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Essex Property Trust
ESS

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: 6 → 7 (+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: 517 → 512 (-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

Top Buyers

1
RC
Resolution Capital
Australia
+$145M
2
Citadel Advisors
Citadel Advisors
Florida
+$61.3M
3
Prudential Financial
Prudential Financial
New Jersey
+$49.8M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$49.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34.6M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$207M
2
CIM
Centersquare Investment Management
Pennsylvania
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$46.7M
4
BlackRock
BlackRock
New York
-$42M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
351
Simplex Trading
Illinois
$416K +$410K +1,389 New
ACI
352
Alpha Cubed Investments
California
$413K +$295 +1 +0.1%
Verition Fund Management
353
Verition Fund Management
Connecticut
$412K +$405K +1,374 New
PPW
354
Parcion Private Wealth
Washington
$409K – – –
EP
355
Edgestream Partners
New Jersey
$398K +$391K +1,327 New
GIA
356
Gateway Investment Advisers
Ohio
$379K – – –
TCOV
357
Trust Company of Vermont
Vermont
$374K – – –
BCI
358
Brinker Capital Investments
Pennsylvania
$361K -$4.42K -15 -1%
ACM
359
Azimuth Capital Management
Michigan
$360K – – –
GSEP
360
Golden State Equity Partners
California
$360K +$64.9K +220 +22%
F
361
F3Logic
Minnesota
$352K +$39.5K +134 +13%
WG
362
Winton Group
United Kingdom
$338K +$10K +34 +3%
TAM
363
Tocqueville Asset Management
New York
$331K -$3.24K -11 -1%
AWM
364
Altium Wealth Management
New York
$330K +$88.8K +301 +38%
SC
365
Savant Capital
Illinois
$325K +$13.9K +47 +5%
ANRIA
366
American National Registered Investment Advisor
Texas
$321K – – –
CP
367
Castleview Partners
Texas
$307K +$302K +1,024 New
MML Investors Services
368
MML Investors Services
Massachusetts
$306K +$9.73K +33 +3%
E
369
Ergoteles
New York
$294K +$289K +981 New
RG
370
Renaissance Group
Kentucky
$289K -$11.5K -39 -4%
SFG
371
Sovereign Financial Group
Connecticut
$288K – – –
IIC
372
Ironwood Investment Counsel
Arizona
$285K – – –
AP
373
Advisor Partners
California
$284K +$2.65K +9 +1%
Squarepoint
374
Squarepoint
New York
$283K -$2.63M -8,932 -90%
BFM
375
Boothbay Fund Management
New York
$280K -$6.19K -21 -2%
13 14
15
16 17

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.