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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
VCM
501
Vigilant Capital Management
Maine
$4K +$4.53K +14 New
ACA
502
Atlas Capital Advisors
Wyoming
$3.52K – – –
AF
503
Advisornet Financial
Minnesota
$3K – – –
BWM
504
BerganKDV Wealth Management
Minnesota
$3K – – –
CWM
505
Cranbrook Wealth Management
Michigan
$3K – – –
HR
506
Howe & Rusling
New York
$3K – – –
CI Investments Inc
507
CI Investments Inc
Ontario, Canada
$3K +$2.59K +8 New
WPA
508
West Paces Advisors
Georgia
$2.56K -$1.62K -5 -38%
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K -$5.82K -18 -75%
FMP
510
Financial Management Professionals
Texas
$2K – – –
VCM
511
Versant Capital Management
Arizona
$2K +$324 +1 +25%
EWM
512
Edge Wealth Management
New York
$2K +$2.27K +7 New
GWM
513
Geneos Wealth Management
Colorado
$1K – – –
JWM
514
Janiczek Wealth Management
Colorado
$1K – – –
PI
515
PEAK6 Investments
Illinois
$1K – – –
PWMG
516
Prestige Wealth Management Group
New Jersey
$1K – – –
TWA
517
TCI Wealth Advisors
Arizona
$1K – – –
TFM
518
TFC Financial Management
Massachusetts
$1K – – –
GRP
519
Global Retirement Partners
California
$1K +$971 +3 New
ED
520
Exane Derivatives
France
$959 – – –
GEA
521
Glen Eagle Advisors
New Jersey
$959 – – –
BBHC
522
Brown Brothers Harriman & Co
New York
$31 – – –
Renaissance Technologies
523
Renaissance Technologies
New York
– -$18.7M -62,226 Closed
RGREA
524
Ranger Global Real Estate Advisors
Colorado
– -$10.5M -35,040 Closed
Qube Research & Technologies (QRT)
525
Qube Research & Technologies (QRT)
United Kingdom
– -$6.62M -22,050 Closed
19 20
21
22 23

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.