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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
376
Schonfeld Strategic Advisors
New York
$272K +$259K +1,000 New
MML Investors Services
377
MML Investors Services
Massachusetts
$268K +$256K +986 New
GSEP
378
Golden State Equity Partners
California
$266K +$254K +979 New
BFM
379
Boothbay Fund Management
New York
$260K +$248K +955 New
AIS
380
American Investment Services
Massachusetts
$258K -$87.6K -338 -26%
IIC
381
Ironwood Investment Counsel
Arizona
$258K
AP
382
Advisor Partners
California
$255K
IWS
383
Insight Wealth Strategies
California
$250K -$4.93K -19 -2%
FC
384
FCA Corp
Texas
$249K
V
385
Veritable
Delaware
$246K +$2.07K +8 +0.9%
MC
386
Machina Capital
France
$245K +$233K +900 New
LP
387
LMR Partners
United Kingdom
$241K -$29.8K -115 -11%
FWCM
388
Ferguson Wellman Capital Management
Oregon
$239K -$31.1K -120 -12%
HPWM
389
Highland Private Wealth Management
Washington
$235K +$224K +865 New
VPIM
390
Vanguard Personalized Indexing Management
California
$233K +$222K +857 New
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$232K
ASBI
392
American State Bank (Iowa)
Iowa
$229K
CCM
393
Covington Capital Management
California
$225K +$1.04K +4 +0.5%
TPWA
394
TRUE Private Wealth Advisors
Oregon
$225K +$213K +821 New
LOAME
395
Lombard Odier Asset Management (Europe)
United Kingdom
$220K +$210K +810 New
AWM
396
Altium Wealth Management
New York
$217K +$207K +799 New
CI
397
Conning Inc
Connecticut
$216K -$15.6K -60 -7%
MA
398
Mutual Advisors
Nebraska
$216K +$206K +793 New
SCA
399
Snowden Capital Advisors
New York
$216K +$206K +794 New
CAN
400
Cetera Advisor Networks
California
$213K +$203K +783 New