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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$160M +$2.43M +8,430 +2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$148M +$30.6M +106,272 +27%
ACM
28
AEW Capital Management
Massachusetts
$137M -$24.6M -85,200 -15%
RC
29
Resolution Capital
Australia
$136M -$4.52M -15,681 -3%
UBS AM
30
UBS AM
Illinois
$111M -$3.49M -12,111 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$103M +$16.8M +58,119 +20%
AAMU
32
Amundi Asset Management US
Massachusetts
$100M +$72.5M +251,449 +271%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$99.1M -$17.8M -61,657 -15%
Swiss National Bank
34
Swiss National Bank
Switzerland
$96.8M -$2.65M -9,200 -3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$92.4M +$9.43M +32,732 +12%
ACM
36
Adelante Capital Management
California
$83.8M -$17M -58,986 -17%
AllianceBernstein
37
AllianceBernstein
Tennessee
$78.8M -$553K -1,918 -0.7%
Bank of America
38
Bank of America
North Carolina
$74.1M +$13.6M +47,143 +23%
DPIM
39
Duff & Phelps Investment Management
Illinois
$59.8M +$11M +38,280 +23%
CIM
40
Centersquare Investment Management
Pennsylvania
$59.2M -$14.2M -49,289 -20%
CS
41
Credit Suisse
Switzerland
$52.2M -$1.43M -4,976 -3%
Asset Management One
42
Asset Management One
Japan
$50.4M +$2.42M +8,402 +5%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$49.6M +$12.6M +43,801 +35%
SEI Investments
44
SEI Investments
Pennsylvania
$49.5M -$8.33M -28,912 -15%
Barclays
45
Barclays
United Kingdom
$49M -$3.15M -10,940 -6%
Lido Advisors
46
Lido Advisors
California
$48.7M +$2.02K +7 +0%
PPA
47
Parametric Portfolio Associates
Washington
$46.6M +$1.45M +5,045 +3%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$44.5M -$2.2M -7,624 -5%
Ameriprise
49
Ameriprise
Minnesota
$44M -$1.17M -4,065 -3%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$43.5M -$1.15M -4,000 -3%

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.