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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
SCM
176
Sterling Capital Management
North Carolina
$3.5M -$144K -500 -4%
SAM
177
Silvercrest Asset Management
New York
$3.47M
JMPWA
178
JP Morgan Private Wealth Advisors
California
$3.47M -$162K -562 -5%
MSV
179
MN Services Vermogensbeheer
Netherlands
$3.28M
WG
180
Winton Group
United Kingdom
$3.25M -$117K -405 -4%
CSIC
181
Clifford Swan Investment Counsel
California
$3.16M -$14.4K -50 -0.5%
FAF
182
Första AP-fonden
Sweden
$3.09M
SOAMC
183
Spirit of America Management Corp
New York
$3.02M
NAM
184
Nissay Asset Management
Japan
$3.01M +$2.59K +9 +0.1%
XK
185
Xact Kapitalforvaltning
Sweden
$2.98M
Schroder Investment Management Group
186
Schroder Investment Management Group
United Kingdom
$2.92M +$2.15M +7,476 +295%
MOACM
187
Mutual of America Capital Management
New York
$2.9M +$101K +352 +4%
NB
188
Norinchukin Bank
Japan
$2.88M -$902K -3,128 -24%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$2.88M -$49K -170 -2%
IG
190
ING Group
Netherlands
$2.87M +$13K +45 +0.5%
ECM
191
Element Capital Management
New York
$2.86M +$2.82M +9,786 New
Nomura Holdings
192
Nomura Holdings
Japan
$2.8M -$4.9K -17 -0.2%
AB
193
Amalgamated Bank
New York
$2.74M +$307K +1,064 +13%
MSA
194
Mason Street Advisors
Wisconsin
$2.74M
AAIM
195
American Assets Investment Management
California
$2.63M
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.62M
PDN
197
Pensionfund DSM Netherlands
Netherlands
$2.57M
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.5M +$893K +3,100 +57%
EP
199
Elkfork Partners
Oregon
$2.4M +$451K +1,564 +23%
AAM
200
Advisors Asset Management
Colorado
$2.32M -$462K -1,602 -17%

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.