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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
301
Boothbay Fund Management
New York
$860K -$558K -2,173 -41%
JFG
302
Jefferies Financial Group
New York
$836K -$8.98K -35 -1%
MML Investors Services
303
MML Investors Services
Massachusetts
$808K -$78.5K -306 -9%
VF
304
Virtu Financial
New York
$796K +$751K +2,925 New
SFSG
305
Sound Financial Strategies Group
Mississippi
$792K +$747K +2,910 New
IF
306
IRON Financial
Illinois
$788K +$6.42K +25 +0.9%
SPC
307
Sigma Planning Corp
Michigan
$785K +$257 +1 +0%
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
$778K -$63.9K -249 -8%
Cambridge Investment Research Advisors
309
Cambridge Investment Research Advisors
Iowa
$778K -$2.31K -9 -0.3%
WAM
310
WealthTrust Asset Management
Florida
$765K -$139K -540 -16%
VIM
311
Vinva Investment Management
Australia
$758K +$160K +625 +29%
RIM
312
Rakuten Investment Management
Japan
$747K +$259K +1,008 +58%
OP
313
ORG Partners
Indiana
$743K +$699K +2,725 New
PCM
314
Penserra Capital Management
California
$736K -$5.65K -22 -0.8%
CA
315
Commerzbank Aktiengesellschaft
Germany
$721K +$4.36K +17 +0.6%
CGH
316
Crossmark Global Holdings
Texas
$719K +$32.9K +128 +5%
AAM
317
Advisors Asset Management
Colorado
$715K +$119K +462 +21%
TC
318
TownSquare Capital
Utah
$712K -$182K -711 -21%
RCM
319
RB Capital Management
Nevada
$698K -$18K -70 -3%
Federated Hermes
320
Federated Hermes
Pennsylvania
$681K +$452K +1,761 +238%
Aviva
321
Aviva
United Kingdom
$674K +$10.5K +41 +2%
BFA
322
BBJS Financial Advisors
Washington
$655K -$614K -2,394 -50%
IC
323
IEQ Capital
California
$651K +$36.7K +143 +6%
Cerity Partners
324
Cerity Partners
New York
$626K -$148K -577 -20%
B
325
Bailard
California
$623K -$12.8K -50 -2%