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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$148M -$8.7M -30,002 -6%
Bank of America
27
Bank of America
North Carolina
$144M +$84.6M +291,698 +149%
N
28
Nuveen
North Carolina
$133M -$28M -96,466 -18%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$132M -$36.8M -126,783 -22%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$131M +$78.3M +269,923 +155%
Citadel Advisors
31
Citadel Advisors
Florida
$131M +$128M +439,923 +19,517%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$103M +$39.4M +135,828 +64%
American Century Companies
33
American Century Companies
Missouri
$96M -$524K -1,805 -0.6%
DPIM
34
Duff & Phelps Investment Management
Illinois
$91.8M -$15M -51,565 -14%
Goldman Sachs
35
Goldman Sachs
New York
$91.2M -$23M -79,244 -20%
UBS Group
36
UBS Group
Switzerland
$84.8M +$20.1M +69,232 +32%
SEI Investments
37
SEI Investments
Pennsylvania
$81.2M -$11.8M -40,701 -13%
Macquarie Group
38
Macquarie Group
Australia
$72.6M +$52.6M +181,427 +282%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$70.6M +$12.4M +42,701 +22%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$70.1M +$2.83M +9,743 +4%
Nomura Asset Management
41
Nomura Asset Management
Japan
$65.9M -$4.14M -14,255 -6%
Prudential Financial
42
Prudential Financial
New Jersey
$64.1M +$23.7M +81,566 +60%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$59.8M +$39.5M +136,240 +205%
Swiss National Bank
44
Swiss National Bank
Switzerland
$56.3M +$116K +400 +0.2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$54.6M -$4.56M -15,712 -8%
CIMLRA
46
CBRE Investment Management Listed Real Assets
Pennsylvania
$53.8M +$11.9M +41,118 +29%
VF
47
Vest Financial
Virginia
$50.1M -$4.05M -13,977 -8%
Lido Advisors
48
Lido Advisors
California
$50M +$242K +835 +0.5%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$46M +$2.13M +7,353 +5%
Barclays
50
Barclays
United Kingdom
$45.6M +$4.38M +15,087 +11%