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Essex Property Trust

528 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 217 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $15.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $12.9B → $14.5B (+$1.53B)

0.34% more ownership

Funds ownership: 95.88%96.22% (+0.34%)

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

0% less funds holding

Funds holding: 529528 (-1)

19% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 217

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.29%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
176
Reduced
217
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T
426
TOBAM
France
$89K
CFFP
427
Center for Financial Planning
Michigan
$82K
Bessemer Group
428
Bessemer Group
New Jersey
$80K +$52.2K +239 +241%
GWS
429
Glassman Wealth Services
Virginia
$74.3K -$3.06K -14 -4%
FFA
430
Farther Finance Advisors
California
$72.6K +$219 +1 +0.3%
DIP
431
DT Investment Partners
Pennsylvania
$72.5K
AA
432
Alta Advisers
United Kingdom
$70.3K
Bank Julius Baer & Co
433
Bank Julius Baer & Co
Switzerland
$70K -$1.31K -6 -2%
CT
434
Clearstead Trust
Maine
$69.6K
CTC
435
Central Trust Company
Missouri
$69.1K
CSPIA
436
Cary Street Partners Investment Advisory
Virginia
$68.7K
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.7K
RI
438
Ridgewood Investments
New Jersey
$57K
LC
439
Lindbrook Capital
California
$56.5K -$8.96K -41 -15%
WTC
440
WhitTier Trust Company
Nevada
$52K -$17.5K -80 -26%
HNB
441
Huntington National Bank
Ohio
$51.5K +$3.06K +14 +7%
PO
442
Private Ocean
California
$48.5K
AWM
443
Avior Wealth Management
Nebraska
$48.3K +$1.09K +5 +2%
LS
444
Livforsakringsbolaget Skandia
Sweden
$47.2K
HPC
445
HM Payson & Co
Maine
$42.2K
Simplex Trading
446
Simplex Trading
Illinois
$42K +$39.8K +182 New
BF
447
BOK Financial
Oklahoma
$41.9K -$54.6K -250 -58%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$38.7K +$15.3K +70 +74%
PA
449
PSI Advisors
Florida
$38.6K +$31K +142 +617%
CAL
450
Capital Advisors Ltd
Ohio
$36K +$33.2K +152 New

ESS Hedge Fund Activity: Q2 2023 in Review

528 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2023, worth a combined $14.5B — up 12% from $12.9B a quarter earlier.

Fund positioning in ESS was balanced in Q2 2023: 52 funds opened new positions, 52 closed out, 176 added to existing stakes and 217 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $252M. The largest seller was Vanguard Group, cutting an estimated $66.4M.

  • 528 institutional investors held Essex Property Trust (ESS) as of Q2 2023, down from 529 in Q1 2023.
  • Funds reported $14.5B of Essex Property Trust stock for Q2 2023, up 12% quarter-over-quarter.
  • 52 funds opened new Essex Property Trust positions in Q2 2023 and 52 closed out, a net change of 0 holders.
  • The largest Essex Property Trust buyer in Q2 2023 was Cohen & Steers, an estimated $252M added.
  • The largest Essex Property Trust seller in Q2 2023 was Vanguard Group, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2023.