We are live on ! Find out more
ESS icon

Essex Property Trust

489 hedge funds and large institutions have $15.6B invested in Essex Property Trust in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 37

8% more funds holding

Funds holding: 451489 (+38)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 166

2% less capital invested

Capital invested by funds: $16B → $15.6B (-$371M)

1.54% less ownership

Funds ownership: 98.06%96.52% (-1.5%)

65% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $76.4M

Holders
489
Holders Change
+38
Holders Change %
+8.43%
% of All Funds
10.9%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
79
Increased
165
Reduced
166
Closed
37
Calls
$26.8M
Puts
$76.4M
Net Calls
-$49.5M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.57B -$6.37M -25,268 -0.2%
BlackRock
2
BlackRock
New York
$1.71B +$16.9M +66,945 +1%
Cohen & Steers
3
Cohen & Steers
New York
$1.45B -$176M -698,033 -11%
State Street
4
State Street
Massachusetts
$1.16B +$689K +2,731 +0.1%
Principal Financial Group
5
Principal Financial Group
Iowa
$492M -$48.3M -191,671 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$462M +$45.1M +178,866 +10%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$437M -$78.7M -312,122 -15%
JP Morgan Chase
8
JP Morgan Chase
New York
$375M +$14.4M +57,206 +4%
Invesco
9
Invesco
Georgia
$329M -$22.6M -89,675 -6%
Northern Trust
10
Northern Trust
Illinois
$273M +$12.4M +49,296 +5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$271M -$19.5M -77,489 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$265M +$22.8M +90,392 +9%
PI
13
PGGM Investments
Netherlands
$264M
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$254M -$6.34M -25,138 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$245M -$1.14M -4,509 -0.4%
Deutsche Bank
16
Deutsche Bank
Germany
$228M +$163M +648,069 +228%
Renaissance Technologies
17
Renaissance Technologies
New York
$192M +$32.3M +128,200 +20%
Charles Schwab
18
Charles Schwab
California
$188M +$3.25M +12,887 +2%
ACM
19
AEW Capital Management
Massachusetts
$150M +$78.1M +309,850 +103%
Legal & General Group
20
Legal & General Group
United Kingdom
$148M +$6.32M +25,082 +4%
Morgan Stanley
21
Morgan Stanley
New York
$146M +$400K +1,587 +0.3%
Norges Bank
22
Norges Bank
Norway
$143M
Boston Partners
23
Boston Partners
Massachusetts
$138M +$142M +561,968 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$137M -$8.31M -32,957 -6%
Goldman Sachs
25
Goldman Sachs
New York
$136M -$23.6M -93,761 -14%