We are live on ! Find out more
ESS icon

Essex Property Trust
ESS

522 hedge funds and large institutions have $20B invested in Essex Property Trust in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

38% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $22M

13% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 175

7% more capital invested

Capital invested by funds: $18.6B → $20B (+$1.35B)

2% more funds holding

Funds holding: 512 → 522 (+10)

0.51% more ownership

Funds ownership: 95.5% → 96.01% (+0.51%)

Holders
522
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
55
Increased
198
Reduced
175
Closed
39
Calls
$30.4M
Puts
$22M
Net Calls
+$8.41M
Net Calls Change
+$16.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$146M
2
RC
Resolution Capital
Australia
+$138M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.5M
4
Millennium Management
Millennium Management
New York
+$40.6M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$34.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$72.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$70.9M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$48.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$43M
5
Amundi
Amundi
France
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$25.2M +$476K +1,470 +2%
WBC
77
Westpac Banking Corp
Australia
$23.8M -$1.95M -6,020 -7%
UIC
78
Uniplan Investment Counsel
Wisconsin
$23.6M +$1.91M +5,910 +9%
Victory Capital Management
79
Victory Capital Management
Texas
$23.1M +$303K +936 +1%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$22.8M -$256K -791 -1%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$22.5M +$131K +405 +0.6%
Macquarie Group
82
Macquarie Group
Australia
$22.5M -$2.19M -6,764 -9%
NLGIA
83
Nippon Life Global Investors Americas
New York
$22.2M +$1.15M +3,560 +5%
SSA
84
Schonfeld Strategic Advisors
New York
$22M +$14.8M +45,611 +196%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$21.9M +$558K +1,725 +3%
WMSA
86
Weiss Multi-Strategy Advisers
New York
$21.3M +$1.07M +3,295 +5%
IL
87
Investure LLC
Virginia
$21.1M – – –
PHAM
88
Pacific Heights Asset Management
California
$20.8M – – –
HS
89
Hazelview Securities
Ontario, Canada
$19.6M +$1.55M +4,800 +9%
Alyeska Investment Group
90
Alyeska Investment Group
Illinois
$19.5M +$19.8M +61,093 New
PI
91
PGGM Investments
Netherlands
$19.4M +$1.66M +5,118 +9%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$19M +$1.73M +5,337 +10%
Ameriprise
93
Ameriprise
Minnesota
$18.8M -$3.69M -11,406 -16%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$18.8M -$6.38M -19,723 -25%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.6M -$1.67M -5,164 -8%
Aviva
96
Aviva
United Kingdom
$18.6M -$414K -1,279 -2%
GC
97
Gillson Capital
Illinois
$18.4M +$15.2M +46,847 +438%
GC
98
Guggenheim Capital
Illinois
$17.7M +$145K +449 +0.8%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$17.5M +$559K +1,727 +3%
DSA
100
Davis Selected Advisers
Arizona
$17.4M -$5.37M -16,590 -23%
2 3
4
5 6

ESS Hedge Fund Activity: Q3 2021 in Review

522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2021, worth a combined $20B — up 7.2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ESS positions and 39 closed out — a net gain of 16 holders — while 198 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 522 institutional investors held Essex Property Trust (ESS) as of Q3 2021, up from 512 in Q2 2021.
  • Funds reported $20B of Essex Property Trust stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 55 funds opened new Essex Property Trust positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest Essex Property Trust buyer in Q3 2021 was Cohen & Steers, an estimated $146M added.
  • The largest Essex Property Trust seller in Q3 2021 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2021.