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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
NLGIA
51
Nippon Life Global Investors Americas
New York
$30.3M +$4.79M +20,120 +20%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.6M -$667K -2,804 -2%
Amundi
53
Amundi
France
$28.5M -$7.17M -30,136 -20%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$27.8M +$724K +3,043 +3%
SSA
55
Schonfeld Strategic Advisors
New York
$27.4M +$26.6M +111,795 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$27.1M +$12.7M +53,340 +93%
CS
57
Credit Suisse
Switzerland
$26.4M -$4M -16,809 -14%
Citigroup
58
Citigroup
New York
$26.1M +$7.98M +33,532 +46%
National Pension Service
59
National Pension Service
South Korea
$25.5M +$751K +3,153 +3%
Allianz Asset Management
60
Allianz Asset Management
Germany
$25M +$8.19M +34,423 +51%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$24.2M -$380K -1,596 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$23.6M -$407K -1,711 -2%
AllianceBernstein
63
AllianceBernstein
Tennessee
$23.2M -$1.32M -5,563 -6%
CIM
64
Centersquare Investment Management
Pennsylvania
$23.2M +$5.14M +21,584 +30%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$20.3M -$11.4M -47,806 -37%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$20M -$715K -3,003 -4%
HA
67
Heartland Advisors
Wisconsin
$19.2M +$596K +2,502 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$18.7M +$156K +655 +0.9%
ACM
69
AEW Capital Management
Massachusetts
$18.2M -$55.6M -233,533 -76%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$17M +$496K +2,083 +3%
IL
71
Investure LLC
Virginia
$16.2M
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$15.9M +$4.01M +16,839 +35%
Wells Fargo
73
Wells Fargo
California
$15.9M +$2.22M +9,321 +17%
Franklin Resources
74
Franklin Resources
California
$15.8M +$601K +2,525 +4%
Renaissance Technologies
75
Renaissance Technologies
New York
$15.7M -$405K -1,700 -3%