We are live on ! Find out more
ESS icon

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
Tudor Investment Corp
551
Tudor Investment Corp
Connecticut
– -$5.4M -25,479 Closed
TC
552
TwinBeech Capital
New York
– -$3.99M -18,801 Closed
GCA
553
GSI Capital Advisors
California
– -$3.62M -17,067 Closed
MPM
554
Meritage Portfolio Management
Kansas
– -$3.46M -16,290 Closed
DWM
555
Dakota Wealth Management
Florida
– -$2.67M -12,600 Closed
SLAM
556
Swiss Life Asset Management
– -$1.94M -9,166 Closed
EAM
557
Eagle Asset Management
Florida
– -$1.87M -8,805 Closed
OTL
558
Oak Thistle LLC
New York
– -$1.72M -8,110 Closed
EGM
559
Engineers Gate Manager
New York
– -$1.54M -7,274 Closed
EC
560
Elequin Capital
New York
– -$1.26M -5,931 Closed
DFCM
561
Dark Forest Capital Management
Puerto Rico
– -$1.22M -5,741 Closed
VI
562
Versor Investments
New York
– -$840K -3,962 Closed
QC
563
Quadrature Capital
United Kingdom
– -$768K -3,620 Closed
GCP
564
Garda Capital Partners
Minnesota
– -$788K -3,573 Closed
YIH
565
Y-Intercept (HK)
Hong Kong
– -$688K -3,246 Closed
MCAI
566
Members Capital Advisors Inc
Wisconsin
– -$662K -3,121 Closed
ECM
567
Everence Capital Management
Indiana
– -$594 -2,800 Closed
KI
568
Kapitalo Investimentos
Brazil
– -$585K -2,759 Closed
IAN
569
Integrated Advisors Network
Texas
– -$538K -2,539 Closed
BFM
570
Boothbay Fund Management
New York
– -$531K -2,504 Closed
LAS
571
Lloyd Advisory Services
Georgia
– -$394K -1,857 Closed
QT
572
Quantbot Technologies
New York
– -$332K -1,566 Closed
WC
573
Wexford Capital
Florida
– -$296K -1,395 Closed
LCM
574
Landscape Capital Management
New Jersey
– -$263K -1,242 Closed
BC
575
Bridgefront Capital
Texas
– -$259K -1,220 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.