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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.79B +$27.9M +107,690 +1%
BlackRock
2
BlackRock
New York
$1.8B +$68.6M +264,561 +4%
Cohen & Steers
3
Cohen & Steers
New York
$1.41B -$44.3M -170,764 -3%
State Street
4
State Street
Massachusetts
$1.32B -$47M -181,387 -4%
Principal Financial Group
5
Principal Financial Group
Iowa
$781M +$10.8M +41,699 +1%
Norges Bank
6
Norges Bank
Norway
$556M
JP Morgan Chase
7
JP Morgan Chase
New York
$406M +$119M +457,610 +44%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$362M +$2.69M +10,387 +0.8%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$341M -$41.8M -161,312 -11%
Northern Trust
10
Northern Trust
Illinois
$316M -$28.5M -109,907 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$285M -$6.53M -25,190 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$245M -$1.2M -4,612 -0.5%
CIM
13
Centersquare Investment Management
Pennsylvania
$232M +$64.6M +248,969 +41%
N
14
Nuveen
North Carolina
$219M +$51.1M +197,020 +32%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$207M -$2.58M -9,966 -1%
PI
16
PGGM Investments
Netherlands
$206M +$171M +658,595 +663%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$193M -$48.5M -187,151 -21%
UBS AM
18
UBS AM
Illinois
$162M +$871K +3,360 +0.6%
Boston Partners
19
Boston Partners
Massachusetts
$157M +$15.2M +58,467 +11%
RC
20
Resolution Capital
Australia
$154M -$3.39M -13,086 -2%
Charles Schwab
21
Charles Schwab
California
$154M +$4.43M +17,076 +3%
ACM
22
AEW Capital Management
Massachusetts
$153M -$4.71M -18,150 -3%
AAMU
23
APG Asset Management US
New York
$149M +$53.2M +205,000 +60%
American Century Companies
24
American Century Companies
Missouri
$148M +$108M +415,686 +322%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$144M -$5.25M -20,257 -4%