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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
Bank Julius Baer & Co
351
Bank Julius Baer & Co
Switzerland
$412K +$2.38K +10 +0.6%
UCFA
352
United Capital Financial Advisors
Texas
$407K -$102K -430 -21%
Teacher Retirement System of Texas
353
Teacher Retirement System of Texas
Texas
$400K -$7.19M -30,205 -95%
GXJ
354
Global X Japan
Japan
$395K
SL
355
Summitry LLC
California
$391K
VHAM
356
Van Hulzen Asset Management
California
$389K
CWM
357
Concentric Wealth Management
California
$387K -$51.2K -215 -12%
KIA
358
KCM Investment Advisors
California
$387K -$218K -915 -37%
WTB
359
Washington Trust Bank
Washington
$385K
WHC
360
Wulff, Hansen & Co
California
$383K
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$370K +$1.67K +7 +0.5%
Corient Private Wealth
362
Corient Private Wealth
Florida
$360K +$102K +427 +41%
JF
363
Jump Financial
Illinois
$355K +$345K +1,451 New
PPW
364
Parcion Private Wealth
Washington
$329K
PAS
365
Park Avenue Securities
New York
$324K +$113K +474 +56%
DPAM
366
Degroof Petercam Asset Management
Belgium
$318K
HCA
367
Harbor Capital Advisors
Illinois
$313K +$32.1K +135 +12%
CAMG
368
CWA Asset Management Group
Florida
$312K +$61.9K +260 +26%
D.E. Shaw & Co
369
D.E. Shaw & Co
New York
$306K -$83.8K -352 -22%
ACI
370
Alpha Cubed Investments
California
$301K -$48.6K -204 -14%
EWA
371
EP Wealth Advisors
California
$301K +$10.5K +44 +4%
VI
372
Vestcor Inc
New Brunswick, Canada
$297K -$861K -3,619 -75%
SWP
373
Stratos Wealth Partners
Ohio
$296K -$5.24K -22 -2%
ACIM
374
Azimuth Capital Investment Management
Michigan
$294K
RBFC
375
Roman Butler Fullerton & Co
Missouri
$293K