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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$15.5M +$403K +1,829 +3%
UIC
77
Uniplan Investment Counsel
Wisconsin
$15.3M -$93.1K -422 -0.6%
Prudential Financial
78
Prudential Financial
New Jersey
$15.2M -$1.13M -5,139 -7%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$13.9M +$370K +1,677 +3%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$13.9M -$595K -2,696 -4%
IL
81
Investure LLC
Virginia
$13.8M
DSA
82
Davis Selected Advisers
Arizona
$13.6M +$1.07M +4,870 +8%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$13.6M -$3.16M -14,331 -18%
HA
84
Heartland Advisors
Wisconsin
$13.3M +$2.32M +10,505 +20%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$12.9M +$242K +1,099 +2%
Two Sigma Investments
86
Two Sigma Investments
New York
$12.7M +$3.49M +15,821 +35%
PHAM
87
Pacific Heights Asset Management
California
$12.5M
AAIM
88
American Assets Investment Management
California
$12.4M
WorldQuant Millennium Advisors
89
WorldQuant Millennium Advisors
New York
$11.6M -$5.14M -23,294 -30%
Barclays
90
Barclays
United Kingdom
$11.4M -$18.4M -83,588 -60%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$11M +$73K +331 +0.6%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$10.3M +$3.09M +14,026 +40%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.89M -$186K -844 -2%
Victory Capital Management
94
Victory Capital Management
Texas
$9.79M +$13.7K +62 +0.1%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$9.71M -$1.96M -8,868 -16%
VF
96
Vest Financial
Virginia
$9.69M +$1.36M +6,180 +15%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$9.66M +$1.63M +7,395 +19%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$9.35M -$2.62M -11,895 -21%
PAMS
99
Pictet Asset Management (Switzerland)
Switzerland
$9.33M -$2.32M -10,539 -19%
LI
100
Leeward Investments
Massachusetts
$9.24M -$171K -776 -2%