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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23B -$5.64M -25,562 -0.2%
State Street
2
State Street
Massachusetts
$1.42B +$193M +874,625 +15%
BlackRock
3
BlackRock
New York
$1.35B -$139M -632,395 -9%
Principal Financial Group
4
Principal Financial Group
Iowa
$606M -$1.68M -7,616 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$537M +$248M +1,122,612 +78%
Norges Bank
6
Norges Bank
Norway
$470M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$308M +$6.48M +29,395 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$238M +$15.2M +68,857 +6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$232M +$53M +240,206 +28%
Cohen & Steers
10
Cohen & Steers
New York
$214M -$20M -90,462 -8%
Northern Trust
11
Northern Trust
Illinois
$214M +$4.24M +19,237 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$207M +$13.8M +62,576 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$191M +$3.74M +16,941 +2%
Boston Partners
14
Boston Partners
Massachusetts
$178M +$10.2M +46,045 +6%
ProShare Advisors
15
ProShare Advisors
Maryland
$166M +$13.3M +60,479 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$151M +$6.59M +29,876 +4%
RC
17
Resolution Capital
Australia
$144M +$89.5M +405,660 +142%
Charles Schwab
18
Charles Schwab
California
$143M +$1.88M +8,518 +1%
Ameriprise
19
Ameriprise
Minnesota
$142M +$30.6M +138,926 +26%
PI
20
PGGM Investments
Netherlands
$136M +$2.53M +11,452 +2%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$136M +$3.1M +14,035 +2%
American Century Companies
22
American Century Companies
Missouri
$135M -$359K -1,627 -0.3%
Invesco
23
Invesco
Georgia
$129M -$416K -1,888 -0.3%
Morgan Stanley
24
Morgan Stanley
New York
$129M +$20.6M +93,340 +18%
UBS AM
25
UBS AM
Illinois
$126M +$1.87M +8,456 +1%