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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
IC
301
IEQ Capital
California
$1.17M -$205K -603 -15%
PI
302
PineBridge Investments
New York
$1.15M +$37.1K +109 +3%
S
303
Seeyond
France
$1.15M
US Bancorp
304
US Bancorp
Minnesota
$1.14M +$102K +301 +10%
HGWM
305
Horst & Graben Wealth Management
Oregon
$1.13M +$6.81K +20 +0.6%
SFM
306
Signet Financial Management
New Jersey
$1.13M -$50.7K -149 -4%
Federated Hermes
307
Federated Hermes
Pennsylvania
$1.13M +$369K +1,084 +51%
KFC
308
Klingenstein Fields & Co
New York
$1.12M
WMG
309
WESCAP Management Group
California
$1.12M
VFA
310
Valeo Financial Advisors
Indiana
$1.12M +$2.72K +8 +0.3%
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$1.07M -$69.1K -203 -6%
CGH
312
Crossmark Global Holdings
Texas
$1.05M -$64.7K -190 -6%
E
313
Ergoteles
New York
$1.05M +$796K +2,338 +365%
CA
314
Cetera Advisors
Colorado
$1.05M -$183K -538 -15%
NMIMC
315
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M -$9.19K -27 -0.9%
SI
316
Stephens Inc
Arkansas
$1.03M -$308K -906 -24%
AAM
317
Azzad Asset Management
Virginia
$1.02M +$11.6K +34 +1%
MMA
318
Miracle Mile Advisors
California
$952K +$68.1K +200 +8%
AII
319
AGF Investments Inc
Ontario, Canada
$936K +$76.6K +225 +9%
QT
320
Quantamental Technologies
New York
$933K +$902K +2,650 New
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$930K +$898K +2,638 New
JIC
322
Johnson Investment Counsel
Ohio
$923K -$52.1K -153 -6%
QCM
323
Quantinno Capital Management
New York
$898K +$868K +2,550 New
PA
324
Profund Advisors
Maryland
$894K -$1.46M -4,295 -63%
CA
325
Claro Advisors
Massachusetts
$883K +$5.45K +16 +0.6%

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.