We are live on ! Find out more
ESS icon

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
VOYA Investment Management
151
VOYA Investment Management
Georgia
$5.1M -$176K -738 -3%
GAM
152
Gotham Asset Management
New York
$5.07M +$1.54M +6,450 +45%
Truist Financial
153
Truist Financial
North Carolina
$5.06M +$1.21M +5,089 +33%
QCM
154
Quantinno Capital Management
New York
$5.05M +$1.07M +4,500 +28%
First Trust Advisors
155
First Trust Advisors
Illinois
$4.88M +$2.89M +12,160 +156%
NYLIM
156
New York Life Investment Management
New York
$4.72M -$90.9K -382 -2%
DIA
157
Dean Investment Associates
Ohio
$4.71M -$238 -1 -0%
GC
158
Guggenheim Capital
Illinois
$4.7M -$633K -2,661 -12%
Janus Henderson Group
159
Janus Henderson Group
United Kingdom
$4.57M +$238 +1 +0%
ASRS
160
Arizona State Retirement System
Arizona
$4.32M +$3.33K +14 +0.1%
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$4.3M +$398K +1,671 +11%
SOMRS
162
State of Michigan Retirement System
Michigan
$4.3M
Swedbank
163
Swedbank
Sweden
$4.3M +$417K +1,753 +11%
SP
164
Sarasin & Partners
United Kingdom
$4.17M
Natixis Advisors
165
Natixis Advisors
Massachusetts
$4.15M -$1.27M -5,330 -24%
AIG
166
American International Group
New York
$4.11M -$10K -42 -0.2%
SAM
167
Storebrand Asset Management
Norway
$3.98M +$80.9K +340 +2%
AIM
168
Achmea Investment Management
Netherlands
$3.97M
NAM
169
Nissay Asset Management
Japan
$3.89M +$96.6K +406 +3%
KC
170
Kinloch Capital
Virginia
$3.89M +$759K +3,187 +25%
LIM
171
Loudon Investment Management
New Hampshire
$3.87M
DAS
172
Diversify Advisory Services
Utah
$3.79M +$3.76M +15,795 New
BFA
173
Bright Financial Advisors
Michigan
$3.76M +$2.84M +11,943 New
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$3.7M +$532K +2,233 +17%
HighTower Advisors
175
HighTower Advisors
Illinois
$3.7M -$143K -602 -4%