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Essex Property Trust
ESS

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: 1 → 3 (+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: 523 → 546 (+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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$161M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Deutsche Bank
Deutsche Bank
Germany
+$133M
4
Norges Bank
Norges Bank
Norway
+$105M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$78.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$57M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.6M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$48.7M
5
Northern Trust
Northern Trust
Illinois
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$2.45M +$172K +780 +9%
FC
202
FORA Capital
Florida
$2.36M +$372K +1,685 +21%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$2.34M -$1.02M -4,641 -33%
BPCE
204
Bank Pictet & Cie (Europe)
Germany
$2.33M +$22.1K +100 +1%
BAM
205
Bosun Asset Management
Illinois
$2.32M -$79.4K -360 -4%
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$2.31M +$326K +1,476 +19%
X
207
Xponance
Pennsylvania
$2.3M +$20.1K +91 +1%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$2.23M -$349K -1,583 -15%
OCAM
209
Onex Canada Asset Management
Ontario, Canada
$2.22M -$574K -2,601 -23%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$2.19M -$87.6K -397 -4%
Fidelity International
211
Fidelity International
Bermuda
$2.18M – – –
CSIC
212
Clifford Swan Investment Counsel
California
$2.16M -$92K -417 -5%
Rafferty Asset Management
213
Rafferty Asset Management
New York
$2.14M +$319K +1,444 +20%
LA
214
LM Advisors
California
$2.13M +$1.9M +8,606 New
MOACM
215
Mutual of America Capital Management
New York
$2.13M -$86.5K -392 -4%
AIM
216
Aurora Investment Managers
Florida
$2.07M +$146K +663 +9%
IIM
217
Intact Investment Management
Quebec, Canada
$2.01M -$2.16M -9,800 -55%
M&T Bank
218
M&T Bank
New York
$2M -$70.8K -321 -4%
Schroder Investment Management Group
219
Schroder Investment Management Group
United Kingdom
$1.95M -$592K -2,685 -25%
First Trust Advisors
220
First Trust Advisors
Illinois
$1.93M -$4.14M -18,764 -71%
QP
221
Quilter Plc
United Kingdom
$1.92M -$187K -846 -10%
Two Sigma Investments
222
Two Sigma Investments
New York
$1.91M – – –
Public Sector Pension Investment Board (PSP Investments)
223
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.91M -$1.19M -5,393 -41%
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$1.83M +$343K +1,553 +27%
O
225
Ossiam
France
$1.81M -$4.76M -21,580 -75%
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9
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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.