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Essex Property Trust

488 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 170

0% more capital invested

Capital invested by funds: $18.8B → $18.8B (+$19M)

0.75% less ownership

Funds ownership: 98.64%97.89% (-0.75%)

2% less funds holding

Funds holding: 497488 (-9)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

25% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $84.8M

Holders
488
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
48
Increased
178
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
151
Axa
France
$5.13M +$23.6K +82 +0.5%
PG
152
Pendal Group
Australia
$5.05M -$721K -2,500 -13%
EARNEST Partners
153
EARNEST Partners
Georgia
$4.99M +$2.15M +7,468 +78%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$4.91M +$4.85M +16,817 New
RJA
155
Raymond James & Associates
Florida
$4.87M +$266K +923 +6%
BCIM
156
British Columbia Investment Management
British Columbia, Canada
$4.86M +$1.52M +5,282 +46%
RA
157
RMR Advisors
Massachusetts
$4.82M
GIBU
158
Gulf International Bank (UK)
United Kingdom
$4.73M +$392K +1,360 +9%
SAM
159
Shell Asset Management
Netherlands
$4.64M +$731K +2,536 +19%
SOMRS
160
State of Michigan Retirement System
Michigan
$4.58M -$922K -3,200 -17%
VanEck Associates
161
VanEck Associates
New York
$4.47M +$90.8K +315 +2%
URS
162
Utah Retirement Systems
Utah
$4.31M -$28.8K -100 -0.7%
Millennium Management
163
Millennium Management
New York
$4.21M +$3.55M +12,326 +589%
Korea Investment Corp
164
Korea Investment Corp
South Korea
$3.98M -$3.16M -10,949 -45%
Rafferty Asset Management
165
Rafferty Asset Management
New York
$3.92M -$530K -1,839 -12%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$3.86M +$205K +712 +6%
APG Asset Management
167
APG Asset Management
Netherlands
$3.79M +$115K +400 +3%
CIMLRA
168
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.77M -$4.47M -15,512 -55%
Capital Fund Management (CFM)
169
Capital Fund Management (CFM)
France
$3.71M +$1.76M +6,093 +92%
TPSF
170
Texas Permanent School Fund
Texas
$3.7M -$30.8K -107 -0.8%
Franklin Resources
171
Franklin Resources
California
$3.69M -$2.78M -9,639 -43%
Stifel Financial
172
Stifel Financial
Missouri
$3.68M -$57.6K -200 -2%
SCM
173
Stevens Capital Management
Pennsylvania
$3.67M +$3.63M +12,579 New
Lazard Asset Management
174
Lazard Asset Management
New York
$3.57M -$89.3K -310 -2%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$3.56M -$91.4K -317 -3%

ESS Hedge Fund Activity: Q2 2019 in Review

488 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2019, worth a combined $18.8B — up 0.1% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ESS and 48 opened new positions — a net loss of 6 holders — while 170 trimmed existing stakes and 178 added.

The largest buyer was Nuveen, adding an estimated $201M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 488 institutional investors held Essex Property Trust (ESS) as of Q2 2019, down from 497 in Q1 2019.
  • Funds reported $18.8B of Essex Property Trust stock for Q2 2019, up 0.1% quarter-over-quarter.
  • 48 funds opened new Essex Property Trust positions in Q2 2019 and 54 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2019 was Nuveen, an estimated $201M added.
  • The largest Essex Property Trust seller in Q2 2019 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.