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Essex Property Trust

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: 67 (+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: 517512 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Schnieders Capital Management
California
$216K +$212K +719 New
PAS
402
Park Avenue Securities
New York
$211K +$208K +704 New
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$207K +$175K +593 +618%
LWM
404
Liberty Wealth Management
California
$204K
HWAM
405
Hennion & Walsh Asset Management
New Jersey
$201K +$198K +670 New
BU
406
BBVA USA
Alabama
$196K +$193K +654 New
QCG
407
Quadrant Capital Group
Ohio
$192K +$22.7K +77 +14%
SIM
408
Sentry Investment Management
Wisconsin
$191K -$2.36K -8 -1%
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$183K +$151K +511 +511%
WP
410
WealthShield Partners
North Carolina
$181K +$11.5K +39 +7%
SWA
411
Sutton Wealth Advisors
Florida
$177K
DZ Bank
412
DZ Bank
Germany
$162K
WTC
413
WhitTier Trust Company
Nevada
$147K
AF
414
Allworth Financial
California
$140K -$37.2K -126 -21%
CI
415
Clal Insurance
Israel
$134K -$70.5K -239 -35%
CHC
416
City Holding Co
West Virginia
$106K
IA
417
IFP Advisors
Florida
$104K +$68.4K +232 +205%
CA
418
Clearstead Advisors
Ohio
$92K +$2.65K +9 +3%
GWS
419
Glassman Wealth Services
Virginia
$91K +$885 +3 +1%
DMBA
420
Deseret Mutual Benefit Administrators
Utah
$79K +$78.2K +265 New
SWA
421
SOA Wealth Advisors
New York
$72K +$38.6K +131 +119%
AWA
422
Arkadios Wealth Advisors
Georgia
$71K +$43.1K +146 +160%
SAM
423
Shell Asset Management
Netherlands
$68K -$29.8K -101 -31%
PO
424
Private Ocean
California
$68K
T
425
TOBAM
France
$67K

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.