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Essex Property Trust
ESS

462 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 155 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

4% more funds holding

Funds holding: 443 → 462 (+19)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.16% less ownership

Funds ownership: 97.5% → 97.34% (-0.16%)

1% less capital invested

Capital invested by funds: $15.5B → $15.4B (-$125M)

1% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 157

75% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $54M

Holders
462
Holders Change
+19
Holders Change %
+4.29%
% of All Funds
10.58%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
51
Increased
155
Reduced
157
Closed
29
Calls
$13.8M
Puts
$54M
Net Calls
-$40.3M
Net Calls Change
-$22.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$333M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$122M
3
BC
Brookfield Corp
Ontario, Canada
+$116M
4
Millennium Management
Millennium Management
New York
+$115M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$83.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$201M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$170M
3
Deutsche Bank
Deutsche Bank
Germany
-$158M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$139M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$94.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$115M +$115M +481,377 +43,018%
Goldman Sachs
27
Goldman Sachs
New York
$109M +$2.77M +11,624 +3%
Deutsche Bank
28
Deutsche Bank
Germany
$103M -$158M -661,801 -61%
UBS AM
29
UBS AM
Illinois
$90.8M +$2.46M +10,333 +3%
ACM
30
Adelante Capital Management
California
$88.9M +$8.79M +36,908 +11%
Ameriprise
31
Ameriprise
Minnesota
$85.9M +$6.61M +27,759 +8%
Swiss National Bank
32
Swiss National Bank
Switzerland
$81.7M +$1.79M +7,500 +2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$76.2M +$8.27M +34,726 +12%
TA
34
Teachers Advisors
New York
$75.7M +$637K +2,672 +0.9%
ACI
35
AMP Capital Investors
Australia
$73.9M -$4.99M -20,936 -6%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$72.1M -$21.1M -88,451 -23%
NIPH
37
NN Investment Partners Holdings
Netherlands
$66.2M -$10.5M -44,225 -14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$66.1M -$3.27M -13,707 -5%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$64.6M +$26.1M +109,600 +68%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$62.2M +$2.04M +8,558 +3%
Asset Management One
41
Asset Management One
Japan
$60.3M +$87.7K +368 +0.1%
TCIM
42
TIAA CREF Investment Management
New York
$56.3M -$2.38M -9,983 -4%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$55.6M -$25.2M -105,844 -31%
CS
44
Credit Suisse
Switzerland
$54.8M +$1.97M +8,286 +4%
DPIM
45
Duff & Phelps Investment Management
Illinois
$52.2M -$5.21M -21,875 -9%
Bank of America
46
Bank of America
North Carolina
$48.4M +$25M +104,813 +107%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$44.8M -$8.56M -35,927 -16%
CIM
48
Centersquare Investment Management
Pennsylvania
$43.7M -$7.81M -32,805 -15%
Barclays
49
Barclays
United Kingdom
$43.4M +$2.36M +9,898 +6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$41.6M +$7.26M +30,457 +21%
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ESS Hedge Fund Activity: Q2 2018 in Review

462 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2018, worth a combined $15.4B — down 0.81% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ESS positions and 29 closed out — a net gain of 22 holders — while 155 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $333M. The largest seller was Invesco, cutting an estimated $201M.

  • 462 institutional investors held Essex Property Trust (ESS) as of Q2 2018, up from 443 in Q1 2018.
  • Funds reported $15.4B of Essex Property Trust stock for Q2 2018, down 0.81% quarter-over-quarter.
  • 51 funds opened new Essex Property Trust positions in Q2 2018 and 29 closed out, a net change of +22 holders.
  • The largest Essex Property Trust buyer in Q2 2018 was Cohen & Steers, an estimated $333M added.
  • The largest Essex Property Trust seller in Q2 2018 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2018.