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Essex Property Trust

512 hedge funds and large institutions have $18.6B invested in Essex Property Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.72B)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 184

0.16% less ownership

Funds ownership: 95.66%95.5% (-0.16%)

1% less funds holding

Funds holding: 517512 (-5)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

24% less call options, than puts

Call options by funds: $24M | Put options by funds: $31.7M

Holders
512
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
50
Increased
186
Reduced
184
Closed
53
Calls
$24M
Puts
$31.7M
Net Calls
-$7.68M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
326
Eagle Global Advisors
Texas
$559K +$254K +860 +86%
EI
327
Ethic Inc
New York
$558K +$206K +700 +60%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$552K +$10K +34 +2%
GP
329
Girard Partners
Pennsylvania
$550K +$14.7K +50 +3%
IRF
330
IBM Retirement Fund
New York
$547K -$112K -380 -17%
VF
331
Virtu Financial
New York
$524K -$2.15M -7,290 -81%
KFA
332
Krane Funds Advisors
New York
$522K +$513K +1,740 New
MC
333
Moors & Cabot
Massachusetts
$510K -$44.2K -150 -8%
KRSITF
334
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K -$45.1K -153 -8%
VPIM
335
Vanguard Personalized Indexing Management
California
$508K +$246K +835 +97%
MWNA
336
Marshall Wace North America
New York
$507K +$269K +913 +118%
OWA
337
One Wealth Advisors
California
$496K +$13.6K +46 +3%
AssetMark Inc
338
AssetMark Inc
California
$495K +$23K +78 +5%
WCM
339
Windham Capital Management
Massachusetts
$490K
II
340
Inspire Investing
Idaho
$489K +$15.9K +54 +3%
VHAM
341
Van Hulzen Asset Management
California
$477K
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$470K +$35.7K +121 +8%
MYAM
343
Meiji Yasuda Asset Management
Japan
$468K -$29.5K -100 -6%
Tudor Investment Corp
344
Tudor Investment Corp
Connecticut
$464K -$3.04M -10,292 -87%
SW
345
SVB Wealth
Massachusetts
$445K +$19.2K +65 +5%
MCCP
346
Mission Creek Capital Partners
California
$440K
MA
347
MUFG Americas
New York
$433K -$20.1K -68 -5%
AS
348
Altshuler Shaham
Israel
$431K +$19.8K +67 +5%
CAM
349
CenterStar Asset Management
Illinois
$421K
BCV
350
Banque Cantonale Vaudoise
Switzerland
$418K

ESS Hedge Fund Activity: Q2 2021 in Review

512 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ESS and 50 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 186 added.

The largest buyer was Resolution Capital, adding an estimated $145M. The largest seller was PGGM Investments, cutting an estimated $207M.

  • 512 institutional investors held Essex Property Trust (ESS) as of Q2 2021, down from 517 in Q1 2021.
  • Funds reported $18.6B of Essex Property Trust stock for Q2 2021, up 10% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q2 2021 and 53 closed out, a net change of -3 holders.
  • The largest Essex Property Trust buyer in Q2 2021 was Resolution Capital, an estimated $145M added.
  • The largest Essex Property Trust seller in Q2 2021 was PGGM Investments, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.