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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
TAF
201
Tredje AP-fonden
Sweden
$2.53M -$863K -3,624 -26%
BNP Paribas Asset Management
202
BNP Paribas Asset Management
France
$2.52M +$313K +1,316 +15%
X
203
Xponance
Pennsylvania
$2.47M +$195K +818 +9%
Schroder Investment Management Group
204
Schroder Investment Management Group
United Kingdom
$2.41M +$469K +1,969 +25%
AC
205
Allstate Corporation
Illinois
$2.31M +$623K +2,619 +38%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$2.25M -$64.3K -270 -3%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$2.23M +$64.3K +270 +3%
GF
208
Gries Financial
Ohio
$2.13M +$2.07M +8,707 New
QP
209
Quilter Plc
United Kingdom
$2.12M +$216K +909 +12%
Fidelity International
210
Fidelity International
Bermuda
$2.07M -$83.3K -350 -4%
LA
211
LM Advisors
California
$2.07M -$39K -164 -2%
MOACM
212
Mutual of America Capital Management
New York
$2.06M -$40.9K -172 -2%
Osaic Holdings
213
Osaic Holdings
Arizona
$2.05M -$354K -1,488 -15%
HV
214
HST Ventures
Utah
$2.05M +$1.99M +8,355 New
CSIC
215
Clifford Swan Investment Counsel
California
$2.02M -$107K -450 -5%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$2.02M -$252K -1,058 -11%
M&T Bank
217
M&T Bank
New York
$1.93M -$44K -185 -2%
CAM
218
Cozad Asset Management
Illinois
$1.92M +$382K +1,605 +26%
Rafferty Asset Management
219
Rafferty Asset Management
New York
$1.88M -$222K -932 -11%
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$1.88M +$65.5K +275 +4%
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.87M -$15.9K -67 -0.9%
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$1.85M +$70.7K +297 +4%
LIP
223
Lighthouse Investment Partners
Florida
$1.84M +$714K +3,000 +67%
PS
224
Pensionfund Sabic
Netherlands
$1.65M +$309K +1,300 +24%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$1.64M -$121K -508 -7%