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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
VSQM
451
V-Square Quantitative Management
Illinois
$34.2K +$31.9K +146 New
CFO
452
CVA Family Office
Colorado
$34K +$29.5K +135 +1,350%
PCFFS
453
Pacific Center for Financial Services
California
$33.8K +$219 +1 +0.7%
GI
454
Gradient Investments
Minnesota
$31.6K +$1.09K +5 +4%
CAL
455
Capital Analysts LLC
Pennsylvania
$28K +$219 +1 +0.8%
FIA
456
FNY Investment Advisers
New York
$28K +$6.56K +30 +33%
MC
457
Muzinich & Co
New York
$27.2K
FRA
458
Front Row Advisors
California
$24K -$219 -1 -1%
WTA
459
Washington Trust Advisors
Massachusetts
$23.7K -$1.75K -8 -7%
SPIA
460
Steward Partners Investment Advisory
New York
$23.4K -$11.1K -51 -34%
BBHC
461
Brown Brothers Harriman & Co
New York
$23.4K -$219 -1 -1%
Group One Trading
462
Group One Trading
Illinois
$23.4K +$9.84K +45 +82%
CA
463
Clearstead Advisors
Ohio
$19.9K +$18.1K +83 +4,150%
TPCW
464
TD Private Client Wealth
New York
$19.7K -$8.31K -38 -31%
DMBA
465
Deseret Mutual Benefit Administrators
Utah
$19.4K +$1.09K +5 +6%
SSG
466
Summit Securities Group
New York
$19K -$9.18K -42 -34%
ST
467
Smithfield Trust
Pennsylvania
$19K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$16.2K -$2.84K -13 -16%
FCAG
469
First Capital Advisors Group
New Jersey
$16.2K +$15.1K +69 New
SGC
470
Slocum, Gordon & Co
Rhode Island
$16.2K +$15.1K +69 New
MA
471
Montag & Associates
Georgia
$14K
PPC
472
Park Place Capital
Alabama
$13.8K -$10.7K -49 -45%
QC
473
Quent Capital
New York
$13.6K
GRP
474
Global Retirement Partners
California
$13.1K +$7.87K +36 +180%
C
475
Covestor
United Kingdom
$13K

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.