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Essex Property Trust

498 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.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (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

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.42B -$99.9M -416,636 -4%
BlackRock
2
BlackRock
New York
$1.56B -$31.8M -132,541 -2%
Cohen & Steers
3
Cohen & Steers
New York
$1.37B +$286M +1,191,294 +25%
State Street
4
State Street
Massachusetts
$1.14B -$37.5M -156,492 -3%
Principal Financial Group
5
Principal Financial Group
Iowa
$496M -$30.6M -127,624 -6%
Norges Bank
6
Norges Bank
Norway
$381M +$5.99M +25,000 +2%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$327M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$312M -$6.41M -26,742 -2%
Northern Trust
9
Northern Trust
Illinois
$302M +$1.41M +5,870 +0.4%
JP Morgan Chase
10
JP Morgan Chase
New York
$292M -$20M -83,580 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$227M +$128K +536 +0.1%
Legal & General Group
12
Legal & General Group
United Kingdom
$205M +$1.95M +8,118 +0.9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$191M +$28.5M +118,796 +17%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$182M +$113K +473 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$161M +$20M +83,546 +14%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$149M +$16.4M +68,302 +12%
Deutsche Bank
17
Deutsche Bank
Germany
$148M +$43.4M +181,046 +39%
Charles Schwab
18
Charles Schwab
California
$138M -$76.1M -317,587 -34%
DCP
19
D1 Capital Partners
New York
$129M +$135M +562,916 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$127M -$638K -2,660 -0.5%
UBS AM
21
UBS AM
Illinois
$121M +$895K +3,733 +0.7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$120M -$3.08M -12,850 -2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$116M +$24.3M +101,205 +25%
N
24
Nuveen
North Carolina
$110M -$88.2M -367,873 -43%
Capital Research Global Investors
25
Capital Research Global Investors
California
$101M +$105M +439,188 New