We are live on ! Find out more
ESS icon

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
CA
326
Claro Advisors
Massachusetts
$522K +$4.52K +19 +0.9%
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$519K -$40K -168 -7%
HCM
328
HGI Capital Management
New York
$516K +$502K +2,109 New
HWAM
329
Hennion & Walsh Asset Management
New Jersey
$504K +$264K +1,109 +117%
IIM
330
INTECH Investment Management
Florida
$502K +$55K +231 +13%
PA
331
Parallel Advisors
California
$502K +$8.81K +37 +2%
NMIMC
332
Northwestern Mutual Investment Management Company
Wisconsin
$499K +$1.43K +6 +0.3%
RJFSA
333
Raymond James Financial Services Advisors
Florida
$497K -$143K -601 -23%
IAA
334
Independent Advisor Alliance
North Carolina
$492K +$11.4K +48 +2%
IMPI
335
Ilmarinen Mutual Pension Insurance
Finland
$490K
Walleye Capital
336
Walleye Capital
New York
$490K +$476K +2,000 New
VFA
337
Valeo Financial Advisors
Indiana
$485K -$1.19K -5 -0.3%
GWP
338
Gen-Wealth Partners
Michigan
$474K +$461K +1,935 New
WMG
339
WESCAP Management Group
California
$466K -$81.6K -343 -15%
RWM
340
Ritholtz Wealth Management
New York
$465K +$33.8K +142 +8%
TI
341
Tidal Investments
Wisconsin
$465K -$405K -1,702 -47%
NG
342
Norden Group
Utah
$461K +$6.19K +26 +1%
WT
343
Whittier Trust
California
$446K -$9.28K -39 -2%
II
344
Inspire Investing
Idaho
$444K +$7.14K +30 +2%
CAN
345
Cetera Advisor Networks
California
$431K -$36.4K -153 -8%
TMAM
346
Tokio Marine Asset Management
Japan
$428K -$28.3K -119 -6%
CIA
347
Choate Investment Advisors
Massachusetts
$427K +$415K +1,742 New
Squarepoint
348
Squarepoint
New York
$426K +$476 +2 +0.1%
RIM
349
Rakuten Investment Management
Japan
$423K +$373K +1,567 +986%
BAMF
350
BI Asset Management Fondsmaeglerselskab
Denmark
$413K -$100K -422 -20%