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Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
276
Kentucky Retirement Systems
Kentucky
$763K +$34.2K +157 +4%
PAS
277
Park Avenue Securities
New York
$762K +$45.1K +207 +6%
SIM
278
Sentry Investment Management
Wisconsin
$759K
MIA
279
MainStreet Investment Advisors
Illinois
$753K -$277K -1,271 -25%
AB
280
Amalgamated Bank
New York
$743K -$16.8K -77 -2%
PAM
281
Panagora Asset Management
Massachusetts
$730K +$35.1K +161 +5%
CGH
282
Crossmark Global Holdings
Texas
$717K -$49.4K -227 -6%
DCM
283
Dean Capital Management
Kansas
$683K +$12.6K +58 +2%
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$673K +$5.88K +27 +0.8%
IC
285
IEQ Capital
California
$669K +$653 +3 +0.1%
LSERS
286
Louisiana State Employees Retirement System
Louisiana
$663K +$109K +500 +18%
Creative Planning
287
Creative Planning
Kansas
$645K +$24K +110 +4%
HGWM
288
Horst & Graben Wealth Management
Oregon
$643K
KFC
289
Klingenstein Fields & Co
New York
$641K
SFM
290
Signet Financial Management
New Jersey
$637K -$16.6K -76 -3%
US Bancorp
291
US Bancorp
Minnesota
$636K -$71.4K -328 -9%
AIMCA
292
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$622K -$2.37M -10,900 -78%
HighTower Advisors
293
HighTower Advisors
Illinois
$622K -$362K -1,661 -34%
Fisher Asset Management
294
Fisher Asset Management
Washington
$609K -$257K -1,181 -28%
Tudor Investment Corp
295
Tudor Investment Corp
Connecticut
$606K -$6.84M -31,381 -91%
KPW
296
Kore Private Wealth
New York
$605K +$5.66K +26 +0.9%
Commonwealth Equity Services
297
Commonwealth Equity Services
Massachusetts
$600K +$59.5K +273 +10%
CB
298
Commerce Bank
Missouri
$597K +$259K +1,190 +67%
CA
299
Cetera Advisors
Colorado
$590K -$5.45K -25 -0.8%
MAM
300
Martingale Asset Management
Massachusetts
$584K -$23.3M -107,006 -97%