We are live on ! Find out more
ESS icon

Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B -$73.4M -336,930 -3%
BlackRock
2
BlackRock
New York
$1.38B +$17.5M +80,149 +1%
Cohen & Steers
3
Cohen & Steers
New York
$1.28B +$86.4M +396,616 +7%
State Street
4
State Street
Massachusetts
$973M -$28.2M -129,676 -3%
Principal Financial Group
5
Principal Financial Group
Iowa
$502M +$73.2M +336,057 +16%
Norges Bank
6
Norges Bank
Norway
$333M
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$317M +$16.9M +77,398 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$280M +$7.02M +32,236 +2%
Northern Trust
9
Northern Trust
Illinois
$265M +$438K +2,012 +0.2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$213M +$15.6M +71,441 +7%
JP Morgan Chase
11
JP Morgan Chase
New York
$207M -$51.5M -236,461 -19%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$193M +$26.9M +123,498 +15%
Legal & General Group
13
Legal & General Group
United Kingdom
$185M +$6.31M +28,989 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$133M -$29.3M -134,668 -17%
Deutsche Bank
15
Deutsche Bank
Germany
$128M -$1.23M -5,655 -0.9%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$126M -$4.34M -19,922 -3%
DCP
17
D1 Capital Partners
New York
$124M +$11.9M +54,646 +10%
UBS AM
18
UBS AM
Illinois
$115M +$8.96M +41,127 +8%
Charles Schwab
19
Charles Schwab
California
$114M -$7.37M -33,816 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$110M +$4.96M +22,756 +4%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$109M -$1.89M -8,673 -2%
ACM
22
AEW Capital Management
Massachusetts
$107M +$23.4M +107,350 +25%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$105M +$3.24M +14,890 +3%
BC
24
Brookfield Corp
Ontario, Canada
$103M +$28.1M +129,014 +34%
ProShare Advisors
25
ProShare Advisors
Maryland
$91.6M +$23.9M +109,632 +32%