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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
HI
476
Harbour Investments
Wisconsin
$17K +$11.6K +36 +225%
TCM
477
TD Capital Management
Tennessee
$16K – – –
VLKIM
478
Van Lanschot Kempen Investment Management
Netherlands
$16K +$15.9K +49 New
PFBT
479
Parkside Financial Bank & Trust
Missouri
$13K +$1.29K +4 +11%
Nisa Investment Advisors
480
Nisa Investment Advisors
Missouri
$12.8K -$17.1K -53 -0.1%
IFAM
481
Institutional & Family Asset Management
Colorado
$12K – – –
WQ
482
Wealth Quarterback
New Jersey
$12K +$324 +1 +3%
SWM
483
Spire Wealth Management
Virginia
$11K – – –
TAIM
484
TD Ameritrade Investment Management
Nebraska
$11K +$17.1K +53 New
SCA
485
Stonebridge Capital Advisors
Minnesota
$10K -$9.71K -30 -50%
CFGS
486
Concourse Financial Group Securities
Alabama
$10K – – –
SPIA
487
Steward Partners Investment Advisory
New York
$9K -$4.53K -14 -33%
BMD
488
Better Money Decisions
New Mexico
$8K -$5.5K -17 -41%
ZB
489
Zions Bancorporation
Utah
$8K – – –
SAI
490
Systematic Alpha Investments
New Jersey
$7K -$2.59K -8 -29%
PA
491
PSI Advisors
Florida
$7K +$7.44K +23 New
MGIM
492
M&G Investment Management
United Kingdom
$6.7K -$838K -2,589 -11%
CFD
493
Creative Financial Designs
Indiana
$6K – – –
EWA
494
Evolution Wealth Advisors
Florida
$6K – – –
TLCM
495
Twin Lakes Capital Management
California
$6K – – –
GAM
496
Gemmer Asset Management
California
$5K – – –
TFO
497
Tarbox Family Office
California
$4K – – –
MCM
498
MV Capital Management
Maryland
$4K +$1.94K +6 +75%
FHA
499
First Horizon Advisors
Tennessee
$4K +$3.56K +11 +1,100%
BIA
500
Bell Investment Advisors
California
$4K +$4.53K +14 New
18 19
20
21 22

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.