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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
CFB
451
Cullen/Frost Bankers
Texas
$28K +$27.1K +92 New
Bessemer Group
452
Bessemer Group
New Jersey
$27K +$7.67K +26 +42%
ST
453
Smithfield Trust
Pennsylvania
$25K
BCA
454
Berman Capital Advisors
Georgia
$21K +$4.42K +15 +26%
FWM
455
FFT Wealth Management
Pennsylvania
$21K +$20.6K +70 New
HNB
456
Huntington National Bank
Ohio
$20K -$1.48K -5 -7%
PCG
457
Private Capital Group
Connecticut
$20K +$2.06K +7 +12%
MA
458
Montag & Associates
Georgia
$18K
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$17K -$13.6K -46 -45%
SCA
460
Stonebridge Capital Advisors
Minnesota
$17K +$8.85K +30 +100%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$16K
TCM
462
TD Capital Management
Tennessee
$15K
H
463
Hexavest
Quebec, Canada
$13K -$4.13M -14,002 -100%
SPIA
464
Steward Partners Investment Advisory
New York
$13K -$4.72K -16 -27%
Nisa Investment Advisors
465
Nisa Investment Advisors
Missouri
$12K -$2.59M -8,791 -18%
BMD
466
Better Money Decisions
New Mexico
$12K
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$11K
IFAM
468
Institutional & Family Asset Management
Colorado
$11K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$11K +$295 +1 +3%
CFO
470
CVA Family Office
Colorado
$11K +$2.95K +10 +40%
WQ
471
Wealth Quarterback
New Jersey
$11K +$10.3K +35 New
SWM
472
Spire Wealth Management
Virginia
$10K -$101K -341 -91%
CFGS
473
Concourse Financial Group Securities
Alabama
$9K
SAI
474
Systematic Alpha Investments
New Jersey
$9K +$2.36K +8 +40%
ZB
475
Zions Bancorporation
Utah
$8K -$295 -1 -4%

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.