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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
T
526
Tidemark
California
$1.49K +$1.32K +6 New
QC
527
Quent Capital
New York
$1.24K -$9.27K -42 -89%
WPA
528
West Paces Advisors
Georgia
$1.24K -$662 -3 -38%
GI
529
Gradient Investments
Minnesota
$1.24K – – –
TFM
530
TFC Financial Management
Massachusetts
$1.24K – – –
CFO
531
CVA Family Office
Colorado
$1.24K +$1.1K +5 New
JWA
532
JFS Wealth Advisors
Pennsylvania
$1.24K +$1.1K +5 New
PWMG
533
Private Wealth Management Group
New Jersey
$1.24K +$1.1K +5 New
DF
534
Dunhill Financial
United Kingdom
$1.05K +$882 +4 New
BIA
535
Bell Investment Advisors
California
$992 -$1.32K -6 -60%
AT
536
Arlington Trust
Alabama
$992 +$882 +4 New
SWM
537
Spire Wealth Management
Virginia
$963 +$882 +4 New
SAM
538
Smartleaf Asset Management
Massachusetts
$758 +$662 +3 New
PWMG
539
Prestige Wealth Management Group
New Jersey
$751 – – –
AWM
540
Avior Wealth Management
Nebraska
$743 -$41.7K -189 -98%
S
541
Sachetta
Massachusetts
$501 +$441 +2 New
VCM
542
Versant Capital Management
Arizona
$496 +$221 +1 +100%
BF
543
BOK Financial
Oklahoma
$495 – – –
CTA
544
Colonial Trust Advisors
South Carolina
$248 +$221 +1 New
LFG
545
Larson Financial Group
Missouri
$248 +$221 +1 New
TWC
546
TD Waterhouse Canada
Ontario, Canada
$244 +$221 +1 New
DWM
547
Dogwood Wealth Management
Kansas
$2 – – –
Westfield Capital Management
548
Westfield Capital Management
Massachusetts
– -$31.8M -149,886 Closed
CCM
549
Cinctive Capital Management
New York
– -$7.69M -36,276 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
550
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$7.15M -33,723 Closed
20 21
22
23 24

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.