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Essex Property Trust
ESS

522 hedge funds and large institutions have $20B invested in Essex Property Trust in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

38% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $22M

13% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 175

7% more capital invested

Capital invested by funds: $18.6B → $20B (+$1.35B)

2% more funds holding

Funds holding: 512 → 522 (+10)

0.51% more ownership

Funds ownership: 95.5% → 96.01% (+0.51%)

Holders
522
Holders Change
+10
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
55
Increased
198
Reduced
175
Closed
39
Calls
$30.4M
Puts
$22M
Net Calls
+$8.41M
Net Calls Change
+$16.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$146M
2
RC
Resolution Capital
Australia
+$138M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.5M
4
Millennium Management
Millennium Management
New York
+$40.6M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$34.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$72.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$70.9M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$48.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$43M
5
Amundi
Amundi
France
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
176
American Money Management
California
$4.63M +$211K +653 +5%
UIM
177
USS Investment Management
United Kingdom
$4.59M +$4.64M +14,354 New
Ensign Peak Advisors
178
Ensign Peak Advisors
Utah
$4.53M -$28.1K -87 -0.6%
Swedbank
179
Swedbank
Sweden
$4.48M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
180
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.41M +$4.46M +13,800 New
DIA
181
Dean Investment Associates
Ohio
$4.35M -$29.4K -91 -0.7%
GIBU
182
Gulf International Bank (UK)
United Kingdom
$4.32M -$149K -461 -3%
NAM
183
Nissay Asset Management
Japan
$4.01M +$148K +457 +4%
AAM
184
Advisors Asset Management
Colorado
$3.96M -$45.3K -140 -1%
Skandinaviska Enskilda Banken (SEB)
185
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.91M -$324 -1 -0%
BCIM
186
British Columbia Investment Management
British Columbia, Canada
$3.84M -$11K -34 -0.3%
MLICM
187
Metropolitan Life Insurance Company (MetLife)
New York
$3.83M -$21.4K -66 -0.5%
Korea Investment Corp
188
Korea Investment Corp
South Korea
$3.81M -$4.04M -12,500 -51%
SGA
189
Strategic Global Advisors
California
$3.75M +$867K +2,679 +30%
URS
190
Utah Retirement Systems
Utah
$3.73M -$226K -700 -6%
IA
191
IndexIQ Advisors
New York
$3.71M -$34K -105 -0.9%
HCM
192
HGI Capital Management
New York
$3.54M +$3.58M +11,059 New
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.51M +$256K +790 +8%
FAM
194
Fred Alger Management
New York
$3.43M +$3.47M +10,738 New
FAF
195
Första AP-fonden
Sweden
$3.36M -$485K -1,500 -13%
DnB Asset Management
196
DnB Asset Management
Norway
$3.34M +$3.38M +10,456 New
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
$3.31M +$632K +1,954 +23%
AFM
198
Anson Funds Management
Texas
$3.3M -$647K -2,000 -16%
CSIC
199
Clifford Swan Investment Counsel
California
$3.25M -$111K -344 -3%
PIM
200
Provident Investment Management
Michigan
$3.22M -$11.3K -35 -0.3%
6 7
8
9 10

ESS Hedge Fund Activity: Q3 2021 in Review

522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2021, worth a combined $20B — up 7.2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ESS positions and 39 closed out — a net gain of 16 holders — while 198 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 522 institutional investors held Essex Property Trust (ESS) as of Q3 2021, up from 512 in Q2 2021.
  • Funds reported $20B of Essex Property Trust stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 55 funds opened new Essex Property Trust positions in Q3 2021 and 39 closed out, a net change of +16 holders.
  • The largest Essex Property Trust buyer in Q3 2021 was Cohen & Steers, an estimated $146M added.
  • The largest Essex Property Trust seller in Q3 2021 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2021.