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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
AWA
551
Amplius Wealth Advisors
Pennsylvania
$1K +$1.02K +3 New
S
552
Surevest
California
$1K +$1.02K +3 New
CAC
553
Core Alternative Capital
Georgia
$1K +$1.36K +4 New
EWA
554
EverSource Wealth Advisors
Alabama
$1K +$1.36K +4 New
FIA
555
FNY Investment Advisers
New York
$1K +$1.7K +5 New
WC
556
Wexford Capital
Florida
$499 +$482K +1,416 New
LWM
557
Liberty Wealth Management
California
$239
BBHC
558
Brown Brothers Harriman & Co
New York
$34
WCP
559
Waterfront Capital Partners
New York
-$49.8M -155,778 Closed
WMSA
560
Weiss Multi-Strategy Advisers
New York
-$21.3M -66,537 Closed
Alyeska Investment Group
561
Alyeska Investment Group
Illinois
-$19.5M -61,093 Closed
GC
562
Gillson Capital
Illinois
-$18.4M -57,542 Closed
Citadel Advisors
563
Citadel Advisors
Florida
-$15.9M -46,741 Closed
Tudor Investment Corp
564
Tudor Investment Corp
Connecticut
-$8.97M -28,059 Closed
MGIM
565
M&G Investment Management
United Kingdom
-$6.7K -20,930 Closed
CGM
566
Capital Growth Management
Massachusetts
-$6.39M -20,000 Closed
CC
567
Carlson Capital
Texas
-$5.34M -16,706 Closed
HCM
568
HGI Capital Management
New York
-$3.54M -11,059 Closed
FAM
569
Fred Alger Management
New York
-$3.43M -10,738 Closed
ECM
570
EII Capital Management
New York
-$3.21M -10,054 Closed
BFM
571
Boothbay Fund Management
New York
-$1.3M -4,081 Closed
BCP
572
Blackhawk Capital Partners
Wisconsin
-$1.07M -3,360 Closed
WorldQuant Millennium Advisors
573
WorldQuant Millennium Advisors
New York
-$1.05M -3,300 Closed
LCM
574
Landscape Capital Management
New Jersey
-$921K -2,879 Closed
NC
575
NewSquare Capital
Pennsylvania
-$587K -1,837 Closed

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.