We are live on ! Find out more
ESS icon

Essex Property Trust

399 hedge funds and large institutions have $14.6B invested in Essex Property Trust in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 162 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 131

12% more capital invested

Capital invested by funds: $13B → $14.6B (+$1.61B)

1% more funds holding

Funds holding: 394399 (+5)

0.74% less ownership

Funds ownership: 98.41%97.67% (-0.74%)

33% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.81M

Holders
399
Holders Change
+5
Holders Change %
+1.27%
% of All Funds
10.63%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
41
Increased
162
Reduced
131
Closed
30
Calls
$5.22M
Puts
$7.81M
Net Calls
-$2.59M
Net Calls Change
-$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B +$94.1M +415,369 +4%
State Street
2
State Street
Massachusetts
$854M +$161M +709,065 +24%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$833M +$6.5M +28,690 +0.8%
Invesco
4
Invesco
Georgia
$776M -$83.4M -368,369 -10%
BIT
5
BlackRock Institutional Trust
California
$578M +$1.75M +7,736 +0.3%
BFA
6
BlackRock Fund Advisors
California
$462M +$6.58M +29,036 +1%
Cohen & Steers
7
Cohen & Steers
New York
$461M -$165M -730,062 -27%
Principal Financial Group
8
Principal Financial Group
Iowa
$438M +$29.9M +132,113 +7%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$419M -$36.2M -159,726 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$395M -$42.7M -188,727 -10%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$387M -$1.23M -5,448 -0.3%
SAMC
12
Shinko Asset Management Company
Japan
$371M -$42.5M -187,843 -10%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$325M -$1.14M -5,028 -0.4%
PI
14
PGGM Investments
Netherlands
$282M -$17.4M -76,696 -6%
Deutsche Bank
15
Deutsche Bank
Germany
$266M -$16.1M -71,081 -6%
Northern Trust
16
Northern Trust
Illinois
$236M +$13.7M +60,388 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$211M +$36.6M +161,489 +21%
Morgan Stanley
18
Morgan Stanley
New York
$194M -$20.5M -90,745 -10%
BG
19
BlackRock Group
United Kingdom
$191M -$10.4M -46,088 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$185M +$4.13M +18,236 +2%
JHIU
21
Janus Henderson Investors US
Colorado
$147M +$22.1M +97,798 +18%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$141M +$9.85M +43,480 +8%
ACI
23
AMP Capital Investors
Australia
$136M -$7.76M -34,269 -6%
DPIM
24
Duff & Phelps Investment Management
Illinois
$122M -$7.11M -31,375 -6%
N
25
Nuveen
North Carolina
$117M -$29M -127,935 -20%