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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
MA
351
MUFG Americas
New York
$495K +$34.3K +106 +7%
Bank Julius Baer & Co
352
Bank Julius Baer & Co
Switzerland
$472K -$587K -1,813 -55%
PPW
353
Parcion Private Wealth
Washington
$463K +$8.73K +27 +2%
ACI
354
Alpha Cubed Investments
California
$457K +$16.5K +51 +4%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$445K – – –
MCCP
356
Mission Creek Capital Partners
California
$436K -$32.4K -100 -7%
AWM
357
Altium Wealth Management
New York
$436K +$85.1K +263 +24%
SC
358
Sepio Capital
Utah
$428K +$434K +1,340 New
Simplex Trading
359
Simplex Trading
Illinois
$422K – – –
William Blair & Company
360
William Blair & Company
Illinois
$414K +$419K +1,296 New
LCM
361
Leisure Capital Management
California
$409K +$413K +1,278 New
KFA
362
Krane Funds Advisors
New York
$402K -$157K -484 -28%
TCOV
363
Trust Company of Vermont
Vermont
$399K – – –
GIA
364
Gateway Investment Advisers
Ohio
$395K -$8.73K -27 -2%
GSEP
365
Golden State Equity Partners
California
$394K +$10.7K +33 +3%
MML Investors Services
366
MML Investors Services
Massachusetts
$391K +$65.7K +203 +20%
ACM
367
Azimuth Capital Management
Michigan
$384K – – –
F
368
F3Logic
Minnesota
$381K +$1.94K +6 +0.5%
II
369
Inspire Investing
Idaho
$379K -$144K -446 -27%
TSS
370
Two Sigma Securities
New York
$379K +$383K +1,185 New
Wealthfront Advisers
371
Wealthfront Advisers
California
$369K +$121K +374 +48%
HWAM
372
Hennion & Walsh Asset Management
New Jersey
$369K +$156K +483 +72%
OWA
373
One Wealth Advisors
California
$362K -$169K -523 -32%
BCI
374
Brinker Capital Investments
Pennsylvania
$361K – – –
CCA
375
Checchi Capital Advisers
California
$361K +$122K +378 +50%
13 14
15
16 17

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.