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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
First Trust Advisors
126
First Trust Advisors
Illinois
$11.2M +$2.64M +7,755 +32%
EARNEST Partners
127
EARNEST Partners
Georgia
$11M +$108K +317 +1%
MNG
128
Manning & Napier Group
New York
$10.6M -$1.18M -3,479 -10%
TAM
129
Third Avenue Management
New York
$10.5M -$155K -455 -1%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$10.5M +$111K +327 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.5M +$297K +874 +3%
O
132
Ossiam
France
$10.1M +$2.04M +6,003 +26%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$10.1M +$4.94M +14,523 +103%
Skandinaviska Enskilda Banken (SEB)
134
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.93M +$5.42M +15,934 +130%
WA
135
Wealth Advisors
California
$9.83M -$242K -710 -2%
RJA
136
Raymond James & Associates
Florida
$9.56M +$558K +1,638 +6%
UOC
137
UBS O'Connor
Illinois
$9.33M -$3.59M -10,540 -28%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$8.8M -$342K -1,006 -4%
SAM
139
Storebrand Asset Management
Norway
$8.78M -$9.53K -28 -0.1%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$8.59M +$30.6K +90 +0.4%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$8.58M -$306K -900 -4%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$8.56M +$306K +898 +4%
Fisher Asset Management
143
Fisher Asset Management
Washington
$8.36M +$7.23M +21,251 +861%
Stifel Financial
144
Stifel Financial
Missouri
$8.35M -$334K -981 -4%
LIMS
145
Lasalle Investment Management Securities
Maryland
$8.31M
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$8.3M
CSS
147
Cubist Systematic Strategies
Connecticut
$8.25M +$7.88M +23,158 +8,907%
Fidelity International
148
Fidelity International
Bermuda
$7.5M -$3.78M -11,100 -34%
IMRF
149
Illinois Municipal Retirement Fund
Illinois
$7.45M -$1.47M -4,315 -17%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$7.45M -$429K -1,261 -6%

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.