We are live on ! Find out more
ESS icon

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
SAM
76
Securian Asset Management
Minnesota
$29.4M -$126K -370 -0.4%
SO
77
STRS Ohio
Ohio
$28.3M -$31.1M -91,394 -53%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$27.9M +$193K +566 +0.7%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$25.7M +$783K +2,301 +3%
NIPH
80
NN Investment Partners Holdings
Netherlands
$25.6M +$6.91M +20,298 +39%
Victory Capital Management
81
Victory Capital Management
Texas
$25.4M -$37.8K -111 -0.2%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$25.1M +$75.6K +222 +0.3%
UIC
83
Uniplan Investment Counsel
Wisconsin
$25M -$1,000K -2,937 -4%
PHAM
84
Pacific Heights Asset Management
California
$24.7M +$1.7M +5,000 +8%
NLGIA
85
Nippon Life Global Investors Americas
New York
$23.7M -$773K -2,270 -3%
WBC
86
Westpac Banking Corp
Australia
$23.6M -$2.54M -7,472 -10%
IL
87
Investure LLC
Virginia
$23.2M
Ameriprise
88
Ameriprise
Minnesota
$23.2M +$3.06M +8,995 +15%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$23.1M -$1.07M -3,155 -5%
GC
90
Guggenheim Capital
Illinois
$22.9M +$3.3M +9,689 +17%
PI
91
PGGM Investments
Netherlands
$21.3M -$59.6K -175 -0.3%
Aviva
92
Aviva
United Kingdom
$21M +$475K +1,396 +2%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$20.1M +$19.4M +57,097 New
SOADOR
94
State of Alaska Department of Revenue
Alaska
$20M -$936K -2,751 -5%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$19.2M -$1.51M -4,424 -8%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$19.1M -$157K -460 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.1M +$4.57M +13,418 +33%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$18.2M +$838K +2,461 +5%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$18.2M -$269K -790 -2%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$18.2M +$17.6M +51,605 New

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.