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Essex Property Trust
ESS

512 hedge funds and large institutions have $18.6B invested in Essex Property Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.72B)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 184

0.16% less ownership

Funds ownership: 95.66% → 95.5% (-0.16%)

1% less funds holding

Funds holding: 517 → 512 (-5)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

24% less call options, than puts

Call options by funds: $24M | Put options by funds: $31.7M

Holders
512
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
50
Increased
186
Reduced
184
Closed
53
Calls
$24M
Puts
$31.7M
Net Calls
-$7.68M
Net Calls Change
+$988K

Top Buyers

1
RC
Resolution Capital
Australia
+$145M
2
Citadel Advisors
Citadel Advisors
Florida
+$61.3M
3
Prudential Financial
Prudential Financial
New Jersey
+$49.8M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$49.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34.6M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$207M
2
CIM
Centersquare Investment Management
Pennsylvania
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$46.7M
4
BlackRock
BlackRock
New York
-$42M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$41M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIM
476
M&G Investment Management
United Kingdom
$7.06K +$6.94M +23,519 New
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7.08K +24 New
CFD
478
Creative Financial Designs
Indiana
$6K – – –
EWA
479
Evolution Wealth Advisors
Florida
$6K – – –
TLCM
480
Twin Lakes Capital Management
California
$6K +$295 +1 +5%
AIG
481
American International Group
New York
$5.95K -$54K -183 -0.9%
GAM
482
Gemmer Asset Management
California
$5K – – –
HI
483
Harbour Investments
Wisconsin
$5K – – –
SFSIG
484
San Francisco Sentry Investment Group
California
$5K – – –
SIM
485
Sonora Investment Management
Arizona
$4K – – –
TFO
486
Tarbox Family Office
California
$4K – – –
WPA
487
West Paces Advisors
Georgia
$3.9K +$1.48K +5 +63%
ACA
488
Atlas Capital Advisors
Wyoming
$3.3K +$3.24K +11 New
AF
489
Advisornet Financial
Minnesota
$3K – – –
CWM
490
Cranbrook Wealth Management
Michigan
$3K – – –
FHC
491
First Horizon Corporation
Tennessee
$3K – – –
HR
492
Howe & Rusling
New York
$3K – – –
EBA
493
Eagle Bay Advisors
New York
$3K +$2.06K +7 New
BWM
494
BerganKDV Wealth Management
Minnesota
$2K – – –
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
SFO
496
Standard Family Office
South Dakota
$2K – – –
FMP
497
Financial Management Professionals
Texas
$2K +$1.48K +5 New
SB
498
Strategic Blueprint
Georgia
$2K +$1.48K +5 New
MCM
499
MV Capital Management
Maryland
$2K +$2.36K +8 New
PI
500
PEAK6 Investments
Illinois
$1K -$1.44M -4,887 -100%
18 19
20
21 22

ESS Hedge Fund Activity: Q2 2021 in Review

512 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ESS and 50 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 186 added.

The largest buyer was Resolution Capital, adding an estimated $145M. The largest seller was PGGM Investments, cutting an estimated $207M.

  • 512 institutional investors held Essex Property Trust (ESS) as of Q2 2021, down from 517 in Q1 2021.
  • Funds reported $18.6B of Essex Property Trust stock for Q2 2021, up 10% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q2 2021 and 53 closed out, a net change of -3 holders.
  • The largest Essex Property Trust buyer in Q2 2021 was Resolution Capital, an estimated $145M added.
  • The largest Essex Property Trust seller in Q2 2021 was PGGM Investments, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.