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Essex Property Trust

528 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 217 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $15.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $12.9B → $14.5B (+$1.53B)

0.34% more ownership

Funds ownership: 95.88%96.22% (+0.34%)

0% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 52

0% less funds holding

Funds holding: 529528 (-1)

19% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 217

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.29%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
176
Reduced
217
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$9.85M +$287K +1,314 +3%
NIG
102
NFJ Investment Group
Texas
$9.77M +$9.12M +41,705 New
PAMS
103
Pictet Asset Management (Switzerland)
Switzerland
$9.73M -$679K -3,104 -7%
LI
104
Leeward Investments
Massachusetts
$9.66M -$647K -2,961 -7%
YCM
105
Yousif Capital Management
Michigan
$9.37M +$207K +946 +2%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$9.07M +$945K +4,324 +13%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$8.87M +$1.07M +4,880 +15%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.82M +$221K +1,011 +3%
QP
109
Quilter Plc
United Kingdom
$8.69M +$89.2K +408 +5%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$8.65M -$136K -620 -2%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$8.57M -$929K -4,249 -10%
UOC
112
UBS O'Connor
Illinois
$8.55M +$7.98M +36,500 New
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$8.13M +$1.71M +7,840 +29%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$7.99M +$197K +900 +3%
DekaBank Deutsche Girozentrale
115
DekaBank Deutsche Girozentrale
Germany
$7.94M +$552K +2,523 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
116
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.79M -$236K -1,080 -3%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$7.35M -$40.2K -184 -0.6%
Aberdeen Group
118
Aberdeen Group
United Kingdom
$7.11M +$192K +879 +3%
ERSOT
119
Employees Retirement System of Texas
Texas
$7.03M -$2.19M -10,000 -25%
RJA
120
Raymond James & Associates
Florida
$7M -$120K -549 -2%
KBC Group
121
KBC Group
Belgium
$6.99M +$1.92M +8,761 +42%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$6.95M +$142K +650 +2%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$6.84M +$761K +3,480 +14%
AAF
124
Andra AP-fonden
Sweden
$6.72M +$1.97M +9,000 +46%
WA
125
Wealth Advisors
California
$6.59M -$204K -935 -3%

ESS Hedge Fund Activity: Q2 2023 in Review

528 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2023, worth a combined $14.5B — up 12% from $12.9B a quarter earlier.

Fund positioning in ESS was balanced in Q2 2023: 52 funds opened new positions, 52 closed out, 176 added to existing stakes and 217 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $252M. The largest seller was Vanguard Group, cutting an estimated $66.4M.

  • 528 institutional investors held Essex Property Trust (ESS) as of Q2 2023, down from 529 in Q1 2023.
  • Funds reported $14.5B of Essex Property Trust stock for Q2 2023, up 12% quarter-over-quarter.
  • 52 funds opened new Essex Property Trust positions in Q2 2023 and 52 closed out, a net change of 0 holders.
  • The largest Essex Property Trust buyer in Q2 2023 was Cohen & Steers, an estimated $252M added.
  • The largest Essex Property Trust seller in Q2 2023 was Vanguard Group, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2023.