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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
UBS Group
51
UBS Group
Switzerland
$49.3M -$20.7M -60,817 -30%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$48.3M -$354K -1,040 -0.8%
Citigroup
53
Citigroup
New York
$46.8M -$1.34M -3,946 -3%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$44.4M -$24.2M -71,172 -36%
HS
55
Hazelview Securities
Ontario, Canada
$43.4M +$21.3M +62,698 +105%
Amundi
56
Amundi
France
$42.8M -$3.29M -9,673 -7%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$41.7M +$665K +1,955 +2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$41M +$188K +553 +0.5%
Wells Fargo
59
Wells Fargo
California
$40.5M -$10.5M -30,901 -21%
Deutsche Bank
60
Deutsche Bank
Germany
$37.7M -$825K -2,425 -2%
CS
61
Credit Suisse
Switzerland
$36.3M -$3.25M -9,563 -8%
Canada Life
62
Canada Life
Manitoba, Canada
$36.2M +$571K +1,679 +2%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$35M -$2.07M -6,076 -6%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$34.4M -$10.8M -31,821 -25%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$34.4M -$71.5K -210 -0.2%
Barclays
66
Barclays
United Kingdom
$34.2M +$870K +2,556 +3%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.8M -$2.2M -6,472 -6%
National Pension Service
68
National Pension Service
South Korea
$32.7M -$1.99M -5,860 -6%
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$32.5M +$14.5M +42,569 +85%
Macquarie Group
70
Macquarie Group
Australia
$32M +$7.12M +20,914 +30%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$31.7M +$351K +1,030 +1%
Allianz Asset Management
72
Allianz Asset Management
Germany
$30.9M -$8.98M -26,369 -23%
Nomura Asset Management
73
Nomura Asset Management
Japan
$30.7M +$1.09M +3,217 +4%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$30.5M -$4.76K -14 -0%
ESCM
75
Echo Street Capital Management
New York
$30.1M -$4.31M -12,661 -13%

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.