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Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$369K -$94.4K -394 -20%
FRM
352
Fox Run Management
Connecticut
$369K +$386K +1,609 New
SL
353
Summitry LLC
California
$366K
SXL
354
Summit X LLC
Missouri
$366K +$25.2K +105 +7%
VHAM
355
Van Hulzen Asset Management
California
$356K
IRF
356
IBM Retirement Fund
New York
$349K -$3.36K -14 -0.9%
Franklin Resources
357
Franklin Resources
California
$348K +$379K +1,580 New
SDIC
358
South Dakota Investment Council
South Dakota
$344K +$360K +1,500 New
MCCP
359
Mission Creek Capital Partners
California
$336K -$57.5K -240 -14%
PRC
360
Pearl River Capital
Michigan
$335K +$350K +1,462 New
CAM
361
CenterStar Asset Management
Illinois
$327K
LI
362
Leap Investments
Illinois
$321K +$336K +1,400 New
PPW
363
Parcion Private Wealth
Washington
$320K
BCV
364
Banque Cantonale Vaudoise
Switzerland
$318K -$216K -900 -39%
CFGS
365
Concourse Financial Group Securities
Alabama
$318K +$10.8K +45 +3%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$317K +$1.2K +5 +0.4%
ACI
367
Alpha Cubed Investments
California
$314K +$1.68K +7 +0.5%
QCM
368
Quantinno Capital Management
New York
$306K -$417K -1,739 -57%
PIA
369
Pinion Investment Advisors
Kansas
$304K +$8.39K +35 +3%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$300K
BPM
371
Bowling Portfolio Management
Ohio
$299K -$20.6K -86 -6%
AIS
372
American Investment Services
Massachusetts
$295K
GH
373
GAM Holding
Switzerland
$293K +$306K +1,277 New
TCOV
374
Trust Company of Vermont
Vermont
$292K
HF
375
HRT Financial
New York
$291K -$108K -450 -26%