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Essex Property Trust

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: 13 (+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: 523546 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DS
576
DRW Securities
Illinois
-$249K -1,174 Closed
LNWWM
577
Laird Norton Wetherby Wealth Management
California
-$241K -1,135 Closed
MG
578
Mather Group
Illinois
-$220K -1,035 Closed
ONB
579
Old National Bancorp
Indiana
-$201K -950 Closed
GT
580
Greenleaf Trust
Michigan
-$200K -943 Closed
BCV
581
Banque Cantonale Vaudoise
Switzerland
-$181K -856 Closed
OP
582
ORG Partners
Indiana
-$91.6K -432 Closed
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
-$62.1K -293 Closed
FRA
584
Front Row Advisors
California
-$24.9K -116 Closed
SGC
585
Slocum, Gordon & Co
Rhode Island
-$14.6K -69 Closed
SCA
586
Stonebridge Capital Advisors
Minnesota
-$6.36K -30 Closed
WTG
587
West Tower Group
Virginia
-$5.09K -24 Closed
GIA
588
GHP Investment Advisors
Colorado
-$5.05K -23 Closed
NFSG
589
Newbridge Financial Services Group
Florida
-$4.76K -22 Closed
BAAM
590
Baker Avenue Asset Management
California
-$3.39K -16 Closed
IPW
591
Impact Partnership Wealth
Georgia
-$2.97K -14 Closed
NC
592
NewSquare Capital
Pennsylvania
-$1.27K -6 Closed
SVCP
593
Silicon Valley Capital Partners
California
-$1.07K -5 Closed
PCTC
594
Perkins Coie Trust Company
Washington
-$424 -2 Closed
UFF
595
USA Financial Formulas
Michigan
-$424 -2 Closed

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.