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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
AWS
576
Atria Wealth Solutions
New York
-$276K -793 Closed
CCM
577
Coldstream Capital Management
Washington
-$273K -792 Closed
SCA
578
Snowden Capital Advisors
New York
-$271K -786 Closed
FWCM
579
Ferguson Wellman Capital Management
Oregon
-$271K -785 Closed
HT
580
HighTower Trust
Texas
-$256K -741 Closed
FRM
581
Fox Run Management
Connecticut
-$255K -738 Closed
BF
582
BOK Financial
Oklahoma
-$251K -727 Closed
MA
583
Mutual Advisors
Nebraska
-$248K -719 Closed
SCM
584
Schnieders Capital Management
California
-$248K -719 Closed
AIS
585
American Investment Services
Massachusetts
-$248K -718 Closed
LNC
586
Lincoln National Corp
Pennsylvania
-$248K -718 Closed
GT
587
Greenleaf Trust
Michigan
-$247K -714 Closed
LWM
588
Liberty Wealth Management
California
-$235K -681 Closed
LWAM
589
Legacy Wealth Asset Management
Minnesota
-$233K -675 Closed
MC
590
Moors & Cabot
Massachusetts
-$233K -675 Closed
SFI
591
Siemens Fonds Invest
Germany
-$229K -662 Closed
KeyBank National Association
592
KeyBank National Association
Ohio
-$221K -641 Closed
LNWWM
593
Laird Norton Wetherby Wealth Management
California
-$219K -635 Closed
BMC
594
Beaton Management Company
Massachusetts
-$213K -616 Closed
SAM
595
Silvercrest Asset Management
New York
-$211K -610 Closed
Cetera Investment Advisers
596
Cetera Investment Advisers
Illinois
-$207K -600 Closed
FTDI
597
First Trust Direct Indexing
Massachusetts
-$206K -595 Closed
CWM
598
C2C Wealth Management
Arizona
-$208K -594 Closed
DIP
599
DT Investment Partners
Pennsylvania
-$205K -594 Closed
FRA
600
Frank Rimerman Advisors
California
-$205K -594 Closed

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.