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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$1.05M -$13K -59 -1%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$1.05M +$7.94K +36 +0.7%
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$1.04M
MCAI
254
Members Capital Advisors Inc
Wisconsin
$1.04M
MLICM
255
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M -$192K -869 -15%
LMIM
256
Lockheed Martin Investment Management
Maryland
$1.01M
Vontobel Holding
257
Vontobel Holding
Switzerland
$1M
KI
258
Kula Investments
Illinois
$993K +$1.05M +4,746 New
MGP
259
Metis Global Partners
California
$987K +$137K +619 +15%
EI
260
Ethic Inc
New York
$965K +$477K +2,161 +88%
YIH
261
Y-Intercept (HK)
Hong Kong
$946K +$997K +4,521 New
LI
262
LMCG Investments
Massachusetts
$941K +$21.6K +98 +2%
FC
263
FORA Capital
Florida
$940K -$1.16M -5,237 -54%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$939K -$101K -459 -9%
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$924K +$556K +2,521 +133%
Wolverine Trading
266
Wolverine Trading
Illinois
$906K +$609K +2,762 +165%
DI
267
DFPG Investments
Utah
$905K +$591K +2,679 +162%
TF
268
TIAA FSB
Florida
$891K +$439K +1,992 +88%
BMSSC
269
B. Metzler seel. Sohn & Co
Germany
$883K
HighTower Advisors
270
HighTower Advisors
Illinois
$882K +$69.7K +316 +8%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$878K
CIC
272
Crawford Investment Counsel
Georgia
$865K +$398K +1,806 +78%
OCM
273
Osterweis Capital Management
California
$848K
Nordea Investment Management
274
Nordea Investment Management
Sweden
$848K
TIA
275
Tiemann Investment Advisors
California
$846K