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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
Skandinaviska Enskilda Banken (SEB)
126
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.95M -$73.9K -250 -0.7%
YCM
127
Yousif Capital Management
Michigan
$9.95M -$457K -1,548 -4%
WHG
128
Westwood Holdings Group
Texas
$9.87M -$1.43M -4,849 -12%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.83M +$2.74M +9,287 +37%
LIMS
130
Lasalle Investment Management Securities
Maryland
$9.82M
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$9.81M +$760K +2,574 +8%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$9.63M -$210K -710 -2%
DSA
133
Davis Selected Advisers
Arizona
$9.49M -$62K -210 -0.6%
LPL Financial
134
LPL Financial
California
$9.24M +$1.04M +3,537 +12%
HRES
135
Heitman Real Estate Securities
Illinois
$8.95M -$12.5M -42,382 -57%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$8.89M
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$8.87M +$9.18M +31,079 New
LI
138
Leeward Investments
Massachusetts
$8.66M -$312K -1,055 -3%
Stifel Financial
139
Stifel Financial
Missouri
$8.43M -$211K -713 -2%
VanEck Associates
140
VanEck Associates
New York
$8.3M -$42.5K -144 -0.5%
Mitsubishi UFJ Trust & Banking
141
Mitsubishi UFJ Trust & Banking
Japan
$8.27M -$7.72M -26,143 -47%
CWM
142
CIBC World Markets
New York
$8.23M +$931K +3,151 +12%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$8.11M -$505K -1,709 -6%
VAM
144
Vert Asset Management
California
$8.1M +$699K +2,366 +9%
SG Americas Securities
145
SG Americas Securities
New York
$7.95M -$34.5M -116,751 -81%
II
146
IFM Investors
Australia
$7.89M -$414K -1,401 -5%
PWM
147
Perigon Wealth Management
California
$7.77M +$2.66K +9 +0%
QOP
148
Quinn Opportunity Partners
Virginia
$7.58M
UM
149
UniSuper Management
Australia
$7.42M +$481K +1,627 +7%
Squarepoint
150
Squarepoint
New York
$7.39M -$1.74M -5,905 -19%

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.