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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
ADL
576
Asset Dedication LLC
California
$7.42K +$7.68K +26 New
MCM
577
Manchester Capital Management
Vermont
$7.14K
RFS
578
Richardson Financial Services
Massachusetts
$7.07K +$7.39K +25 New
CA
579
Clearstead Advisors
Ohio
$6.28K
IRC
580
Investors Research Corp
Georgia
$6.28K
TLCM
581
Twin Lakes Capital Management
California
$6.28K
FIA
582
FNY Investment Advisers
New York
$6K +$1.48K +5 +29%
PWA
583
Physician Wealth Advisors
Utah
$5.71K +$5.91K +20 New
TH
584
TCTC Holdings
Texas
$5.71K +$5.91K +20 New
TAM
585
Tucker Asset Management
Colorado
$5.71K +$5.91K +20 New
FFO
586
Fortitude Family Office
Arizona
$5.42K
LSA
587
Leonteq Securities AG
Switzerland
$5.14K +$591 +2 +13%
CFB
588
Cullen/Frost Bankers
Texas
$5.14K +$886 +3 +20%
QC
589
Quent Capital
New York
$5.14K +$5.32K +18 New
NA
590
NewEdge Advisors
Louisiana
$4.95K
AIM
591
Anchor Investment Management
South Carolina
$4.85K
AWM
592
Abound Wealth Management
Tennessee
$4.29K
RTL
593
Red Tortoise LLC
Georgia
$3.71K
DF
594
Dunhill Financial
United Kingdom
$3.58K +$1.18K +4 +44%
MSWM
595
Mowery & Schoenfeld Wealth Management
Illinois
$3.14K +$3.25K +11 New
LIS
596
Legacy Investment Solutions
Idaho
$2.92K +$2.95K +10 New
LWMI
597
Legacy Wealth Management (Idaho)
Idaho
$2.92K +$2.95K +10 New
HWA
598
HHM Wealth Advisors
Tennessee
$2.85K +$2.95K +10 New
AIC
599
Archer Investment Corporation
Indiana
$2.85K
GBT
600
Grove Bank & Trust
Florida
$2.57K

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.