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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.04B +$22.5M +77,477 +0.8%
BlackRock
2
BlackRock
New York
$2.02B +$102M +352,963 +5%
State Street
3
State Street
Massachusetts
$1.54B -$31.8M -109,662 -2%
Cohen & Steers
4
Cohen & Steers
New York
$1.16B -$319M -1,099,526 -22%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$508M +$7.42M +25,591 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$508M -$43.2M -148,854 -8%
Norges Bank
7
Norges Bank
Norway
$485M -$317M -1,093,208 -40%
Principal Financial Group
8
Principal Financial Group
Iowa
$421M -$89.8M -309,641 -18%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$393M +$53.4M +183,947 +16%
Legal & General Group
10
Legal & General Group
United Kingdom
$287M -$5.38M -18,549 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$277M -$940K -3,241 -0.3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$255M -$27.8M -95,953 -10%
Deutsche Bank
13
Deutsche Bank
Germany
$251M -$44.9M -154,887 -15%
Ameriprise
14
Ameriprise
Minnesota
$230M -$967K -3,335 -0.4%
Charles Schwab
15
Charles Schwab
California
$223M +$13.7M +47,114 +7%
Northern Trust
16
Northern Trust
Illinois
$214M -$2.01M -6,920 -0.9%
UBS AM
17
UBS AM
Illinois
$213M +$184M +633,200 +733%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$202M -$92.2M -317,663 -32%
Morgan Stanley
19
Morgan Stanley
New York
$193M -$24.2M -83,307 -11%
RC
20
Resolution Capital
Australia
$192M -$23M -79,136 -11%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$190M -$4.49M -15,489 -2%
ProShare Advisors
22
ProShare Advisors
Maryland
$186M -$32.5M -112,094 -15%
Invesco
23
Invesco
Georgia
$180M +$2.29M +7,910 +1%
Boston Partners
24
Boston Partners
Massachusetts
$169M -$47.4M -163,515 -22%
JP Morgan Chase
25
JP Morgan Chase
New York
$152M -$122M -420,197 -45%