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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
UM
151
UniSuper Management
Australia
$4.71M +$64.6K +293 +2%
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$4.63M -$11K -50 -0.3%
ASRS
153
Arizona State Retirement System
Arizona
$4.37M +$28.5K +129 +0.7%
SOMRS
154
State of Michigan Retirement System
Michigan
$4.35M
SP
155
Sarasin & Partners
United Kingdom
$4.22M -$23.4K -106 -0.6%
DnB Asset Management
156
DnB Asset Management
Norway
$4.21M -$8.6K -39 -0.2%
AIG
157
American International Group
New York
$4.17M -$33.8K -153 -0.9%
AB
158
Amalgamated Bank
New York
$4.04M +$23.8K +108 +0.7%
AIM
159
Achmea Investment Management
Netherlands
$4.02M +$724K +3,280 +25%
QCM
160
Quantinno Capital Management
New York
$4M +$251K +1,136 +8%
Holocene Advisors
161
Holocene Advisors
New York
$3.97M +$2.95M +13,389 +507%
SAM
162
Storebrand Asset Management
Norway
$3.95M +$118K +535 +3%
Jane Street
163
Jane Street
New York
$3.94M -$493K -2,234 -12%
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$3.94M +$94.4K +428 +3%
LIM
165
Loudon Investment Management
New Hampshire
$3.92M +$13.5K +61 +0.4%
Swedbank
166
Swedbank
Sweden
$3.92M -$31.5K -143 -0.9%
HighTower Advisors
167
HighTower Advisors
Illinois
$3.88M +$566K +2,566 +19%
MIM
168
MetLife Investment Management
New Jersey
$3.86M -$65.1K -295 -2%
Truist Financial
169
Truist Financial
North Carolina
$3.86M -$43.5K -197 -1%
NAM
170
Nissay Asset Management
Japan
$3.84M +$211K +956 +7%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$3.74M -$1.79M -8,119 -35%
MG
172
Marex Group
$3.72M -$221K -1,000 -6%
SG Americas Securities
173
SG Americas Securities
New York
$3.72M +$2.86M +12,954 +633%
Fisher Asset Management
174
Fisher Asset Management
Washington
$3.71M -$139K -631 -4%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$3.63M +$35.7K +162 +1%

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.