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Essex Property Trust

542 hedge funds and large institutions have $16B invested in Essex Property Trust in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 211 increasing their positions, 178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $21M | Put options by funds: $8.05M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 178

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

2.52% less ownership

Funds ownership: 96.36%93.84% (-2.5%)

3% less funds holding

Funds holding: 560542 (-18)

26% less capital invested

Capital invested by funds: $21.6B → $16B (-$5.53B)

Holders
542
Holders Change
-18
Holders Change %
-3.21%
% of All Funds
9.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
72
Increased
211
Reduced
178
Closed
78
Calls
$21M
Puts
$8.05M
Net Calls
+$12.9M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
501
Stonebridge Capital Advisors
Minnesota
$8K
TFM
502
TFC Financial Management
Massachusetts
$8K
EWA
503
EverSource Wealth Advisors
Alabama
$8K +$5.75K +19 +211%
FIA
504
FNY Investment Advisers
New York
$8K +$6.96K +23 +209%
ZB
505
Zions Bancorporation
Utah
$7K -$10.9K -36 -56%
MFC
506
Mechanics Financial Corp
Ohio
$7K
IRC
507
Investors Research Corp
Georgia
$6K
PA
508
PSI Advisors
Florida
$6K
BMD
509
Better Money Decisions
New Mexico
$6K +$7.26K +24 New
CFO
510
CVA Family Office
Colorado
$5K -$46.9K -155 -89%
ANBT
511
American National Bank & Trust
Texas
$5K
MCM
512
MV Capital Management
Maryland
$5K
GRP
513
Global Retirement Partners
California
$5K +$2.72K +9 +90%
GIA
514
GHP Investment Advisors
Colorado
$5K +$6.36K +21 New
SWM
515
Spire Wealth Management
Virginia
$4K -$21.2K -70 -83%
GKIM
516
GW&K Investment Management
Massachusetts
$4K +$2.72K +9 +150%
HI
517
Harbour Investments
Wisconsin
$4K +$4.84K +16 New
MF
518
Magnetar Financial
Illinois
$3.68K +$4.26M +14,086 New
HR
519
Howe & Rusling
New York
$3K -$303 -1 -8%
BTI
520
Blue Trust Inc
Georgia
$3K +$2.42K +8 New
HS
521
Horan Securities
United States
$3K +$3.03K +10 New
Jones Financial Companies
522
Jones Financial Companies
Missouri
$3K +$3.94K +13 New
WPA
523
West Paces Advisors
Georgia
$2.09K
AF
524
Advisornet Financial
Minnesota
$2K -$2.42K -8 -53%
BWM
525
BerganKDV Wealth Management
Minnesota
$2K

ESS Hedge Fund Activity: Q2 2022 in Review

542 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2022, worth a combined $16B — down 26% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of ESS and 72 opened new positions — a net loss of 6 holders — while 178 trimmed existing stakes and 211 added.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Cohen & Steers, cutting an estimated $656M.

  • 542 institutional investors held Essex Property Trust (ESS) as of Q2 2022, down from 560 in Q1 2022.
  • Funds reported $16B of Essex Property Trust stock for Q2 2022, down 26% quarter-over-quarter.
  • 72 funds opened new Essex Property Trust positions in Q2 2022 and 78 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2022 was Millennium Management, an estimated $121M added.
  • The largest Essex Property Trust seller in Q2 2022 was Cohen & Steers, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2022.