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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
Axa
151
Axa
France
$7.3M -$415K -1,218 -6%
VF
152
Vest Financial
Virginia
$7.14M +$1.53M +4,502 +29%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$7.13M +$6.88M +20,226 New
SLAM
154
Swiss Life Asset Management
$6.95M
LPL Financial
155
LPL Financial
California
$6.95M +$132K +389 +2%
FAF
156
Fjarde Ap-fonden
Sweden
$6.95M -$970K -2,851 -13%
AIG
157
American International Group
New York
$6.87M +$31.7K +93 +0.5%
Franklin Resources
158
Franklin Resources
California
$6.65M -$301K -883 -4%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$6.45M +$2.18M +6,400 +54%
AB
160
Amalgamated Bank
New York
$6.42M +$128K +376 +2%
Truist Financial
161
Truist Financial
North Carolina
$6.38M +$192K +565 +3%
ASRS
162
Arizona State Retirement System
Arizona
$6.24M -$181K -533 -3%
PDN
163
Pensionfund DSM Netherlands
Netherlands
$6.21M
SOMRS
164
State of Michigan Retirement System
Michigan
$6.16M +$176K +516 +3%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$6.05M -$375K -1,103 -6%
Arrowstreet Capital
166
Arrowstreet Capital
Massachusetts
$6.03M +$5.83M +17,122 New
KBC Group
167
KBC Group
Belgium
$5.51M -$258K -759 -5%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$5.48M +$359K +1,056 +7%
LSA
169
L & S Advisors
California
$5.46M +$5.28M +15,514 New
FAF
170
Första AP-fonden
Sweden
$5.42M +$1.67M +4,900 +47%
OCAM
171
Onex Canada Asset Management
Ontario, Canada
$5.3M +$49.4K +145 +1%
AMM
172
American Money Management
California
$5.07M -$34K -100 -0.7%
MIM
173
MetLife Investment Management
New Jersey
$5.07M -$105K -308 -2%
UIM
174
USS Investment Management
United Kingdom
$5.06M
OC
175
Oppenheimer & Co
New York
$5.01M -$376K -1,104 -7%

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.