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Essex Property Trust

488 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 170

0% more capital invested

Capital invested by funds: $18.8B → $18.8B (+$19M)

0.75% less ownership

Funds ownership: 98.64%97.89% (-0.75%)

2% less funds holding

Funds holding: 497488 (-9)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

25% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $84.8M

Holders
488
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
48
Increased
178
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
Surevest
California
$1.76M +$1.06M +3,679 +157%
AIM
227
Achmea Investment Management
Netherlands
$1.75M +$498K +1,727 +41%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$1.74M -$288K -1,000 -14%
US Bancorp
229
US Bancorp
Minnesota
$1.7M +$135K +470 +9%
MYAM
230
Meiji Yasuda Asset Management
Japan
$1.7M -$57.6K -200 -3%
RIM
231
Redpoint Investment Management
Australia
$1.68M +$76.7K +266 +5%
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$1.63M -$15K -52 -0.9%
LIA
233
LS Investment Advisors
Michigan
$1.58M +$32.9K +114 +2%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$1.58M -$3.52M -12,208 -70%
NMERB
235
New Mexico Educational Retirement Board
New Mexico
$1.58M -$28.8K -100 -2%
UCFA
236
United Capital Financial Advisors
Texas
$1.58M +$138K +478 +10%
MNBTD
237
Moody National Bank Trust Division
Texas
$1.56M
UFG
238
United Fire Group
Iowa
$1.56M
MCIM
239
Meadow Creek Investment Management
Georgia
$1.55M +$292K +1,012 +23%
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
$1.55M -$792K -2,748 -34%
PA
241
Profund Advisors
Maryland
$1.55M +$230K +797 +18%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$1.42M +4,939 New
CAL
243
Capital Analysts LLC
Pennsylvania
$1.49M -$30.6K -106 -2%
RIM
244
Rampart Investment Management
Connecticut
$1.46M -$85K -295 -6%
CGH
245
Crossmark Global Holdings
Texas
$1.42M +$260K +902 +23%
Caisse de Depot et Placement du Quebec (CDPQ)
246
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.41M -$202K -700 -13%
II
247
IFM Investors
Australia
$1.41M +$179K +622 +15%
WAM
248
World Asset Management
Michigan
$1.4M +$11.8K +41 +0.9%
QI
249
QS Investors
New York
$1.37M -$1.1M -3,800 -45%
GAM
250
Gemmer Asset Management
California
$1.32M +$8.65K +30 +0.7%

ESS Hedge Fund Activity: Q2 2019 in Review

488 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2019, worth a combined $18.8B — up 0.1% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ESS and 48 opened new positions — a net loss of 6 holders — while 170 trimmed existing stakes and 178 added.

The largest buyer was Nuveen, adding an estimated $201M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 488 institutional investors held Essex Property Trust (ESS) as of Q2 2019, down from 497 in Q1 2019.
  • Funds reported $18.8B of Essex Property Trust stock for Q2 2019, up 0.1% quarter-over-quarter.
  • 48 funds opened new Essex Property Trust positions in Q2 2019 and 54 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2019 was Nuveen, an estimated $201M added.
  • The largest Essex Property Trust seller in Q2 2019 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.