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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
VI
376
Versor Investments
New York
$279K +$275K +931 New
V
377
Veritable
Delaware
$274K +$2.06K +7 +0.8%
IC
378
Intersect Capital
California
$274K +$269K +912 New
DTL
379
Dynamic Technology Lab
Singapore
$269K -$855K -2,900 -76%
BMSSC
380
B. Metzler seel. Sohn & Co
Germany
$269K +$12.4K +42 +5%
HPWM
381
Highland Private Wealth Management
Washington
$260K +$590 +2 +0.2%
EGM
382
Engineers Gate Manager
New York
$257K -$1.69M -5,738 -87%
ASBI
383
American State Bank (Iowa)
Iowa
$253K – – –
FWCM
384
Ferguson Wellman Capital Management
Oregon
$249K -$14.7K -50 -6%
CAN
385
Cetera Advisor Networks
California
$249K +$13.9K +47 +6%
CCM
386
Covington Capital Management
California
$247K -$1.18K -4 -0.5%
TPWA
387
TRUE Private Wealth Advisors
Oregon
$245K -$2.65K -9 -1%
NIM
388
NuWave Investment Management
New Jersey
$241K -$97.3K -330 -29%
MA
389
Mutual Advisors
Nebraska
$237K -$1.18K -4 -0.5%
SCA
390
Snowden Capital Advisors
New York
$236K -$2.36K -8 -1%
Wealthfront Advisers
391
Wealthfront Advisers
California
$234K +$230K +779 New
AIS
392
American Investment Services
Massachusetts
$233K -$51.6K -175 -18%
FC
393
FORA Capital
Florida
$233K +$229K +776 New
QSS
394
Quantitative Systematic Strategies
Florida
$229K -$279K -947 -55%
CP
395
Covenant Partners
Tennessee
$227K – – –
FMBTD
396
First Midwest Bank Trust Division
Illinois
$225K – – –
CCA
397
Checchi Capital Advisers
California
$225K +$221K +751 New
WAM
398
Wolverine Asset Management
Illinois
$219K -$675K -2,287 -76%
BBP
399
Banco BTG Pactual
Brazil
$219K +$215K +729 New
CI
400
Conning Inc
Connecticut
$216K -$21.5K -73 -9%
14 15
16
17 18

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.