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Essex Property Trust

542 hedge funds and large institutions have $16B invested in Essex Property Trust in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 211 increasing their positions, 178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $21M | Put options by funds: $8.05M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 178

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

2.52% less ownership

Funds ownership: 96.36%93.84% (-2.5%)

3% less funds holding

Funds holding: 560542 (-18)

26% less capital invested

Capital invested by funds: $21.6B → $16B (-$5.53B)

Holders
542
Holders Change
-18
Holders Change %
-3.21%
% of All Funds
9.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
72
Increased
211
Reduced
178
Closed
78
Calls
$21M
Puts
$8.05M
Net Calls
+$12.9M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
376
Parcion Private Wealth
Washington
$368K -$28.5K -94 -7%
EWA
377
EP Wealth Advisors
California
$368K +$426K +1,407 New
FT
378
Fiduciary Trust
Massachusetts
$367K +$80.8K +267 +24%
BCV
379
Banque Cantonale Vaudoise
Switzerland
$364K
SC
380
Sepio Capital
Utah
$357K +$2.42K +8 +0.6%
TI
381
Tidal Investments
Wisconsin
$347K +$32.7K +108 +9%
PP
382
Prudential plc
United Kingdom
$345K -$17.6K -58 -4%
CIM
383
Contravisory Investment Management
Massachusetts
$338K +$392K +1,294 New
II
384
Inspire Investing
Idaho
$335K +$39K +129 +11%
PIA
385
Powell Investment Advisors
Florida
$327K +$376K +1,241 New
IAA
386
Independent Advisor Alliance
North Carolina
$324K +$9.08K +30 +2%
Wealthfront Advisers
387
Wealthfront Advisers
California
$323K +$30.6K +101 +9%
BMSSC
388
B. Metzler seel. Sohn & Co
Germany
$320K
BCI
389
Brinker Capital Investments
Pennsylvania
$318K +$2.42K +8 +0.7%
FPAS
390
Focus Partners Advisor Solutions
Missouri
$315K +$364K +1,203 New
ACIM
391
Azimuth Capital Investment Management
Michigan
$314K +$363K +1,200 New
CAN
392
Cetera Advisor Networks
California
$310K -$117K -388 -25%
AP
393
Advisor Partners
California
$305K +$2.72K +9 +0.8%
TCOV
394
Trust Company of Vermont
Vermont
$300K -$15.1K -50 -4%
EP
395
Edgestream Partners
New Jersey
$287K +$332K +1,098 New
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$285K +$82.3K +272 +33%
EP
397
Eudaimonia Partners
Tennessee
$284K -$510K -1,684 -61%
SC
398
Savant Capital
Illinois
$280K -$14.5K -48 -4%
WVP
399
Worth Venture Partners
New Jersey
$275K -$3.54M -11,705 -92%
HF
400
HRT Financial
New York
$274K -$7.93M -26,187 -96%

ESS Hedge Fund Activity: Q2 2022 in Review

542 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2022, worth a combined $16B — down 26% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of ESS and 72 opened new positions — a net loss of 6 holders — while 178 trimmed existing stakes and 211 added.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $656M.

  • 542 institutional investors held Essex Property Trust (ESS) as of Q2 2022, down from 560 in Q1 2022.
  • Funds reported $16B of Essex Property Trust stock for Q2 2022, down 26% quarter-over-quarter.
  • 72 funds opened new Essex Property Trust positions in Q2 2022 and 78 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2022 was Millennium Management, an estimated $121M added.
  • The largest Essex Property Trust seller in Q2 2022 was Cohen & Steers, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2022.