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Essex Property Trust
ESS

522 hedge funds and large institutions have $20B invested in Essex Property Trust in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

38% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $22M

13% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 175

7% more capital invested

Capital invested by funds: $18.6B → $20B (+$1.35B)

2% more funds holding

Funds holding: 512 → 522 (+10)

0.51% more ownership

Funds ownership: 95.5% → 96.01% (+0.51%)

Holders
522
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
55
Increased
198
Reduced
175
Closed
39
Calls
$30.4M
Puts
$22M
Net Calls
+$8.41M
Net Calls Change
+$16.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$146M
2
RC
Resolution Capital
Australia
+$138M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.5M
4
Millennium Management
Millennium Management
New York
+$40.6M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$34.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$72.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$70.9M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$48.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$43M
5
Amundi
Amundi
France
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$959K – – –
AIM
302
Achmea Investment Management
Netherlands
$951K +$962K +2,975 New
NMIMC
303
Northwestern Mutual Investment Management Company
Wisconsin
$945K +$971 +3 +0.1%
US Bancorp
304
US Bancorp
Minnesota
$941K +$12.9K +40 +1%
LCM
305
Landscape Capital Management
New Jersey
$921K +$931K +2,879 New
AAM
306
Azzad Asset Management
Virginia
$913K +$81.2K +251 +10%
AIP
307
Ameritas Investment Partners
Nebraska
$902K -$97.1K -300 -10%
P
308
Pitcairn
Pennsylvania
$888K -$407K -1,258 -31%
JIC
309
Johnson Investment Counsel
Ohio
$888K -$55.3K -171 -6%
EP
310
Eudaimonia Partners
Tennessee
$878K +$8.41K +26 +1%
FF
311
FourThought Financial
Florida
$859K -$62.1K -192 -7%
PAM
312
Panagora Asset Management
Massachusetts
$857K – – –
MMA
313
Miracle Mile Advisors
California
$800K +$810K +2,503 New
CA
314
Claro Advisors
Massachusetts
$796K +$5.18K +16 +0.6%
Fisher Asset Management
315
Fisher Asset Management
Washington
$789K -$21.4K -66 -3%
EW
316
Evoke Wealth
California
$788K – – –
AII
317
AGF Investments Inc
Ontario, Canada
$777K +$60.8K +188 +8%
UFF
318
USA Financial Formulas
Michigan
$776K +$785K +2,425 +121,250%
PFC
319
Phocas Financial Corp
California
$766K +$7.12K +22 +0.9%
RCM
320
RB Capital Management
Nevada
$743K +$6.79K +21 +0.9%
EI
321
Ethic Inc
New York
$725K +$132K +408 +22%
JWCA
322
J.W. Cole Advisors
Florida
$710K – – –
WAM
323
World Asset Management
Michigan
$681K -$48.9K -151 -7%
Federated Hermes
324
Federated Hermes
Pennsylvania
$674K -$514K -1,588 -43%
Verition Fund Management
325
Verition Fund Management
Connecticut
$670K +$234K +723 +53%
11 12
13
14 15

ESS Hedge Fund Activity: Q3 2021 in Review

522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2021, worth a combined $20B — up 7.2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ESS positions and 39 closed out — a net gain of 16 holders — while 198 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 522 institutional investors held Essex Property Trust (ESS) as of Q3 2021, up from 512 in Q2 2021.
  • Funds reported $20B of Essex Property Trust stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 55 funds opened new Essex Property Trust positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest Essex Property Trust buyer in Q3 2021 was Cohen & Steers, an estimated $146M added.
  • The largest Essex Property Trust seller in Q3 2021 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2021.