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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
Cetera Investment Advisers
451
Cetera Investment Advisers
Illinois
$203K +$196K +577 New
WTC
452
WhitTier Trust Company
Nevada
$202K
Man Group
453
Man Group
United Kingdom
$201K -$78.3K -230 -29%
MGP
454
Metis Global Partners
California
$200K +$193K +568 New
TMAM
455
Tokio Marine Asset Management
Japan
$200K +$193K +568 New
SIM
456
Sentry Investment Management
Wisconsin
$196K
DZ Bank
457
DZ Bank
Germany
$190K
CT
458
Cambridge Trust
Massachusetts
$153K +$148K +434 New
NIM
459
NuWave Investment Management
New Jersey
$141K +$136K +399 New
Credit Agricole
460
Credit Agricole
France
$140K +$135K +397 New
Bank Julius Baer & Co
461
Bank Julius Baer & Co
Switzerland
$134K -$373K -1,096 -74%
SWM
462
Spire Wealth Management
Virginia
$132K +$116K +341 +1,003%
LC
463
Lindbrook Capital
California
$128K +$85.1K +250 +221%
IA
464
IFP Advisors
Florida
$116K -$33.7K -99 -23%
GWS
465
Glassman Wealth Services
Virginia
$109K +$1.02K +3 +1%
CA
466
Clearstead Advisors
Ohio
$105K -$2.72K -8 -3%
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$100K
EI
468
Ellevest Inc
New York
$92K +$20.8K +61 +31%
HNWAG
469
High Net Worth Advisory Group
Florida
$88K +$85.4K +251 New
NFG
470
Next Financial Group
Texas
$86K +$16.3K +48 +24%
SWA
471
SOA Wealth Advisors
New York
$84K
DGAM
472
Desjardins Global Asset Management
Quebec, Canada
$82K +$80K +235 New
T
473
TOBAM
France
$79K
APA
474
American Portfolios Advisors
New York
$76.8K
S
475
SignatureFD
Georgia
$76K +$4.42K +13 +6%

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.