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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.96B +$18.2M +61,645 +0.6%
BlackRock
2
BlackRock
New York
$2B +$48.6M +164,659 +2%
State Street
3
State Street
Massachusetts
$1.49B +$12.3M +41,593 +0.8%
Cohen & Steers
4
Cohen & Steers
New York
$1.09B -$35.6M -120,574 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$501M +$9.48M +32,102 +2%
Norges Bank
6
Norges Bank
Norway
$471M +$2.25M +7,600 +0.5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$471M -$21M -71,141 -4%
Principal Financial Group
8
Principal Financial Group
Iowa
$427M +$20.9M +70,785 +5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$360M -$20.7M -69,989 -5%
Northern Trust
10
Northern Trust
Illinois
$322M +$120M +404,892 +56%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$273M +$5.55M +18,778 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$261M -$16.2M -54,868 -6%
Ameriprise
13
Ameriprise
Minnesota
$227M +$7.37M +24,936 +3%
UBS AM
14
UBS AM
Illinois
$222M +$17.4M +58,918 +8%
Charles Schwab
15
Charles Schwab
California
$221M +$5.53M +18,704 +2%
Invesco
16
Invesco
Georgia
$209M +$36.5M +123,698 +20%
Morgan Stanley
17
Morgan Stanley
New York
$193M +$6.92M +23,422 +4%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$191M -$4.37M -14,792 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$183M +$59.2M +200,274 +45%
ProShare Advisors
20
ProShare Advisors
Maryland
$181M +$1.14M +3,862 +0.6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$175M -$73.9M -250,041 -29%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$175M -$9.11M -30,852 -5%
Boston Partners
23
Boston Partners
Massachusetts
$173M +$10.8M +36,451 +6%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$163M +$65.8M +222,713 +64%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$155M +$28.8M +97,350 +22%

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.