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Essex Property Trust

512 hedge funds and large institutions have $18.6B invested in Essex Property Trust in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.72B)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 184

0.16% less ownership

Funds ownership: 95.66%95.5% (-0.16%)

1% less funds holding

Funds holding: 517512 (-5)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

24% less call options, than puts

Call options by funds: $24M | Put options by funds: $31.7M

Holders
512
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.91%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
50
Increased
186
Reduced
184
Closed
53
Calls
$24M
Puts
$31.7M
Net Calls
-$7.68M
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
HRES
151
Heitman Real Estate Securities
Illinois
$6.38M -$2.51M -8,495 -29%
VRS
152
Virginia Retirement Systems
Virginia
$6.15M -$3.19M -10,800 -35%
NCP
153
NexWave Capital Partners
New York
$6.1M
SLAM
154
Swiss Life Asset Management
$5.91M -$530K -1,798 -8%
Comerica Bank
155
Comerica Bank
Texas
$5.71M -$227K -770 -4%
LPL Financial
156
LPL Financial
California
$5.58M +$331K +1,121 +6%
AB
157
Amalgamated Bank
New York
$5.55M +$4.41M +14,938 +420%
ASRS
158
Arizona State Retirement System
Arizona
$5.51M -$127K -429 -2%
Truist Financial
159
Truist Financial
North Carolina
$5.44M +$271K +919 +5%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$5.22M -$2.16M -7,321 -30%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$5.21M +$330K +1,119 +7%
PDN
162
Pensionfund DSM Netherlands
Netherlands
$5.14M
SOMRS
163
State of Michigan Retirement System
Michigan
$5.09M +$206K +700 +4%
OC
164
Oppenheimer & Co
New York
$4.87M -$80.2K -272 -2%
HWC
165
Hill Winds Capital
New York
$4.8M -$1.03M -3,500 -18%
MIM
166
MetLife Investment Management
New Jersey
$4.52M -$124K -419 -3%
OCAM
167
Onex Canada Asset Management
Ontario, Canada
$4.47M -$44.2K -150 -1%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$4.42M -$128K -434 -3%
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$4.28M -$221K -750 -5%
IMRF
170
Illinois Municipal Retirement Fund
Illinois
$4.22M -$544K -1,843 -12%
PG
171
Pendal Group
Australia
$4.21M -$236K -800 -5%
Swedbank
172
Swedbank
Sweden
$4.21M -$8.07M -27,373 -66%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$4.19M +$80.8K +274 +2%
AMM
174
American Money Management
California
$4.15M +$33.9K +115 +0.8%
DIA
175
Dean Investment Associates
Ohio
$4.11M +$209K +708 +5%

ESS Hedge Fund Activity: Q2 2021 in Review

512 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ESS and 50 opened new positions — a net loss of 3 holders — while 184 trimmed existing stakes and 186 added.

The largest buyer was Resolution Capital, adding an estimated $145M. The largest seller was PGGM Investments, cutting an estimated $207M.

  • 512 institutional investors held Essex Property Trust (ESS) as of Q2 2021, down from 517 in Q1 2021.
  • Funds reported $18.6B of Essex Property Trust stock for Q2 2021, up 10% quarter-over-quarter.
  • 50 funds opened new Essex Property Trust positions in Q2 2021 and 53 closed out, a net change of -3 holders.
  • The largest Essex Property Trust buyer in Q2 2021 was Resolution Capital, an estimated $145M added.
  • The largest Essex Property Trust seller in Q2 2021 was PGGM Investments, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2021.