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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
TPA
251
Trivium Point Advisory
Connecticut
$1.31M +$79.3K +275 +7%
PCM
252
Penserra Capital Management
California
$1.3M +$118K +409 +10%
PFC
253
Phocas Financial Corp
California
$1.29M +$71.5K +248 +6%
BAM
254
Blueshift Asset Management
New Jersey
$1.29M +$961K +3,333 +307%
MF
255
Magnetar Financial
Illinois
$1.29M +$1.27M +4,407 New
DIA
256
Dean Investment Associates
Ohio
$1.22M +$8.36K +29 +0.7%
TIA
257
Tiemann Investment Advisors
California
$1.22M
ANI
258
American National Insurance
Texas
$1.21M
GIA
259
Gateway Investment Advisers
Ohio
$1.2M -$68.6K -238 -5%
ERSOT
260
Employees Retirement System of Texas
Texas
$1.17M
FCM
261
Flinton Capital Management
Pennsylvania
$1.13M +$212K +736 +23%
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M +$4.9K +17 +0.4%
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$1.07M +$135K +468 +15%
Creative Planning
264
Creative Planning
Kansas
$1.06M -$156K -542 -13%
Wealthfront Advisers
265
Wealthfront Advisers
California
$1.06M +$45.2K +157 +5%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$1.03M +$3.46K +12 +0.3%
MIA
267
MainStreet Investment Advisors
Illinois
$1.03M +$1.02M +3,539 New
JG
268
Jefferies Group
New York
$1.03M +$1.01M +3,489 +9,969%
WorldQuant Millennium Advisors
269
WorldQuant Millennium Advisors
New York
$1M +$199K +689 +25%
AG
270
Advisor Group
Arizona
$1M -$3.75K -13 -0.4%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$1M -$57.6K -200 -6%
UH
272
Unigestion Holding
Switzerland
$993K +$980K +3,400 New
AA
273
ALPS Advisors
Colorado
$991K -$95.7K -332 -9%
KFC
274
Klingenstein Fields & Co
New York
$990K -$173K -600 -15%
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$974K +$52.7K +183 +6%

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.