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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
301
KCM Investment Advisors
California
$642K -$55.4K -251 -8%
CIC
302
Cornercap Investment Counsel
Georgia
$642K +$27.1K +123 +4%
SG Americas Securities
303
SG Americas Securities
New York
$630K -$2.22M -10,067 -77%
RCM
304
RB Capital Management
Nevada
$628K +$11K +50 +2%
GSC
305
Grey Street Capital
Illinois
$627K +$662K +3,000 New
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$627K -$22.1K -100 -3%
IC
307
IEQ Capital
California
$626K +$169K +764 +34%
BFA
308
BBJS Financial Advisors
Washington
$617K +$235K +1,067 +57%
VFA
309
Valeo Financial Advisors
Indiana
$616K -$295K -1,336 -31%
IAA
310
Independent Advisor Alliance
North Carolina
$611K +$644K +2,920 New
RJFSA
311
Raymond James Financial Services Advisors
Florida
$603K +$56.9K +258 +10%
NW
312
Naviter Wealth
Arkansas
$602K +$105K +475 +20%
Wellington Management Group
313
Wellington Management Group
Massachusetts
$595K +$628K +2,847 New
WMG
314
WESCAP Management Group
California
$594K
WT
315
Whittier Trust
California
$590K +$28.7K +130 +5%
SPC
316
Sigma Planning Corp
Michigan
$586K +$371K +1,684 +151%
PCM
317
Penserra Capital Management
California
$574K +$5.29K +24 +0.9%
CGH
318
Crossmark Global Holdings
Texas
$561K +$4.85K +22 +0.8%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$558K +$38.6K +175 +7%
GIA
320
Gateway Investment Advisers
Ohio
$558K -$50.1K -227 -8%
DIM
321
Delta Investment Management
California
$555K +$1.54K +7 +0.3%
CA
322
Claro Advisors
Massachusetts
$544K +$4.41K +20 +0.8%
EGM
323
Engineers Gate Manager
New York
$533K +$186K +845 +50%
CA
324
Cetera Advisors
Colorado
$532K -$27.6K -125 -5%
TI
325
Tidal Investments
Wisconsin
$532K -$2.05M -9,295 -79%