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
Aberdeen Group
101
Aberdeen Group
United Kingdom
$17.6M -$310K -911 -2%
DSA
102
Davis Selected Advisers
Arizona
$17.2M -$1.89M -5,560 -10%
PAMS
103
Pictet Asset Management (Switzerland)
Switzerland
$17.1M +$272K +800 +2%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$16.5M +$1.51M +4,438 +10%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$15.4M +$214K +630 +1%
DekaBank Deutsche Girozentrale
106
DekaBank Deutsche Girozentrale
Germany
$14.9M +$5.36M +15,750 +59%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$14.3M +$1.78M +5,222 +15%
VanEck Associates
108
VanEck Associates
New York
$14.1M +$3.48M +10,224 +34%
AAIM
109
American Assets Investment Management
California
$13.9M
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$13.7M -$305K -896 -2%
MAM
111
Martingale Asset Management
Massachusetts
$13.4M +$11.5M +33,720 +798%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$13.1M -$342K -1,005 -3%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$13M -$307K -903 -2%
DWM
114
Dakota Wealth Management
Florida
$12.9M +$40.2K +118 +0.3%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$12.8M -$1.5M -4,408 -11%
QP
116
Quilter Plc
United Kingdom
$12.5M +$66K +194 +0.6%
CCM
117
Chilton Capital Management
Texas
$12.3M -$35.7K -105 -0.3%
CWM
118
CIBC World Markets
New York
$12.3M -$2.23M -6,540 -16%
ERSOT
119
Employees Retirement System of Texas
Texas
$12.2M -$3.56M -10,450 -23%
N
120
Natixis
France
$12.2M -$2.16M -6,342 -15%
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$12.1M +$11.7M +34,312 New
CA
122
Capitolis Advisors
New York
$11.9M
AAF
123
Andra AP-fonden
Sweden
$11.7M +$1.29M +3,800 +13%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$11.3M -$640K -1,879 -6%
YCM
125
Yousif Capital Management
Michigan
$11.2M +$10.8M +31,741 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.