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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
Franklin Resources
326
Franklin Resources
California
$596K +$12.7K +49 +2%
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$590K -$145K -558 -20%
FF
328
FourThought Financial
Florida
$582K +$533K +2,055 +2,309%
FA
329
FDx Advisors
Illinois
$540K +$288K +1,110 +127%
CC
330
Centiva Capital
New York
$534K +$510K +1,966 New
PA
331
Parallel Advisors
California
$532K -$35.5K -137 -7%
TC
332
TownSquare Capital
Utah
$512K +$10.9K +42 +2%
MC
333
Moors & Cabot
Massachusetts
$507K -$38.9K -150 -8%
KRSITF
334
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$502K -$7K -27 -1%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$491K -$36.6K -141 -7%
PA
336
Profund Advisors
Maryland
$488K +$63.5K +245 +16%
GP
337
Girard Partners
Pennsylvania
$485K +$87.6K +338 +23%
QSS
338
Quantitative Systematic Strategies
Florida
$465K +$444K +1,711 New
MYAM
339
Meiji Yasuda Asset Management
Japan
$451K +$49.3K +190 +13%
WCM
340
Windham Capital Management
Massachusetts
$444K
OWA
341
One Wealth Advisors
California
$437K +$46.4K +179 +13%
SL
342
Summitry LLC
California
$435K -$33.7K -130 -8%
VHAM
343
Van Hulzen Asset Management
California
$432K +$8.82K +34 +2%
II
344
Inspire Investing
Idaho
$429K -$53.9K -208 -12%
AssetMark Inc
345
AssetMark Inc
California
$427K +$23.6K +91 +6%
MA
346
MUFG Americas
New York
$410K -$5.19K -20 -1%
MCCP
347
Mission Creek Capital Partners
California
$398K
BBVA
348
Banco Bilbao Vizcaya Argentaria
Spain
$393K +$4.93K +19 +1%
RWM
349
Ritholtz Wealth Management
New York
$387K +$151K +581 +69%
SW
350
SVB Wealth
Massachusetts
$385K +$57K +220 +18%