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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
Commonwealth Equity Services
326
Commonwealth Equity Services
Massachusetts
$659K -$55K -170 -8%
FA
327
FDx Advisors
Illinois
$658K -$20.4K -63 -3%
CI
328
Cigna Investments
Connecticut
$657K -$32.4K -100 -5%
PA
329
Parallel Advisors
California
$625K +$2.27K +7 +0.4%
WTB
330
Washington Trust Bank
Washington
$620K +$627K +1,939 New
LMAM
331
Legg Mason Asset Management
Japan
$607K – – –
OTPPB
332
Ontario Teachers' Pension Plan Board
Ontario, Canada
$606K +$613K +1,896 New
TC
333
TownSquare Capital
Utah
$603K – – –
EGA
334
Eagle Global Advisors
Texas
$595K – – –
NC
335
NewSquare Capital
Pennsylvania
$587K +$594K +1,837 New
IRF
336
IBM Retirement Fund
New York
$586K +$3.23K +10 +0.5%
Cambridge Investment Research Advisors
337
Cambridge Investment Research Advisors
Iowa
$577K -$11.6K -36 -2%
AssetMark Inc
338
AssetMark Inc
California
$573K +$45.9K +142 +9%
VPIM
339
Vanguard Personalized Indexing Management
California
$571K +$30.1K +93 +5%
BAM
340
Blueshift Asset Management
New Jersey
$553K +$560K +1,730 New
SW
341
SVB Wealth
Massachusetts
$548K +$75.1K +232 +16%
LS
342
Livforsakringsbolaget Skandia
Sweden
$543K -$129K -400 -19%
KRSITF
343
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$533K -$8.41K -26 -2%
WCM
344
Windham Capital Management
Massachusetts
$522K – – –
BBVA
345
Banco Bilbao Vizcaya Argentaria
Spain
$510K +$9.38K +29 +2%
RWM
346
Ritholtz Wealth Management
New York
$508K -$116K -360 -18%
VHAM
347
Van Hulzen Asset Management
California
$508K +$324 +1 +0.1%
MYAM
348
Meiji Yasuda Asset Management
Japan
$508K +$9.71K +30 +2%
ACM
349
AlphaCrest Capital Management
New York
$507K -$520K -1,606 -50%
CM
350
Capula Management
Cayman Islands
$502K +$508K +1,570 New
12 13
14
15 16

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.