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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$1.31M +$455K +1,568 +55%
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$1.3M +$33.9K +117 +3%
Nordea Investment Management
278
Nordea Investment Management
Sweden
$1.29M
CP
279
Camelot Portfolios
Ohio
$1.27M -$611K -2,105 -33%
MSU
280
Mizuho Securities USA
New York
$1.23M -$227K -783 -16%
EI
281
Ethic Inc
New York
$1.22M -$55.1K -190 -4%
NW
282
Naviter Wealth
Arkansas
$1.21M -$68.8K -237 -6%
US Bancorp
283
US Bancorp
Minnesota
$1.2M -$28.1K -97 -2%
TIA
284
Tiemann Investment Advisors
California
$1.2M +$290 +1 +0%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$1.2M -$13.9K -48 -1%
OAM
286
Ostrum Asset Management
France
$1.2M +$14.5K +50 +1%
Cerity Partners
287
Cerity Partners
New York
$1.19M +$499K +1,719 +75%
OCM
288
Osterweis Capital Management
California
$1.18M -$16K -55 -1%
O
289
Ossiam
France
$1.17M -$261K -901 -19%
OAC
290
OMERS Administration Corp
Ontario, Canada
$1.16M -$754K -2,600 -40%
Connor, Clark & Lunn Investment Management (CC&L)
291
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.16M +$1.14M +3,927 New
CCIA
292
Campbell & Co Investment Adviser
Maryland
$1.14M +$1.12M +3,847 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$1.13M +$3.48K +12 +0.3%
CIC
294
Crawford Investment Counsel
Georgia
$1.1M -$285K -983 -21%
PAM
295
Paradigm Asset Management
New York
$1.09M
VF
296
Virtu Financial
New York
$1.08M +$214K +737 +25%
MSRPS
297
Maryland State Retirement & Pension System
Maryland
$1.08M -$389K -1,340 -27%
RIM
298
Rakuten Investment Management
Japan
$1.07M +$263K +905 +33%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$1.06M
SAM
300
Securian Asset Management
Minnesota
$1.06M -$29K -100 -3%