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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
AM
351
AGF Management
Ontario, Canada
$623K -$11K -38 -2%
ACM
352
Adelante Capital Management
California
$620K -$717K -2,470 -54%
IGAM
353
iA Global Asset Management
Quebec, Canada
$620K -$1.45K -5 -0.2%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$619K +$237K +816 +64%
PAM
355
Panagora Asset Management
Massachusetts
$614K -$324K -1,118 -35%
OWP
356
ORG Wealth Partners
Texas
$606K +$595K +2,050 New
TMAM
357
Tokio Marine Asset Management
Japan
$604K +$23.8K +82 +4%
NMIMC
358
Northwestern Mutual Investment Management Company
Wisconsin
$601K -$2.9K -10 -0.5%
IMPI
359
Ilmarinen Mutual Pension Insurance
Finland
$591K
VFA
360
Valeo Financial Advisors
Indiana
$576K -$1.16K -4 -0.2%
WIA
361
World Investment Advisors
California
$575K +$565K +1,948 New
IAA
362
Independent Advisor Alliance
North Carolina
$569K -$19.7K -68 -3%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$562K -$49.3K -170 -8%
GWP
364
Gen-Wealth Partners
Michigan
$561K -$62.9K -217 -10%
FTDI
365
First Trust Direct Indexing
Massachusetts
$553K +$213K +734 +64%
RJFSA
366
Raymond James Financial Services Advisors
Florida
$547K +$5.51K +19 +1%
QC
367
Quadrature Capital
United Kingdom
$541K +$531K +1,832 New
GS
368
GTS Securities
New York
$541K +$531K +1,830 New
RWM
369
Ritholtz Wealth Management
New York
$540K -$22.9K -79 -4%
PA
370
Profund Advisors
Maryland
$531K +$233K +804 +81%
SRL
371
Scientech Research LLC
New Jersey
$514K -$152K -524 -23%
UCFA
372
United Capital Financial Advisors
Texas
$511K +$32.2K +111 +7%
WT
373
Whittier Trust
California
$505K -$7.83K -27 -2%
Bank Julius Baer & Co
374
Bank Julius Baer & Co
Switzerland
$503K -$4.64K -16 -1%
Two Sigma Advisers
375
Two Sigma Advisers
New York
$502K +$58K +200 +13%