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Essex Property Trust

522 hedge funds and large institutions have $20B invested in Essex Property Trust in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

38% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $22M

13% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 175

7% more capital invested

Capital invested by funds: $18.6B → $20B (+$1.35B)

2% more funds holding

Funds holding: 512522 (+10)

0.51% more ownership

Funds ownership: 95.5%96.01% (+0.51%)

Holders
522
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
55
Increased
198
Reduced
175
Closed
39
Calls
$30.4M
Puts
$22M
Net Calls
+$8.41M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Allworth Financial
California
$174K +$24.9K +77 +16%
DZ Bank
427
DZ Bank
Germany
$173K
BIP
428
Blueprint Investment Partners
North Carolina
$161K +$163K +503 New
IA
429
IFP Advisors
Florida
$137K +$25.6K +79 +23%
CA
430
Clearstead Advisors
Ohio
$98K -$324 -1 -0.3%
GWS
431
Glassman Wealth Services
Virginia
$98K +$971 +3 +1%
AWA
432
Arkadios Wealth Advisors
Georgia
$93K +$17.5K +54 +23%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$91K +$80.6K +249 +711%
CSS
434
Cubist Systematic Strategies
Connecticut
$83K -$3.36M -10,386 -98%
SWA
435
SOA Wealth Advisors
New York
$76K -$324 -1 -0.4%
T
436
TOBAM
France
$71K
APA
437
American Portfolios Advisors
New York
$69.7K
GKWIM
438
Gerber Kawasaki Wealth & Investment Management
California
$69K +$69.9K +216 New
CI
439
CX Institutional
Indiana
$68K +$2.59K +8 +4%
UAML
440
US Asset Management LLC
Pennsylvania
$68K +$68.9K +213 New
HPC
441
HM Payson & Co
Maine
$67K
DMBA
442
Deseret Mutual Benefit Administrators
Utah
$66K -$18.8K -58 -22%
PO
443
Private Ocean
California
$66K -$6.15K -19 -8%
S
444
SignatureFD
Georgia
$65K +$22.6K +70 +52%
Group One Trading
445
Group One Trading
Illinois
$64K
EI
446
Ellevest Inc
New York
$64K +$5.5K +17 +9%
NFG
447
Next Financial Group
Texas
$63K +$3.56K +11 +6%
GWSG
448
GPS Wealth Strategies Group
Colorado
$62K -$3.23K -10 -5%
Lazard Asset Management
449
Lazard Asset Management
New York
$58K +$5.18K +16 +10%
MAM
450
Meeder Asset Management
Ohio
$53K -$12K -37 -18%

ESS Hedge Fund Activity: Q3 2021 in Review

522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2021, worth a combined $20B — up 7.2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ESS positions and 39 closed out — a net gain of 16 holders — while 198 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 522 institutional investors held Essex Property Trust (ESS) as of Q3 2021, up from 512 in Q2 2021.
  • Funds reported $20B of Essex Property Trust stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 55 funds opened new Essex Property Trust positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest Essex Property Trust buyer in Q3 2021 was Cohen & Steers, an estimated $146M added.
  • The largest Essex Property Trust seller in Q3 2021 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2021.