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Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
301
Horst & Graben Wealth Management
Oregon
$733K
KFC
302
Klingenstein Fields & Co
New York
$731K
AWM
303
AE Wealth Management
Kansas
$717K +$130K +543 +21%
Creative Planning
304
Creative Planning
Kansas
$711K -$28.8K -120 -4%
UH
305
Unigestion Holding
Switzerland
$710K -$671K -2,800 -47%
MF
306
Magnetar Financial
Illinois
$705K +$511K +2,132 +226%
CCM
307
Cox Capital Management
Massachusetts
$692K +$723K +3,018 New
KPW
308
Kore Private Wealth
New York
$684K
CA
309
Cetera Advisors
Colorado
$680K +$129K +538 +22%
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$674K -$33.3K -139 -5%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$666K +$20.4K +85 +3%
CI
312
Cigna Investments
Connecticut
$655K +$225K +938 +49%
SFM
313
Signet Financial Management
New Jersey
$648K +$175K +731 +34%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$642K
AAM
315
Azzad Asset Management
Virginia
$641K -$1.2K -5 -0.2%
WT
316
Whittier Trust
California
$632K +$203K +848 +44%
FC
317
FORA Capital
Florida
$627K +$126K +527 +24%
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$622K +$1.92K +8 +0.3%
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$619K +$120K +500 +23%
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$585K -$140K -582 -19%
LPL Financial
321
LPL Financial
California
$584K +$238K +991 +64%
WMG
322
WESCAP Management Group
California
$579K -$53.2K -222 -8%
WAM
323
World Asset Management
Michigan
$564K -$222K -925 -27%
CA
324
Claro Advisors
Massachusetts
$547K +$5.99K +25 +1%
Bank Julius Baer & Co
325
Bank Julius Baer & Co
Switzerland
$544K +$111K +462 +21%