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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
ATPW
276
Ashton Thomas Private Wealth
Arizona
$968K +$941K +3,953 New
Allspring Global Investments
277
Allspring Global Investments
North Carolina
$961K +$110K +461 +13%
Credit Agricole
278
Credit Agricole
France
$948K +$447K +1,879 +86%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$933K +$160K +674 +21%
FC
280
FORA Capital
Florida
$929K -$1.37M -5,736 -60%
SAM
281
Securian Asset Management
Minnesota
$926K -$64K -269 -7%
GM
282
GeoWealth Management
Illinois
$919K +$893K +3,753 New
DZ Bank
283
DZ Bank
Germany
$916K
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$906K -$47.6K -200 -5%
DIM
285
Delta Investment Management
California
$899K -$14.8K -62 -2%
Wealthfront Advisers
286
Wealthfront Advisers
California
$881K +$99.3K +417 +13%
KPWS
287
Kestra Private Wealth Services
Texas
$875K +$69K +290 +9%
WAM
288
WealthTrust Asset Management
Florida
$820K +$188K +790 +31%
TC
289
TownSquare Capital
Utah
$815K +$49.7K +209 +7%
MML Investors Services
290
MML Investors Services
Massachusetts
$801K +$135K +568 +21%
HGWM
291
Horst & Graben Wealth Management
Oregon
$788K
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$783K -$23.8K -100 -3%
LMIM
293
Lockheed Martin Investment Management
Maryland
$770K -$238K -1,000 -24%
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$761K +$740K +3,108 New
JFG
295
Jefferies Financial Group
New York
$760K -$6.9K -29 -0.9%
PI
296
PEAK6 Investments
Illinois
$731K -$34.8K -146 -5%
A
297
Allianz
Germany
$723K +$703K +2,954 New
PAM
298
Panagora Asset Management
Massachusetts
$720K
SPC
299
Sigma Planning Corp
Michigan
$706K +$413K +1,737 +152%
Simplex Trading
300
Simplex Trading
Illinois
$705K +$686K +2,882 New