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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
251
Moody National Bank Trust Division
Texas
$1.21M -$196K -754 -14%
MAM
252
Meeder Asset Management
Ohio
$1.2M +$1.11M +4,265 +2,941%
M&T Bank
253
M&T Bank
New York
$1.18M -$306K -1,180 -21%
KIA
254
KCM Investment Advisors
California
$1.17M -$126K -485 -10%
IG
255
ING Group
Netherlands
$1.17M -$5.71K -22 -0.5%
Creative Planning
256
Creative Planning
Kansas
$1.14M +$284K +1,094 +35%
SI
257
Stephens Inc
Arkansas
$1.14M -$146K -562 -12%
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$1.11M
TIA
259
Tiemann Investment Advisors
California
$1.11M -$11.7K -45 -1%
KRS
260
Kentucky Retirement Systems
Kentucky
$1.1M -$14.8K -57 -1%
HI
261
Horizon Investments
North Carolina
$1.1M +$1.05M +4,042 New
Kayne Anderson Rudnick Investment Management
262
Kayne Anderson Rudnick Investment Management
California
$1.09M +$226K +870 +28%
LSERS
263
Louisiana State Employees Retirement System
Louisiana
$1.09M
OCM
264
Osterweis Capital Management
California
$1.09M
ACM
265
AlphaCrest Capital Management
New York
$1.09M +$596K +2,297 +135%
P
266
Pitcairn
Pennsylvania
$1.08M +$60.7K +234 +6%
Bank Julius Baer & Co
267
Bank Julius Baer & Co
Switzerland
$1.05M +$977K +3,767 +4,709%
BCP
268
Blackhawk Capital Partners
Wisconsin
$1.04M +$83.5K +322 +8%
DTL
269
Dynamic Technology Lab
Singapore
$1.03M +$737K +2,842 +298%
CCM
270
Cox Capital Management
Massachusetts
$1.01M -$497K -1,917 -34%
EOJOAM
271
E. Ohman J:or Asset Management
Sweden
$979K +$233K +900 +33%
FFS
272
Founders Financial Securities
Maryland
$971K +$12.2K +47 +1%
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$969K -$177K -682 -16%
AB
274
Amalgamated Bank
New York
$968K -$34K -131 -4%
KPW
275
Kore Private Wealth
New York
$966K +$139K +536 +18%