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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
RIM
26
Rush Island Management
New York
$129M +$6.7M +30,647 +6%
UBS AM
27
UBS AM
Illinois
$126M
LIMS
28
Lasalle Investment Management Securities
Maryland
$110M -$10.4M -47,799 -9%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$103M +$1.88M +8,587 +2%
N
30
Nuveen
North Carolina
$97.1M -$13.9M -63,365 -13%
ACM
31
AEW Capital Management
Massachusetts
$82.6M -$10.8M -49,470 -12%
Goldman Sachs
32
Goldman Sachs
New York
$70M +$21.9M +100,067 +50%
SEI Investments
33
SEI Investments
Pennsylvania
$68.6M +$13.9M +63,709 +28%
HRES
34
Heitman Real Estate Securities
Illinois
$65.6M +$2.3M +10,539 +4%
Swiss National Bank
35
Swiss National Bank
Switzerland
$54.5M -$5.31M -24,300 -9%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$53.9M -$3.46M -15,809 -6%
UBS Group
37
UBS Group
Switzerland
$52.8M +$15.6M +71,251 +46%
WCP
38
Waterfront Capital Partners
New York
$51.9M -$1.63M -7,468 -3%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$51M -$8.22M -37,600 -15%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$50.3M +$763K +3,491 +2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$49.4M +$2.95M +13,477 +7%
ACM
42
Adelante Capital Management
California
$47.4M -$17.4M -79,460 -28%
Bank of America
43
Bank of America
North Carolina
$44.9M -$16.2M -74,155 -28%
Nomura Asset Management
44
Nomura Asset Management
Japan
$43.2M +$4.4M +20,146 +12%
Daiwa Securities Group
45
Daiwa Securities Group
Japan
$41.3M -$14.5M -66,144 -27%
Lido Advisors
46
Lido Advisors
California
$40.7M -$494K -2,261 -1%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$38.5M +$12.7M +58,000 +54%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$36.6M -$984K -4,500 -3%
Asset Management One
49
Asset Management One
Japan
$34.5M +$86.6K +396 +0.3%
CS
50
Credit Suisse
Switzerland
$34M +$5.08M +23,245 +19%

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.