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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.51B +$4.6M +19,342 +0.2%
BlackRock
2
BlackRock
New York
$1.6B +$14.6M +61,145 +0.9%
State Street
3
State Street
Massachusetts
$1.36B -$79.5M -334,064 -6%
Cohen & Steers
4
Cohen & Steers
New York
$1.23B +$464M +1,950,018 +63%
Norges Bank
5
Norges Bank
Norway
$667M +$355K +1,493 +0.1%
Principal Financial Group
6
Principal Financial Group
Iowa
$609M -$56.4M -236,814 -9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$449M +$35M +147,130 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$387M +$10.3M +43,254 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$314M -$201M -843,887 -40%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$274M +$12.5M +52,369 +5%
Legal & General Group
11
Legal & General Group
United Kingdom
$249M -$1.34M -5,628 -0.6%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$244M +$110M +462,828 +87%
JP Morgan Chase
13
JP Morgan Chase
New York
$237M +$44.8M +188,416 +24%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$227M -$2.17M -9,103 -1%
Deutsche Bank
15
Deutsche Bank
Germany
$198M +$20.6M +86,689 +12%
Ameriprise
16
Ameriprise
Minnesota
$185M +$1.6M +6,734 +0.9%
RC
17
Resolution Capital
Australia
$183M -$15.9M -66,825 -8%
Boston Partners
18
Boston Partners
Massachusetts
$182M +$5.64M +23,673 +3%
Northern Trust
19
Northern Trust
Illinois
$180M -$6.6M -27,709 -4%
ProShare Advisors
20
ProShare Advisors
Maryland
$180M -$3.13M -13,169 -2%
Morgan Stanley
21
Morgan Stanley
New York
$171M -$191M -803,398 -53%
Charles Schwab
22
Charles Schwab
California
$170M +$1.59M +6,664 +1%
UBS AM
23
UBS AM
Illinois
$168M -$6.29M -26,421 -4%
Invesco
24
Invesco
Georgia
$167M -$1M -4,207 -0.6%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$135M +$33.4M +140,294 +34%