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Essex Property Trust
ESS

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: 5 → 7 (+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: 529 → 528 (-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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$252M
2
RC
Resolution Capital
Australia
+$31.6M
3
American Century Companies
American Century Companies
Missouri
+$24.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$24M
5
GA
GRS Advisors
Illinois
+$23M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$66.4M
2
Macquarie Group
Macquarie Group
Australia
-$32.4M
3
CIM
Centersquare Investment Management
Pennsylvania
-$31.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$29.4M
5
EWA
EP Wealth Advisors
California
-$29.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
576
Point72 Asset Management
Connecticut
– -$2.63K -13 Closed
BWM
577
BerganKDV Wealth Management
Minnesota
– -$1.75K -8 Closed
CAC
578
Core Alternative Capital
Georgia
– -$418 -2 Closed
TWA
579
TCI Wealth Advisors
Arizona
– -$419 -2 Closed
AW
580
Avion Wealth
Texas
– +$874 +4 New
20 21 22 23
24

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.