Essex Property Trust
499 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.
23% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 47
1% more funds holding
Funds holding: 493 → 499 (+6)
4% more capital invested
Capital invested by funds: $14B → $14.5B (+$496M)
0.69% more ownership
Funds ownership: 95.93% → 96.63% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
17% less call options, than puts
Call options by funds: $20.2M | Put options by funds: $24.4M
25% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$286M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$135M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$105M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$91.5M |
| 5 |
LPC
Long Pond Capital
New York
|
+$69.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$99.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$96.1M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$88.2M |
| 4 |
Goldman Sachs
New York
|
-$82.2M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$76.1M |
ESS Hedge Fund Activity: Q2 2020 in Review
499 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2020, worth a combined $14.5B — up 3.5% from $14B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ESS positions and 47 closed out — a net gain of 11 holders — while 163 added to existing stakes and 216 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $286M. The largest seller was Vanguard Group, cutting an estimated $99.9M.
- 499 institutional investors held Essex Property Trust (ESS) as of Q2 2020, up from 493 in Q1 2020.
- Funds reported $14.5B of Essex Property Trust stock for Q2 2020, up 3.5% quarter-over-quarter.
- 58 funds opened new Essex Property Trust positions in Q2 2020 and 47 closed out, a net change of +11 holders.
- The largest Essex Property Trust buyer in Q2 2020 was Cohen & Steers, an estimated $286M added.
- The largest Essex Property Trust seller in Q2 2020 was Vanguard Group, an estimated $99.9M sold.
Based on aggregated 13F filings for Q2 2020.