We are live on ! Find out more
ESS icon

Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$34.2M +$435K +1,996 +1%
Asset Management One
52
Asset Management One
Japan
$32.5M +$434K +1,993 +1%
UBS Group
53
UBS Group
Switzerland
$31.3M +$7.74M +35,557 +30%
ACM
54
Adelante Capital Management
California
$31.1M +$14.1M +64,655 +72%
Voloridge Investment Management
55
Voloridge Investment Management
Florida
$31M +$14.8M +67,830 +78%
HS
56
Hazelview Securities
Ontario, Canada
$29.8M +$8.58M +39,394 +39%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$29.5M +$5.06M +23,222 +19%
CS
58
Credit Suisse
Switzerland
$28.5M -$6.66M -30,560 -18%
PPA
59
Parametric Portfolio Associates
Washington
$27.6M -$5.26M -24,129 -15%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$26.6M -$5.09M -23,387 -15%
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$25M -$5.21M -23,930 -16%
Prudential Financial
62
Prudential Financial
New Jersey
$24.9M -$25.1M -115,154 -48%
Wells Fargo
63
Wells Fargo
California
$24.5M +$4.72M +21,684 +22%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$23.9M +$492K +2,259 +2%
Ameriprise
65
Ameriprise
Minnesota
$23.3M +$2.17M +9,974 +9%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$22.6M -$6.47M -29,717 -21%
Aberdeen Group
67
Aberdeen Group
United Kingdom
$21.5M -$3.35M -15,368 -13%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$21.1M +$22.9M +104,964 New
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$20.5M -$425K -1,950 -2%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$20.4M -$61.6K -283 -0.3%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$20.3M +$15.3M +70,063 +225%
Barclays
72
Barclays
United Kingdom
$20.3M +$2.23M +10,218 +11%
National Pension Service
73
National Pension Service
South Korea
$19.6M
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$19.6M -$2.35M -10,800 -10%
WBC
75
Westpac Banking Corp
Australia
$19M +$3.55M +16,287 +21%