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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
TFO
526
Tarbox Family Office
California
$5K
BIA
527
Bell Investment Advisors
California
$5K +$340 +1 +7%
FHA
528
First Horizon Advisors
Tennessee
$4K
AF
529
Advisornet Financial
Minnesota
$4K +$340 +1 +11%
GI
530
Gradient Investments
Minnesota
$4K +$3.74K +11 New
AIM
531
Anchor Investment Management
South Carolina
$3.88K +$3.74K +11 New
ACA
532
Atlas Capital Advisors
Wyoming
$3.87K
ED
533
Exane Derivatives
France
$3.17K +$2.04K +6 +200%
SCA
534
Snowden Capital Advisors
New York
$3K -$276K -811 -99%
BWM
535
BerganKDV Wealth Management
Minnesota
$3K
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$3K
CWM
537
Cranbrook Wealth Management
Michigan
$3K
HR
538
Howe & Rusling
New York
$3K
WPA
539
West Paces Advisors
Georgia
$2.82K
EBA
540
Eagle Bay Advisors
New York
$2K -$35.7K -105 -95%
EWM
541
Edge Wealth Management
New York
$2K
FMP
542
Financial Management Professionals
Texas
$2K
LWCFA
543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
VCM
544
Versant Capital Management
Arizona
$2K
CP
545
Castleview Partners
Texas
$1.52K +$183M +537,257 New
AWM
546
Avior Wealth Management
Nebraska
$1K
GWM
547
Geneos Wealth Management
Colorado
$1K
JWM
548
Janiczek Wealth Management
Colorado
$1K
PWMG
549
Prestige Wealth Management Group
New Jersey
$1K
TWA
550
TCI Wealth Advisors
Arizona
$1K

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.