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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
UB
476
UMB Bank
Missouri
$76K +$74.2K +218 New
HPC
477
HM Payson & Co
Maine
$74K
DMBA
478
Deseret Mutual Benefit Administrators
Utah
$73K
PO
479
Private Ocean
California
$73K
GWSG
480
GPS Wealth Strategies Group
Colorado
$72K +$3.4K +10 +5%
Lazard Asset Management
481
Lazard Asset Management
New York
$68K +$4.08K +12 +7%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$63K +$60.6K +178 New
MC
483
Muzinich & Co
New York
$56K
TPCW
484
TD Private Client Wealth
New York
$54.6K +$681 +2 +1%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K
FQ
486
First Quadrant
California
$49K
PCFFS
487
Pacific Center for Financial Services
California
$49K
CAL
488
Capital Analysts LLC
Pennsylvania
$47K +$340 +1 +0.7%
CA
489
CoreCap Advisors
Michigan
$47K +$45.6K +134 New
HNB
490
Huntington National Bank
Ohio
$46K +$15.7K +46 +53%
TCWM
491
Total Clarity Wealth Management
Illinois
$45K +$43.6K +128 New
DTIM
492
Danda Trouve Investment Management
Kansas
$40K +$38.5K +113 New
WTA
493
Washington Trust Advisors
Massachusetts
$38K +$36.8K +108 New
Bessemer Group
494
Bessemer Group
New Jersey
$37K -$3.06K -9 -8%
FRA
495
Front Row Advisors
California
$30K -$340 -1 -1%
ST
496
Smithfield Trust
Pennsylvania
$29K
CSWM
497
Cassady Schiller Wealth Management
Ohio
$28K +$27.2K +80 New
PCG
498
Private Capital Group
Connecticut
$25K +$1.36K +4 +6%
FPFS
499
First Personal Financial Services
North Carolina
$21K
MA
500
Montag & Associates
Georgia
$21K

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.