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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
FMBTD
426
First Midwest Bank Trust Division
Illinois
$260K +$4.76K +14 +2%
CCIA
427
Campbell & Co Investment Adviser
Maryland
$258K -$34K -100 -12%
BF
428
BOK Financial
Oklahoma
$257K +$9.53K +28 +4%
MA
429
Mutual Advisors
Nebraska
$253K
SCM
430
Schnieders Capital Management
California
$253K
GT
431
Greenleaf Trust
Michigan
$249K +$10.9K +32 +5%
HT
432
HighTower Trust
Texas
$247K +$239K +701 New
AWA
433
Arkadios Wealth Advisors
Georgia
$242K +$134K +395 +136%
QCG
434
Quadrant Capital Group
Ohio
$240K +$9.87K +29 +4%
GP
435
Girard Partners
Pennsylvania
$239K -$142K -417 -38%
MC
436
Moors & Cabot
Massachusetts
$239K +$1.02K +3 +0.4%
BIP
437
Blueprint Investment Partners
North Carolina
$234K +$54.8K +161 +32%
SFI
438
Siemens Fonds Invest
Germany
$233K -$681 -2 -0.3%
LWAM
439
Legacy Wealth Asset Management
Minnesota
$224K +$217K +637 New
BMC
440
Beaton Management Company
Massachusetts
$217K +$210K +616 New
KeyBank National Association
441
KeyBank National Association
Ohio
$217K +$210K +616 New
PAA
442
Peregrine Asset Advisers
Oregon
$217K +$210K +617 New
Rockefeller Capital Management
443
Rockefeller Capital Management
New York
$213K -$155K -454 -43%
FRA
444
Frank Rimerman Advisors
California
$209K +$202K +594 New
CWM
445
C2C Wealth Management
Arizona
$209K +$202K +594 New
MPM
446
MBB Public Markets
Illinois
$209K +$202K +594 New
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$208K +$201K +590 New
MWM
448
Minot Wealth Management
Massachusetts
$208K +$201K +590 New
SWA
449
Sutton Wealth Advisors
Florida
$207K
CCP
450
Corient Capital Partners
California
$205K +$198K +583 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.