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Essex Property Trust

542 hedge funds and large institutions have $16B invested in Essex Property Trust in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 211 increasing their positions, 178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $21M | Put options by funds: $8.05M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 178

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

2.52% less ownership

Funds ownership: 96.36%93.84% (-2.5%)

3% less funds holding

Funds holding: 560542 (-18)

26% less capital invested

Capital invested by funds: $21.6B → $16B (-$5.53B)

Holders
542
Holders Change
-18
Holders Change %
-3.21%
% of All Funds
9.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
72
Increased
211
Reduced
178
Closed
78
Calls
$21M
Puts
$8.05M
Net Calls
+$12.9M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$74K
AFM
452
Anson Funds Management
Texas
$73K +$21.2K +70 +33%
LC
453
Lindbrook Capital
California
$68K -$33.9K -112 -30%
HNWAG
454
High Net Worth Advisory Group
Florida
$66K
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$60K -$10.6M -34,995 -99%
APA
456
American Portfolios Advisors
New York
$57K -$605 -2 -0.9%
UAML
457
US Asset Management LLC
Pennsylvania
$56K
GWSG
458
GPS Wealth Strategies Group
Colorado
$55K +$1.21K +4 +2%
PO
459
Private Ocean
California
$54K
CTC
460
Central Trust Company
Missouri
$51K
CI
461
CX Institutional
Indiana
$49K +$56.9K +188 New
First Manhattan
462
First Manhattan
New York
$48K +$56K +185 New
HPC
463
HM Payson & Co
Maine
$47K
SWM
464
SeaCrest Wealth Management
New York
$47K +$53.9K +178 New
DMBA
465
Deseret Mutual Benefit Administrators
Utah
$46K
MC
466
Muzinich & Co
New York
$42K
S
467
SignatureFD
Georgia
$41K -$36.6K -121 -44%
TPCW
468
TD Private Client Wealth
New York
$40.8K -$24.8K -82 -34%
HNB
469
Huntington National Bank
Ohio
$40K +$3.03K +10 +7%
HIIFS
470
Harel Insurance Investments & Financial Services
Israel
$39K
UB
471
UMB Bank
Missouri
$38K
PCFFS
472
Pacific Center for Financial Services
California
$37K +$303 +1 +0.7%
SSG
473
Summit Securities Group
New York
$36K +$34.2K +113 +435%
CAL
474
Capital Analysts LLC
Pennsylvania
$35K +$303 +1 +0.7%
Bessemer Group
475
Bessemer Group
New Jersey
$29K -$1.21K -4 -4%

ESS Hedge Fund Activity: Q2 2022 in Review

542 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2022, worth a combined $16B — down 26% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of ESS and 72 opened new positions — a net loss of 6 holders — while 178 trimmed existing stakes and 211 added.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $656M.

  • 542 institutional investors held Essex Property Trust (ESS) as of Q2 2022, down from 560 in Q1 2022.
  • Funds reported $16B of Essex Property Trust stock for Q2 2022, down 26% quarter-over-quarter.
  • 72 funds opened new Essex Property Trust positions in Q2 2022 and 78 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2022 was Millennium Management, an estimated $121M added.
  • The largest Essex Property Trust seller in Q2 2022 was Cohen & Steers, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2022.