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Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Dakota Wealth Management
Florida
$9.17M -$3.6M -15,000 -27%
TIAAOA
127
Teachers Insurance & Annuity Association of America
New York
$9.11M -$3.3M -13,773 -26%
PI
128
Putnam Investments
Massachusetts
$9.06M -$4.49M -18,750 -32%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$8.36M +$398K +1,660 +5%
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$7.88M +$8.25M +34,397 New
QP
131
Quilter Plc
United Kingdom
$7.88M +$152K +636 +2%
H
132
Hexavest
Quebec, Canada
$7.68M -$3.27M -13,657 -29%
X
133
Xponance
Pennsylvania
$7.54M +$7.89M +32,921 New
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$7.4M +$393K +1,638 +5%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$7.2M -$98.5K -411 -1%
SP
136
Sarasin & Partners
United Kingdom
$7.16M -$281K -1,173 -4%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$7.15M +$4.28M +17,842 +134%
Wellington Management Group
138
Wellington Management Group
Massachusetts
$6.97M -$6.22M -25,951 -46%
WA
139
Wealth Advisors
California
$6.91M
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$6.86M -$2.5M -10,448 -26%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$6.78M -$487K -2,033 -6%
AG
142
Aperio Group
California
$6.64M -$2.15M -8,951 -24%
EARNEST Partners
143
EARNEST Partners
Georgia
$6.42M -$113K -470 -2%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$6.41M -$259K -1,079 -4%
SLAM
145
Swiss Life Asset Management
$6.4M +$891K +3,718 +15%
Schroder Investment Management Group
146
Schroder Investment Management Group
United Kingdom
$6.38M -$1.81M -7,541 -21%
MSL
147
Mackay Shields LLC
New York
$6.32M +$1.64M +6,858 +33%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$5.94M
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$5.77M -$11.9M -49,534 -66%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$5.72M -$741K -3,093 -11%