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Essex Property Trust

560 hedge funds and large institutions have $21.6B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $4.91M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 196

0.27% more ownership

Funds ownership: 96.08%96.36% (+0.27%)

0% more funds holding

Funds holding: 559560 (+1)

1% less capital invested

Capital invested by funds: $21.8B → $21.6B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
560
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
196
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$423K
TI
377
Tidal Investments
Wisconsin
$421K +$146K +438 +56%
BCI
378
Brinker Capital Investments
Pennsylvania
$418K -$5.34K -16 -1%
IAA
379
Independent Advisor Alliance
North Carolina
$418K +$112K +334 +38%
VI
380
Versor Investments
New York
$416K -$65.5K -196 -14%
ACM
381
Azimuth Capital Management
Michigan
$415K
TCOV
382
Trust Company of Vermont
Vermont
$414K -$16.7K -50 -4%
KFA
383
Krane Funds Advisors
New York
$403K +$30.7K +92 +9%
AP
384
Advisor Partners
California
$400K -$44.1K -132 -10%
II
385
Inspire Investing
Idaho
$398K -$11.7K -35 -3%
P
386
Pitcairn
Pennsylvania
$396K -$278K -833 -42%
Wealthfront Advisers
387
Wealthfront Advisers
California
$393K -$227K -680 -37%
CI
388
Cigna Investments
Connecticut
$393K -$113K -338 -23%
FT
389
Fiduciary Trust
Massachusetts
$393K +$379K +1,136 New
SC
390
Savant Capital
Illinois
$387K -$7.68K -23 -2%
IA
391
IndexIQ Advisors
New York
$378K -$3.67M -10,986 -91%
SFG
392
Sovereign Financial Group
Connecticut
$373K +$668 +2 +0.2%
ANRIA
393
American National Registered Investment Advisor
Texas
$369K
BL
394
Balentine LLC
Georgia
$369K +$356K +1,067 New
IRF
395
IBM Retirement Fund
New York
$356K -$15.4K -46 -4%
MGP
396
Metis Global Partners
California
$356K +$155K +463 +82%
VI
397
Vestcor Inc
New Brunswick, Canada
$355K +$75.8K +227 +28%
LS
398
Livforsakringsbolaget Skandia
Sweden
$345K
V
399
Veritable
Delaware
$345K +$13.4K +40 +4%
RSWM
400
Robertson Stephens Wealth Management
California
$337K +$1.34K +4 +0.4%