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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
EI
251
Ethic Inc
New York
$1.22M +$67.1K +282 +6%
DEA
252
DoubleLine ETF Adviser
Florida
$1.2M +$107K +448 +10%
KRS
253
Kentucky Retirement Systems
Kentucky
$1.19M -$61.7K -259 -5%
BFA
254
BBJS Financial Advisors
Washington
$1.18M +$299K +1,257 +35%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$1.16M
SGA
256
Strategic Global Advisors
California
$1.14M -$31.4K -132 -3%
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M -$1.43K -6 -0.1%
CIC
258
Crawford Investment Counsel
Georgia
$1.12M -$1.9K -8 -0.2%
IWC
259
Integrated Wealth Concepts
Massachusetts
$1.11M +$15K +63 +1%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$1.08M -$28.8K -121 -3%
Nordea Investment Management
261
Nordea Investment Management
Sweden
$1.07M +$63.3K +266 +6%
FFP
262
FourThought Financial Partners
Florida
$1.06M -$15.2K -64 -1%
OAM
263
Ostrum Asset Management
France
$1.06M
Pacer Advisors
264
Pacer Advisors
Pennsylvania
$1.05M +$27.6K +116 +3%
LI
265
LMCG Investments
Massachusetts
$1.05M -$411K -1,727 -29%
BMSSC
266
B. Metzler seel. Sohn & Co
Germany
$1.03M
NW
267
Naviter Wealth
Arkansas
$1.03M +$108K +452 +12%
HIMCH
268
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M -$40.2K -169 -4%
VPIM
269
Vanguard Personalized Indexing Management
California
$1.01M +$191K +802 +24%
US Bancorp
270
US Bancorp
Minnesota
$1.01M -$104K -437 -10%
VU
271
Vanderbilt University
Tennessee
$1M +$642K +2,695 +193%
CS
272
Candriam SCA
Luxembourg
$999K +$81.2K +341 +9%
OCM
273
Osterweis Capital Management
California
$993K
KAS
274
Kestra Advisory Services
Texas
$985K +$948K +3,983 New
TIA
275
Tiemann Investment Advisors
California
$984K