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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
HW
326
Hancock Whitney
Mississippi
$450K +$444K +1,542 New
LPL Financial
327
LPL Financial
California
$447K +$45.2K +157 +11%
BA
328
Bridgewater Associates
Connecticut
$444K +$438K +1,520 New
NA
329
NewEdge Advisors
Louisiana
$439K -$5.19K -18 -1%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$436K +$16.4K +57 +4%
WMG
331
WESCAP Management Group
California
$417K
AIS
332
American Investment Services
Massachusetts
$414K
Mariner
333
Mariner
Kansas
$409K -$49.3K -171 -11%
ACM
334
Azimuth Capital Management
Michigan
$409K
SXL
335
Summit X LLC
Missouri
$401K +$8.65K +30 +2%
KRSITF
336
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$400K +$18.4K +64 +5%
LWM
337
Liberty Wealth Management
California
$397K
ACI
338
Alpha Cubed Investments
California
$396K +$576 +2 +0.1%
FQ
339
First Quadrant
California
$380K
V
340
Veritable
Delaware
$372K +$2.31K +8 +0.6%
RJFSA
341
Raymond James Financial Services Advisors
Florida
$359K -$9.8K -34 -3%
TCOV
342
Trust Company of Vermont
Vermont
$354K -$14.4K -50 -4%
LMAM
343
Legg Mason Asset Management
Japan
$349K -$87.9K -305 -20%
BTS
344
BB&T Securities
Virginia
$349K +$102K +355 +42%
MML Investors Services
345
MML Investors Services
Massachusetts
$345K -$2.88K -10 -0.8%
LCM
346
Landscape Capital Management
New Jersey
$344K -$41.2K -143 -11%
PI
347
Putnam Investments
Massachusetts
$340K -$13.8K -48 -4%
CBOA
348
Commonwealth Bank of Australia
Australia
$336K +$9.8K +34 +3%
CCM
349
Cadence Capital Management
Massachusetts
$327K -$75.2K -261 -19%
QIM
350
Quantitative Investment Management
Virginia
$326K +$322K +1,117 New

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.