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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
VU
376
Vanderbilt University
Tennessee
$357K +$361K +1,116 New
SC
377
Savant Capital
Illinois
$356K +$10K +31 +3%
GP
378
Girard Partners
Pennsylvania
$350K -$239K -739 -40%
ANRIA
379
American National Registered Investment Advisor
Texas
$342K – – –
SFG
380
Sovereign Financial Group
Connecticut
$340K +$1.62K +5 +0.5%
AP
381
Advisor Partners
California
$339K +$36.6K +113 +12%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$338K +$145K +449 +73%
DC
383
Diametric Capital
Massachusetts
$317K +$320K +990 New
RG
384
Renaissance Group
Kentucky
$308K – – –
VI
385
Vestcor Inc
New Brunswick, Canada
$307K -$608K -1,880 -66%
IC
386
Intersect Capital
California
$306K +$14.2K +44 +5%
VI
387
Versor Investments
New York
$300K +$1.94K +6 +0.6%
V
388
Veritable
Delaware
$300K +$8.09K +25 +3%
IIC
389
Ironwood Investment Counsel
Arizona
$295K -$8.09K -25 -3%
BMSSC
390
B. Metzler seel. Sohn & Co
Germany
$286K – – –
HPWM
391
Highland Private Wealth Management
Washington
$279K +$1.94K +6 +0.7%
CAN
392
Cetera Advisor Networks
California
$274K +$9.06K +28 +3%
VAS
393
Vestmark Advisory Solutions
Massachusetts
$271K +$274K +847 New
ASBI
394
American State Bank (Iowa)
Iowa
$270K – – –
MS
395
Maven Securities
Jersey
$268K +$271K +837 New
CCIA
396
Campbell & Co Investment Adviser
Maryland
$266K +$269K +832 New
FWCM
397
Ferguson Wellman Capital Management
Oregon
$265K – – –
CCM
398
Covington Capital Management
California
$263K – – –
FAFN
399
First Affirmative Financial Network
Colorado
$263K +$266K +823 New
SCA
400
Snowden Capital Advisors
New York
$263K +$11.3K +35 +4%
14 15
16
17 18

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.