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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
SMAM
626
Sugar Maple Asset Management
Wisconsin
$285 +$295 +1 New
CPG
627
Cornerstone Planning Group
New Jersey
$283
WW
628
Winnow Wealth
Texas
$277 +$295 +1 New
RWS
629
Retirement Wealth Solutions
Wisconsin
$24
TPW
630
Talon Private Wealth
Florida
$16
IAIM
631
International Assets Investment Management
Florida
-$967 -285,671 Closed
WCP
632
Waterfront Capital Partners
New York
-$24.8M -84,025 Closed
TC
633
TwinBeech Capital
New York
-$7.2M -24,362 Closed
EP
634
Edgestream Partners
New Jersey
-$6.76M -22,898 Closed
Arrowstreet Capital
635
Arrowstreet Capital
Massachusetts
-$6.03M -20,415 Closed
ZP
636
Zimmer Partners
New York
-$5.08M -17,200 Closed
MF
637
Magnetar Financial
Illinois
-$4.23M -14,329 Closed
BC
638
Brookfield Corp
Ontario, Canada
-$2.85M -9,633 Closed
MG
639
Marex Group
-$2.17M -7,348 Closed
AAM
640
Azzad Asset Management
Virginia
-$1.58M -5,356 Closed
PAM
641
Paradigm Asset Management
New York
-$1.09M -3,700 Closed
ATPW
642
Ashton Thomas Private Wealth
Arizona
-$1.03M -3,482 Closed
LCM
643
Laurion Capital Management
New York
-$893K -3,024 Closed
MC
644
Machina Capital
France
-$860K -2,911 Closed
JAM
645
Jupiter Asset Management
United Kingdom
-$764K -2,587 Closed
HF
646
HRT Financial
New York
-$720K -2,440 Closed
IMCOOI
647
Investment Management Corp of Ontario (IMCO)
Canada
-$632K -2,138 Closed
IGAM
648
iA Global Asset Management
Quebec, Canada
-$620K -2,098 Closed
PAM
649
Panagora Asset Management
Massachusetts
-$614K -2,078 Closed
KRSITF
650
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$562K -1,901 Closed

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.