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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
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$277K +$45.7K +209 +22%
BCI
377
Brinker Capital Investments
Pennsylvania
$275K +$19.9K +91 +8%
OPS
378
Orion Portfolio Solutions
Nebraska
$275K +$19.9K +91 +8%
BAMF
379
BI Asset Management Fondsmaeglerselskab
Denmark
$274K +$82K +375 +47%
V
380
Veritable
Delaware
$274K +$5.68K +26 +2%
TCOV
381
Trust Company of Vermont
Vermont
$269K
HCA
382
Harbor Capital Advisors
Illinois
$268K
Corient Private Wealth
383
Corient Private Wealth
Florida
$265K -$28.2K -129 -10%
CCM
384
Coldstream Capital Management
Washington
$263K +$28.2K +129 +13%
VEA
385
Virtus ETF Advisers
New York
$259K -$65.8K -301 -21%
SSA
386
Schonfeld Strategic Advisors
New York
$258K -$26M -118,897 -99%
BFG
387
Bleakley Financial Group
New Jersey
$256K +$16.8K +77 +8%
SS
388
Simplicity Solutions
Minnesota
$250K +$10.7K +49 +5%
Lazard Asset Management
389
Lazard Asset Management
New York
$250K +$7.43K +34 +3%
NW
390
NewEdge Wealth
Pennsylvania
$243K -$1.75K -8 -0.8%
RWM
391
Revisor Wealth Management
Ohio
$242K -$5.25K -24 -2%
JIC
392
Johnson Investment Counsel
Ohio
$238K -$32.6K -149 -13%
CCA
393
Checchi Capital Advisers
California
$237K +$221K +1,013 New
Two Sigma Advisers
394
Two Sigma Advisers
New York
$234K -$2.56M -11,700 -92%
CCG
395
Cypress Capital Group
Florida
$233K
HWAM
396
Hennion & Walsh Asset Management
New Jersey
$232K -$6.78K -31 -3%
T
397
TRUADVICE
Florida
$232K -$31.7K -145 -13%
PA
398
Profund Advisors
Maryland
$228K -$5.03K -23 -2%
ONB
399
Old National Bancorp
Indiana
$224K -$65.4K -299 -24%
GT
400
Greenleaf Trust
Michigan
$220K -$33.7K -154 -14%

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.