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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
JIC
276
Johnson Investment Counsel
Ohio
$953K -$70K -270 -7%
MIA
277
MainStreet Investment Advisors
Illinois
$948K -$20.7K -80 -2%
Rafferty Asset Management
278
Rafferty Asset Management
New York
$934K +$283K +1,092 +47%
ANI
279
American National Insurance
Texas
$920K -$196K -754 -18%
VCA
280
Verdence Capital Advisors
Maryland
$917K +$421K +1,624 +93%
SCI
281
Stableford Capital II
Arizona
$915K +$873K +3,365 New
IC
282
IEQ Capital
California
$909K +$867K +3,345 New
S
283
Seeyond
France
$890K -$911K -3,514 -52%
HGWM
284
Horst & Graben Wealth Management
Oregon
$870K
KFC
285
Klingenstein Fields & Co
New York
$867K
CB
286
Commerce Bank
Missouri
$865K -$62K -239 -7%
WMG
287
WESCAP Management Group
California
$864K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$863K -$24.1K -93 -3%
Nordea Investment Management
289
Nordea Investment Management
Sweden
$859K -$10.4K -40 -1%
SFM
290
Signet Financial Management
New Jersey
$858K +$61.5K +237 +8%
UCFA
291
United Capital Financial Advisors
Texas
$847K +$69.8K +269 +9%
Mirae Asset Global Investments
292
Mirae Asset Global Investments
South Korea
$840K -$55.7K -215 -7%
PAM
293
Panagora Asset Management
Massachusetts
$838K -$140K -540 -15%
PCM
294
Penserra Capital Management
California
$835K +$152K +588 +24%
CGH
295
Crossmark Global Holdings
Texas
$833K -$59.6K -230 -7%
WT
296
Whittier Trust
California
$830K +$65.9K +254 +9%
WAM
297
Wolverine Asset Management
Illinois
$820K -$1.06M -4,076 -57%
AQR Capital Management
298
AQR Capital Management
Connecticut
$817K -$928K -3,579 -54%
UOC
299
UBS O'Connor
Illinois
$816K -$1.01M -3,900 -57%
CA
300
Cetera Advisors
Colorado
$807K