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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$134M -$2.89M -12,126 -2%
American Century Companies
27
American Century Companies
Missouri
$112M -$78.1M -328,102 -42%
N
28
Nuveen
North Carolina
$105M -$22.4M -94,113 -18%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$92.3M +$14.8M +62,219 +20%
PI
30
PGGM Investments
Netherlands
$88.7M
SEI Investments
31
SEI Investments
Pennsylvania
$76.3M -$11.1M -46,621 -13%
Goldman Sachs
32
Goldman Sachs
New York
$71.8M +$4.91M +20,627 +8%
UBS Group
33
UBS Group
Switzerland
$68M +$9.87M +41,447 +18%
HRES
34
Heitman Real Estate Securities
Illinois
$63.4M +$60.3M +253,514 +4,584%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$57.5M +$6.31M +26,498 +13%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$57.2M -$991K -4,164 -2%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$55.1M +$4.28M +18,000 +9%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$54.3M +$205K +863 +0.4%
Nomura Asset Management
39
Nomura Asset Management
Japan
$54.1M +$3.34M +14,033 +7%
Bank of America
40
Bank of America
North Carolina
$51.3M +$18.1M +76,189 +57%
Swiss National Bank
41
Swiss National Bank
Switzerland
$47.1M -$2M -8,400 -4%
CIMLRA
42
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M -$69.1M -290,139 -61%
Lido Advisors
43
Lido Advisors
California
$42.1M -$337K -1,415 -0.8%
VF
44
Vest Financial
Virginia
$37.9M +$7.05M +29,607 +24%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$36.2M +$26.9M +113,178 +326%
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$35M +$3.09M +12,983 +10%
Asset Management One
47
Asset Management One
Japan
$33.9M -$1.31M -5,505 -4%
Canada Life
48
Canada Life
Manitoba, Canada
$32.1M -$58.6K -246 -0.2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$31.8M +$44K +185 +0.1%
Barclays
50
Barclays
United Kingdom
$31.3M -$3.42M -14,347 -10%