Which New Zealand managed funds hold Essex Property Trust?

41 New Zealand managed funds hold Essex Property Trust as a direct holding, across 11 fund managers. Weights range from 0.000% to 3.09% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Essex Property Trust indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Essex Property Trust?

NZ Funds Global Property has the largest direct holding at 3.09% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Essex Property Trust?

41 funds hold Essex Property Trust directly, across 11 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Essex Property Trust indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
NZ Funds Global Property	NZ Funds	3.09%
ANZ Investments OneAnswer International Property Fund	ANZ Investments	2.29%
Resolution Capital Global Property Securities PIE Fund	Resolution Capital	2.14%
Mercer Global Listed Real Estate Fund	Mercer	1.60%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.570%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.150%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.150%
Mercer Income Generator Fund	Mercer	0.080%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.060%
Kernel Balanced Fund	Kernel	0.050%
Kernel High Growth Fund	Kernel	0.050%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.030%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.030%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%
ACI Growth Fund	AACI	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
ACI Conservative Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding Essex Property Trust usually also hold

Companies that appear alongside Essex Property Trust in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Essex Property Trust — shown so you can check the grouping rather than take it on trust.

ESSEX PROPERTY TRUST INC
Essex Property Trust
Essex Property Trust Inc

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