We are live on ! Find out more
ESS icon

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
GA
276
GRS Advisors
Illinois
$1.46M -$11.1M -32,660 -89%
X
277
Xponance
Pennsylvania
$1.45M +$273K +802 +24%
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$1.44M +$34K +100 +3%
OCM
279
Osterweis Capital Management
California
$1.43M
TIA
280
Tiemann Investment Advisors
California
$1.43M
KRS
281
Kentucky Retirement Systems
Kentucky
$1.42M +$106K +311 +8%
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$1.41M -$102K -300 -7%
FWIA
283
Fort Washington Investment Advisors
Ohio
$1.41M
KIA
284
KCM Investment Advisors
California
$1.39M +$31.3K +92 +2%
MAM
285
Meeder Asset Management
Ohio
$1.37M +$1.27M +3,732 +2,248%
UFF
286
USA Financial Formulas
Michigan
$1.37M +$499K +1,465 +60%
Point72 Asset Management
287
Point72 Asset Management
Connecticut
$1.34M +$1.29M +3,800 New
Nordea Investment Management
288
Nordea Investment Management
Sweden
$1.31M +$97.3K +286 +8%
PCM
289
Penserra Capital Management
California
$1.29M -$7.49K -22 -0.6%
MF
290
Magnetar Financial
Illinois
$1.28M +$1.23M +3,628 New
TAF
291
Tredje AP-fonden
Sweden
$1.28M +$1.23M +3,624 New
Creative Planning
292
Creative Planning
Kansas
$1.25M +$30K +88 +3%
WT
293
Whittier Trust
California
$1.24M -$1.02K -3 -0.1%
EOJOAM
294
E. Ohman J:or Asset Management
Sweden
$1.23M +$170K +500 +17%
FF
295
FourThought Financial
Florida
$1.23M +$274K +805 +30%
Rafferty Asset Management
296
Rafferty Asset Management
New York
$1.23M -$241K -709 -17%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$1.2M -$248K -728 -18%
SCI
298
Stableford Capital II
Arizona
$1.2M +$79.3K +233 +7%
ANI
299
American National Insurance
Texas
$1.19M
MIA
300
MainStreet Investment Advisors
Illinois
$1.18M -$69.1K -203 -6%

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.