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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
KIM
551
Kestra Investment Management
Texas
$24.5K +$25.4K +86 New
RCM
552
Raleigh Capital Management
North Carolina
$19.1K +$12.1K +41 +158%
ST
553
Smithfield Trust
Pennsylvania
$19K
LFG
554
Larson Financial Group
Missouri
$18.8K +$1.18K +4 +6%
PPC
555
Park Place Capital
Alabama
$16.8K
CFO
556
CVA Family Office
Colorado
$16.6K +$9.16K +31 +115%
SPIA
557
Steward Partners Investment Advisory
New York
$16K +$1.48K +5 +10%
PMFA
558
Plante Moran Financial Advisors
Michigan
$14.3K
C
559
Covestor
United Kingdom
$14K
SWA
560
SOA Wealth Advisors
New York
$13.3K +$295 +1 +2%
TPCW
561
TD Private Client Wealth
New York
$13.1K +$295 +1 +2%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$12.6K
HNB
563
Hilltop National Bank
Wyoming
$12.6K
AP
564
Aspect Partners
Virginia
$12K
BSB
565
Bangor Savings Bank
Maine
$12K
GKIM
566
GW&K Investment Management
Massachusetts
$11K +$295 +1 +3%
Lazard Asset Management
567
Lazard Asset Management
New York
$11K +$591 +2 +5%
MLA
568
MB, Levis & Associates
Pennsylvania
$10.6K
MAM
569
Meeder Asset Management
Ohio
$10.3K -$295 -1 -3%
SO
570
Sierra Ocean
California
$10.1K +$10.3K +35 New
BTI
571
Blue Trust Inc
Georgia
$8.85K -$236K -799 -96%
GIS
572
Grayhawk Investment Strategies
Alberta, Canada
$8.56K
IA
573
IFP Advisors
Florida
$8.56K
WA
574
WPG Advisers
Maryland
$8.56K +$8.86K +30 New
MCM
575
MV Capital Management
Maryland
$7.42K +$886 +3 +13%

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.