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Essex Property Trust
ESS

Overview Fund Activity

450 hedge funds and large institutions have $16B invested in Essex Property Trust in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 145 increasing their positions, 174 reducing their positions, and 46 closing their positions.

Holders
450
Holders Change
-11
Holders Change %
-2.39%
% of All Funds
10.3%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
39
Increased
145
Reduced
174
Closed
46
Calls
$27M
Puts
$46.7M
Net Calls
-$19.6M
Net Calls Change
+$20.6M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.63B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$517M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$363M
4
ACM
4
AEW Capital Management
Massachusetts
$74.5M
5
HRES
5
Heitman Real Estate Securities
Illinois
$74.4M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$147M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$420M
4
Ameriprise
4
Ameriprise
Minnesota
$32.8M
5
B
5
Barings
North Carolina
$472K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59B 10,495,233 -24,825 -0.2%
BlackRock
2
BlackRock
New York
$1.7B 6,890,158 +78,034 +1%
Cohen & Steers
3
Cohen & Steers
New York
$1.63B 6,591,248 +1,021,374 +18%
State Street
4
State Street
Massachusetts
$1.15B 4,673,264 +174,927 +4%
Principal Financial Group
5
Principal Financial Group
Iowa
$543M 2,199,328 -65,569 -3%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$517M 2,094,825 +411,401 +24%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$420M 1,703,886 -231,719 -12%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$363M 1,471,859 +386,035 +36%
Invesco
9
Invesco
Georgia
$353M 1,430,364 -41,146 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$292M 1,182,219 -167,542 -12%
PI
11
PGGM Investments
Netherlands
$265M 1,075,000 – –
Northern Trust
12
Northern Trust
Illinois
$262M 1,063,985 -39,201 -4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$262M 1,062,476 +20,073 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$247M 1,002,531 -2,851 -0.3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$244M 991,830 +66,516 +7%
Charles Schwab
16
Charles Schwab
California
$186M 754,911 +53,366 +8%
Renaissance Technologies
17
Renaissance Technologies
New York
$161M 653,726 +25,100 +4%
Goldman Sachs
18
Goldman Sachs
New York
$160M 649,912 +194,283 +43%
RC
19
Resolution Capital
Australia
$153M 620,583 +28,456 +5%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$147M 596,063 -781,356 -57%
Morgan Stanley
21
Morgan Stanley
New York
$146M 592,510 -115,627 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$146M 590,247 +5,038 +0.9%
Norges Bank
23
Norges Bank
Norway
$144M 582,295 – –
Legal & General Group
24
Legal & General Group
United Kingdom
$143M 578,821 +11,343 +2%
BC
25
Brookfield Corp
Ontario, Canada
$116M 471,325 -16,500 -3%
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