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Essex Property Trust
ESS

512 hedge funds and large institutions have $18.6B invested in Essex Property Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.72B)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 184

0.16% less ownership

Funds ownership: 95.66% → 95.5% (-0.16%)

1% less funds holding

Funds holding: 517 → 512 (-5)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

24% less call options, than puts

Call options by funds: $24M | Put options by funds: $31.7M

Holders
512
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
50
Increased
186
Reduced
184
Closed
53
Calls
$24M
Puts
$31.7M
Net Calls
-$7.68M
Net Calls Change
+$988K

Top Buyers

1
RC
Resolution Capital
Australia
+$145M
2
Citadel Advisors
Citadel Advisors
Florida
+$61.3M
3
Prudential Financial
Prudential Financial
New Jersey
+$49.8M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$49.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34.6M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$207M
2
CIM
Centersquare Investment Management
Pennsylvania
-$63.7M
3
Morgan Stanley
Morgan Stanley
New York
-$46.7M
4
BlackRock
BlackRock
New York
-$42M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$41M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$51.6M -$2.34M -7,927 -4%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$51.5M +$1.38M +4,669 +3%
Lido Advisors
53
Lido Advisors
California
$50.3M -$2.06K -7 -0%
Citigroup
54
Citigroup
New York
$49.3M +$2.12M +7,189 +5%
Asset Management One
55
Asset Management One
Japan
$49.3M -$53.7K -182 -0.1%
CS
56
Credit Suisse
Switzerland
$45.8M +$1.46M +4,941 +3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$44.1M -$35.2M -119,425 -45%
Deutsche Bank
58
Deutsche Bank
Germany
$43M -$19.2M -64,980 -31%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$36M -$1.34M -4,541 -4%
Allianz Asset Management
60
Allianz Asset Management
Germany
$35M +$1.02M +3,446 +3%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$34.3M -$2.89M -9,787 -8%
Barclays
62
Barclays
United Kingdom
$34.1M +$5M +16,951 +18%
Wells Fargo
63
Wells Fargo
California
$33.1M -$2.99M -10,130 -8%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$32.5M +$856K +2,902 +3%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.5M -$1.38M -4,688 -4%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$30.1M +$5.6K +19 +0%
ESCM
67
Echo Street Capital Management
New York
$29.6M +$8.46M +28,693 +41%
National Pension Service
68
National Pension Service
South Korea
$28.7M +$1.77K +6 +0%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$28.5M -$953K -3,230 -3%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$28.1M -$131K -443 -0.5%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$28M +$4.68M +15,864 +21%
ERSOT
72
Employees Retirement System of Texas
Texas
$27.7M – – –
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$24.4M -$375K -1,272 -2%
Canada Life
74
Canada Life
Manitoba, Canada
$24.4M -$92.9K -315 -0.4%
Nomura Asset Management
75
Nomura Asset Management
Japan
$24.2M -$204K -691 -0.8%
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3
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ESS Hedge Fund Activity: Q2 2021 in Review

512 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ESS and 50 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 186 added.

The largest buyer was Resolution Capital, adding an estimated $145M. The largest seller was PGGM Investments, cutting an estimated $207M.

  • 512 institutional investors held Essex Property Trust (ESS) as of Q2 2021, down from 517 in Q1 2021.
  • Funds reported $18.6B of Essex Property Trust stock for Q2 2021, up 10% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q2 2021 and 53 closed out, a net change of -3 holders.
  • The largest Essex Property Trust buyer in Q2 2021 was Resolution Capital, an estimated $145M added.
  • The largest Essex Property Trust seller in Q2 2021 was PGGM Investments, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.