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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
ZB
601
Zions Bancorporation
Utah
$2.57K
HWM
602
Hemington Wealth Management
Virginia
$2K
TFM
603
TFC Financial Management
Massachusetts
$1.71K
PWMG
604
Private Wealth Management Group
New Jersey
$1.43K
WCM
605
WealthTrak Capital Management
Virginia
$1.43K +$1.48K +5 New
HI
606
Harbour Investments
Wisconsin
$1.43K
WPA
607
West Paces Advisors
Georgia
$1.43K
RIL
608
Rothschild Investment LLC
Illinois
$1.43K +$1.48K +5 New
BIA
609
Bell Investment Advisors
California
$1.14K
S
610
Sachetta
Massachusetts
$1.14K
AWM
611
Avior Wealth Management
Nebraska
$1.14K
PWMG
612
Prestige Wealth Management Group
New Jersey
$857
CSWM
613
Cassady Schiller Wealth Management
Ohio
$856 +$886 +3 New
CWP
614
Clark Wealth Partners
Illinois
$856 +$886 +3 New
AF
615
Advisornet Financial
Minnesota
$571
HWA
616
Heritage Wealth Advisors
Virginia
$571
SWM
617
Spire Wealth Management
Virginia
$571
BFPW
618
BOK Financial Private Wealth
Colorado
$571 +$591 +2 New
OSNBOA
619
Old Second National Bank of Aurora
Illinois
$571 +$591 +2 New
CT
620
Colonial Trust
South Carolina
$294
TCM
621
TD Capital Management
Tennessee
$293
EBA
622
Eagle Bay Advisors
New York
$285 -$1.48K -5 -83%
AWM
623
Activest Wealth Management
Florida
$285 +$295 +1 New
FMP
624
Financial Management Professionals
Texas
$285 +$295 +1 New
NC
625
NewSquare Capital
Pennsylvania
$285 +$295 +1 New

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.