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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
FCBT
201
First Citizens Bank & Trust
North Carolina
$3.59M -$3.18M -10,776 -46%
KWA
202
Kingswood Wealth Advisors
California
$3.56M +$95.7K +324 +3%
AB
203
Amalgamated Bank
New York
$3.54M -$54.4K -184 -1%
SCM
204
Sterling Capital Management
North Carolina
$3.53M +$244K +826 +7%
BCIM
205
British Columbia Investment Management
British Columbia, Canada
$3.51M +$467K +1,582 +15%
Fisher Asset Management
206
Fisher Asset Management
Washington
$3.51M +$9.75K +33 +0.3%
MA
207
Montag & Associates
Georgia
$3.46M +$311K +1,053 +9%
Mariner
208
Mariner
Kansas
$3.42M -$121K -410 -3%
FAF
209
Fjarde Ap-fonden
Sweden
$3.35M -$2.19M -7,400 -39%
Verition Fund Management
210
Verition Fund Management
Connecticut
$3.32M +$2.46M +8,312 +251%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$3.3M +$1.87M +6,342 +122%
FAF
212
Första AP-fonden
Sweden
$3.28M
WorldQuant Millennium Advisors
213
WorldQuant Millennium Advisors
New York
$3.25M +$179K +605 +6%
WBC
214
Westpac Banking Corp
Australia
$3.22M -$404K -1,369 -11%
Two Sigma Investments
215
Two Sigma Investments
New York
$3.21M -$6.18M -20,915 -65%
YIH
216
Y-Intercept (HK)
Hong Kong
$3.21M +$1.76M +5,965 +113%
PDN
217
Pensionfund DSM Netherlands
Netherlands
$3.2M -$886K -3,000 -21%
PI
218
PGGM Investments
Netherlands
$3.16M
Truist Financial
219
Truist Financial
North Carolina
$3.1M -$23.6K -80 -0.7%
Bessemer Group
220
Bessemer Group
New Jersey
$3.09M -$2.95K -10 -0.1%
AIMCA
221
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.09M +$3.19M +10,810 New
JF
222
Jump Financial
Illinois
$2.87M -$7.5M -25,391 -72%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$2.8M +$126K +428 +5%
ET
224
Entropy Technologies
New York
$2.76M +$2.14M +7,244 +297%
Nomura Holdings
225
Nomura Holdings
Japan
$2.73M +$2.83M +9,576 New

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.