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Essex Property Trust
ESS

522 hedge funds and large institutions have $20B invested in Essex Property Trust in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

38% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $22M

13% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 175

7% more capital invested

Capital invested by funds: $18.6B → $20B (+$1.35B)

2% more funds holding

Funds holding: 512 → 522 (+10)

0.51% more ownership

Funds ownership: 95.5% → 96.01% (+0.51%)

Holders
522
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
55
Increased
198
Reduced
175
Closed
39
Calls
$30.4M
Puts
$22M
Net Calls
+$8.41M
Net Calls Change
+$16.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$146M
2
RC
Resolution Capital
Australia
+$138M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.5M
4
Millennium Management
Millennium Management
New York
+$40.6M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$34.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$72.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$70.9M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$48.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$43M
5
Amundi
Amundi
France
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
26
ProShare Advisors
Maryland
$142M -$4.4M -13,611 -3%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$128M +$489K +1,510 +0.4%
Invesco
28
Invesco
Georgia
$124M +$7.33M +22,673 +6%
Prudential Financial
29
Prudential Financial
New Jersey
$123M -$24.9M -76,822 -17%
SEI Investments
30
SEI Investments
Pennsylvania
$123M +$5.6M +17,315 +5%
Goldman Sachs
31
Goldman Sachs
New York
$120M +$4.85M +14,991 +4%
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M +$34.8M +107,651 +45%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$108M +$2.14M +6,628 +2%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$101M +$3.17M +9,800 +3%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$95.9M +$5.62M +17,386 +6%
Morgan Stanley
36
Morgan Stanley
New York
$94.4M -$2.78M -8,597 -3%
ACM
37
Adelante Capital Management
California
$93.8M +$20.4M +62,967 +27%
ACI
38
AMP Capital Investors
Australia
$83.8M -$23.4M -72,404 -22%
Bank of America
39
Bank of America
North Carolina
$83.3M -$6.31M -19,500 -7%
Swiss National Bank
40
Swiss National Bank
Switzerland
$82.2M -$2.59M -8,000 -3%
AllianceBernstein
41
AllianceBernstein
Tennessee
$71.4M -$1.73M -5,341 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$69.5M -$5.01M -15,490 -7%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$67.7M +$5.45M +16,854 +9%
UBS Group
44
UBS Group
Switzerland
$64.2M +$9.29M +28,705 +17%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$63.1M -$1.4M -4,313 -2%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$62.3M -$5.62M -17,357 -8%
PPA
47
Parametric Portfolio Associates
Washington
$60.5M +$2.51M +7,760 +4%
Millennium Management
48
Millennium Management
New York
$58M +$40.6M +125,635 +226%
SO
49
STRS Ohio
Ohio
$54.9M +$30.5M +94,379 +122%
Lido Advisors
50
Lido Advisors
California
$53.3M +$3.88K +12 +0%
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ESS Hedge Fund Activity: Q3 2021 in Review

522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2021, worth a combined $20B — up 7.2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ESS positions and 39 closed out — a net gain of 16 holders — while 198 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 522 institutional investors held Essex Property Trust (ESS) as of Q3 2021, up from 512 in Q2 2021.
  • Funds reported $20B of Essex Property Trust stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 55 funds opened new Essex Property Trust positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest Essex Property Trust buyer in Q3 2021 was Cohen & Steers, an estimated $146M added.
  • The largest Essex Property Trust seller in Q3 2021 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2021.