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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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$7.22M -$1.35M -4,584 -15%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$7.16M -$104K -353 -1%
N
153
Natixis
France
$7.11M +$3.83M +12,956 +108%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$7.08M -$1.92M -6,492 -21%
Raymond James Financial
155
Raymond James Financial
Florida
$7.03M +$7.27M +24,616 New
NIG
156
NFJ Investment Group
Texas
$6.81M -$38.4K -130 -0.5%
NAAA
157
New Age Alpha Advisors
New York
$6.77M +$7.01M +23,731 New
First Trust Advisors
158
First Trust Advisors
Illinois
$6.74M -$3.42M -11,587 -33%
KK
159
KLP Kapitalforvaltning
Norway
$6.65M +$6.89M +23,311 New
LF
160
Lansforsakringar Fondforvaltning
Sweden
$6.59M +$6.82M +23,095 New
TD Asset Management
161
TD Asset Management
Ontario, Canada
$6.41M +$187K +634 +3%
NLGIA
162
Nippon Life Global Investors Americas
New York
$6.22M -$29.9M -101,050 -82%
AIM
163
Achmea Investment Management
Netherlands
$6.09M +$2.76M +9,354 +78%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$5.65M +$706K +2,390 +14%
SMDAM
165
Sumitomo Mitsui DS Asset Management
Japan
$5.61M +$291K +986 +5%
OCBCO
166
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.49M -$352K -1,192 -6%
MIM
167
MetLife Investment Management
New Jersey
$5.39M +$73.9K +250 +1%
ASRS
168
Arizona State Retirement System
Arizona
$5.32M +$75.3K +255 +1%
DIA
169
Dean Investment Associates
Ohio
$5.16M -$52.6K -178 -1%
SAM
170
Storebrand Asset Management
Norway
$4.99M
SOMRS
171
State of Michigan Retirement System
Michigan
$4.98M
NAM
172
Nissay Asset Management
Japan
$4.96M +$111K +375 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.91M +$1.21M +4,092 +31%
Credit Agricole
174
Credit Agricole
France
$4.84M +$2.33M +7,902 +87%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.76M +$1.6M +5,431 +48%

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.