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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
26
ProShare Advisors
Maryland
$130M -$10.4M -40,138 -8%
Morgan Stanley
27
Morgan Stanley
New York
$126M +$16.5M +63,751 +16%
BC
28
Brookfield Corp
Ontario, Canada
$118M -$3.75M -14,463 -3%
ACI
29
AMP Capital Investors
Australia
$95.9M +$17.4M +66,943 +23%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$88.5M -$3.34M -12,885 -4%
Goldman Sachs
31
Goldman Sachs
New York
$87.2M -$19.7M -76,113 -19%
Invesco
32
Invesco
Georgia
$82.7M +$5.72M +22,059 +8%
SEI Investments
33
SEI Investments
Pennsylvania
$82.6M +$5.71M +22,034 +8%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$80.2M -$59.3M -228,597 -44%
Prudential Financial
35
Prudential Financial
New Jersey
$79M +$58.5M +225,575 +346%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$76.5M -$49.2M -189,917 -40%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$76.3M +$12M +46,100 +20%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$72.4M -$47.3M -182,317 -41%
Swiss National Bank
39
Swiss National Bank
Switzerland
$68.1M -$15M -57,908 -19%
Bank of America
40
Bank of America
North Carolina
$67.8M +$9.71M +37,466 +18%
AllianceBernstein
41
AllianceBernstein
Tennessee
$62.9M -$782K -3,016 -1%
ACM
42
Adelante Capital Management
California
$60.6M +$8.02M +30,935 +16%
Deutsche Bank
43
Deutsche Bank
Germany
$56.6M -$115M -442,263 -68%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$55.7M +$21.4M +82,514 +67%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$52M -$61.9M -238,695 -56%
AAMU
46
Amundi Asset Management US
Massachusetts
$51.6M -$35.2M -135,885 -42%
UBS Group
47
UBS Group
Switzerland
$48.9M +$16.3M +62,954 +54%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$47M -$37.5M -144,457 -46%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$46.7M -$9.86M -38,019 -17%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$45.8M -$12.7M -48,839 -23%