We are live on ! Find out more
ESS icon

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
NMIMC
301
Northwestern Mutual Investment Management Company
Wisconsin
$801K -$164K -632 -18%
Fisher Asset Management
302
Fisher Asset Management
Washington
$795K -$26.2K -101 -3%
ICP
303
Interchange Capital Partners
Pennsylvania
$787K +$222K +856 +111%
LCM
304
Laurion Capital Management
New York
$761K +$726K +2,800 New
X
305
Xponance
Pennsylvania
$760K -$20K -77 -3%
US Bancorp
306
US Bancorp
Minnesota
$759K +$25.4K +98 +4%
B
307
BP
United Kingdom
$734K -$220K -847 -24%
UH
308
Unigestion Holding
Switzerland
$699K +$82.7K +319 +14%
WorldQuant Millennium Advisors
309
WorldQuant Millennium Advisors
New York
$698K
Baird Financial Group
310
Baird Financial Group
Wisconsin
$693K -$8.56K -33 -1%
PFC
311
Phocas Financial Corp
California
$691K -$31.1K -120 -5%
WAM
312
World Asset Management
Michigan
$680K -$68.5K -264 -10%
MMA
313
Miracle Mile Advisors
California
$680K
TC
314
TwinBeech Capital
New York
$679K +$647K +2,496 New
EW
315
Evoke Wealth
California
$671K +$296K +1,140 +87%
CA
316
Claro Advisors
Massachusetts
$668K +$5.45K +21 +0.9%
CI
317
Cigna Investments
Connecticut
$642K +$15K +58 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
318
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$640K -$1.53M -5,883 -71%
FWIA
319
Fort Washington Investment Advisors
Ohio
$625K +$156K +600 +35%
RCM
320
RB Capital Management
Nevada
$618K +$44.9K +173 +8%
LMAM
321
Legg Mason Asset Management
Japan
$608K -$130K -500 -18%
TCM
322
Teza Capital Management
Illinois
$608K +$154K +595 +36%
JWCA
323
J.W. Cole Advisors
Florida
$604K
IRF
324
IBM Retirement Fund
New York
$599K -$54.5K -210 -9%
MME
325
Meag Munich Ergo
Germany
$598K