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Essex Property Trust

524 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 93.84%95.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

7% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $10.6M

3% less funds holding

Funds holding: 542524 (-18)

6% less capital invested

Capital invested by funds: $16B → $15B (-$981M)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
43
Increased
192
Reduced
196
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.6B +$22.5M +83,030 +0.8%
BlackRock
2
BlackRock
New York
$1.65B +$106M +390,858 +6%
State Street
3
State Street
Massachusetts
$1.35B +$85M +314,259 +6%
Principal Financial Group
4
Principal Financial Group
Iowa
$725M -$4.14M -15,298 -0.5%
Cohen & Steers
5
Cohen & Steers
New York
$542M -$173M -640,388 -22%
Norges Bank
6
Norges Bank
Norway
$539M +$48.5M +179,088 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$490M +$209M +772,490 +62%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$344M -$14.2M -52,492 -4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$253M -$11M -40,561 -4%
RC
10
Resolution Capital
Australia
$252M -$97.8M -361,379 -26%
Northern Trust
11
Northern Trust
Illinois
$230M -$2.43M -8,989 -0.9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$229M -$11.1M -40,981 -4%
Legal & General Group
13
Legal & General Group
United Kingdom
$225M -$15M -55,430 -6%
Boston Partners
14
Boston Partners
Massachusetts
$225M +$14.3M +53,010 +6%
Invesco
15
Invesco
Georgia
$209M +$15.6M +57,733 +7%
JP Morgan Chase
16
JP Morgan Chase
New York
$175M -$21.6M -79,663 -10%
N
17
Nuveen
North Carolina
$161M -$181K -670 -0.1%
Charles Schwab
18
Charles Schwab
California
$158M +$7.63M +28,205 +5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$158M +$99.4M +367,352 +129%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$146M +$13.8M +51,047 +9%
ProShare Advisors
21
ProShare Advisors
Maryland
$144M +$27.5M +101,655 +21%
UBS AM
22
UBS AM
Illinois
$143M +$2.35M +8,693 +1%
American Century Companies
23
American Century Companies
Missouri
$136M +$38.5M +142,218 +34%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$127M -$13.2M -48,689 -9%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$125M +$140M +515,653 New