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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
PCM
476
Payne Capital Management
New York
$212K +$219K +742 New
AF
477
Allworth Financial
California
$210K +$7.09K +24 +3%
WSFS
478
Wilmington Savings Fund Society
Delaware
$210K
SFA
479
Sequoia Financial Advisors
Ohio
$209K +$216K +732 New
FWCM
480
Ferguson Wellman Capital Management
Oregon
$208K +$215K +727 New
NRD
481
Nebula Research & Development
New York
$206K +$213K +722 New
DWT
482
Dorsey & Whitney Trust
South Dakota
$205K +$212K +717 New
AFG
483
Atomi Financial Group
New York
$204K +$7.39K +25 +4%
KCM
484
Kathmere Capital Management
Pennsylvania
$203K +$591 +2 +0.3%
AFO
485
Allie Family Office
Florida
$203K
CSS
486
Cubist Systematic Strategies
Connecticut
$192K +$198K +671 New
OP
487
ORG Partners
Indiana
$189K -$7.39K -25 -4%
AIP
488
Ameritas Investment Partners
Nebraska
$186K
SOW
489
State of Wyoming
Wyoming
$186K +$144K +488 +301%
HT
490
Headlands Technologies
Illinois
$164K +$170K +575 New
QCG
491
Quadrant Capital Group
Ohio
$163K +$8.27K +28 +5%
ETC
492
Exchange Traded Concepts
Oklahoma
$154K +$15.7K +53 +11%
Northwestern Mutual Wealth Management
493
Northwestern Mutual Wealth Management
Wisconsin
$152K -$591 -2 -0.4%
PWA
494
Principia Wealth Advisory
Texas
$147K +$152K +515 New
WTC
495
WhitTier Trust Company
Nevada
$146K +$7.09K +24 +5%
VCM
496
Versant Capital Management
Arizona
$145K +$42.5K +144 +39%
NSIM
497
North Star Investment Management
Illinois
$143K
TSMHT
498
Thurston Springer Miller Herd & Titak
Indiana
$143K -$11.5K -39 -7%
PS
499
Principal Securities
Iowa
$140K +$5.02K +17 +4%
S
500
SignatureFD
Georgia
$121K +$4.14K +14 +3%

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.