We are live on ! Find out more
ESS icon

Essex Property Trust

528 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 217 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $15.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $12.9B → $14.5B (+$1.53B)

0.34% more ownership

Funds ownership: 95.88%96.22% (+0.34%)

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

0% less funds holding

Funds holding: 529528 (-1)

19% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 217

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.29%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
176
Reduced
217
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
276
Osterweis Capital Management
California
$950K
Wellington Management Group
277
Wellington Management Group
Massachusetts
$946K +$260K +1,189 +42%
TIA
278
Tiemann Investment Advisors
California
$942K -$5.46K -25 -0.6%
LSERS
279
Louisiana State Employees Retirement System
Louisiana
$937K -$43.7K -200 -5%
N
280
Natixis
France
$921K -$881K -4,029 -51%
TRCT
281
Tower Research Capital (TRC)
New York
$912K +$311K +1,423 +58%
Wolverine Trading
282
Wolverine Trading
Illinois
$909K -$117K -534 -12%
IWC
283
Integrated Wealth Concepts
Massachusetts
$898K -$16K -73 -2%
OAM
284
Ostrum Asset Management
France
$887K +$656 +3 +0.1%
DZ Bank
285
DZ Bank
Germany
$877K
CB
286
Commerce Bank
Missouri
$871K -$55.3K -253 -6%
PP
287
Prudential plc
United Kingdom
$863K -$2.19K -10 -0.3%
Swedbank
288
Swedbank
Sweden
$840K
JFG
289
Jefferies Financial Group
New York
$839K +$388K +1,774 +98%
AC
290
Allstate Corporation
Illinois
$804K +$750K +3,430 New
Axa
291
Axa
France
$797K +$231K +1,056 +45%
NW
292
Naviter Wealth
Arkansas
$776K +$94.2K +431 +15%
MIA
293
MainStreet Investment Advisors
Illinois
$767K -$16.4K -75 -2%
PCM
294
Penserra Capital Management
California
$762K +$112K +514 +19%
HGWM
295
Horst & Graben Wealth Management
Oregon
$754K
UCFA
296
United Capital Financial Advisors
Texas
$737K -$48.3K -221 -7%
BFA
297
BBJS Financial Advisors
Washington
$733K +$39.1K +179 +6%
MCAI
298
Members Capital Advisors Inc
Wisconsin
$731K -$403K -1,845 -37%
NMERB
299
New Mexico Educational Retirement Board
New Mexico
$726K +$21.9K +100 +3%
IGAM
300
iA Global Asset Management
Quebec, Canada
$726K +$677K +3,099 New

ESS Hedge Fund Activity: Q2 2023 in Review

528 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2023, worth a combined $14.5B — up 12% from $12.9B a quarter earlier.

Fund positioning in ESS was balanced in Q2 2023: 52 funds opened new positions, 52 closed out, 176 added to existing stakes and 217 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $252M. The largest seller was Vanguard Group, cutting an estimated $66.4M.

  • 528 institutional investors held Essex Property Trust (ESS) as of Q2 2023, down from 529 in Q1 2023.
  • Funds reported $14.5B of Essex Property Trust stock for Q2 2023, up 12% quarter-over-quarter.
  • 52 funds opened new Essex Property Trust positions in Q2 2023 and 52 closed out, a net change of 0 holders.
  • The largest Essex Property Trust buyer in Q2 2023 was Cohen & Steers, an estimated $252M added.
  • The largest Essex Property Trust seller in Q2 2023 was Vanguard Group, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2023.