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Essex Property Trust

537 hedge funds and large institutions have $19.3B invested in Essex Property Trust in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 193 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

25% more call options, than puts

Call options by funds: $54.2M | Put options by funds: $43.2M

11% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 174

6% more funds holding

Funds holding: 507537 (+30)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.9% less ownership

Funds ownership: 98%97.09% (-0.9%)

8% less capital invested

Capital invested by funds: $21B → $19.3B (-$1.77B)

Holders
537
Holders Change
+30
Holders Change %
+5.92%
% of All Funds
10.58%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
84
Increased
193
Reduced
174
Closed
40
Calls
$54.2M
Puts
$43.2M
Net Calls
+$11M
Net Calls Change
+$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.31B +$16.2M +51,267 +0.5%
BlackRock
2
BlackRock
New York
$2.12B +$87.9M +278,166 +4%
State Street
3
State Street
Massachusetts
$1.53B -$140M -442,204 -8%
Cohen & Steers
4
Cohen & Steers
New York
$1.34B -$186M -587,785 -12%
Principal Financial Group
5
Principal Financial Group
Iowa
$650M +$76.9M +243,451 +13%
Norges Bank
6
Norges Bank
Norway
$492M +$322M +1,020,029 +166%
JP Morgan Chase
7
JP Morgan Chase
New York
$484M -$22.3M -70,629 -4%
Invesco
8
Invesco
Georgia
$465M -$107M -339,216 -18%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$456M -$64.6M -204,472 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$420M +$23.4M +73,986 +6%
Northern Trust
11
Northern Trust
Illinois
$375M +$5.95M +18,819 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$326M -$62.3M -197,135 -15%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$301M -$263K -834 -0.1%
Charles Schwab
14
Charles Schwab
California
$262M +$8.52M +26,959 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$249M +$4.13M +13,061 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$242M -$49.7M -157,442 -16%
N
17
Nuveen
North Carolina
$241M -$53.4M -169,078 -17%
Morgan Stanley
18
Morgan Stanley
New York
$239M +$44.6M +141,309 +22%
Renaissance Technologies
19
Renaissance Technologies
New York
$231M -$47.2M -149,546 -16%
AAMU
20
Amundi Asset Management US
Massachusetts
$229M +$23.7M +75,128 +11%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$181M +$189K +598 +0.1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$165M -$1.5M -4,747 -0.9%
Deutsche Bank
23
Deutsche Bank
Germany
$164M -$3.75M -11,858 -2%
Goldman Sachs
24
Goldman Sachs
New York
$158M -$10.1M -31,988 -6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$152M -$14.5M -45,960 -8%