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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
Wealthfront Advisers
351
Wealthfront Advisers
California
$640K +$226K +663 +58%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$638K +$2.72K +8 +0.4%
A
353
Astrantus
Cyprus
$634K +$613K +1,800 New
William Blair & Company
354
William Blair & Company
Illinois
$631K +$169K +496 +38%
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$623K +$35.1K +103 +6%
AGM
356
Alpine Global Management
New York
$622K +$601K +1,766 New
NW
357
Naviter Wealth
Arkansas
$602K +$578K +1,699 New
SSA
358
Schonfeld Strategic Advisors
New York
$599K -$22.9M -67,223 -98%
CWM
359
Concentric Wealth Management
California
$593K +$573K +1,684 New
PAM
360
Panagora Asset Management
Massachusetts
$582K -$350K -1,028 -38%
MA
361
MUFG Americas
New York
$578K +$31.7K +93 +6%
WCM
362
Windham Capital Management
Massachusetts
$576K
HWAM
363
Hennion & Walsh Asset Management
New Jersey
$573K +$162K +475 +41%
SL
364
Summitry LLC
California
$563K +$544K +1,599 New
VHAM
365
Van Hulzen Asset Management
California
$560K
MYAM
366
Meiji Yasuda Asset Management
Japan
$557K -$3.4K -10 -0.6%
WHC
367
Wulff, Hansen & Co
California
$551K +$532K +1,564 New
AWM
368
Altium Wealth Management
New York
$549K +$66.7K +196 +14%
BC
369
Bridgefront Capital
Texas
$544K +$526K +1,544 New
CI
370
Cigna Investments
Connecticut
$518K -$197K -580 -28%
MCCP
371
Mission Creek Capital Partners
California
$518K +$36.1K +106 +8%
MML Investors Services
372
MML Investors Services
Massachusetts
$512K +$78.6K +231 +19%
ACI
373
Alpha Cubed Investments
California
$506K +$2.72K +8 +0.6%
VI
374
Versor Investments
New York
$493K +$158K +463 +49%
BCV
375
Banque Cantonale Vaudoise
Switzerland
$489K

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.