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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$121M -$1.64M -7,450 -1%
RIM
27
Rush Island Management
New York
$108M +$114M +518,278 New
LIMS
28
Lasalle Investment Management Securities
Maryland
$108M +$5.85M +26,524 +5%
N
29
Nuveen
North Carolina
$100M -$38.8M -175,956 -27%
CIMLRA
30
CBRE Investment Management Listed Real Assets
Pennsylvania
$89.9M -$7.85M -35,594 -8%
ACM
31
AEW Capital Management
Massachusetts
$84.1M -$8.87M -40,211 -9%
ACM
32
Adelante Capital Management
California
$58.9M -$2.23M -10,106 -3%
HRES
33
Heitman Real Estate Securities
Illinois
$56.3M +$58.3M +264,133 +5,126%
Bank of America
34
Bank of America
North Carolina
$55.6M +$11.5M +52,288 +24%
Macquarie Group
35
Macquarie Group
Australia
$54.4M -$15.8M -71,516 -25%
Swiss National Bank
36
Swiss National Bank
Switzerland
$53.8M -$1.7M -7,700 -3%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$53.4M +$6.09M +27,601 +12%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$51.4M -$2.29M -10,394 -4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$51.2M -$795K -3,603 -1%
Daiwa Securities Group
40
Daiwa Securities Group
Japan
$50.7M +$270K +1,222 +0.5%
SEI Investments
41
SEI Investments
Pennsylvania
$47.9M +$9.97M +45,219 +25%
WCP
42
Waterfront Capital Partners
New York
$47.9M +$50.5M +228,910 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$44.1M -$2.49M -11,297 -5%
CIM
44
Centersquare Investment Management
Pennsylvania
$42M -$14.5M -65,733 -25%
Goldman Sachs
45
Goldman Sachs
New York
$41.6M -$32M -145,172 -42%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$41.3M -$93.7K -425 -0.2%
Lido Advisors
47
Lido Advisors
California
$36.8M +$831K +3,767 +2%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$35.4M -$437K -1,980 -1%
Nomura Asset Management
49
Nomura Asset Management
Japan
$34.4M +$5.27M +23,890 +17%
Allianz Asset Management
50
Allianz Asset Management
Germany
$33.8M +$3.13M +14,188 +10%