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Essex Property Trust
ESS

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66% → 97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 546 → 543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$464M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$110M
3
HRES
Heitman Real Estate Securities
Illinois
+$60.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$44.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$35M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
2
Morgan Stanley
Morgan Stanley
New York
-$191M
3
State Street
State Street
Massachusetts
-$79.5M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$69.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAF
201
Tredje AP-fonden
Sweden
$2.53M -$863K -3,624 -26%
BNP Paribas Asset Management
202
BNP Paribas Asset Management
France
$2.52M +$313K +1,316 +15%
X
203
Xponance
Pennsylvania
$2.47M +$195K +818 +9%
Schroder Investment Management Group
204
Schroder Investment Management Group
United Kingdom
$2.41M +$469K +1,969 +25%
AC
205
Allstate Corporation
Illinois
$2.31M +$623K +2,619 +38%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$2.25M -$64.3K -270 -3%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$2.23M +$64.3K +270 +3%
GF
208
Gries Financial
Ohio
$2.13M +$2.07M +8,707 New
QP
209
Quilter Plc
United Kingdom
$2.12M +$216K +909 +12%
Fidelity International
210
Fidelity International
Bermuda
$2.07M -$83.3K -350 -4%
LA
211
LM Advisors
California
$2.07M -$39K -164 -2%
MOACM
212
Mutual of America Capital Management
New York
$2.06M -$40.9K -172 -2%
Osaic Holdings
213
Osaic Holdings
Arizona
$2.05M -$354K -1,488 -15%
HV
214
HST Ventures
Utah
$2.05M +$1.99M +8,355 New
CSIC
215
Clifford Swan Investment Counsel
California
$2.02M -$107K -450 -5%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$2.02M -$252K -1,058 -11%
M&T Bank
217
M&T Bank
New York
$1.93M -$44K -185 -2%
CAM
218
Cozad Asset Management
Illinois
$1.92M +$382K +1,605 +26%
Rafferty Asset Management
219
Rafferty Asset Management
New York
$1.88M -$222K -932 -11%
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$1.88M +$65.5K +275 +4%
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.87M -$15.9K -67 -0.9%
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$1.85M +$70.7K +297 +4%
LIP
223
Lighthouse Investment Partners
Florida
$1.84M +$714K +3,000 +67%
PS
224
Pensionfund Sabic
Netherlands
$1.65M +$309K +1,300 +24%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$1.64M -$121K -508 -7%
7 8
9
10 11

ESS Hedge Fund Activity: Q1 2024 in Review

543 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q1 2024, worth a combined $15.4B — down 0.99% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ESS positions and 57 closed out — a net gain of 2 holders — while 206 added to existing stakes and 179 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $464M. The largest seller was Fidelity Investments, cutting an estimated $201M.

  • 543 institutional investors held Essex Property Trust (ESS) as of Q1 2024, down from 546 in Q4 2023.
  • Funds reported $15.4B of Essex Property Trust stock for Q1 2024, down 0.99% quarter-over-quarter.
  • 59 funds opened new Essex Property Trust positions in Q1 2024 and 57 closed out, a net change of +2 holders.
  • The largest Essex Property Trust buyer in Q1 2024 was Cohen & Steers, an estimated $464M added.
  • The largest Essex Property Trust seller in Q1 2024 was Fidelity Investments, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2024.