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Essex Property Trust

528 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 217 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $15.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $12.9B → $14.5B (+$1.53B)

0.34% more ownership

Funds ownership: 95.88%96.22% (+0.34%)

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

0% less funds holding

Funds holding: 529528 (-1)

19% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 217

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.29%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
176
Reduced
217
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
351
Cetera Advisor Networks
California
$385K -$23.2K -106 -6%
TMAM
352
Tokio Marine Asset Management
Japan
$384K +$41.1K +188 +13%
OIAM
353
OFI Invest Asset Management
France
$381K +$355K +1,626 New
VHAM
354
Van Hulzen Asset Management
California
$372K
WHC
355
Wulff, Hansen & Co
California
$366K
AIP
356
Ameritas Investment Partners
Nebraska
$366K +$159K +729 +88%
VI
357
Vestcor Inc
New Brunswick, Canada
$359K -$437 -2 -0.1%
Impax Asset Management Group
358
Impax Asset Management Group
United Kingdom
$346K -$35.2K -161 -10%
ACI
359
Alpha Cubed Investments
California
$335K +$2.62K +12 +0.8%
BCV
360
Banque Cantonale Vaudoise
Switzerland
$326K
EP
361
Edgestream Partners
New Jersey
$316K +$295K +1,348 New
PPW
362
Parcion Private Wealth
Washington
$315K
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$314K +$40.4K +185 +16%
SFM
364
Signet Financial Management
New Jersey
$308K -$8.53K -39 -3%
EWA
365
EP Wealth Advisors
California
$306K -$29.2M -133,444 -95%
RBFC
366
Roman Butler Fullerton & Co
Missouri
$297K +$267K +1,222 New
VU
367
Vanderbilt University
Tennessee
$290K -$67.8K -310 -20%
ECM
368
Everence Capital Management
Indiana
$290K
WAM
369
WealthTrust Asset Management
Florida
$288K +$269K +1,230 New
WAM
370
Weiss Asset Management
Massachusetts
$284K +$265K +1,212 New
SWP
371
Stratos Wealth Partners
Ohio
$282K +$4.15K +19 +2%
ACIM
372
Azimuth Capital Investment Management
Michigan
$281K
KFC
373
Klingenstein Fields & Co
New York
$281K
PFO
374
Pathstone Family Office
New Jersey
$278K +$257K +1,176 New
AAS
375
Avantax Advisory Services
Texas
$278K -$9.4K -43 -3%

ESS Hedge Fund Activity: Q2 2023 in Review

528 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2023, worth a combined $14.5B — up 12% from $12.9B a quarter earlier.

Fund positioning in ESS was balanced in Q2 2023: 52 funds opened new positions, 52 closed out, 176 added to existing stakes and 217 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $252M. The largest seller was Vanguard Group, cutting an estimated $66.4M.

  • 528 institutional investors held Essex Property Trust (ESS) as of Q2 2023, down from 529 in Q1 2023.
  • Funds reported $14.5B of Essex Property Trust stock for Q2 2023, up 12% quarter-over-quarter.
  • 52 funds opened new Essex Property Trust positions in Q2 2023 and 52 closed out, a net change of 0 holders.
  • The largest Essex Property Trust buyer in Q2 2023 was Cohen & Steers, an estimated $252M added.
  • The largest Essex Property Trust seller in Q2 2023 was Vanguard Group, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2023.