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Essex Property Trust

524 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 93.84%95.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

7% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $10.6M

3% less funds holding

Funds holding: 542524 (-18)

6% less capital invested

Capital invested by funds: $16B → $15B (-$981M)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
43
Increased
192
Reduced
196
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$120M -$5.76M -21,272 -4%
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$116M +$14.5M +53,497 +13%
Goldman Sachs
28
Goldman Sachs
New York
$110M +$4.04M +14,921 +3%
Ameriprise
29
Ameriprise
Minnesota
$108M +$107M +393,701 +696%
LIMS
30
Lasalle Investment Management Securities
Maryland
$107M +$28.2M +104,313 +31%
ACM
31
AEW Capital Management
Massachusetts
$104M +$11M +40,800 +11%
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$91.6M -$32.8M -121,079 -24%
CIM
33
Centersquare Investment Management
Pennsylvania
$87.8M +$75M +277,064 +325%
AAMU
34
APG Asset Management US
New York
$75M -$31.6M -116,868 -27%
ACM
35
Adelante Capital Management
California
$72M -$1.28M -4,713 -2%
Millennium Management
36
Millennium Management
New York
$68.8M -$60.1M -222,236 -44%
Swiss National Bank
37
Swiss National Bank
Switzerland
$68.5M -$108K -400 -0.1%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$68M +$1.25M +4,634 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$67.8M +$10.5M +38,685 +16%
Macquarie Group
40
Macquarie Group
Australia
$65.4M -$5.28M -19,514 -7%
SEI Investments
41
SEI Investments
Pennsylvania
$63.6M -$10.1M -37,430 -12%
BC
42
Brookfield Corp
Ontario, Canada
$63.2M -$48.4M -178,789 -41%
Amundi
43
Amundi
France
$61.8M +$30M +110,834 +74%
AllianceBernstein
44
AllianceBernstein
Tennessee
$55.5M +$8.82M +32,591 +17%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$52.1M -$406K -1,500 -0.7%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$51.3M -$17.4M -64,340 -23%
Bank of America
47
Bank of America
North Carolina
$48.2M -$5.92M -21,872 -10%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$43.9M +$875K +3,234 +2%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$42M +$9.4M +34,742 +25%
Lido Advisors
50
Lido Advisors
California
$41.3M +$479K +1,770 +1%