Essex Property Trust
525 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 56 closing their positions.
1.06% more ownership
Funds ownership: 93.84% → 94.9% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 195
7% less call options, than puts
Call options by funds: $9.91M | Put options by funds: $10.6M
3% less funds holding
Funds holding: 543 → 525 (-18)
7% less capital invested
Capital invested by funds: $16B → $15B (-$1.07B)
23% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$209M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$140M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$107M |
| 4 |
BlackRock
New York
|
+$106M |
| 5 |
State Street
Boston,
Massachusetts
|
+$85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$173M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$97.8M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$75M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$73.6M |
| 5 |
Millennium Management
New York
|
-$60.1M |
ESS Hedge Fund Activity: Q3 2022 in Review
525 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q3 2022, worth a combined $15B — down 6.7% from $16B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of ESS and 43 opened new positions — a net loss of 13 holders — while 195 trimmed existing stakes and 192 added.
The largest buyer was Fidelity Investments, adding an estimated $209M. The largest seller was Cohen & Steers, cutting an estimated $173M.
- 525 institutional investors held Essex Property Trust (ESS) as of Q3 2022, down from 543 in Q2 2022.
- Funds reported $15B of Essex Property Trust stock for Q3 2022, down 6.7% quarter-over-quarter.
- 43 funds opened new Essex Property Trust positions in Q3 2022 and 56 closed out, a net change of -13 holders.
- The largest Essex Property Trust buyer in Q3 2022 was Fidelity Investments, an estimated $209M added.
- The largest Essex Property Trust seller in Q3 2022 was Cohen & Steers, an estimated $173M sold.
Based on aggregated 13F filings for Q3 2022.