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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
IMRF
126
Illinois Municipal Retirement Fund
Illinois
$6.99M -$3.83M -17,368 -38%
Stifel Financial
127
Stifel Financial
Missouri
$6.88M -$158K -718 -3%
LPL Financial
128
LPL Financial
California
$6.78M +$19.4K +88 +0.3%
PWM
129
Perigon Wealth Management
California
$6.75M +$6M +27,209 New
RJA
130
Raymond James & Associates
Florida
$6.61M -$449K -2,037 -7%
QOP
131
Quinn Opportunity Partners
Virginia
$6.59M +$331K +1,500 +6%
VanEck Associates
132
VanEck Associates
New York
$6.49M +$728K +3,301 +14%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.36M +$2.81M +12,756 +99%
SO
134
STRS Ohio
Ohio
$6.31M -$304K -1,377 -5%
VAM
135
Vert Asset Management
California
$6.27M -$187K -846 -3%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$5.83M -$345K -1,563 -6%
1832 Asset Management
137
1832 Asset Management
Ontario, Canada
$5.8M +$750K +3,400 +17%
ERSOT
138
Employees Retirement System of Texas
Texas
$5.7M -$441K -2,000 -8%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$5.53M +$183K +830 +4%
GC
140
Guggenheim Capital
Illinois
$5.42M +$50.7K +230 +1%
FAF
141
Fjarde Ap-fonden
Sweden
$5.41M -$618K -2,800 -11%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$5.35M -$38.4K -174 -0.8%
WBC
143
Westpac Banking Corp
Australia
$5.24M +$26.5K +120 +0.6%
MMA
144
Mizuho Markets Americas
New York
$5.22M +$1.68M +7,638 +57%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$5.21M +$294K +1,334 +7%
UIM
146
USS Investment Management
United Kingdom
$5.06M +$146K +663 +3%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$5.03M -$3.34M -15,144 -43%
N
148
Natixis
France
$4.89M +$3.44M +15,610 +380%
NYLIM
149
New York Life Investment Management
New York
$4.88M +$1.79M +8,105 +70%
DIA
150
Dean Investment Associates
Ohio
$4.77M -$117K -532 -3%

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.