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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
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$1.6M -$61.2K -257 -4%
Axa
227
Axa
France
$1.52M +$602K +2,529 +68%
BPA
228
Beacon Pointe Advisors
California
$1.48M -$13.8K -58 -0.9%
Creative Planning
229
Creative Planning
Kansas
$1.48M +$185K +777 +15%
SOAMC
230
Spirit of America Management Corp
New York
$1.45M
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$1.44M -$278K -1,167 -17%
OAM
232
Oppenheimer Asset Management
New York
$1.43M +$284K +1,194 +26%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$1.43M +$98.8K +415 +8%
NWM
234
Nicola Wealth Management
British Columbia, Canada
$1.43M +$1.02M +4,300 New
CB
235
Commerce Bank
Missouri
$1.42M +$2.86K +12 +0.2%
MCCP
236
Mission Creek Capital Partners
California
$1.42M +$156K +654 +13%
IG
237
ING Group
Netherlands
$1.4M +$9.52K +40 +0.7%
AAM
238
Azzad Asset Management
Virginia
$1.4M +$35.2K +148 +3%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$1.34M +$119K +500 +10%
VIG
240
Vienna Insurance Group
Poland
$1.32M +$1.19K +5 +0.1%
BFM
241
Boothbay Fund Management
New York
$1.31M +$1.27M +5,332 New
GIBU
242
Gulf International Bank (UK)
United Kingdom
$1.3M
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$1.3M -$30.2K -127 -2%
NB
244
Norinchukin Bank
Japan
$1.3M -$16.9K -71 -1%
CP
245
Camelot Portfolios
Ohio
$1.29M -$392K -1,648 -24%
AQR Capital Management
246
AQR Capital Management
Connecticut
$1.29M +$220K +924 +21%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M -$71.2K -299 -5%
O
248
Ossiam
France
$1.24M -$533K -2,241 -31%
DILIC
249
Dai-ichi Life Insurance Company
Japan
$1.24M
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$1.24M -$238 -1 -0%