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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
MFC
501
Mechanics Financial Corp
Ohio
$6.2K – – –
MCM
502
Manchester Capital Management
Vermont
$6.2K +$5.51K +25 New
IA
503
IFP Advisors
Florida
$6.06K – – –
QL
504
Quarry LP
New York
$5.95K -$5.29K -24 -50%
EWA
505
EverSource Wealth Advisors
Alabama
$5.95K -$1.1K -5 -17%
IRC
506
Investors Research Corp
Georgia
$5.46K – – –
TLCM
507
Twin Lakes Capital Management
California
$5.26K – – –
MCM
508
MV Capital Management
Maryland
$4.96K -$2.65K -12 -38%
ZB
509
Zions Bancorporation
Utah
$4.96K – – –
NA
510
NewEdge Advisors
Louisiana
$4.73K +$441 +2 +12%
CFB
511
Cullen/Frost Bankers
Texas
$4.71K – – –
FFO
512
Fortitude Family Office
Arizona
$4.71K +$4.19K +19 New
AIM
513
Anchor Investment Management
South Carolina
$4.21K – – –
PVH
514
Psagot Value Holdings
Israel
$4K +$3.09K +14 New
UB
515
UMB Bank
Missouri
$3.97K -$2.87K -13 -45%
AWM
516
Abound Wealth Management
Tennessee
$3.72K – – –
RTL
517
Red Tortoise LLC
Georgia
$3.22K – – –
RCM
518
Raleigh Capital Management
North Carolina
$3.22K +$2.87K +13 New
SC
519
Stephens Consulting
Michigan
$2.98K +$2.65K +12 New
HI
520
Harbour Investments
Wisconsin
$2.8K +$441 +2 +22%
LF
521
Lee Financial
Texas
$2.5K +$2.21K +10 New
AIC
522
Archer Investment Corporation
Indiana
$2.48K – – –
GC
523
Globeflex Capital
California
$2.23K – – –
PTC
524
Private Trust Company
Ohio
$1.49K -$221 -1 -14%
EBA
525
Eagle Bay Advisors
New York
$1.49K – – –
19 20
21
22 23

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.