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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
EW
326
Evoke Wealth
California
$868K +$340 +1 +0%
PFC
327
Phocas Financial Corp
California
$868K +$23.8K +70 +3%
Verition Fund Management
328
Verition Fund Management
Connecticut
$863K +$120K +354 +17%
EI
329
Ethic Inc
New York
$843K +$42.5K +125 +6%
RCM
330
RB Capital Management
Nevada
$838K +$19.1K +56 +2%
VCA
331
Verdence Capital Advisors
Maryland
$813K -$522K -1,533 -40%
VPIM
332
Vanguard Personalized Indexing Management
California
$789K +$155K +455 +25%
JWCA
333
J.W. Cole Advisors
Florida
$782K
QT
334
Quantbot Technologies
New York
$778K +$752K +2,209 New
AF
335
Allworth Financial
California
$776K +$564K +1,658 +305%
RJFSA
336
Raymond James Financial Services Advisors
Florida
$752K -$1.13M -3,325 -61%
Commonwealth Equity Services
337
Commonwealth Equity Services
Massachusetts
$751K +$23.8K +70 +3%
PHK
338
Point72 Hong Kong
Hong Kong
$748K -$1.57M -4,614 -68%
AssetMark Inc
339
AssetMark Inc
California
$727K +$92.6K +272 +15%
PP
340
Paloma Partners
Connecticut
$726K +$701K +2,060 New
PA
341
Parallel Advisors
California
$717K +$26.9K +79 +4%
P
342
Pitcairn
Pennsylvania
$697K -$272K -798 -29%
BBVA
343
Banco Bilbao Vizcaya Argentaria
Spain
$695K +$128K +377 +24%
EGM
344
Engineers Gate Manager
New York
$691K +$668K +1,962 New
CANY
345
Caxton Associates (New York)
New York
$684K +$661K +1,941 New
WTB
346
Washington Trust Bank
Washington
$683K
LMAM
347
Legg Mason Asset Management
Japan
$668K
EGA
348
Eagle Global Advisors
Texas
$656K
GAM
349
Gotham Asset Management
New York
$655K +$379K +1,114 +150%
TC
350
TownSquare Capital
Utah
$647K -$16K -47 -2%

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.