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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
BC
26
Brookfield Corp
Ontario, Canada
$156M -$9.52M -27,965 -6%
Invesco
27
Invesco
Georgia
$145M +$8.13M +23,900 +6%
SEI Investments
28
SEI Investments
Pennsylvania
$136M +$351K +1,031 +0.3%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$128M -$12M -35,373 -9%
Morgan Stanley
30
Morgan Stanley
New York
$128M +$22.7M +66,710 +23%
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$125M +$3.58M +10,520 +3%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$121M +$9.79M +28,757 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$114M -$14.4M -42,205 -11%
ACM
34
Adelante Capital Management
California
$111M +$7.13M +20,960 +7%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$95.8M -$22.7M -66,801 -20%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$94.1M +$18.9M +55,572 +26%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$93.5M -$11.7M -34,353 -11%
Bank of America
38
Bank of America
North Carolina
$88.8M -$2.89M -8,505 -3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$87.1M -$3.34M -9,800 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$80M +$3.34M +9,818 +5%
CIM
41
Centersquare Investment Management
Pennsylvania
$78.9M -$95.9M -281,605 -56%
Millennium Management
42
Millennium Management
New York
$73.6M +$9.41M +27,661 +15%
ACI
43
AMP Capital Investors
Australia
$73M -$18.6M -54,743 -21%
AllianceBernstein
44
AllianceBernstein
Tennessee
$67.7M -$10.5M -30,893 -14%
PPA
45
Parametric Portfolio Associates
Washington
$67.5M +$877K +2,577 +1%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$66.7M -$1.89M -5,560 -3%
Lido Advisors
47
Lido Advisors
California
$58.7M +$9.53K +28 +0%
Asset Management One
48
Asset Management One
Japan
$56.4M +$2.99M +8,778 +6%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$51.3M -$3.28M -9,622 -6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$50.6M -$1.25M -3,681 -2%

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.