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Essex Property Trust

507 hedge funds and large institutions have $21B invested in Essex Property Trust in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 193 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 154

12% more capital invested

Capital invested by funds: $18.8B → $21B (+$2.28B)

4% more funds holding

Funds holding: 488507 (+19)

0.1% more ownership

Funds ownership: 97.89%98% (+0.1%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

49% less call options, than puts

Call options by funds: $60.8M | Put options by funds: $119M

Holders
507
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
11.12%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
65
Increased
193
Reduced
154
Closed
44
Calls
$60.8M
Puts
$119M
Net Calls
-$58.6M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57B +$84.5M +270,377 +3%
BlackRock
2
BlackRock
New York
$2.21B +$21.2M +67,831 +1%
State Street
3
State Street
Massachusetts
$1.8B +$13.8M +44,268 +0.8%
Cohen & Steers
4
Cohen & Steers
New York
$1.65B -$65.4M -209,183 -4%
Principal Financial Group
5
Principal Financial Group
Iowa
$626M -$27.8M -89,039 -4%
Invesco
6
Invesco
Georgia
$616M +$178M +569,316 +43%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$561M -$23.3M -74,395 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$549M +$4.1M +13,121 +0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$432M +$33.8M +108,134 +9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$418M -$167M -534,789 -29%
Northern Trust
11
Northern Trust
Illinois
$401M +$5.41M +17,290 +1%
PI
12
PGGM Investments
Netherlands
$341M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$327M +$27.8K +89 +0%
N
14
Nuveen
North Carolina
$317M -$6.36M -20,339 -2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$314M -$21.9M -70,123 -7%
Renaissance Technologies
16
Renaissance Technologies
New York
$300M +$12.4M +39,674 +5%
Charles Schwab
17
Charles Schwab
California
$276M +$8.08M +25,846 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$266M +$3.87M +12,381 +2%
AAMU
19
Amundi Asset Management US
Massachusetts
$224M +$107M +342,990 +100%
Morgan Stanley
20
Morgan Stanley
New York
$213M +$22.4M +71,809 +12%
Norges Bank
21
Norges Bank
Norway
$201M +$8.02M +25,666 +4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$196M -$114M -365,686 -38%
Boston Partners
23
Boston Partners
Massachusetts
$183M -$5.19M -16,597 -3%
Goldman Sachs
24
Goldman Sachs
New York
$182M -$1.08M -3,440 -0.6%
Deutsche Bank
25
Deutsche Bank
Germany
$182M -$42.1M -134,769 -19%