Essex Property Trust
607 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.
239% more call options, than puts
Call options by funds: $32.1M | Put options by funds: $9.45M
66% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 47
6% more capital invested
Capital invested by funds: $16.8B → $17.8B (+$1.07B)
5% more funds holding
Funds holding: 580 → 607 (+27)
3% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 211
1.94% less ownership
Funds ownership: 95.96% → 94.02% (-1.9%)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$184M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$128M |
| 3 |
BlackRock
New York
|
+$102M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$84.6M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$78.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$319M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$317M |
| 3 |
JP Morgan Chase
New York
|
-$122M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$92.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$89.8M |
ESS Hedge Fund Activity: Q3 2024 in Review
607 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2024, worth a combined $17.8B — up 6.4% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new ESS positions and 47 closed out — a net gain of 31 holders — while 217 added to existing stakes and 211 trimmed.
The largest buyer was UBS AM, adding an estimated $184M. The largest seller was Cohen & Steers, cutting an estimated $319M.
- 607 institutional investors held Essex Property Trust (ESS) as of Q3 2024, up from 580 in Q2 2024.
- Funds reported $17.8B of Essex Property Trust stock for Q3 2024, up 6.4% quarter-over-quarter.
- 78 funds opened new Essex Property Trust positions in Q3 2024 and 47 closed out, a net change of +31 holders.
- The largest Essex Property Trust buyer in Q3 2024 was UBS AM, an estimated $184M added.
- The largest Essex Property Trust seller in Q3 2024 was Cohen & Steers, an estimated $319M sold.
Based on aggregated 13F filings for Q3 2024.