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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
CAS
476
Coppell Advisory Solutions
Texas
$11.7K +$10.9K +50 New
GWM
477
Geneos Wealth Management
Colorado
$11.5K -$1.97K -9 -16%
BTI
478
Blue Trust Inc
Georgia
$11K -$5.46K -25 -32%
SWA
479
SOA Wealth Advisors
New York
$10.6K
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$10.3K
BSB
481
Bangor Savings Bank
Maine
$9.84K
SC
482
Stephens Consulting
Michigan
$9.84K
HWA
483
HHM Wealth Advisors
Tennessee
$9.61K -$656 -3 -7%
HIIFS
484
Harel Insurance Investments & Financial Services
Israel
$9K -$2.19K -10 -20%
MLA
485
MB, Levis & Associates
Pennsylvania
$8.67K
EWA
486
EverSource Wealth Advisors
Alabama
$7.26K -$437 -2 -6%
GIS
487
Grayhawk Investment Strategies
Alberta, Canada
$7.03K
SCA
488
Stonebridge Capital Advisors
Minnesota
$7.03K
GKIM
489
GW&K Investment Management
Massachusetts
$7K +$7K +32 New
UB
490
UMB Bank
Missouri
$6.79K -$1.09K -5 -15%
IA
491
IFP Advisors
Florida
$6.09K +$3.72K +17 +189%
MFC
492
Mechanics Financial Corp
Ohio
$5.86K
NFSG
493
Newbridge Financial Services Group
Florida
$5.21K -$21.9K -100 -82%
IRC
494
Investors Research Corp
Georgia
$5.16K
TLCM
495
Twin Lakes Capital Management
California
$4.87K
ZB
496
Zions Bancorporation
Utah
$4.69K -$8.96K -41 -67%
MCM
497
MV Capital Management
Maryland
$4.45K +$656 +3 +19%
AF
498
Advisornet Financial
Minnesota
$4.45K +$2.19K +10 +111%
CFB
499
Cullen/Frost Bankers
Texas
$4.45K +$4.15K +19 New
AIM
500
Anchor Investment Management
South Carolina
$3.98K

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.