Essex Property Trust
560 hedge funds and large institutions have $21.7B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 214 increasing their positions, 198 reducing their positions, and 54 closing their positions.
948% more call options, than puts
Call options by funds: $51.4M | Put options by funds: $4.91M
17% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 54
8% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 198
0.77% more ownership
Funds ownership: 95.26% → 96.03% (+0.77%)
0% more funds holding
Funds holding: 559 → 560 (+1)
1% less capital invested
Capital invested by funds: $21.8B → $21.7B (-$109M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 2 |
State Street
Boston,
Massachusetts
|
+$106M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$86.4M |
| 4 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$71.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$67.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$139M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$92.2M |
| 3 |
BlackRock
New York
|
-$80.1M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$46.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$45.6M |
ESS Hedge Fund Activity: Q1 2022 in Review
560 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q1 2022, worth a combined $21.7B — down 0.5% from $21.8B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ESS positions and 54 closed out — a net gain of 9 holders — while 214 added to existing stakes and 198 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Cohen & Steers, cutting an estimated $139M.
- 560 institutional investors held Essex Property Trust (ESS) as of Q1 2022, up from 559 in Q4 2021.
- Funds reported $21.7B of Essex Property Trust stock for Q1 2022, down 0.5% quarter-over-quarter.
- 63 funds opened new Essex Property Trust positions in Q1 2022 and 54 closed out, a net change of +9 holders.
- The largest Essex Property Trust buyer in Q1 2022 was Fidelity Investments, an estimated $158M added.
- The largest Essex Property Trust seller in Q1 2022 was Cohen & Steers, an estimated $139M sold.
Based on aggregated 13F filings for Q1 2022.