We are live on ! Find out more
ESS icon

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
CAM
376
CenterStar Asset Management
Illinois
$480K
RWM
377
Ritholtz Wealth Management
New York
$479K -$77.6K -228 -14%
PPW
378
Parcion Private Wealth
Washington
$471K -$7.83K -23 -2%
FA
379
FDx Advisors
Illinois
$465K -$251K -737 -36%
MM
380
MQS Management
New York
$460K +$445K +1,306 New
LCM
381
Laurion Capital Management
New York
$458K +$442K +1,300 New
AP
382
Advisor Partners
California
$455K +$77.9K +229 +22%
TCOV
383
Trust Company of Vermont
Vermont
$439K
WAM
384
Wolverine Asset Management
Illinois
$438K +$424K +1,245 New
BCI
385
Brinker Capital Investments
Pennsylvania
$432K +$7.49K +22 +2%
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$432K +$112K +328 +37%
GIA
387
Gateway Investment Advisers
Ohio
$428K -$7.49K -22 -2%
ACM
388
Azimuth Capital Management
Michigan
$423K
II
389
Inspire Investing
Idaho
$418K +$681 +2 +0.2%
F
390
F3Logic
Minnesota
$411K -$1.36K -4 -0.3%
CCA
391
Checchi Capital Advisers
California
$408K +$9.87K +29 +3%
SC
392
Savant Capital
Illinois
$403K +$9.87K +29 +3%
SFG
393
Sovereign Financial Group
Connecticut
$380K +$5.45K +16 +2%
IRF
394
IBM Retirement Fund
New York
$379K -$258K -757 -41%
KFA
395
Krane Funds Advisors
New York
$378K -$61.9K -182 -14%
VAS
396
Vestmark Advisory Solutions
Massachusetts
$378K +$76.6K +225 +27%
ANRIA
397
American National Registered Investment Advisor
Texas
$377K
ICP
398
Interchange Capital Partners
Pennsylvania
$368K +$356K +1,045 New
CAN
399
Cetera Advisor Networks
California
$355K +$50.7K +149 +17%
LS
400
Livforsakringsbolaget Skandia
Sweden
$352K -$238K -700 -41%

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.