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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
Cerity Partners
301
Cerity Partners
New York
$704K +$298K +1,254 +77%
IF
302
IRON Financial
Illinois
$703K +$28.1K +118 +4%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$702K +$179K +750 +35%
Verition Fund Management
304
Verition Fund Management
Connecticut
$700K +$54.3K +228 +9%
MIA
305
MainStreet Investment Advisors
Illinois
$694K -$51.4K -216 -7%
PCM
306
Penserra Capital Management
California
$666K -$69.3K -291 -10%
RCM
307
RB Capital Management
Nevada
$644K -$16.2K -68 -3%
CA
308
Commerzbank Aktiengesellschaft
Germany
$644K +$18.6K +78 +3%
GIA
309
Gateway Investment Advisers
Ohio
$643K
CGH
310
Crossmark Global Holdings
Texas
$615K -$4.29K -18 -0.7%
N
311
Natixis
France
$605K -$4.1M -17,245 -87%
SA
312
SpiderRock Advisors
Delaware
$601K +$602K +2,530 New
Aviva
313
Aviva
United Kingdom
$596K -$952 -4 -0.2%
TRCT
314
Tower Research Capital (TRC)
New York
$593K -$2.29M -9,628 -80%
B
315
Bailard
California
$573K +$557K +2,339 New
BBVA
316
Banco Bilbao Vizcaya Argentaria
Spain
$568K +$43.1K +181 +8%
AIMCA
317
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$563K
RWM
318
Revisor Wealth Management
Ohio
$559K +$294K +1,235 +120%
APG Asset Management
319
APG Asset Management
Netherlands
$554K
IC
320
IEQ Capital
California
$550K -$57.1K -240 -10%
TIAA Trust, National Association
321
TIAA Trust, National Association
North Carolina
$549K -$18.1K -76 -3%
SW
322
SlateStone Wealth
Florida
$533K +$518K +2,176 New
CANY
323
Caxton Associates (New York)
New York
$532K +$517K +2,172 New
AAM
324
Advisors Asset Management
Colorado
$530K +$307K +1,291 +148%
VIM
325
Vinva Investment Management
Australia
$525K -$426K -1,788 -45%