Essex Property Trust
443 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 149 increasing their positions, 161 reducing their positions, and 51 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
0.2% more ownership
Funds ownership: 97.3% → 97.5% (+0.2%)
0% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 51
0% less capital invested
Capital invested by funds: $15.5B → $15.5B (-$12.5M)
7% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 161
1% less funds holding
Funds holding: 448 → 443 (-5)
63% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $28.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$79.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$70.4M |
| 3 |
Cohen & Steers
New York
|
+$69.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$60M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$56.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$147M |
| 2 |
Bank of New York Mellon
New York
|
-$139M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$128M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$91.1M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$52.4M |
ESS Hedge Fund Activity: Q1 2018 in Review
443 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q1 2018, worth a combined $15.5B — down 0.08% from $15.5B a quarter earlier.
Fund positioning in ESS was balanced in Q1 2018: 51 funds opened new positions, 51 closed out, 149 added to existing stakes and 161 trimmed.
The largest buyer was PGGM Investments, adding an estimated $79.5M. The largest seller was Vanguard Group, cutting an estimated $147M.
- 443 institutional investors held Essex Property Trust (ESS) as of Q1 2018, down from 448 in Q4 2017.
- Funds reported $15.5B of Essex Property Trust stock for Q1 2018, down 0.08% quarter-over-quarter.
- 51 funds opened new Essex Property Trust positions in Q1 2018 and 51 closed out, a net change of 0 holders.
- The largest Essex Property Trust buyer in Q1 2018 was PGGM Investments, an estimated $79.5M added.
- The largest Essex Property Trust seller in Q1 2018 was Vanguard Group, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2018.