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Essex Property Trust

559 hedge funds and large institutions have $21.8B invested in Essex Property Trust in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 207 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $17.8M

86% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 49

20% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 172

9% more capital invested

Capital invested by funds: $20B → $21.8B (+$1.85B)

7% more funds holding

Funds holding: 522559 (+37)

0.07% more ownership

Funds ownership: 96.01%96.08% (+0.07%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
559
Holders Change
+37
Holders Change %
+7.09%
% of All Funds
8.6%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
91
Increased
207
Reduced
172
Closed
49
Calls
$33.8M
Puts
$17.8M
Net Calls
+$16M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$2.75M -$340 -1 -0%
LMIM
227
Lockheed Martin Investment Management
Maryland
$2.65M +$2.56M +7,531 New
HighTower Advisors
228
HighTower Advisors
Illinois
$2.64M -$697K -2,049 -21%
Osaic Holdings
229
Osaic Holdings
Arizona
$2.54M -$574K -1,686 -19%
Squarepoint
230
Squarepoint
New York
$2.53M -$3.16M -9,275 -56%
SOAMC
231
Spirit of America Management Corp
New York
$2.53M +$34K +100 +1%
NB
232
Norinchukin Bank
Japan
$2.51M +$26.5K +78 +1%
AQR Capital Management
233
AQR Capital Management
Connecticut
$2.46M -$168K -493 -7%
OAM
234
Oppenheimer Asset Management
New York
$2.46M +$5.11K +15 +0.2%
PS
235
Pensionfund Sabic
Netherlands
$2.4M
M&T Bank
236
M&T Bank
New York
$2.34M +$426K +1,252 +23%
HIMCH
237
Hartford Investment Management Co (HIMCO)
Connecticut
$2.33M +$179K +526 +9%
ACM
238
AlphaCrest Capital Management
New York
$2.29M +$1.67M +4,901 +309%
BA
239
Bennicas & Associates
California
$2.25M -$20.4K -60 -0.9%
EVM
240
Eaton Vance Management
Massachusetts
$2.22M +$57.5K +169 +3%
RIM
241
Redpoint Investment Management
Australia
$2.21M +$57.9K +170 +3%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$2.18M +$102K +300 +5%
CAM
243
Cresset Asset Management
Illinois
$2.17M +$711K +2,090 +52%
VEA
244
Virtus ETF Advisers
New York
$2.1M +$270K +792 +15%
AIM
245
Achmea Investment Management
Netherlands
$2.05M +$971K +2,854 +96%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$2M -$41.2K -121 -2%
OTPPB
247
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.94M +$1.23M +3,621 +191%
AFM
248
Anson Funds Management
Texas
$1.92M -$1.65M -4,850 -47%
HI
249
Horizon Investments
North Carolina
$1.9M +$333K +979 +22%
APG Asset Management
250
APG Asset Management
Netherlands
$1.86M +$340K +1,000 +20%

ESS Hedge Fund Activity: Q4 2021 in Review

559 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q4 2021, worth a combined $21.8B — up 9.3% from $20B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ESS positions and 49 closed out — a net gain of 42 holders — while 207 added to existing stakes and 172 trimmed.

The largest buyer was BlackRock, adding an estimated $82.4M. The largest seller was JP Morgan Chase, cutting an estimated $106M.

  • 559 institutional investors held Essex Property Trust (ESS) as of Q4 2021, up from 522 in Q3 2021.
  • Funds reported $21.8B of Essex Property Trust stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 91 funds opened new Essex Property Trust positions in Q4 2021 and 49 closed out, a net change of +42 holders.
  • The largest Essex Property Trust buyer in Q4 2021 was BlackRock, an estimated $82.4M added.
  • The largest Essex Property Trust seller in Q4 2021 was JP Morgan Chase, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.