Essex Property Trust
580 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.
230% more call options, than puts
Call options by funds: $26.3M | Put options by funds: $7.97M
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
91% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 45
9% more capital invested
Capital invested by funds: $15.4B → $16.8B (+$1.37B)
7% more funds holding
Funds holding: 544 → 580 (+36)
7% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 211
1.99% less ownership
Funds ownership: 97.95% → 95.96% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$93M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$72.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$48.8M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$193M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$154M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$90.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$57M |
ESS Hedge Fund Activity: Q2 2024 in Review
580 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2024, worth a combined $16.8B — up 8.9% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new ESS positions and 45 closed out — a net gain of 41 holders — while 196 added to existing stakes and 211 trimmed.
The largest buyer was Duff & Phelps Investment Management, opening a new position worth an estimated $93M. The largest seller was Principal Financial Group, cutting an estimated $193M.
- 580 institutional investors held Essex Property Trust (ESS) as of Q2 2024, up from 544 in Q1 2024.
- Funds reported $16.8B of Essex Property Trust stock for Q2 2024, up 8.9% quarter-over-quarter.
- 86 funds opened new Essex Property Trust positions in Q2 2024 and 45 closed out, a net change of +41 holders.
- The largest Essex Property Trust buyer in Q2 2024 was Duff & Phelps Investment Management, an estimated $93M added.
- The largest Essex Property Trust seller in Q2 2024 was Principal Financial Group, an estimated $193M sold.
Based on aggregated 13F filings for Q2 2024.