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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
RJFSA
301
Raymond James Financial Services Advisors
Florida
$715K +$37.4K +171 +6%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$713K +$82K +375 +14%
RCM
303
RB Capital Management
Nevada
$703K -$874 -4 -0.1%
KIA
304
KCM Investment Advisors
California
$696K -$21.9K -100 -3%
Wealthfront Advisers
305
Wealthfront Advisers
California
$691K +$368K +1,685 +133%
VFA
306
Valeo Financial Advisors
Indiana
$690K
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$683K -$33.9K -155 -5%
API
308
Advisor Partners II
California
$666K +$72.1K +330 +13%
SPC
309
Sigma Planning Corp
Michigan
$658K +$1.97K +9 +0.3%
IAA
310
Independent Advisor Alliance
North Carolina
$654K -$28K -128 -4%
GIA
311
Gateway Investment Advisers
Ohio
$617K -$7.21K -33 -1%
PAM
312
Panagora Asset Management
Massachusetts
$616K -$259K -1,187 -31%
CA
313
Claro Advisors
Massachusetts
$616K +$6.12K +28 +1%
CA
314
Cetera Advisors
Colorado
$595K -$1.31K -6 -0.2%
WMG
315
WESCAP Management Group
California
$592K -$68.2K -312 -11%
TI
316
Tidal Investments
Wisconsin
$590K -$6.12K -28 -1%
IAN
317
Integrated Advisors Network
Texas
$587K +$548K +2,506 New
DGAM
318
Desjardins Global Asset Management
Quebec, Canada
$584K +$107K +490 +24%
Squarepoint
319
Squarepoint
New York
$576K -$2.5M -11,420 -82%
IC
320
IEQ Capital
California
$576K -$117K -536 -18%
CGH
321
Crossmark Global Holdings
Texas
$557K -$73.4K -336 -13%
Los Angeles Capital Management
322
Los Angeles Capital Management
California
$556K -$705K -3,223 -58%
PCOC
323
Power Corp of Canada
Canada
$543K +$342K +1,566 +209%
APG Asset Management
324
APG Asset Management
Netherlands
$540K -$21.9K -100 -4%
KRSITF
325
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$540K +$1.09K +5 +0.2%

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.