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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
RSWM
401
Robertson Stephens Wealth Management
California
$342K +$329K +966 New
RG
402
Renaissance Group
Kentucky
$340K +$1.36K +4 +0.4%
V
403
Veritable
Delaware
$338K +$7.15K +21 +2%
KA
404
Kovack Advisors
Florida
$336K +$325K +955 New
IC
405
Intersect Capital
California
$328K -$8.51K -25 -3%
QIM
406
Quantitative Investment Management
Virginia
$324K +$313K +920 New
AIP
407
Ameritas Investment Partners
Nebraska
$317K -$655K -1,925 -68%
IAA
408
Independent Advisor Alliance
North Carolina
$309K +$298K +876 New
IIC
409
Ironwood Investment Counsel
Arizona
$308K -$17K -50 -5%
HPWM
410
Highland Private Wealth Management
Washington
$305K -$2.72K -8 -0.9%
FAFN
411
First Affirmative Financial Network
Colorado
$302K +$11.9K +35 +4%
ASBI
412
American State Bank (Iowa)
Iowa
$297K
FWCM
413
Ferguson Wellman Capital Management
Oregon
$292K
CCM
414
Coldstream Capital Management
Washington
$290K -$62.3K -183 -18%
CCM
415
Covington Capital Management
California
$290K
TPWA
416
TRUE Private Wealth Advisors
Oregon
$288K +$2.04K +6 +0.7%
VI
417
Vestcor Inc
New Brunswick, Canada
$282K -$54.1K -159 -17%
PAS
418
Park Avenue Securities
New York
$282K +$25.2K +74 +10%
TI
419
Tidal Investments
Wisconsin
$275K +$47.7K +140 +22%
FCC
420
Flower City Capital
New York
$275K +$264K +776 New
AIS
421
American Investment Services
Massachusetts
$273K
CP
422
Covenant Partners
Tennessee
$266K
MFS
423
Mirabella Financial Services
United Kingdom
$265K +$20.4K +60 +9%
DTL
424
Dynamic Technology Lab
Singapore
$264K +$255K +750 New
FC
425
FORA Capital
Florida
$263K +$255K +748 New

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.