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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.78B -$5.6M -21,800 -0.2%
BlackRock
2
BlackRock
New York
$1.77B -$9.07M -35,357 -0.5%
State Street
3
State Street
Massachusetts
$1.45B -$57M -222,246 -4%
Cohen & Steers
4
Cohen & Steers
New York
$1.37B +$1.9M +7,403 +0.1%
Norges Bank
5
Norges Bank
Norway
$745M +$3.06M +11,934 +0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$509M +$9.44M +36,773 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$472M -$193M -753,843 -30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$462M +$30.1M +117,275 +7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$312M +$7.08M +27,570 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$273M +$49.7M +193,736 +24%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$273M +$1.02M +3,977 +0.4%
Legal & General Group
12
Legal & General Group
United Kingdom
$269M -$7.23M -28,154 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$261M -$82.3M -320,700 -25%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$256M +$3.29M +12,822 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$254M -$9.2M -35,843 -4%
Ameriprise
16
Ameriprise
Minnesota
$213M +$6.01M +23,426 +3%
ProShare Advisors
17
ProShare Advisors
Maryland
$202M +$1.6M +6,216 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$200M +$9.14M +35,614 +5%
Boston Partners
19
Boston Partners
Massachusetts
$200M -$2.4M -9,336 -1%
Northern Trust
20
Northern Trust
Illinois
$199M -$1.76M -6,862 -0.9%
RC
21
Resolution Capital
Australia
$199M -$4.36M -16,973 -2%
Charles Schwab
22
Charles Schwab
California
$192M +$2.77M +10,793 +2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$179M +$72.2M +281,393 +75%
Invesco
24
Invesco
Georgia
$164M -$20.2M -78,630 -12%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$156M +$5.37M +20,935 +4%