5.29K -24 -29%
PPC
485
Park Place Capital
Alabama
$14.6K
AP
486
Aspect Partners
Virginia
$13.6K +$12.1K +55 New
C
487
Covestor
United Kingdom
$13K +$441 +2 +4%
GWM
488
Geneos Wealth Management
Colorado
$12.6K +$441 +2 +4%
PMFA
489
Plante Moran Financial Advisors
Michigan
$12.4K
CA
490
Clearstead Advisors
Ohio
$12.2K -$83.8K -380 -89%
TPCW
491
TD Private Client Wealth
New York
$12.1K -$7.28K -33 -40%
GRP
492
Global Retirement Partners
California
$11.7K -$882 -4 -8%
SWA
493
SOA Wealth Advisors
New York
$11.4K
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$10.9K
PA
495
Paralel Advisors
Colorado
$10.9K +$9.71K +44 New
BSB
496
Bangor Savings Bank
Maine
$10.4K
HWA
497
HHM Wealth Advisors
Tennessee
$10.2K
MLA
498
MB, Levis & Associates
Pennsylvania
$9.17K
GIS
499
Grayhawk Investment Strategies
Alberta, Canada
$7.44K
GKIM
500
GW&K Investment Management
Massachusetts
$7K -$1.1K -5 -14%

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.