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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$149M +$30.4M +118,516 +28%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$144M -$3.97M -15,463 -3%
Goldman Sachs
28
Goldman Sachs
New York
$106M +$24.3M +94,530 +32%
DPIM
29
Duff & Phelps Investment Management
Illinois
$98.6M +$93M +362,210 New
American Century Companies
30
American Century Companies
Missouri
$89M -$33.7M -131,467 -29%
SEI Investments
31
SEI Investments
Pennsylvania
$85.9M +$962K +3,750 +1%
Nomura Asset Management
32
Nomura Asset Management
Japan
$64.6M +$4.19M +16,344 +7%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$61.9M -$1.55M -6,052 -3%
UBS Group
34
UBS Group
Switzerland
$59.3M -$15.4M -59,822 -22%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$57.8M +$48.8M +190,117 +859%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$57.4M -$3.61M -14,056 -6%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$54.5M -$5.54M -21,600 -10%
Bank of America
38
Bank of America
North Carolina
$53.5M -$3.38M -13,184 -6%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$53.4M -$9.86M -38,429 -16%
Swiss National Bank
40
Swiss National Bank
Switzerland
$51.8M -$539K -2,100 -1%
VF
41
Vest Financial
Virginia
$49.9M +$7.32M +28,537 +18%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$47.5M +$6.83M +26,604 +18%
Lido Advisors
43
Lido Advisors
California
$46.3M -$432K -1,684 -1%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$40.4M +$1.46M +5,679 +4%
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$38.4M -$11.6M -45,264 -24%
Barclays
46
Barclays
United Kingdom
$37.9M +$2.87M +11,200 +9%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$37.8M +$6.52M +25,395 +22%
Canada Life
48
Canada Life
Manitoba, Canada
$37.5M +$1.71M +6,669 +5%
Prudential Financial
49
Prudential Financial
New Jersey
$36.9M +$22.7M +88,253 +187%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$36.5M +$9.1M +35,444 +36%