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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
AWM
501
Abound Wealth Management
Tennessee
$3.52K
HS
502
Horan Securities
United States
$3.52K +$3.28K +15 New
IPW
503
Impact Partnership Wealth
Georgia
$3.28K +$3.06K +14 New
RTL
504
Red Tortoise LLC
Georgia
$3.05K
BIA
505
Bell Investment Advisors
California
$2.81K +$437 +2 +20%
NA
506
NewEdge Advisors
Louisiana
$2.34K -$5.03K -23 -70%
AIC
507
Archer Investment Corporation
Indiana
$2.34K +$2.19K +10 New
HI
508
Harbour Investments
Wisconsin
$2.13K -$3.5K -16 -64%
GC
509
Globeflex Capital
California
$2.11K +$1.97K +9 New
KFP
510
KB Financial Partners
New Jersey
$2K
FA
511
Fiduciary Alliance
South Carolina
$1.94K +$1.75K +8 New
RAM
512
Riggs Asset Management
Pennsylvania
$1.88K +$1.75K +8 New
WPA
513
West Paces Advisors
Georgia
$1.87K
BAAM
514
Baker Avenue Asset Management
California
$1.64K +$874 +4 +133%
EBA
515
Eagle Bay Advisors
New York
$1.41K
TFM
516
TFC Financial Management
Massachusetts
$1.17K -$5.9K -27 -84%
SVCP
517
Silicon Valley Capital Partners
California
$1.17K +$1.09K +5 New
SIA
518
SkyView Investment Advisors
New Jersey
$1K +$437 +2 +200%
BG
519
Bollard Group
Massachusetts
$1K +$1.09K +5 New
FHA
520
First Horizon Advisors
Tennessee
$937
GBT
521
Grove Bank & Trust
Florida
$937
UFF
522
USA Financial Formulas
Michigan
$937
M
523
MOTCO
Texas
$937 +$874 +4 New
PWMG
524
Prestige Wealth Management Group
New Jersey
$710
SWA
525
Sutton Wealth Advisors
Florida
$703

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.