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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
GRP
526
Global Retirement Partners
California
$55.1K +$1.48K +5 +3%
PIS
527
POM Investment Strategies
North Carolina
$54.6K +$295 +1 +0.5%
PD
528
Point72 (DIFC)
United Arab Emirates
$53.3K +$55.2K +187 New
BGAI
529
Bruce G. Allen Investments
Colorado
$50.5K +$591 +2 +1%
CAL
530
Capital Advisors Ltd
Ohio
$48K
PA
531
PSI Advisors
Florida
$45.3K
NFSG
532
Newbridge Financial Services Group
Florida
$45.1K +$46.7K +158 New
UB
533
UMB Bank
Missouri
$44K +$12.4K +42 +38%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$40.5K +$8.57K +29 +26%
BIG
535
Brooklyn Investment Group
New York
$40.2K +$2.66K +9 +7%
CAS
536
Coppell Advisory Solutions
Texas
$35.4K
CFGS
537
Concourse Financial Group Securities
Alabama
$33.6K +$35.5K +120 New
MC
538
Muzinich & Co
New York
$33.1K
LC
539
Lindbrook Capital
California
$33.1K +$2.36K +8 +7%
AAP
540
Arax Advisory Partners
Colorado
$32.5K +$5.02K +17 +18%
PTC
541
Private Trust Company
Ohio
$29.4K
WTA
542
Washington Trust Advisors
Massachusetts
$28.8K
RA
543
Ransom Advisory
Rhode Island
$28.5K
T
544
TOBAM
France
$28K -$8.27K -28 -22%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$27.7K -$1.77K -6 -6%
BBHC
546
Brown Brothers Harriman & Co
New York
$27.7K
Simplex Trading
547
Simplex Trading
Illinois
$27K -$112K -379 -80%
AGWCA
548
Annis Gardner Whiting Capital Advisors
Florida
$26.3K
CAL
549
Capital Analysts LLC
Pennsylvania
$25K +$1.77K +6 +7%
EWA
550
EverSource Wealth Advisors
Alabama
$24.7K +$5.61K +19 +28%

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.