We are live on ! Find out more
ESS icon

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
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$4.5M -$93.3K -427 -2%
UM
152
UniSuper Management
Australia
$4.33M +$4.04M +18,500 New
Fisher Asset Management
153
Fisher Asset Management
Washington
$4.32M -$51.2K -234 -1%
IIM
154
Intact Investment Management
Quebec, Canada
$4.19M +$3.91M +17,900 New
UIM
155
USS Investment Management
United Kingdom
$4.18M
SOMRS
156
State of Michigan Retirement System
Michigan
$4.14M -$21.9K -100 -0.6%
ASRS
157
Arizona State Retirement System
Arizona
$4.12M -$269K -1,232 -7%
AIG
158
American International Group
New York
$4.07M -$34.1K -156 -0.9%
AMM
159
American Money Management
California
$4.03M -$170K -776 -4%
MMA
160
Miracle Mile Advisors
California
$3.94M -$13.3K -61 -0.4%
MPM
161
Meritage Portfolio Management
Kansas
$3.87M -$1.2M -5,495 -25%
DIA
162
Dean Investment Associates
Ohio
$3.85M -$127K -582 -3%
Truist Financial
163
Truist Financial
North Carolina
$3.83M -$171K -784 -5%
AB
164
Amalgamated Bank
New York
$3.83M -$54.4K -249 -2%
MIM
165
MetLife Investment Management
New Jersey
$3.82M -$83.7K -383 -2%
FCBT
166
First Citizens Bank & Trust
North Carolina
$3.76M +$587K +2,687 +20%
SAM
167
Storebrand Asset Management
Norway
$3.73M +$45.5K +208 +1%
SMDAM
168
Sumitomo Mitsui DS Asset Management
Japan
$3.6M +$63.4K +290 +2%
TAF
169
Tredje AP-fonden
Sweden
$3.58M -$458K -2,095 -12%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$3.5M -$507K -2,320 -13%
MNG
171
Manning & Napier Group
New York
$3.43M
LIM
172
Loudon Investment Management
New Hampshire
$3.43M +$137K +625 +4%
KC
173
Kinloch Capital
Virginia
$3.36M -$10.3K -47 -0.3%
Aviva
174
Aviva
United Kingdom
$3.34M -$1.75K -8 -0.1%
NAM
175
Nissay Asset Management
Japan
$3.28M +$25.6K +117 +0.8%

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.