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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Whittier Trust
California
$473K -$21.3K -83 -5%
PIM
352
Plato Investment Management
Australia
$455K +$429K +1,673 New
TI
353
Tidal Investments
Wisconsin
$449K -$63.9K -249 -13%
JF
354
Jump Financial
Illinois
$448K +$50.3K +196 +14%
EP
355
Edgestream Partners
New Jersey
$443K +$418K +1,628 New
UCFA
356
United Capital Financial Advisors
Texas
$441K -$10.5K -41 -2%
Corient Private Wealth
357
Corient Private Wealth
Florida
$441K +$38.2K +149 +10%
SL
358
Summitry LLC
California
$435K
CWM
359
Concentric Wealth Management
California
$434K +$3.85K +15 +0.9%
VHAM
360
Van Hulzen Asset Management
California
$433K
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$431K +$108K +422 +36%
WTB
362
Washington Trust Bank
Washington
$428K
WHC
363
Wulff, Hansen & Co
California
$426K
Wolverine Trading
364
Wolverine Trading
Illinois
$425K +$401K +1,561 New
DIM
365
Delta Investment Management
California
$421K -$546K -2,126 -58%
Bank Julius Baer & Co
366
Bank Julius Baer & Co
Switzerland
$420K -$7.96K -31 -2%
Two Sigma Advisers
367
Two Sigma Advisers
New York
$408K +$385K +1,500 New
Voloridge Investment Management
368
Voloridge Investment Management
Florida
$396K +$373K +1,454 New
IMCOOI
369
Investment Management Corp of Ontario (IMCO)
Canada
$391K +$103K +400 +39%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$387K +$191K +746 +111%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$384K -$26.2K -102 -7%
CL
372
Choreo LLC
Illinois
$370K +$348K +1,357 New
PPW
373
Parcion Private Wealth
Washington
$366K
KIA
374
KCM Investment Advisors
California
$362K -$64.2K -250 -16%
SG
375
Sienna Gestion
France
$355K +$37.2K +145 +13%