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Essex Property Trust

537 hedge funds and large institutions have $19.3B invested in Essex Property Trust in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 193 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

25% more call options, than puts

Call options by funds: $54.2M | Put options by funds: $43.2M

11% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 174

6% more funds holding

Funds holding: 507537 (+30)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.9% less ownership

Funds ownership: 98%97.09% (-0.9%)

8% less capital invested

Capital invested by funds: $21B → $19.3B (-$1.77B)

Holders
537
Holders Change
+30
Holders Change %
+5.92%
% of All Funds
10.58%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
84
Increased
193
Reduced
174
Closed
40
Calls
$54.2M
Puts
$43.2M
Net Calls
+$11M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$151M +$12.9M +40,746 +9%
RC
27
Resolution Capital
Australia
$130M -$22M -69,632 -14%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$114M -$2.83M -8,967 -2%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$109M +$115M +363,451 New
PI
30
PGGM Investments
Netherlands
$109M -$216M -683,899 -65%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$108M +$9.03M +28,589 +9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$102M +$2.33M +7,371 +2%
BPSG
33
Brookfield Public Securities Group
New York
$98.7M -$26.5M -83,763 -20%
ACM
34
AEW Capital Management
Massachusetts
$98.7M +$104M +327,900 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$96.4M -$2.5M -7,900 -2%
Bank of America
36
Bank of America
North Carolina
$74.6M +$2.88M +9,117 +4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$72.4M -$3.21M -10,152 -4%
CIMLRA
38
CBRE Investment Management Listed Real Assets
Pennsylvania
$70.4M +$16.5M +52,182 +29%
ACM
39
Adelante Capital Management
California
$66.2M -$8.58M -27,171 -11%
UBS Group
40
UBS Group
Switzerland
$59.2M +$17.6M +55,587 +39%
CS
41
Credit Suisse
Switzerland
$56.4M +$260K +822 +0.4%
Asset Management One
42
Asset Management One
Japan
$54.6M -$762K -2,413 -1%
Barclays
43
Barclays
United Kingdom
$53.3M +$14.7M +46,522 +36%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$52.1M -$1.19M -3,774 -2%
Ameriprise
45
Ameriprise
Minnesota
$50.4M -$2.3M -7,269 -4%
Lido Advisors
46
Lido Advisors
California
$50.2M +$3.16K +10 +0%
PPA
47
Parametric Portfolio Associates
Washington
$50.1M +$509K +1,611 +1%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$49.3M -$1.4M -4,437 -3%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$46.8M +$4.31M +13,635 +10%
Allianz Asset Management
50
Allianz Asset Management
Germany
$45.2M -$114K -361 -0.2%