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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
351
Jump Financial
Illinois
$408K -$201K -910 -32%
WTB
352
Washington Trust Bank
Washington
$406K
XT
353
XTX Topco
Cayman Islands
$401K +$423K +1,916 New
JFG
354
Jefferies Financial Group
New York
$378K -$789K -3,577 -66%
MML Investors Services
355
MML Investors Services
Massachusetts
$374K +$88K +399 +29%
BC
356
Bridgefront Capital
Texas
$367K +$387K +1,756 New
CAN
357
Cetera Advisor Networks
California
$366K +$14.6K +66 +4%
CWM
358
Concentric Wealth Management
California
$365K +$3.31K +15 +0.9%
RWM
359
Ritholtz Wealth Management
New York
$359K +$379K +1,718 New
WCM
360
Windham Capital Management
Massachusetts
$353K +$11.9K +54 +3%
MNBTD
361
Moody National Bank Trust Division
Texas
$351K
BFM
362
Boothbay Fund Management
New York
$350K +$369K +1,673 New
Impax Asset Management Group
363
Impax Asset Management Group
United Kingdom
$342K -$13.9K -63 -4%
SL
364
Summitry LLC
California
$334K -$104K -473 -23%
VHAM
365
Van Hulzen Asset Management
California
$332K
MFS
366
Mirabella Financial Services
United Kingdom
$329K -$1.64M -7,441 -83%
PA
367
Parallel Advisors
California
$328K +$5.07K +23 +1%
WHC
368
Wulff, Hansen & Co
California
$327K
VU
369
Vanderbilt University
Tennessee
$324K +$341K +1,548 New
VI
370
Vestcor Inc
New Brunswick, Canada
$321K -$2.43K -11 -0.7%
AAM
371
Advisors Asset Management
Colorado
$317K -$38.8K -176 -10%
MA
372
Mutual Advisors
Nebraska
$308K +$325K +1,475 New
M
373
Mirova
France
$307K -$219K -994 -40%
FAT
374
First American Trust
California
$307K -$4.72M -21,384 -94%
TMAM
375
Tokio Marine Asset Management
Japan
$304K +$42.1K +191 +15%