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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
CM
176
Crestline Management
Texas
$4.72M +$4.88M +16,528 New
UIM
177
USS Investment Management
United Kingdom
$4.62M -$2.14M -7,242 -31%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$4.58M +$3.11M +10,510 +190%
CF
179
Corebridge Financial
Texas
$4.49M -$62K -210 -1%
Janus Henderson Group
180
Janus Henderson Group
United Kingdom
$4.42M -$193K -653 -4%
KC
181
Kinloch Capital
Virginia
$4.42M +$104K +351 +2%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$4.41M +$448K +1,516 +11%
SP
183
Sarasin & Partners
United Kingdom
$4.36M -$297K -1,005 -6%
MGP
184
Metis Global Partners
California
$4.35M +$292K +988 +7%
FFM
185
Fisher Funds Management
New Zealand
$4.33M +$4.51M +15,254 New
Swedbank
186
Swedbank
Sweden
$4.26M -$565K -1,911 -11%
CCM
187
Carronade Capital Management
Connecticut
$4.23M +$344K +1,166 +9%
MCM
188
Masterton Capital Management
New York
$4.2M +$4.34M +14,700 New
VA
189
Vident Advisory
Georgia
$4.14M +$792K +2,682 +23%
MMA
190
Miracle Mile Advisors
California
$4.04M +$13.6K +46 +0.3%
LIM
191
Loudon Investment Management
New Hampshire
$3.98M -$458K -1,550 -10%
CNB
192
Czech National Bank
Czech Republic
$3.98M +$253K +855 +7%
Two Sigma Advisers
193
Two Sigma Advisers
New York
$3.94M +$3.57M +12,100 +712%
MAM
194
Martingale Asset Management
Massachusetts
$3.88M +$417K +1,412 +12%
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$3.86M -$2.98M -10,096 -43%
DnB Asset Management
196
DnB Asset Management
Norway
$3.78M +$197K +667 +5%
AIM
197
Aurora Investment Managers
Florida
$3.77M +$212K +719 +6%
HighTower Advisors
198
HighTower Advisors
Illinois
$3.7M +$75K +254 +2%
DWM
199
Diversify Wealth Management
Utah
$3.68M +$1.75M +5,924 +78%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$3.6M -$9.75K -33 -0.3%

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.