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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
APA
426
American Portfolios Advisors
New York
$65.4K -$885 -3 -1%
SOW
427
State of Wyoming
Wyoming
$64K +$63.1K +214 New
HPC
428
HM Payson & Co
Maine
$63K
MAM
429
Meeder Asset Management
Ohio
$61K -$1.24M -4,207 -95%
GWSG
430
GPS Wealth Strategies Group
Colorado
$61K -$3.24K -11 -5%
CI
431
CX Institutional
Indiana
$61K +$9.14K +31 +18%
Group One Trading
432
Group One Trading
Illinois
$60K +$59K +200 New
NFG
433
Next Financial Group
Texas
$56K
EI
434
Ellevest Inc
New York
$55K +$32.4K +110 +153%
Lazard Asset Management
435
Lazard Asset Management
New York
$49K
MC
436
Muzinich & Co
New York
$48K -$94.4K -320 -67%
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.6K -$32.1K -109 -42%
TPCW
438
TD Private Client Wealth
New York
$43.5K -$1.48K -5 -3%
FQ
439
First Quadrant
California
$42K
CAL
440
Capital Analysts LLC
Pennsylvania
$40K
S
441
SignatureFD
Georgia
$40K +$26K +88 +191%
PCFFS
442
Pacific Center for Financial Services
California
$38K +$7.08K +24 +24%
FPFS
443
First Personal Financial Services
North Carolina
$35K -$35.1K -119 -50%
LC
444
Lindbrook Capital
California
$34K
PI
445
PineBridge Investments
New York
$32K
IF
446
Ironwood Financial
Arizona
$31K
JCM
447
Jacobi Capital Management
Pennsylvania
$31K +$6.19K +21 +26%
WT
448
Washington Trust
Rhode Island
$30K
CFA
449
Carroll Financial Associates
North Carolina
$29K +$4.42K +15 +18%
FRA
450
Front Row Advisors
California
$28K -$590 -2 -2%

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.