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Essex Property Trust

512 hedge funds and large institutions have $18.6B invested in Essex Property Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.72B)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 184

0.16% less ownership

Funds ownership: 95.66%95.5% (-0.16%)

1% less funds holding

Funds holding: 517512 (-5)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

24% less call options, than puts

Call options by funds: $24M | Put options by funds: $31.7M

Holders
512
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
50
Increased
186
Reduced
184
Closed
53
Calls
$24M
Puts
$31.7M
Net Calls
-$7.68M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
251
Moody National Bank Trust Division
Texas
$1.34M
NMERB
252
New Mexico Educational Retirement Board
New Mexico
$1.29M +$59K +200 +5%
SI
253
Stephens Inc
Arkansas
$1.24M -$18.9K -64 -2%
LSERS
254
Louisiana State Employees Retirement System
Louisiana
$1.23M +$29.5K +100 +3%
TIA
255
Tiemann Investment Advisors
California
$1.22M
QI
256
QS Investors
New York
$1.22M -$119K -403 -9%
O
257
Ossiam
France
$1.21M -$2.6M -8,825 -71%
P
258
Pitcairn
Pennsylvania
$1.21M +$16.8K +57 +1%
OCM
259
Osterweis Capital Management
California
$1.2M
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$1.2M -$7.37K -25 -0.6%
BCP
261
Blackhawk Capital Partners
Wisconsin
$1.19M -$3.24K -11 -0.2%
PCM
262
Penserra Capital Management
California
$1.19M +$265K +900 +29%
DA
263
Duality Advisers
Florida
$1.18M +$1.16M +3,935 New
KIA
264
KCM Investment Advisors
California
$1.18M -$114K -386 -9%
HF
265
HRT Financial
New York
$1.16M -$2.09M -7,081 -65%
KRS
266
Kentucky Retirement Systems
Kentucky
$1.14M -$76.1K -258 -6%
FFS
267
Founders Financial Securities
Maryland
$1.12M +$49.5K +168 +5%
Federated Hermes
268
Federated Hermes
Pennsylvania
$1.11M -$9.11M -30,897 -89%
JAM
269
Jupiter Asset Management
United Kingdom
$1.09M +$1.07M +3,629 New
X
270
Xponance
Pennsylvania
$1.09M +$244K +826 +30%
VCA
271
Verdence Capital Advisors
Maryland
$1.09M +$72.8K +247 +7%
MIA
272
MainStreet Investment Advisors
Illinois
$1.07M +$26K +88 +3%
UCFA
273
United Capital Financial Advisors
Texas
$1.04M +$104K +352 +11%
SCI
274
Stableford Capital II
Arizona
$1.04M +$26K +88 +3%
Nordea Investment Management
275
Nordea Investment Management
Sweden
$1.03M +$95.9K +325 +10%

ESS Hedge Fund Activity: Q2 2021 in Review

512 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ESS and 50 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 186 added.

The largest buyer was Resolution Capital, adding an estimated $145M. The largest seller was PGGM Investments, cutting an estimated $207M.

  • 512 institutional investors held Essex Property Trust (ESS) as of Q2 2021, down from 517 in Q1 2021.
  • Funds reported $18.6B of Essex Property Trust stock for Q2 2021, up 10% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q2 2021 and 53 closed out, a net change of -3 holders.
  • The largest Essex Property Trust buyer in Q2 2021 was Resolution Capital, an estimated $145M added.
  • The largest Essex Property Trust seller in Q2 2021 was PGGM Investments, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.